> For the complete documentation index, see [llms.txt](https://docs.coupler.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coupler.io/sources/category/finance-and-accounting/xero/best-practices/how-to-use-advanced-settings-in-xero-source.md).

# How to use advanced settings in Xero source

When setting up a Xero importer in Coupler.io, you can use advanced settings to control exactly which data gets pulled. Instead of importing everything and filtering it later in your spreadsheet or dashboard, you can narrow down results at the source.

This article explains what filters are available for each Xero data entity and how to use them.

***

### How to add a filter

1. Open your Xero importer in Coupler.io and go to the **Source** tab.
2. Scroll down to the **Advanced settings** section.
3. Click **+ Add new**.
4. Select a **Property** from the dropdown — this is the filter type (e.g., Invoice IDs, Search term, Order by).
5. Enter the corresponding **Value** in the text field next to it.
6. Add more filters as needed by clicking **+ Add new** again.

<figure><img src="/files/rbzaJJP9e1gF98Q6FaEy" alt=""><figcaption></figcaption></figure>

***

### Available filters by data entity

#### Invoices

<table><thead><tr><th width="240.6666259765625">Property</th><th>Description</th></tr></thead><tbody><tr><td>Invoice IDs</td><td>Filter by a comma-separated list of Invoice IDs. Example: <code>INV-001-ID, INV-002-ID</code></td></tr><tr><td>Invoice numbers</td><td>Filter by a comma-separated list of invoice numbers. Example: <code>INV-0001, INV-0002</code></td></tr><tr><td>Contact IDs</td><td>Filter by a comma-separated list of Contact IDs.</td></tr><tr><td>Search term</td><td>Case-insensitive text search across fields such as InvoiceNumber and Reference.</td></tr><tr><td>Unit decimal places</td><td>Set to <code>4</code> to use four decimal places for unit amounts. Default is 2.</td></tr><tr><td>Where</td><td>Filter by any field using an expression. <a href="/pages/asTPRWcN2pR7f3pRb8NS">See how to use the Where filter.</a></td></tr><tr><td>Order by</td><td>Sort results by any field. See Order by below.</td></tr></tbody></table>

***

#### Contacts

<table><thead><tr><th width="242.7999267578125">Property</th><th>Description</th></tr></thead><tbody><tr><td>Contact IDs</td><td>Filter by a comma-separated list of Contact IDs.</td></tr><tr><td>Search term</td><td>Case-insensitive text search across contact fields such as name and email.</td></tr><tr><td>Where</td><td>Filter by any field using an expression. <a href="/pages/asTPRWcN2pR7f3pRb8NS">See how to use the Where filter.</a></td></tr><tr><td>Order by</td><td>Sort results by any field. <a href="#order-by">See Order by below.</a></td></tr></tbody></table>

***

#### Bank transactions

<table><thead><tr><th width="240.6666259765625">Property</th><th>Description</th></tr></thead><tbody><tr><td>Where</td><td>Filter by any field using an expression. <a href="/pages/asTPRWcN2pR7f3pRb8NS">See how to use the Where filter.</a></td></tr></tbody></table>

***

#### Credit notes

| Property | Description                                                 |
| -------- | ----------------------------------------------------------- |
| Order by | Sort results by any field. [See Order by below.](#order-by) |

***

#### Items

| Property            | Description                                                           |
| ------------------- | --------------------------------------------------------------------- |
| Unit decimal places | Set to `4` to use four decimal places for unit amounts. Default is 2. |

***

#### Accounts

| Property | Description                                                                                                                                                                  |
| -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Where    | Filter by any field using an expression. [See how to use the Where filter.](/sources/category/finance-and-accounting/xero/best-practices/how-to-use-where-filter-in-xero.md) |

***

#### Bank transfers

| Property | Description                                                 |
| -------- | ----------------------------------------------------------- |
| Order by | Sort results by any field. [See Order by below.](#order-by) |

***

#### Linked transactions

| Property              | Description                                                                           |
| --------------------- | ------------------------------------------------------------------------------------- |
| Contact ID            | Get all linked transactions assigned to a specific customer.                          |
| Linked transaction ID | The Xero identifier for a specific linked transaction.                                |
| Source transaction ID | Get linked transactions created from a specific ACCPAY (accounts payable) invoice.    |
| Target transaction ID | Get linked transactions allocated to a specific ACCREC (accounts receivable) invoice. |

***

#### Purchase orders

| Property | Description                                                 |
| -------- | ----------------------------------------------------------- |
| Order by | Sort results by any field. [See Order by below.](#order-by) |

***

#### Quotes

| Property     | Description                                                 |
| ------------ | ----------------------------------------------------------- |
| Contact ID   | Filter quotes belonging to a specific contact.              |
| Quote number | Filter by a specific quote number. Example: `QU-0001`       |
| Order by     | Sort results by any field. [See Order by below.](#order-by) |

***

#### Tracking categories

| Property | Description                                                                                                                                                                  |
| -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Where    | Filter by any field using an expression. [See how to use the Where filter.](/sources/category/finance-and-accounting/xero/best-practices/how-to-use-where-filter-in-xero.md) |
| Order by | Sort results by any field. [See Order by below.](#order-by)                                                                                                                  |

***

#### Employees (AU payroll)

| Property | Description                                                                                                                                                                  |
| -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Where    | Filter by any field using an expression. [See how to use the Where filter.](/sources/category/finance-and-accounting/xero/best-practices/how-to-use-where-filter-in-xero.md) |

***

#### Leave applications (AU payroll)

| Property | Description                                                 |
| -------- | ----------------------------------------------------------- |
| Order by | Sort results by any field. [See Order by below.](#order-by) |

***

#### Employees (UK & NZ payroll)

| Property | Description                           |
| -------- | ------------------------------------- |
| Filter   | Filter employees by a specific value. |

***

#### Timesheets (UK & NZ payroll)

| Property | Description                            |
| -------- | -------------------------------------- |
| Filter   | Filter timesheets by a specific value. |
| Order by | Sort timesheet results.                |

***

#### Timesheets (AU payroll)

| Property | Description                                                                                                                                                                  |
| -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Where    | Filter by any field using an expression. [See how to use the Where filter.](/sources/category/finance-and-accounting/xero/best-practices/how-to-use-where-filter-in-xero.md) |
| Order by | Sort results by any field. [See Order by below.](#order-by)                                                                                                                  |

***

#### Projects

| Property    | Description                        |
| ----------- | ---------------------------------- |
| Project IDs | Filter by one or more project IDs. |

***

#### Time by projects

| Property      | Description                                           |
| ------------- | ----------------------------------------------------- |
| User ID       | Filter time entries by a specific user.               |
| Task ID       | Filter time entries by a specific task.               |
| Is chargeable | Set to `true` to return only chargeable time entries. |
| Invoice ID    | Filter time entries linked to a specific invoice.     |
| Contact ID    | Filter time entries linked to a specific contact.     |

***

### Order by

The **Order by** filter lets you sort results by any field in the data entity.

**Ascending order (default):**

Enter the field name as the value. Example — to sort contacts by email address:

```
EmailAddress
```

**Descending order:**

Append `DESC` after the field name:

```
EmailAddress DESC
```


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.coupler.io/sources/category/finance-and-accounting/xero/best-practices/how-to-use-advanced-settings-in-xero-source.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.