fmAccounting Link (Xero Edition) Version History

v2.24 - 01 January 2024

Prepayments: fixed issue with downloading allocation amount and updated to set the Allocation _kf_InvoiceNumber field with the Invoice.InvoiceNumber value
Prepayments: updated to set the Line Item Tax Rate when downloading bulk Prepayments

v2.23 - 09 October 2023

added Commit records step after creating new Contact record to prevent duplicate new Contacts from being created when downloading Invoices and Quotes

v2.22 - 18 September 2023

updated Purchase Orders uploads to only reference the Contact ContactID

v2.21 - 10 May 2023

updated cURL options to use trace-ascii instead of trace

v2.2 - 29 November 2022

added new script to support Claris Connect webhooks

v2.1.12 - 09 September 2022

Single Organisation Version: fixed issue with cURL options Create Timesheet in Xero script (wasn't setting the TenantID)

v2.1.11 - 08 July 2022

Bills: fixed bug in Create Bill Payment in Xero script in Multiple Organisations file

v2.1.10 - 11 February, 2022

Contacts: updated to include MergedToContactID, PurchasesDefaultLineAmountType and SalesDefaultLineAmountType fields when downloading from Xero
Contacts: updated to include CompanyNumber field when uploading/downloading with Xero
Attachments: updated for change in max file size from 3mb to 10mb

v2.1.9 - 13 January, 2022

Invoices: updated Line Item Description to better support line breaks when uploading to Xero

v2.1.8 - December 12, 2021

Bills: added examples for creating Credit Notes for Bills
Credit Note Allocations: no longer attempting to link an Allocation to a parent Invoice by the FileMaker Invoice ID (now using Xero IDs for Allocations relationships)
updated all delete buttons to use native FileMaker buttons

v2.1.7 - April 26, 2021

Get All PurchaseOrders script:: added options to download records using the modifiedSince parameter (download purchase orders created or modified since the specified timestamp). Records that have been previously downloaded will now be updated as well as downloading new records
Get All PurchaseOrders script: updated to check for existing Purchase Orders by Xero ID and not create duplicates
Get All PurchaseOrders script: disabled prompt/steps to delete any existing Purchase Orders
Purchase Orders: added Notes examples (download and create)
Credit Notes: added Notes examples (download and create)
Credit Notes: added Attachments examples (download and create)
Manual Journals: added support for downloading Manual Journals from Xero (all Manual Journals or by date range)
Manual Journals: added Notes examples (download and create)
Manual Journals: added Attachments examples (download and create)
miscellaneous bug fixes

v2.1.6 - January 12, 2021

added WebDirect extended privileges to Trial Privilege Set
optimised processing of bulk downloads (Customers, Invoices, Products etc) by breaking each individual record into a separate $record variable within the loop
Multiple Organisations file: updated 'Open in Xero" scripts to check for Organisation Shortcode and download this if required
fixed bug with counting TaxComponents array when downloading Tax Rates
updated ErrorDescription custom function for FileMaker Pro v19

v2.1.5 - November 27, 2020

added support for Xero Quotes (download, create, update, Notes/History and Attachments)
added Quotes to Navigation table in place of Accounts
modified Organisations layout to combine Quotes and Invoices into Sales tab
modified Organisations layout to combine Bills and Purchase Orders into Purchases tab
modified Contacts Form layout to combine Quotes and Invoices into Sales tab
modified Contacts Form layout to combine Bills and Purchase Orders into Purchases tab
Invoices: added support for emailing Invoice via Xero
updated Trim4 custom function to 1.0v3
fixed issue with Contact.ContactNumber syntax when uploading Invoices, Bills and Purchase Orders
fixed issue with LineItemID syntax when uploading Invoices and Bills

v2.1.2 – October 19, 2020

Get Invoice PDF: updated to use Invoices::InvoiceNumber field for the file name instead of Invoices::_kp_InvoiceID and set this as the file name when downloading from Xero
Save Xero Invoice PDF to Desktop: updated to use Invoices::InvoiceNumber field for the file name instead of Invoices::_kp_InvoiceID
PDF and Email Invoice: updated to use Invoices::InvoiceNumber field for the file name instead of Invoices::_kp_InvoiceID
added new example: Get Credit Note PDF from Xero

