API Filtering Options & Additional Data Fields for Seamless Accounting Integration
Feature Description
This request addresses a standard use case where specific data needs to be filtered to maintain manageable data volumes over time, ensuring efficient and reliable API-driven integrations. Without proper filtering capabilities, the transmitted data could grow excessively, leading to unmanageable volumes, higher latency, increased bandwidth consumption, and potential system performance issues on both ends of the integration.
As app developers, we are building a connection to our accounting software, and delivering filtered data via API is a minimal basic requirement for such an integration. Without the ability to limit data based on key parameters like date range, status, or specific transaction types, the API sends unnecessary bulk data, causing significant inefficiencies. Filtering options are therefore essential for:
- Ensuring scalability
- Maintaining performance
- Enabling efficient data exchange
In modern application ecosystems where data volumes grow exponentially, filtering data at the source is critical for creating reliable, scalable, and efficient integrations.
Required Filtering Capabilities
To address this issue, we propose implementing the following filtering options in the API:
- Date Range: Limit the transmitted data to specific time periods (e.g., by day, month, or custom range).
- Status: Filter transactions by status (e.g., paid, pending, canceled).
- Transaction Type: Include only specific transaction types (e.g., charges, refunds, fees).
- Other Parameters: Any additional relevant parameters that help reduce unnecessary data transmission.
Additional Data Requirements
Beyond filtering, several critical data fields required for a proper accounting integration are currently missing or inconsistently provided via the API. These include:
- Payment Date: Essential for accurate financial reporting and reconciliation.
- Payment Method: Required to differentiate between payment types (e.g., credit card, bank transfer, PayPal).
- Net Amounts: Accurate net amounts are needed to calculate VAT and other financial metrics properly.
- Fee Handling: Currently, certain fees (e.g., cleaning fees) are being transmitted multiple times, causing discrepancies in accounting records. These issues must be resolved to ensure data consistency.
Business Impact
Without these filtering options and additional data fields, our integration efforts are hampered, resulting in:
- Excessive manual data processing on the receiving side
- Increased risk of errors in financial workflows
- Delays in financial reporting and reconciliation
- Higher resource consumption, impacting overall performance
Given that this concern is likely critical for many users integrating accounting systems, we believe adding these features aligns with industry best practices and meets the minimal expectations for any robust API-driven solution.
Request for Timeline
The effort required to implement these filtering capabilities and data field enhancements is manageable. Therefore, we kindly request information on:
- Whether and when filtering options can be added
- A timeline for adding the missing data fields (payment date, method, net amounts) and resolving the fee duplication issue
We assume that such functionality is critical not only for us but for other software integrations as well. We appreciate your support in improving the API functionality to enable seamless integrations.
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