We’ve just released a free update to v2 of fmAccounting Link (Xero Edition), our FileMaker solution that integrates with the Xero Accounting Software, to include support for Xero Quotes. Xero introduced Quotes back in 2015 but it wasn’t until this year that developers were able to finally able to retrieve, create and update Quotes in Xero via the Xero API. It’s been a long time coming and one of the most requested features for the API with over 1300 votes alone!
We had planned to release an update to support Quotes earlier this year but we had to focus on adding support for OAuth 2.0 and releasing v2 of fmAccounting Link (Xero Edition), but we’re pleased to have finally added support for Quotes into v2 of the fmAccounting Link solution.
With this update you can now perform the following quote related tasks in FileMaker:
- download all quotes from Xero (can filter by date range like Invoices)
- create a new quote and upload to Xero
- revise an existing quote and update in Xero
- change the Status of a quote and update in Xero (e.g. from Draft to Sent)
- download the quote PDF from Xero
- update the quote history and notes
- upload attachments for the quote
- download quote history and notes
- download quote attachments
We’ve also added the ability to convert a Quote in the fmAccounting Link file to an Invoice to save you having to re-enter this manually. Here’s a short video showing the Quotes integration in action:
We also added support for emailing Invoices via Xero from the fmAccounting Link file. When you click the Email Invoice button on the Invoice Details layout you will now get a prompt to choose how to send the invoice:
When you choose the Xero option it will trigger the email of a sales invoice out of Xero. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED, AUTHORISED or PAID).
The email will be sent to the primary email address of the contact on the invoice and any additional contact persons that have IncludeInEmails flag set to true. The sender will be the user who authorised the app connection. The subject and body of the email will generated from the organisation’s default template.
The full list of changes are listed in the version history notes here. Existing customers can download this version from the link on your original order email (contact us if you need the link to be reset etc).