v2.1.1 – September 21, 2020

fixed bug with OrganisationsCreditNoteAllocationsCreate relationship (ticked the 'Allow creation of records in this table via this relationship' option)
changed CreditNoteAllocations::Date field data type from text to Date
updated Get CreditNotes script to check for existing Credit Note with same Xero ID, download Line Items and set the Allocations Amount Applied correctly
OAuth 2.0 Token expiry timestamp now set using Get (CurrentHostTimestamp) intead of Get ( CurrentTimestamp ) to better handle users in different timezones (click here for more details)
Single Organisation Version: no longer setting $$xeroToken, $$refreshToken, $$xeroTokenExpires and $$tenantID global variables (replaced with regular field references). Further details on these changes can be found here.
Update Purchase Order from Xero: now includes option to just update the Purchase Order Status from Xero

v2.1 – August 18, 2020

added support for Xero Webhooks (PHP API and Data API)
fixed issue navigating to related Contact from Invoices
changed “No Tax” references to “NoTax” to match Xero API LineItemTaxTypes for Invoices, Bills, PurchaseOrders, BankTransactions and Prepayments
added Freeze Window step to Contacts, Products and Invoices upload scripts for bulk uploads not running on FileMaker Server

v2.0.4 – July 27, 2020

bug fix: downloading all Credit Notes from Xero was missing the page URL parameter
added Commit records step after creating new Contact record to prevent duplicate new Contacts from being created when downloading Bills, Bank Transactions, Purchase orders, Overpayments and Prepayments

v2.0.3 – June 14, 2020

updated to download Reference field from Xero when downloading Purchase Orders
added new example: Update Purchase Order from Xero

v2.0.2 – June 12, 2020

fixed bug when checking for existing Contact during bulk downloads which could overwrite the Contacts::_kp_ContactID value with the Xero ContactNumber (or blank if no Xero ContactNumber value)

v2.0.1 – May 07, 2020

fixed bug with getting the Xero LineItemID for Invoice Items, Bill Items and Purchase Order Items when uploading to Xero

v2.0 – April 08, 2020

updated to use native FileMaker scripts and functions (requires FileMaker v16 or later) and no longer requires BaseElements FileMaker plugin
Products: added Code field to replace use of _kp_ProductID field as the Code field
renamed all ‘_kf_ProductID’ fields to ‘Code’
Credit Notes: added support for two Tracking Categories
Manual Journals: added support for two Tracking Categories
Receipts: removed examples as this endpoint has been deprecated by Xero
Expense Claims: removed examples as this endpoint has been deprecated by Xero
updated header navigation to use native Button Bar
Update Current Invoice from Xero: now gets all Payments for Current Invoice
Update Current Invoice from Xero: now incorporates the Get Invoice Online URL script and Update Current Invoice Status from Xero script functionality
Get All Contacts: now checks for existing Contact by Xero Contact ID
Get All Contacts: changed Modified After to use separate Date and Time field for easier data entry
Get All Contacts: now incorporates Get All Contacts Modified Since script functionality
Get All Invoices: now incorporates Get All Invoices Modified Since script functionality
Get All Bills: now incorporates Get All Bills Modified Since script functionality
Get All Inventory Items: now checks for existing Product by Xero Product ID
Get All Timesheets: now checks for existing Timesheet by Xero Timesheet ID
Get All Timesheets: added option to get all Timesheets between 2 Start Dates
Get All BankTransactions: now checks for existing BankTransaction by Xero BankTransaction ID
Get All BankTransactions: added option to get all Bank Transactions between 2 Dates
Get BatchPayments: now checks for existing BatchPayment by Xero BatchPayment ID
Update Current Bill from Xero: now gets all Payments for Current Bill
Invoices Form layout: added 2 Tracking Category fields to Items Portal and deleted Invoices Form Tracking layout
Bills Form layout: added 2 Tracking Category fields to Items Portal and deleted Bills Form Tracking layout
Overpayments Form layout: added 2 Tracking Category fields to Items Portal and deleted Overpayments Form Tracking layout
PurchaseOrders Form layout: added 2 Tracking Category fields to Items Portal and deleted PurchaseOrders Form Tracking layout
BankTransactions Form layout: added 2 Tracking Category fields to Items Portal and deleted BankTransactions Form Tracking layout
Timesheets Form layout: added Tracking Category field to Items Portal and deleted Timesheets Form Tracking layout
CreditNotes Form layout: added 2 Tracking Category fields to Items Portal
ManualJournals Form layout: added 2 Tracking Category fields to Items Portal
CreditNotes: now supports uploading and download 2 Tracking Categories
ManualJournals: now supports uploading and download 2 Tracking Categories
Accounts: renamed the AccountID field to _kf_XeroAccountID
added buttons to copy Xero ID to clipboard
Payments: updated uploads for Invoices, Bills and Credit Notes to use the Xero ID instead of the Invoice Number or Credit Note Number
CreditNoteAllocations: changed to use InvoiceNumber to find a matching Invoice
PrepaymentAllocations: changed to use InvoiceNumber to find a matching Invoice
OverpaymentAllocations: changed to use InvoiceNumber to find a matching Invoice

