Expenses - Ability to search and sort for submitter user
Expenses search and sort.
If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.
What a painful thing searching for expenses in Xero is.
Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.
Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'
Filter on date range: 'Show only expenses between January and March last year'.
Search on description: List all expenses for a particular thing. 'How many times have we paid this company, how much did this cost in past claims?'
Filter/Search by account. Currently it only seems to support filtering by tag, but expenses aren't always tagged because they're allocated to a particular account.
Then users with no overall access can't easily find it again.
Should be able to filter by account.
Rob Lister
shared this idea
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Chris Adair
commented
Yes I agree with the new Xero Me app It would be a good time to add it but Xero don't appear to have thought of it
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Doug Armstrong
commented
This is all our staff's most hated thing about Xero, and one main reason we are considering other options after using xero for 4 years
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Andrew Weller
commented
The fact that this suggestion has been made since the very outset of the new expenses capability and still is not fixed is beyond me.
We only have a small business but the need to search expenses is very frequent - warranty claims, avoiding double ups, looking for missed expenses.