Is anyone knows how to create customized fileds in our Xero invoices? We are a tour company and we need to add the following fields.
Date of Sale, Booking ID, Guest Name, Tour Name, Children, Adults etc.
Our tour booking system is generating and sending the invoices automatically. I am using xero API to create the same invoice in Xero.
So I have to create an invoice using the API which would look like below
But I have only the following fields in Xero.
Description, Quantity, Unit price, Amount.
Because, I don't have fields such as booking id, guest name, tour name, I have to put all this information in the description so it looks like below when invoice is recorded in Xero.
The second issue is that the discount field is never shown on the xero invoice. We can see it inside the Xero when viewing an invoice it says Subtotal (includes a discount of 44.55) but this is never been shown on the actual invoice.
Also Every time I have to create a new line / item using the API if I have children attending to a tour. Please see the screenshot below.
This is a big issue for us as the invoice that is sent to a guest and the invoice that has been recorded in xero looks different. See the actual invoice below.
It will make my day if I could use the above mentioned fields in our invoices. Most importantly I should able to send the information for each field using the Xero API.
I am shocked that a famous online account system like Xero doesn't allow us to have this flexibility. Every business has their own unique data and for them to create their own fields means that a lot of the feature requests such as Order ID, Adults, Children etc. should be self defined. I would appreciate any comment and I would appreciate if you can tell me how to reach to Xero developer team as there is no phone number or email address on the offical xero website.
Xero simply does not provide this functionality in either their API or the native product. This should have been discovered during the due diligence phase when deciding what accounting package to use.
Related
I need to retrieve a unit's assessment items (with deep link, achievable score, and due date) via Valence API in desire2learn.
I am able to retrieve grades, calendars and dropboxes via the following API calls:
/d2l/api/le/1.2/{orgUnit}/grades/
/d2l/api/le/1.2/{orgUnit}/dropbox/folders/
/d2l/api/le/1.2/{orgUnit}/calendar/events/user/
I can see that the grades retrieved correspond to either a dropbox or a quiz (#grades = #quizzes + #dropboxes), and I can link a calendar item to a dropbox via 'associated entity id'.
I have also found that a calendar entry can be associated with an id of type 'D2L.LE.Quizzing.Quiz' but I don't know what to do with that ID.
It seems to me that I need to start with calendar entries which have an associated entity, then lookup either a dropbox or a quiz based on the association, and then match the dropbox or quiz to a grade.
Although the API allows you to retrieve calendar events that associate to quiz entities, D2L does not yet have any APIs around the quiz entities themselves. You can retrieve the grade values/objects associated with a quiz, if the back-end service has associated grade items with the quiz; similarly, you can retrieve the calendar events associated with a quiz, as you have discovered. However, D2L doesn't yet provide a way to get at the quiz entity itself. This is an often-requested enhancement to the platform, and as a result, it does already exist on the product roadmap for future Learning Environment development; however, D2L does not yet have a committed release date for platform functionality around quiz entities.
I am working with the Intuit Web Connector.
I am able to add customers using "customerAdd" and by using "openBalance" it creates an invoice.
I have tried everything to make it create an invoice number (the invoice that gets created has no number, just blank).
I would also like to have the item, qty and description.
Is this a job for "invoiceAdd"?
Thanks for looking.
If you're trying to create an Invoice, you should be using InvoiceAdd.
The only time you should be using OpenBalance is if the customer has an outstanding balance that's not the result of an invoice that you'll have in QuickBooks. e.g. if you're migrating from another accounting platform, you might have an open balance for someone when moving from the other system.
Beyond that, you should never be creating customers with an OpenBalance.
Instead, create an actual invoice. Here are some examples:
qbXML examples
InvoiceAdd example
I'm new to the Jira admin side of things after having used it in a previous company as an end-user for several years. We are using the standard Jira workflow. The scenario I'm struggling with is the following. I'm attempting to match some of the functionality of our old-proprietary issue database. Right now I'm using many of the standard Jira fields, with only two new custom fields (both single Select Lists populated manually by me):
1) Customer = customer name who sent the new issue email to our support team
2) Customer Contact = the main customer contact, currently populated by the custom list
I created these two custom fields because we have external customers who call or email issues they have using our hosted software. Currently our system creates a simple new issue when a customer sends an email to our support email account. Our support team then goes in and cleans up the data and makes sure that all the required Jira fields have data, the comments are good, reproducible steps, etc. (Currently we do not strip out the customer domain name to auto-populate the Customer custom field, but I might try doing that soon.)