1.983 June 02, 2022

updated Windows versions of BaseElements plugin to fix issue with expired signing certificate which prevented plugin from loading

1.982 January 10, 2022

Batch Payments: fixed issue with downloading Payment Items (wasn't referencing the $counterBatchPayments)

1.981 April 20, 2021

changed Get ( CurrentTimestamp ) reference to Get (CurrentHostTimestamp) in the Xero Authentication - OAuth 2.0 Complete and Xero Authentication - OAuth 2.0 Refresh Access Token scripts

1.98 - December 22, 2020

OAuth 2.0 Token expiry timestamp now set using Get (CurrentHostTimestamp) instead of Get ( CurrentTimestamp ) to better handle users in different timezones. Further details on these changes can be found here.
Single Organisation Version: no longer setting $$xeroToken, $$refreshToken, $$xeroTokenExpires and $$tenantID global variables (replaced with regular field references). Further details on these changes can be found here.

v1.975 – April 02, 2020

updated Refresh Token Expiry test to cast $$xeroTokenExpires variable as a Timestamp in Single Organisation version
Update Current Prepayment from Xero – added authentication check before API request is made in Single Organisation version

v1.974 – March 11, 2020

Contacts: added support for downloading and uploading the DefaultCurrency
Products: added support for downloading QuantityOnHand (read-only field for tracked inventory)
Overpayments: restored missing $url variable in the Create Overpayment in Xero script
Prepayments: restored missing $url variable in the Create Prepayment in Xero script
Products: updated XeroItemPOSTCalc calculation to allow updating items from tracked to untracked
Updated OnLastWindowClose Script in Single Organisation file to clear the $$fmXeroAuthenticated global variable

v1.973 – December 22, 2019

moved the set header script steps to inside the loop for update and upload scripts that operate on a found set
added check for expired token within loop for update and upload scripts that operate on a found set

v1.972 – December 20, 2019

moved the set header script steps to inside the loop for bulk download scripts that support pagination
added check for expired token within loop for bulk download scripts that support pagination

v1.971 – December 18, 2019

fixed bug with hardcoded Tenant ID in Headers in some scripts

v1.97 – December 11, 2019

updated for OAuth 2.0 app authentication

v1.969 – November 16, 2019

added Bills History and Notes examples (download and create)
added Bills Attachments examples (download and create)
added Bills History and Notes examples (download and create)

v1.968 – November 08, 2019

fixed issue with $url variable when downloading Timesheets from Xero (missing ?)

v1.967 – October 29, 2019

updated Bills upload to use PUT to create new Bill in Xero and POST to update existing Xero Bill
updated Invoices upload to use PUT to create new Invoice in Xero and POST to update existing Xero Invoice

v1.966 – October 15, 2019

updated ‘Process Server Side Uploads’ script to reset Xero tokens to force reauthentication when running under FileMaker WebDirect
added example to download Payments from Xero for individual Bill
added CurrencyRate field to Payments table

v1.965 – July 10, 2019

added Batch Payments examples for Bills and Invoices (upload/download)
delete the PurchaseOrders::TotalPaymentItems_c field
fixed issue with the Get Invoice PDF script and FileMaker Pro Advanced v17
updated to BaseElements plug-in to v3.3.8 (Code Signed) for FileMaker Pro 18 compatibility

v1.964 – March 25, 2019

updated XeroItemPOSTCalc to reflect max length rules for Name, Description and PurchaseDescription fields
added support for FileMaker Cloud/Linux version of the BaseElements plug-in
updated BillsCheck to use the zv_XeroIDCheck_gt as the match field
updated ‘Get All Bills Modified Since’ script to fix bug with setting the $invoiceID when checking for existing Bill to update
updated Get Bills script to check for existing Bill by Xero ID and skip if already exists
updated Get Bills script to set the Payments::_kf_BillID field to the $invoiceID value
added new option to Get Bills script for Bill Date Range (between 2 dates)
added Update Invoice from Xero example
added Update Bill from Xero example

