Xero

Runs on its own 9

Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.

• Search contacts Tier 0 · Read Outside content

  Find customers and suppliers by text (matches name, first and last name, contact number, company number and email) or an exact where filter such as EmailAddress=="[email protected]". Returns ids, email, account number, status and outstanding balances.

• Create a contact Tier 2 · Reversible Outside content

  Add a customer or supplier. Name is what appears on invoices and currently has to be unique, so search first. Customer or supplier status is set automatically by the first sales invoice or bill.

• List invoices and bills Tier 0 · Read Outside content

  List sales invoices (Type ACCREC) and bills (ACCPAY), up to 1,000 per page, with totals, amount due and dates. Filter by statuses, contact ids, a where expression or text in invoice number and reference. Line items are left out; use get_invoice for them.

• Read an invoice or bill Tier 0 · Read Outside content

  Read one invoice or bill by InvoiceID or invoice number, with line items, tax, totals and payments.

• Draft an invoice or bill Tier 2 · Reversible Outside content

  Create a sales invoice (ACCREC) or a supplier bill (ACCPAY) as a draft, or as SUBMITTED to put it in Xero's awaiting-approval list. Drafts do not touch the accounts or reports. Sales invoice numbers come from the organisation's settings; for bills put the supplier's invoice number in invoice_number.

• Get the online invoice link Tier 0 · Read Outside content

  Get the link to an approved sales invoice on Xero's online invoice page, where the customer can view, download and (if set up) pay it. Not available for drafts. Use it in your own emails.

• Add a note to an invoice Tier 2 · Reversible Outside content

  Add a note to an invoice's or bill's History and notes, for example what a customer said about payment. Notes are internal (shown as System Generated) and cannot be edited.

• List accounts Tier 0 · Read Outside content

  List the chart of accounts with code, name, type and tax type. Use codes on invoice lines and bank accounts (Type BANK, or EnablePaymentsToAccount true) for record_payment.

• Run a report Tier 0 · Read Outside content

  Run a standard report: ProfitAndLoss (fromDate, toDate; defaults to this month), BalanceSheet and TrialBalance (date), BankSummary (fromDate, toDate), or aged receivables or payables for one contact (contact_id required). Results are rows and cells as laid out in Xero.