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Mark Spencer

← Customer Feedback for Xero API

My feedback

5 results found

  1. Invoices API: Enable/disable reminder when creating an Invoice

    4 votes
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    1 comment  ·  Accounting API » Invoices  ·  Admin →
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    Mark Spencer shared this idea  · 

  2. Call a webhook when a Quote is accepted

    30 votes
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    3 comments  ·  Accounting API » Quotes  ·  Admin →
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    Mark Spencer commented  · 

    We really need this feature to streamline our workflow and customer engagement.

    When a customer accepts a Quote, we need a webhook trigger so that we can immediately engage the next element of the workflow. Without this, we are manually checking Xero Quote statuses.

    Mark Spencer supported this idea  · 

  3. assign item to project

    7 votes
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    2 comments  ·  Accounting API » Items / Inventory  ·  Admin →
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    Mark Spencer commented  · 

    Because the Xero APIs do not currently allow us to post bill or invoice line items to Projects then our staff are having to do this manually. The rest of the process is automated but this last step requires human intervention.

    It doesn't make sense to be able to associate line items to a Project at the user interface but not through the API. This devalues our workflow automations and frustrates the heck out of our staff!

    Mark Spencer supported this idea  · 

  4. Link Projects to Invoice Line Items

    70 votes
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    12 comments  ·  Accounting API » Invoices  ·  Admin →
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    Mark Spencer commented  · 

    Because the Xero APIs do not currently allow us to post Invoice line items to Projects then our staff are having to do this manually. The rest of the process is automated but this last step requires human intervention.

    It doesn't make sense to be able to associate line items to a Project at the user interface but not through the API. This devalues our workflow automations and frustrates the heck out of our staff!

    Mark Spencer supported this idea  · 

  5. Xero Projects API - bill line items

    37 votes
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    5 comments  ·  Accounting API » New APIs  ·  Admin →
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    Mark Spencer commented  · 

    Because the Xero APIs do not currently allow us to post bill line items to Projects then our staff are having to do this manually. The rest of the process is automated but this last step requires human intervention.

    It doesn't make sense to be able to associate line items to a Project at the user interface but not through the API. This devalues our workflow automations and frustrates the heck out of our staff!

    Mark Spencer supported this idea  · 

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