v1.963 – February 22, 2019

added Purchase Orders Attachments examples (download and create)

v1.962 – December 10, 2018

updated XeroInvoicePOSTCalc to match XeroContactPOSTCalc Contact fields

v1.961 – December 4, 2018

added example to download Payments from Xero for individual Invoice

v1.96 – November 9, 2018

fixed issue with scripts that download records modified since a timestamp to set the headers within every iteration of the loop
updated Contacts to support uploading/downloading of Sales Tracking Categories and Purchases Tracking Categories

v1.95 – August 5, 2018

added Contacts History and Notes examples (download and create)
added Invoices History and Notes examples (download and create)
added Contacts Attachments examples (download and create)
updated Invoices Attachments examples to also include download options
updated Open in Contact URL to open using the new Xero Contacts UI view
updated XeroBankTransactionItemPOSTCalc to omit the if empty (would return ValidationException if empty included)

v1.94 – June 27, 2018

updated to Base Elements plug-in v3.3.8
updated to support 4 decimal places in unit amount for line items for Invoices, Bills, Credit Notes, Receipts and Bank Transactions (requires BaseElements 3.3.8 plugin or higher)

v1.934 – March 30, 2018

changed CreditNotes Type field from Number to Text
updated to set the Credit Notes Reference field (only available for ACCRECCREDIT type Credit Notes)
updated Create TrackingCategory in Xero script to show confirmation dialog for found set uploads
updated InvoiceItems AccountCode and TaxType to default to Contact sales defaults when no Product Code is entered
updated BillItems AccountCode and TaxType to default to Contact purchase defaults when no Product Code is entered
update PurchaseOrderItems AccountCode and TaxType to default to Contact purchase defaults when no Product Code is entered
added Commit Records step to System Create New Blank Record script

v1.933 – November 27, 2017

added CountryCode to Organisations table
made Tax Type and Report Tax Type fields accessible in browse mode
updated Get Payments script to check for existing Payment by Xero ID and skip if already exists
updated Get Invoices script to check for existing Invoice by Xero ID and skip if already exists
added new option to Get Invoices script for Invoice Date Range (between 2 dates)
added new option to Get Payments script for Payment Date Range (between 2 dates)

v1.932 – August 7, 2017

fixed bug when setting the FlagSentToContact when downloading Invoices
updated Accounts to support creating and updating Accounts
updated Tax Rates to support creating and updating Tax Rates
updated BankTransactions to support creating and updating BankTransactions
Invoices: now saves the CurrencyRate when creating/updating Invoices
Bills: now saves the CurrencyRate when creating/updating Bills
Tracking Categories: optimised Create TrackingCategory Option in Xero script when retrieving the value of the newly created TrackingOptionID
when downloading Invoices from Xero and uploading Invoices to Xero it now stores the Xero Invoice Number

v1.931 – 01/05/2017

updated Products/Inventory to upload the IsSold and IsPurchased fields
fixed bug when setting Purchase Flag in the Update Current Product from Xero script

v1.93 – 26/04/2017

updated Purchase Orders to support 2 Xero Tracking Categories (see PurchaseOrders Form Tracking layout for example of this)
GET PurchaseOrders now downloads Purchase Order Line Item Tracking Categories (see PurchaseOrders Form Tracking layout for example of this)
updated Overpayments to support 2 Xero Tracking Categories (see Overpayments Form Tracking layout for example of this)
GET Overpayments now downloads Overpayment Line Item Tracking Categories (see Overpayments Form Tracking layout for example of this)
removed when uploading Invoices, Bills, Purchase Orders and Receipts containing Tracking Categories
updated Invoices, Bills, Receipts and PurchaseOrders POST calcs to support ContactNumber field in Contacts table
updated Tracking Categories to support creating, updating and deleting Tracking Categories and Tracking Options
updated scripts that upload/delete Payments/Refunds to ensure they remain on the correct portal row if authenticating during the script

v1.929 – 12/04/2017

added ContactNumber to Contacts table (This field is read only in the Xero UI, used to identify contacts in external systems. It is displayed as Contact Code in the Contacts UI in Xero)

