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Mark Spencer

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  1. 1 vote
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    0 comments  ·  Accounting API » Invoices  ·  Admin →
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    Mark Spencer shared this idea  · 
  2. 18 votes
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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. 4 votes
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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. 38 votes
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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. 34 votes
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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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