June is shaping up to be a very exciting month for OdataLink and Xero users.
As part of our continuous development and refinement process, we reworked our Models architecture, added many new endpoints for Xero Accounting models and added the brand new Xero Projects model.
These changes add an additional 12 endpoints and brings the total number of endpoints available for Xero organisations to 46.
Models Rework
One of the more exciting changes we have done is reworking the models architecture. This rework was necessary to pave the way for additional endpoints for Xero. It will allow OdataLink to support the specialised endpoints for projects, payroll, assets, etc. available within Xero.
Prior to the change, a model could either be for MYOB or Xero data files.
In contrast, models now include the type of data it can provide. As such, a model can now be for:
- MYOB
- Xero Accounting
- Xero Projects
In time, we will leverage this change to include Xero Payroll (Australia), Xero Payroll (New Zealand) and Xero Payroll (UK).
Xero Accounting Reports endpoints
Continuing from the Xero integration we began earlier in the year, OdataLink includes the following 9 additional endpoints.
- BalanceSheet
- BalanceSheetByMonth
- BankSummary
- BudgetSummary
- BudgetSummaryByMonth
- ExecutiveSummary
- ProfitAndLoss
- ProfitAndLossByMonth
- TrialBalance
These endpoints allows you to query data from within Xero’s reporting module and provide summarised information without needing to crunch through the numbers yourself.
They accept parameters that can be used to control how the numbers are calculated.
For instance, you can use the BalanceSheet endpoint to query a closing balance as at any point in time or you can use the BalanceSheetByMonth endpoint to retrieve the closing balance of the 12 months of any given financial year.
Xero Static endpoints
Another core architectural change we have done is the addition of static endpoints targeted at Xero.
Building from the Dates and DatesByMonth endpoints added in April 2021, we identified the need for static data to help make sense of the Xero chart of accounts.
The newly added AccountsClass endpoint is a simple table that can be used with the Accounts endpoint and includes fields to identify if an account is:
- a profit and loss account
- a balance sheet account
- a debit account
- a credit account
Xero Projects
Last and by no means least, we received a few requests in recent weeks to provide access to Projects data from within Xero.
As a first step, we added a new model type for Xero Projects which include the following endpoints.
- Projects
- Users
This now allows OdataLink to query summarised project information.
The next steps on the roadmap will be to include the Tasks and Times endpoints.