v 1.928 – 07/04/2017

updated to get the Contacts Invoice/Branding Theme (read only)
fixed parameters on Server Side Submit buttons for Invoices/Payments
fixed bug with Get All Bills scripts that caused blank Payment records to be created when no Payments existed
Invoice Payments: added mandatory test for Xero Invoice ID when uploading a Payment
Bill Payments: added mandatory test for Xero Bill ID when uploading a Payment
updated to Base Elements plug-in v3.3.4

v 1.927 – 07/12/2016

added Prepayments endpoint examples (download and create)
fixed Overpayments Type field data type
minor changes to Overpayments
minor changes to Payments
updated to Base Elements plug-in v3.3.3

v 1.926 – 07/12/2016

updated Invoices to support 2 Xero Tracking Categories
GET Invoices now downloads Invoice Line Item Tracking Categories (see Invoices Form Tracking layout for example of this)
updated Bills to support 2 Xero Tracking Categories
GET Bills now downloads Bill Line Item Tracking Categories (see Bills Form Tracking layout for example of this)
fixed bug when downloading Bills using the last modified timestamp and updating the correct timestamp

v 1.925 – 25/11/2016

trial version changes to single organisation file
added Reports Module and Trial Balance Report as the first Report example
Invoices: upload attachments against an Accounts Receivable invoice

v1.924 – 30/10/2016

added Contacts Balances (Accounts Receivable and Accounts Payable) to Contacts List and Form layouts
added script to update just the Contact Balances (current record and found set of records)

v1.923 – 26/10/2016

fixed issue with GET Invoices scripts that weren’t downloading the Invoice Reference and Sent to Contact fields

v1.922 – 07/10/2016

added refund Credit Note example
added refund Overpayment example

v1.921 – 23/09/2016

removed SubTotal, TotalTax and Total fields from POST calculations for Invoices and Bills as they are ignored when uploading to Xero
CreditNotes: added new field SubTotalExTax_c to calculate sub total exclusive of tax when uploading to Xero

v1.92 – 14/09/2016

added IsCustomer and IsSupplier fields to Contacts table
added Overpayments endpoint examples (download, create and allocate)
fixed Custom Menus issue with New Record command for certain modules
minor bug fixes

v1.91 – 03/09/2016

added CreditNotes endpoint examples (download, create and allocate)
updated Contacts to get/set the TaxNumber and AccountNumber fields
updated GET Invoices scripts to set the SentToContact flag
deleted Payments:: Method field and Payment Method value list as not used by API
updated to Base Elements plug-in v3.3

v1.9 – 05/07/2016

added Users to Multiple Organisations file
added Receipts endpoint examples (download and create)
added Expense Claims endpoint examples (download and create)

v1.89 – 25/06/2016

added Branding Themes endpoint examples (download)
updated Invoices to allow user to specify Branding Theme and download Branding Theme details
updated Purchase Orders to allow user to specify Branding Theme and download Branding Theme details
added Currencies endpoint examples (download)
updated Invoices to allow user to specify Currency and Exchange Rate and download Currency and Exchange Rate
updated Bills to allow user to specify Currency and Exchange Rate and download Currency and Exchange Rate
updated Purchase Orders to allow user to specify Currency and Exchange Rate and download Currency and Exchange Rate
updated Authenticate button on Xero Preferences layout to set the Base Currency for the Organisation
updated Purchase Orders to check for existing Xero Contact ID when creating a Purchase Order in Xero (The PurchaseOrders endpoint does not create new contacts. You need to provide the ContactID or ContactNumber of an existing contact)
set Purchase Orders layouts to use the correct Custom Menu Set

v1.88 – 24/06/2016

added Purchase Orders endpoint examples (download and create)
updated Get All Inventory Items script to set the IsSold and IsPurchased flags based on Xero values
changed Update Current Product from Xero script to retrieve the same values as the Get All Inventory Items script
change Contacts drop down list in Invoices and Bills to use the Contact Name (Company) field instead of the main contact person full name

v1.87 – 06/06/2016

fixed bug when downloading Invoices that prevented Tax Rate from calculating correctly

v1.86 – 05/06/2016

updates to Base Elements plug-in v3.2.0
fixed issue with Payments Organisation ID not populating correctly in multi organisation file
added field for Invoices POST calc
fixed issue with GET Invoices not setting the Contact ID field correctly when there was no Xero ContactNumber value
updated POST Invoice to display any ApiException errors if present (more meaningful error messages)
Invoices: added script to GET the Xero online invoice url
Invoices: added script/button to update the status from Xero for the current Invoice
Accounts: added portals to Accounts Form layout showing related Invoice Items, Bill Items and Payments
Invoices: added script to GET the Xero Invoice PDF
Invoices: added a Mark as Sent flag for the Invoice and added SentToContact to XeroInvoicePOSTCalc field

