In Xero, you can view the history of changes made to invoices, bills, transactions, inventory items, contacts and more. This audit trail also shows any notes recorded by users in the Xero app but until recently this information was not available via the Accounting API.
Earlier this year Xero added a new endpoint to the Accounting API to allow developers to be able to download the notes/history and also add new notes. We’ve just released an update to fmAccounting Link (Xero Edition) that includes examples for downloading and creating Notes for Contacts and Invoices.
The history and notes for an Invoice in the Xero web app looks like this:
and contains important information, such as when the Invoice was sent to the customer and if they have viewed the invoice online. We’ve added a new Notes tab to display the same information in the fmAccounting Link file:
You can download all the Notes from Xero for an Invoice and a Contact and create a new Note and upload that to Xero for a Invoice and a Contact. We started adding support for the new History and Notes endpoint for Contacts and Invoices as these are two of the most popular modules, but will gradually add them to the other supported modules such as Bills, Credit Notes, Items etc.
We also took this opportunity to extend the support for working with Attachments to also include the ability to download Attachments for an Invoice and create/download Attachments for a Contact.
Here’s a video that demonstrates working with History and Notes and Attachments in fmAccounting Link (Xero Edition):