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
-
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