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Reuben Helms

← Customer Feedback for Xero API

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  1. Be able to retrieve & e-mail statements to receivable accounts via the API

    117 votes
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    not planned  ·  10 comments  ·  Accounting API » Accounts  ·  Admin →
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    Reuben Helms commented  · 

    I'd loosely relate this to https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/6923701-provide-api-access-to-contact-statements

    Being able to get all the data for an activity statement or outstanding statement via an end point, and then be able to at least generate the same PDF via an end point, instead of having to cobble similar functionality from existing APIs.

    Havng to construct this from existing APIs is probably a lot more computationally expensive than having an end point that can accurately calculate opening, closing and running balances.

    Reuben Helms supported this idea  · 

  2. provide API access to contact Statements!

    93 votes
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    9 comments  ·  Accounting API » Contacts  ·  Admin →
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    Reuben Helms supported this idea  · 
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    Reuben Helms commented  · 

    This should allow end points for the activity statement for a date range, and the outstanding statement up to a date.

    It should also allow retrieval of the branded PDF for each, as it would via the web UI.

    The activity statement should also have lines for the open balance and closing balance.

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