Cash coding - Filter and Search
Filter/Search in Cash coding screen.
Please create the ability to filter or search for names or words in the cash coding screen. When you have a big catch up client with 2000 entries this would save so much time.
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Craig Lambie
commented
So I just voted for this, but also spent my weekend building a chrome/firefox extension that does how I think this should work with by vibe coding with my AI buddy.
The way it works is it adds the button "Load All" and the filter input fields and checkboxes in the filter row.
Now first check box = check all displayed rows
Clear = Clear fitler
Filter boxes - type to filter
Has Value checkbox = once you have done a few, you want to see all the rows that have a value, and select the checkbox to then reconcile - you press this, and the first checkbox once you are happy.I invite you to try it out if you want:
https://github.com/cclambie/Xero-Cash-Coding-Filter/I will open source it at some point. You might need to send me your github username / email if you want an invite to the beta testing phase.
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Andrew Wilson
commented
It would be amazing to be able to filter transactions by date and then post via cash coding
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Lydia Ryabtseva
commented
Please create the ability to search and filter transactions within the Cash Coding screen! At this stage it only supports sorting by column, but that’s not enough when managing high-volume feeds (say, 2,000+ lines).
Particularly problematic is the way credit card feeds dump the full statement description into the Payee field. For example:
“DEBIT CARD PURCHASE ACCOR* IBIS SYDNEY AIR SYDNEY AUS.”
This makes manual sorting and selecting a real time-sink because the Payee field ends up cluttered with long, inconsistent strings.What would be great to have:
- A search box for keywords in Payee or Description (e.g., “Accor,” “Countdown”).
- Filters by Contact, Amount range, Date, and Account code.
- Allow multi-select of filtered results for efficient bulk coding.These capabilities would transform Cash Coding into a genuinely efficient tool - especially for small businesses managing multiple feeds from credit cards and high-volume accounts.
Thank you!
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Coenrad van der Bergh
commented
Filtering or searching descriptions that are similar, for faster categorisation. Instead of hoping that they align when sorting by description while cash coding.
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Accounts Officer
commented
100% Agree this screen should have the ability to search as well as filter and sort by date.
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Chanita Paulsen
commented
cash coding , it would be nice if you can add search function at the cash coding tab also
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Syaifullah .
commented
Please to add this feature. This would help so much for companies that use cash basis. Ability to search and filter transactions in cash coding while we can select all for the results will be a game changer and excellent product feature of xero.
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the dt group
commented
Agreed please incorporate
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Domenic Galluzzo
commented
100% Agree this screen should have the ability to search as well as filter and sort by date.
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Merv Joe
commented
enabling the page to have different number of lines eg 20, 40,60 80 as when you have a big catchup like 2000 lines, it would assist greatly if when you sort by any of the columns you may only have 15 or 50 of that category it makes it so much faster to code rather than line by line
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Amanda Saunders
commented
Cash coding screen should be more functional with sort/filter options so that for example you can select 10 different lines that all have the same tax code but then can apply different accounts within that or different tracking categories, etc. This would improve functionality and efficiency as individual data entry would be reduced
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Cath Lamb
commented
Filter/ Search/ Anything to make it easier!
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Emma Zhao
commented
DATE RANGE is a must as we normally need to bulk coding transaction by sorting however may don't want to include later periods to save time. bear in mind we normally process transactions a couple of months after a quarter ends.
As to key words searching, we can actually do this by just doing a web page search by pressing Ctrl F so it;s not that critical.
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Nicola Oldham
commented
100% agree, this would be a massive time-saving option to clear large volumes of rule treated transactions. I also would like to see transfers included in cash coding so we could quickly reconcile these.
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Ella Rigby
commented
On the cash coding screen I think it would be helpful to be able to search within this, similar to on the 'bank statement' tab, where you can search for references, amounts and dates
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Kahui Hurinui
commented
Definitely agree the ability to filter/search by date range, name etc..... would save time!
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Belinda Sherman
commented
If you could also filter by date that would be great too :)
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Audrey Connelly
commented
By date also is a MUST
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Audrey Connelly
commented
would be a great time saver
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Kris Durman
commented
Tx all, I support this development fully. Let's hope that Xero Development can make this happen.