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.
Tanya Spence
shared this idea
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Cheski Weinberger
commented
Myob and Quickbooks have the search function and its truly amazing
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Henrik Steppat
commented
To have the ability to filter the cash coding screen by date would allow for the use of all cash coding functions (sort by description, amount, reference etc.) within a specific time period.
Lets say you haven't coded a clients Xero in over a year and there are thousands of transactions, to complete the job you only need to code for one financial year. Filter the cash coding screen by date and code the relevant transactions.
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Sandra van Neste
commented
Yes! Need it
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Sandra van Neste
commented
I agree this would save me a lot of time aswell. have client with lots of entries and it is very very time consuming. Don't even know where to start at the moment, as going through it one by one!
This is very handy and available in "Bank Statements" and "Account Transactions", you can find it there but cannot do anything with it. Should be the same.
Anybody some more tips?
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James Oh
commented
Ability to search transactions with keywork in cash coding.
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Linda Bates
commented
The ability to search/filter transactions in the cash coding screen for easier bulk coding & reconciliation
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Kay Nicholas
commented
Cash coding is an excellent feature and time saver. The ability to amend the date would mean we could use it more and save additional time.