Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData JDBC Driver for Xero Views


Name	Description
AgedPayablesByContact	Provides a way to query aged payables for a specific contact. It shows outstanding amounts owed by the organization to its contacts, broken down by aging periods (for example, 30, 60, or 90 days).
AgedReceivablesByContact	Allows for querying aged receivables for a contact. It displays amounts owed to the organization by its customers, categorized by aging periods, helping track the overdue invoices.
BalanceSheet	Queries the monthly balance sheet of a Xero organization. The balance sheet provides a snapshot of the organization's assets, liabilities, and equity at a given point in time.
BankStatement	Queries the transactions listed on a particular bank account. It includes deposits, withdrawals, and other banking activities associated with the organization's accounts.
BankSummary	Displays a summary of balances and cash movements for each bank account in a Xero organization. It is useful for analyzing cash flow and understanding the financial status of bank accounts.
BrandingThemes	Queries the branding themes defined for a Xero organization. Branding themes are used to customize the appearance of invoices, quotes, and other financial documents to align with the organization's branding.
BudgetLines	Queries the budget line items for a Xero organization. It allows users to track and manage detailed budget items within a larger financial plan.
Budgets	Queries budgets for a Xero organization. Budgets are used to track expected income and expenses over a specified period, providing valuable insight into financial performance.
BudgetSummary	Provides a monthly summary of the organization's budget. It compares actual income and expenses against the budgeted amounts, helping organizations track their financial goals.
ContactCISSettings	Queries Construction Industry Scheme (CIS) settings for contacts in a Xero organization. It is relevant for UK-based organizations involved in construction projects under the CIS tax regime.
CreditNoteAllocations	Allows for querying credit note allocations within a Xero organization. Credit note allocations are used to match credit notes with invoices or payments.
Currencies	Queries the currencies used in a Xero organization, providing information on the organization's base currency as well as any additional currencies used for multi-currency transactions.
ExecutiveSummary	Provides a summary of the changes between a given month and the previous month. It allows quick analysis of financial changes in income, expenses, and key performance indicators.
ExpenseClaimPayments	Allows querying the payments made for expense claims within a Xero organization. It tracks reimbursements made to employees for work-related expenses.
ExpenseClaimReceipts	Allows for querying claimed receipts in Xero. It includes receipts submitted by employees for reimbursement under an expense claim.
HistoryBankTransfers	Tracks the history and notes for bank transfers within a Xero organization. It provides insights into past transfers between accounts.
HistoryExpenseClaims	Queries the history and notes of expense claims in Xero. This helps track all past activities related to employee expense reimbursements.
HistoryItems	Used to query the history and notes of items (products or services) within a Xero organization. This tracks changes and updates made to items used in transactions.
HistoryOverpayments	Used to query the history and notes of overpayments in Xero. Overpayments occur when a customer pays more than the amount due.
HistoryPayments	Queries the payment history and notes for a Xero organization. It helps track the details of payments made to suppliers or received from customers.
HistoryPrepayments	Queries the history and notes of prepayments. Prepayments refer to amounts paid in advance for goods or services.
HistoryReceipts	Tracks the history and notes of receipts within Xero. Receipts confirm payments received by the organization.
HistoryRepeatingInvoices	Queries the history and notes of repeating invoices in Xero. Repeating invoices are generated automatically for recurring billing.
Journals	Used for querying line items in journals. Journals in Xero are used to record debits and credits for financial transactions.
Organisation	Used to query general organization data in Xero, including company details, settings, and configurations.
OrganisationActions	Used to query the actions performed on a Xero organization. This includes tax filings, internal reports, and administrative changes.
OverpaymentAllocations	Used to query the allocation of overpayments within Xero. This helps track excess payments made by customers and how they are applied to outstanding invoices.
Overpayments	Used to query overpayments made within a Xero organization. This helps manage and apply payments that exceed the amount owed.
PrepaymentAllocations	Used to query prepayment allocations. Prepayments are amounts paid in advance but not yet invoiced, and this view helps manage their application.
Prepayments	Used to query prepayment records. Prepayments refer to money paid before goods or services are received.
ProfitAndLoss	Used to query a Profit and Loss report for a specified date range, providing insights into the organization's income and expenses over the period. It is used to analyze financial performance and profitability.
RepeatingInvoices	Allows you to query templates for repeating invoices in Xero. Repeating invoices are automatically generated for regular billing cycles such as monthly or yearly, reducing the need for manual invoicing.
Tenants	Allows querying the list of organizations connected to your Xero account. It provides basic information about each tenant organization, such as its name and ID.
TrackingCategories	Enables querying tracking categories, which are used to segment financial transactions for better analysis and reporting. For example, you can track sales by region or department.
TrialBalance	Provides a trial balance for the Xero organization, showing the debits and credits for all accounts in the general ledger. It's essential for checking the accuracy of financial statements.
Users	Allows querying the list of users in a Xero organization. It includes user details like name, role, and access permissions, which are crucial for managing user access to financial data.