fmAccounting Link (Xero Edition) Update
Over the past few months we’ve been busy adding new examples and features to our fmAccounting Link (Xero Edition) solution based on customer requests and our own list of features we’d like to see. We now have new examples for the following Xero API endpoints:
- Purchase Orders
- Receipts
- Expense Claims
- Users
- Currencies
- Branding Themes
- Credit Notes
We’ve also added the ability to download the Xero Invoice PDF as well as the Invoice Online URL – this allows you to include these in emails that you send to your customers (e.g. a ‘pay now’ link). We’re currently working on Overpayments and then will tackle Prepayments. If there’s any examples that we don’t currently have that you would like to see please get in touch and let us know.
Hi Andrew, do you provide a template or guidance for pushing invoices into Xero? I’m looking forward to using your product!
Cheers!
Hi Dave,
The fmAccounting Link (Xero Edition) solution is a standalone FileMaker database that demonstrates how to authenticate with the Xero API, upload data from FileMaker to Xero and download data from Xero to FileMaker. It has lots of examples that cover Contacts, Invoices, Bills, Payments, Items, CreditNotes etc. The Invoices example shows how to push an Invoice from FileMaker to Xero (and create a Contact at the same time if necessary) – you can then use this example to recreate the same functionality in your (or your client’s) FileMaker solution – you can copy/paste most of the code and then do some field mapping to align your Invoice/Contact fields to the matching fields in Xero.
Let me know if you would like to organise a quick screen sharing demo to see this in action.
regards,
Andrew