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.
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
-
Emma Radbourne commented
This is basic stuff and been requested since 2015! Why has it not been addressed?
-
Mike Gandy commented
This should be basic functionality.
-
Val Harland commented
We unfortunately are having to come over to Xero due to QB Desktop finishing and the Find tab is something which was used daily and cannot be found on Xero. Why is it not available.
-
Emma Radbourne commented
Having tried Xero in 2019 I was totally put off after 20 years of Sage. Our company have made the decision to try again but Xero have not moved on!! A search facility has been requested since 2018 and Xero have done absolutely nothing about it. This facility is key to us, and likely to make us switch back...
-
Roxanne Baker commented
When matching transactions in the reconciliation screen, the easy way to make a note is int he "Why" box this shows up under Description instead of Reference, adding the check number also doesn't show up when searching, this should be a simple fix.
-
John McHugh commented
I cannot believe this simple search is not possible with Xero. As much as I love using Xero there are small things like this that are starting to make me look into alternative solutions
-
Karen Fairbrother commented
Why is it so difficult to implement a search facility? Quick Books allows you to search for anything which is important to us. Xero is better at some things but the search facility is an issue for us. Not sure now why we switched to be honest ....
-
Warren Lee commented
This would hugely assist, particularly as I assumed in the search box where it says "Description or Contact Name" - What "Description" does this refer to? I describe as accurately what the transaction was for so that I can find it again. eg USB Cable or Staff Lunch etc
-
Andrew Campbell commented
The purchases overview should show the description so you can easily find similar invoices you've previously received and check coding etc. would be great for new starters
-
Lorrie Kelly commented
It is something that we use every day, all day and it is incredibly frustrating not to be able to search!
-
Gavin Ander commented
Xero you really need to come to the party on this. My previous accounting application would search ALL the text in a transaction. In Xero it is just too time consuming to find a transaction you need.
Some feed back where you are up to with this would be appropriate.
-
Mad Harper commented
I can't believe this doesn't exist! What is the point of the description field if it's not searchable. Reference does seem to be searchable but there is no field for this when you are reconciling. What is going on?
-
Annie Sherratt commented
It's something I wouldn't need to use very often, but it would save considerable time on the occasions I do need to search. Especially when some suppliers have hundreds of bills a month to wade through.
-
Alfred Wechselberger commented
I am considering adding line item details to my bills. But without an integrated search feature over the description field, I will not be able to easily utilize the additional information when searching for particular bills containing desired line items. This is disappointing since this has been requested more than five years ago.
The CTO commented a while back that this was too difficult to implement. My suggestion is to not be concerned with returning 100% of the results (especially if they are recently entered line items). Even updating the index offline after a few days/weeks would be a great improvement, and would work JUST FINE for users that only want to search older bills. Especially since newer bills are easier to remember and likely can be reviewed quickly.
-
Joel Hardeman commented
I have to enter site addresses and rego numbers as an Item (because it is always different to the delivery/invoice and client address and references) and I need to be able to look up site addresses from a search so I know what job I did at that site.
How is this not a critical issue for all other tradesman!? -
Mark Thomas commented
I need to search description to find cost of product ordered months ago.
-
Mark Thomas commented
It is important for invoice only users to be able to do a price lookup on an item. Especially on Purchase orders and invoices
-
Ross Forbes-Stephen commented
This is essential. I often need to search for something I have purchased or sold and there is no easy way to do this. The search box should search all reference and description fields and just display all the results in date order.
-
Claudia Burgos commented
Search Box. Xero hasn't got a Search box like other softwares do which is most helpful. There should be a search box to be able to find a transaction by amount, description, name etc throughout the software. This is very useful if you are looking for one in particular transaction. At the moment you can do that from the Accounts Transaction but only under the bank reconciliation screen; however if you have several bank accounts and you are trying to find a specific transaction there isn't an all software button. I hope this is making sense. Happy to have a chat and show you exactly what I mean.
-
Darian Cabot commented
We try to include detailed item descriptions when creating bills from suppliers expecting this would make finding these items easy in future. We'll, I've just had to find a few things for an asset register and found that the global search ignores our descriptions!
This feels very unintuitive - in essentially all other web-apps we use, global search is a real global search.
For any others struggling with this, I did find a cumbersome workaround here: https://central.xero.com/s/question/0D51N00004JId6oSAD/how-do-i-search-by-transaction-description