Global Search - Search items by Description
Ability to search items by description through global search in Xero.
Purpose: To save time searching line items, especially for users who are dealing with lots of items.
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Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
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Emma Goodin commented
I can search in outlook for any piece of text and it will look through years of data with an instant result. By using outlook I can find an item by description, invoice number etc etc It would be fabulous to be able to have the search facility in XERO be just as accurate without running reports. This is particularly useful when coding items that do not occur regularly.
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Linda Luppino commented
In our previous software we were able to do an advanced search to find specific information on our invoices located in the description field of the invoice. We have not been able to find this information in Xero. Please consider a search by description field be added as it is a very handy tool for our business and I am sure for many others alike.
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Linda Luppino commented
To be able to search by description is extremely handy and I can't see why you would not have this feature in place already. Can you please reconsider this?
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John McHugh commented
Xero, this is absolute BS. Get your act together and implement a simple search method. Searching for keywords is basic functionality—how are you not listening to your customers' demands? I'm tired of wasting time manually opening invoices and quotes when a search function should suffice.
And to top it off, you've just raised your fees! I expect this fundamental feature to be available ASAP. Otherwise, I'll be looking for other options for my businesses. Get it together, Xero!
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Mad Harper commented
This is INFURIATING!! I can't think of any other similar product that doesn't allow a global search. Why isn't Xero implementing this? I get daily updates in my inbox from Xero clients asking for this.
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Adam Farrugia commented
Hi Xero Team.
Thankyou for getting back to us all after the 9 years.I understand that this request can be very difficult to implement on a cloud based system but as you can clearly see, there is definitely a requirement which go far beyond the want to have our cash flow represented in various charts and reports.
A middle ground could be to develop a NON-CLOUD BASED application where you could download all your XERO invoices and orders, ( READ ACCESS ONLY) so the subscription based system still applies, this could be done by the user maybe once a month or so and then they have a LOCAL copy of all their invoices and orders in which performing a search function in the description field would be so much easier for Xero to implement.
Please give this some genuine thought as waiting 9 years to respond to the first request is fairly poor on behalf of Xero.
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Emma Radbourne commented
When you say atm, do you mean this decade??? I can see that the first request for this was in 2015....you make other changes, which, quite frankly aren't nearly as important for those who actually work in accounting and have to use/ search for things on a daily basis. Surely, investment in programming should be made on things that customers actually need.
We will most likely be going back to Sage if this is not addressed.
Also, how many request do you have to get (actual numbers please!) to developing your customers' requests.. -
Darlena Slate commented
Xero has a lot of great features but this is a HUGE miss. The ability to search bank transactions by description (bank text) is a no rainer and should be added immediately. This is a huge hold up for processing transactions.
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Matthew Barrand commented
For a long while I'd presumed that what I was looking for must not be present (wrongly), so I am amazed to discover that it is not possible to search invoices by the content of the item descriptions, and I must manually go through and open invoices manually instead to find what I am looking for... what century is this!?
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Phil Howard commented
I echo many of the comments below. I too would welcome this improvement.
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John McHugh commented
While Xero is indeed an amazing product, I'm baffled by their omission of even the simplest search functions. It's evident that many users are eager for this basic feature. Given their apparent lack of interest in adding it, I'm now considering alternatives to Xero based on their recent response. It's disappointing when such a crucial aspect is overlooked.
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Val Harland commented
How difficult can it be to add a Find facility by word
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Sarah Mitchell commented
Poor form Xero
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Roderick Bell commented
This is Critical. Especially searching descriptions in Expenses
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Paul Vissani commented
This really needs adding ASAP. This feature would be so useful as I need to be able to look back on items to see what I have supplied customers at previously.
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Book Keeping Martin Heller commented
What is the point of having a description if you cant search by it? Makes the audit history pointless
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Jenny Patience commented
Its crazy that you cannot search for contents in a description. this should be fixed.
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Amanda Tupe commented
I don't understand why a simple search has now become so difficult.
Previous to a few days ago I was able to complete a basic search in the top tool bar and receive the information required.
However, I have just been advised by the Xero Support Team that the search sorting has recently changed from sorting based on date to sorting based on score ie term used in the search not date order.
This has created much difficulty and now takes numerous attempts to get the same information and resulting in having to go into Bills and/or invoices and searching in this section to try to find the relevant information.
The only assistance I was provided was a link to this page to complain.
Please revert the search criteria back to its original format.
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John McHugh commented
I can't believe a simple search function still hasn't been added to xero. I want to search for a description within invoices or quotes. I waste so much time with this and I keep looking for solutions that only refer me back to similar posts in xero forums. Im now looking at alternate accounting solutions.
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Fábio Maricato commented
To be honest it's incredible that there isn't a general advanced search with Xero. As much as I love using Xero it is making me look into alternative solutions like QuickBooks...