v1.85 – 30/12/2015

updated Products (Items) for Tracked Inventory Items support

v1.84 – 16/12/2015

removed Authentication test for Organisation Name to be exact match – now updating if different
updated to support the LineItemIDs for Invoices (GET and POST)
updated to support the LineItemIDs for Bills (GET and POST)
now rounding InvoiceItems::TaxAmount to 2 decimal places
added support for in Invoices (GET and POST)
added option to GET All Invoices script to delete all existing Invoices first before downloading

v1.83 – 25/11/2015

updated Invoices and Bills to reference the Xero Invoice ID when uploading to Xero
added UUID field to all tables
updated Products (Inventory) to access new fields available via the API: Name, Description (Sales) and PurchaseDescription. These are now uploaded/downloaded from Xero
added Status field to Bills and Invoices to match the Xero Bills/Invoices Status (this is pushed and downloaded)
updated GET Contacts and Update Contact from Xero scripts to also retrieve available Financial Details

v1.82 – 2/11/2015

added Postcode to Addresses portal in Contacts Form layout
Contact Persons First Name is no longer uploaded in Upper Case
fixed issue with Xero Authentication script not suppressing errors when performed via server side script
deleting an Invoice Payment now also deletes the corresponding payment from Xero
deleting a Bill Payment now also deletes the corresponding payment from Xero
added Financial Details to Contacts upload

v1.81 – 25/09/2015

added navigation button from Timesheets to Employees
fixed bug with Get All Contacts scripts not setting the HTTP Header inside the loop for paging records

v1.8 – 16/07/2015

added new tables: Journals and ManualJournals
added GET Journals
added POST ManualJournals
added support for Contact Balances in GET requests
removed unreferenced table occurrences: InvoiceItemsAccounts and BillItemsAccounts
updated to BaseElements plugin v3.1
release Single Organisation version alongside Multiple Organisation version
added tests to prevent payments from being uploaded more than once if there is an existing Xero Payment ID value
updated GET BankTransactions to not set the newly created Contact _kp_ContactID if not value from Xero

v1.77 – 08/07/2015

changed Invoice Line Items Tax Amount field to a number field (was previously calculation field)
updated Invoices import scripts to now set the Tax Amount
add Trigger to LineItemsType field in Invoices to update the Tax Amount when changing from Exclusive/Inclusive
updated Reset Customer Version script to also set the default $$ Organisation ID global variable so the file can be used without having to close/reopen

v1.76 – 01/07/2015

added Custom Menu Sets for TaxRates and BankTransactions tables
cleaned up Plugins table and removed redundant fields
updated to v3.1b of the BaseElements plugin
added Create Xero Keys script to generate public/private keys for Xero Private Application authentication
updated GET Employees to support Pagination updated Bills to support Tracking Categories and created new layout to demonstrate this
– removed trailing carriage return after Phones
added new table: Persons
add ContactPersons support for Contacts endpoint
updated all references to POST in all HTTP GET scripts to reference GET instead of POST In error messages/dialogs
updated Invoices to handle Line Item Inclusive and Exclusive Amounts
updated Bills to handle Line Item Inclusive and Exclusive Amounts
fixed GET Bills/Invoices to get the TaxRate based on the Line Item Tax Type

v1.75 – 09/06/2015

added fmAccountingLink logo
set the DevLicense as the default account under File Options

v1.73 – 21/05/2015

added missing organisationID parameter to Authenticate button on the Organisations Form tab

v1.72 – 20/05/2015

added cascading deletes to TaxComponents so they are deleted when parent Tax Rate is deleted
opened with FileMaker Pro v14
updated plug-in installation script to install 32-bit or 64-bit version of the plugin under FileMaker Pro v14

v1.71 – 13/05/2015

added Update Product/Inventory Item script

v1.7 – 07/05/2015

GET Items/Products now has prompt to delete all existing Products for selected Organisation
changed Contact Name field in the Organisations > Payments TAB
changed Bills List and Invoices List total fields to use 2 decimal places
removed Payroll TAB from DEV Organisations layout