Our support team is asking that I add the following two new customer fields:
3) Customer phone number
4) Customer connection / login info
What I would like to implement is a system that goes something like this:
Customer name gets inputted (either automatically by grabbing domain name of customer email address or manually by our support team) into the Customer custom field. Customer name selected should be "pushed" into the Customer Contact Select List to help sub-select values for that particular customer.
The Customer Contact Select list should be "smart" or dynamic in that some pre-processing is done where the Customer name is grabbed so that it doesn't show ALL customers contacts for the tech support person to select, it just shows them the customer contacts for the customer that was selected.
Along with the filtered customer contacts, I would want to only see the Customer phone number for the contact that was populated in the Customer Contact select list.
And finally I would want to see the Customer connection information for the particular Customer that was selected.I've done this type of smart combo boxes in the past when I created Java / Database applications, so I have a feeling that this is possible in Jira. I'm just looking for the easiest way to implement this. It seems like there might be some external plugins that might help do this (ex. the values for the Custom fields are stored in a database table so they can be queried and the proper filtered result sets can be populated into the select lists.), or maybe using post functions (update issue), etc. But before I spent more effort investigating, I know this sort of thing has to be somewhere common and wanted to ask the Jira admin experts what the best practice would be for this type of functionality in custom fields. Please share your experience with how to solve this type of scenario. Thanks in advance!
Here is the way that tells how to import multiple options at once. Probably that would help u.
https://answers.atlassian.com/questions/92385/importing-project-from-another-jira-instance-how-do-we-mass-import-custom-field-multi-select-options?page=1#92622
EDIT
and here is the complete code to update another select list using new select list.
How to add new values to select list field in jira dynamically or using plug-in
I'm building a Rails 3.1 application that allows people to submit events. One of the fields for the event is a venue. On the create/edit form, the venue_name field has autocomplete functionality so it displays venues with a similar name, but the user is able to enter any name.
When the form is submitted, I'm using find_or_create_by_name when attaching the venue to the event model.
I'm doing this because it's not possible for us to maintain a complete list of venues and I don't want to prevent people from submitting an event because the venue isn't in the list.
The problem is that it's quite likely we'll get duplicates over time like "Venue Name" and "The Venue Name" or any number of other possibilities.
I was thinking that I probably just need to create an administrative tool that allows the admin to review recent venues and if he/she thinks they're duplicates to search/select a master record and have the duplicate record's association copied over to the master record and once successful to delete the duplicate record.
Is this a good approach? In terms of the data manipulation would it be best to handle this in a transaction? Would it be best to add this functionality in a sort of utility class - or directly in the Venue model?
Thanks for your time.
If I were going to put together a system like that, I'd probably try to find a unique identifier I could associate with each venue - perhaps an address or a phone number?
So, if I had "The Clubhouse" with a phone number 503-555-1212, and someone tried to input a new venue called "Clubhouse" with the phone number 503-555-1212, I might take them to an interstitial page where I ask them "Did you mean this location?"
Barring that, I might ask for a phone number or address first, then present a list of possible matches with the option to create a new venue.
Otherwise, you're introducing a lot of potential for error at the admin level, plus you run into a scalability problem. If your admin has to review 10 entries a month, maybe not so bad - but if your app takes off and that number goes to 1000, that becomes unmanageable fast!
i have a order catalogue web site and i want to create a REST API so people can create their own apps and Add an Order or Update an existing order:
Lets say an order has:
OrderId
Product
Quantity
ShippingType
So i need some API to allow someone to send in a new order (orderid would be blank as that would be in the response).
How do you deal with passing in items like Product or Shipping type. These are tables in my db and are keyed off their own specific primary key id. Should the NewOrder API ask for a string name for these fields, should it ask for the id. If it asked for the ID, that would assume they would have to call the GiveMeProductList() method upfront (which gives you the name and id of all product as a dataset).
What is the standard for dealing with this?
Martin Fowler has a good post about the steps toward the glory of REST that you might find useful to come up with REST API.
The media type that I use for sending this information to the server can handle both scenarios, Id and Code/Name. If the user enters the product code manually then I send up the code, if the user asks to pick from a list then I provide the list and send back the Id.