17 results found
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Adding notes to clients
As of the moment practice manager API can retrieves all notes per client using GET get/[uuid] "Detailed information for a specific client" however we cant add notes via API.
2 votes -
CPE Recording In XPM
Ability to have another box to tick when recording your daily time in XPM - box for "Record CPE" in a same way as "Billable" in order to allow Practice managers to run a CPE report for all qualified staff. This would eliminate double record keeping where CA's are doing extensive research and self training on the job and off, workshops etc that should count to CPE and not have to double record. Massive game changes on practice admin burden.
2 votes -
Read custom field values for multiple clients in a single API request
Can we retrieve custom field values for a list of client id's, currently this is a 1 custom field read per client per api call which is not great for reading large volumes
7 votes -
Add modified since header to Jobs Endpoint
Similar to the Clients endpoint, add a modified since header to the jobs API. This will reduce the amount of calls we need to make to load jobs allowing us to focus on anything that has changed since we last called the API
modifiedsince=yyyy-MM-ddTHH:mm:ss
4 votes -
Xero Practice Manager clients list paginated missing detailed information
The Practice Manager client.api/paged-list released in 3.1 is missing key information that the previous list endpoint contained when the parameter detailed=true was passed in.
Unfortunately we cannot use the new paginated endpoint due to this limitation.
We are working with clients with 15,000+ XPM client records and the detailed endpoint can take several minutes and return a 50mb+ response.
The paginated endpoint is a great idea and we would love to use it, but it is missing group and business number information.
The idea is to either allow a detailed=true parameter in the new paginated endpoint, or better yet allow…
10 votes -
Tax Return & Activity Statement lodgement status
Have the ability to be able to get Tax Return and Activity Statement that have been created in XPM and confirm their status (Created, Complete, Approved, Suspended, Filed, Error)
4 votes -
Include Job states in Practice Manager API
Include Job States in the API so that a list can be retrieved. This would help apps by allowing them to get the complete list to be able to update job states. Currently we have to search the current jobs to see what potential job states there are and update as new ones are noted.
7 votes -
Request to Expose WIP and Staff Capacities API [XPM]
I wanted to inquire if there are any plans or possibilities to expose APIs for wip and staff capacities in XPM. Such an API could be incredibly valuable for integrating with our internal tools and streamlining workflows.
1 vote -
Allow booking of time entries on Jobs I am not assigned through in the API for XPM
In XPM you can create a time entry for a Job you are not assigned to. However this is not possible if we are making the time entry through the API.
The API should offer that possibility as it is the same as in the browser.
The API is not allowed to reproduce the same behaviour as in the the portal which is a bug.
1 vote -
Ability to access Practice Manager staff billable rates
It would be really useful to be able to access (and ideally edit) staff billable rates via the Practice Manager API.
Many other fields can be accessed via the Staff endpoint:
https://developer.xero.com/documentation/api/practice-manager-3-1/staff
This would be a really useful addition.
2 votes -
Ability to update Practice Manager time sheet entry "Billable" field
The Practice Manager API allows the editing of most time sheet entry fields via the Time PUT Update endpoint:
https://developer.xero.com/documentation/api/practice-manager-3-1/time/#put-update
However, for some reason it doesn't currently allow toggling the Billable field.
It would be really useful to allow editing of this field along with the ability to edit the rest of the time sheet entry fields.
1 vote -
Practice Manager - Job priority update via API
Include priority as a field in job GET response.
Include the ability to update the job priority.
1 vote -
XPM - GET Staffs Capacities
It would be great if we could GET Capacities from Practice Manager
1 vote -
Show more love on Practice Manager API
The Job returned by the XPM API v3.1 is not consistent, for example:
01. Jobs - GET - Current -> contained <WebUrl>
02. Jobs - GET - Staff ID -> does not have <WebUrl>Also, I find it a little puzzling, on how all other "Schedule Information" fields such as Start Date, Due Date, Partner, Manager, and even all Assigned Staffs are included in GET Current Jobs, but Priority is not..
Could the Practice Manager API have a little bit more love from Xero? I really suspect that the XPM API is built by completely separate team, because even by…
2 votes -
Practice manager - Ability to update task time allocations via API
The ability to add Job allocation and staff allocation times into a job in Xero Practice manager via the API.
1 vote -
Practice Manager API returns the Last Modified Since value which you can search for
The Practice Manager API allows you to restrict the list to anything that has been modified since a particular date. The issue is that the value isn't returned on the response.
We would like that field to be returned so we have visibility on the exact last modified time.
https://developer.xero.com/documentation/api/practice-manager/clients#get-list
modifiedsince=yyyy-MM-ddTHHss
Thank you
1 vote -
include the Group ID field in the Clients API method for Xero Practice Manager
This is more for the WorkflowMax/Practice Manager API but as I can't seem to find a community site for that product I'm posting here. It seems like an oversight to not include the group ID. Can this be added please.
1 vote
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