v1.67 – 30/04/2015

added POST Timesheets example

v1.66 – 29/04/2015

fixed issue with pagination prematurely halting after 200 records

v1.65 – 29/04/2015

GET Employees now has prompt to delete all existing EarningsRates for selected Organisation
GET Timesheets now supports paging
changed Timesheets schema to mirror Xero Timesheets lines
created new layout: Timesheets Form Tracking to show how to enter a single Tracking Category for a Timesheet Line
added GET Timesheets modified since timestamp script
added BankTransactions module

v1.64 – 22/04/2015

upload Product/Item to Xero now uploads the TaxTypes for sales/purchases
fixed bug in script: Get All TrackingCategories for Current Organisation
update Invoices Xero POST Calc field to include optional Invoice Item Tracking Categories
created new layout: Invoices Form Tracking to show how to enter a single Tracking Category for an Invoice/Invoice Items
changed CanApply…. fields in TaxRates table to Number fields
Bills and Invoices Tax Rates value list on line items now filtered

v1.63 – 20/04/2015

GET EarningsRates now has prompt to delete all existing EarningsRates for selected Organisation

v1.62 – 20/04/2015

added GET Contacts modified since timestamp script
added GET Invoices modified since timestamp script
added GET Bills modified since timestamp script
GET Accounts now has prompt to delete all existing Accounts for selected Organisation
GET TaxRates now has prompt to delete all existing TaxRates for selected Organisation
GET TrackingCategories now has prompt to delete all existing TrackingCategories for selected Organisation

v1.61 – 15/04/2015

updated GET Bills to no longer attempt to set the value into the calculated total fields (these were previously number fields)
updated GET Bills to also set the Tax Type, Tax Rate and ItemCode

v1.6 – 15/04/2015

added Employees (Payroll API)
added Timesheets (Payroll API)
added EarningsRates (Payroll API)

v1.55 – 12/04/2015

added pagination to GET Contacts script
added Website to GET Contacts script
updated GET Invoices script to include TaxRate, TaxType and ItemCode
updated GET Invoices to no longer attempt to set the value into the calculated total fields (these were previously number fields)

v1.54 – 05/04/2015

– added TrackingCategories

v1.53 – 23/03/2015

added Upper coercion for Address and Phone Types to ensure these are always in upper case
added Contact Status field
added Account Code and Tax Type options to the Invoices Items portal
added Account Code and Tax Type options to the Bills Items portal
added Open Product in Xero button/script
added ExecuteSQL

v1.52 – 16/03/2015

added Flags to Products to identify Sales/Purchases items (used for valuelists in Bills/Invoices)

v1.51 – 05/03/2015

updated GET Payments to support “If-Modified-Since” header (only download payments since specified timestamp)
added Payments Form layout
add Invoices/Bills portal to Products Form layout
updated calls to Perform Authorisation script to now pass the Organisation ID parameter ($organisationID)

v1.5 – 03/03/2015

added new module: Bills
updated GET Invoices to filter by Type

v1.42 – 25/02/2015

added GET TaxRates to Organisations layout

v1.42 – 25/02/2015

added GET TaxRates to Organisations layout

v1.41 – 16/02/2015

updated authentication script to set any server side errors using Set Field By Name
removed redundant fields and table occurrences
added step to clear OAuth tokens when file is closed to prevent issues when using BaseElements plugin with other web services/APIs.
added Get Invoices script
updated Invoices and Invoice Items to use Number fields instead of Calculation fields for storing sub totals – these are updated via script triggers

v1.4 – 02/02/2015

added Organisations table to allow for posting transactions to multiple Xero Organisations from the one file
updated to BaseElements 3.0.0 official release plugin

v1.4 – 02/02/2015

added Organisations table to allow for posting transactions to multiple Xero Organisations from the one file
updated to BaseElements 3.0.0 official release plugin

v1.31 – 06/01/2015

fixed missing $errorText when checking for $status ≠ “OK” after HTTP POST

v1.3 – 04/12/2014

updated to BaseElements 3.0.0b1 plugin
now supports Windows Server Side scripts under FileMaker Server v13

v1.2 – 24/11/2014

added support for server side scripts/Perform Script on Server: can now push Contacts, Invoices and Payments via server side scripts (Mac OS X Only as not 64bit version of Windows plugin yet)

v1.1 – 28/10/2014

updated Accounts importing
added Contacts import
changed Contacts to have related Addresses and Phones
file now requires FileMaker Pro v13 or higher to open

v1.0 – 15/08/2014

initial public release