Find and Recode - Sort on Find and Recode by description
being able to sort by description on find and recode

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Wendell Beuke commented
Especially required when dealing with incomplete accounting in arrears situations
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Peter Cross commented
The Xero support person says "As you've found, right now there's no functionality in Xero to find transactions by description using search.".
Can I suggest that the essential two elements of a transaction are "description", and "amount"?
Can Xero please explain why I pay them $1300 a year, but I can't search by description.
Xero has comparison tables listing their functionality against their competitors. I've contacted these competitors and asked that they create a new column for Xero in their competitor analysis for prospective customers showing that all products except Xero allow searching by description, in find and recode
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David CHAN commented
I have a thousand entries that I need recoded that can only be distinguished by a project name in the description. So I have to manually select every transaction manually... Please add this feature please..!
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Toni Notley commented
This would be super helpful when there are more than 100 items to work through. I needed items in an account the only difference being in the description.
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Dean Chappell commented
Being able to add a description condition with a containing word or exact words would be a time saver.
As an example, I am currently recoding some transactions in an equity account that contains over 700 transactions. I need to recode at least 10+ of these transactions to another account. In my case, if I were able to add a particular word the recodes would take less than a minute to complete. However, I have spent about 15 minutes on these recodes.
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Kim Posner commented
Does anyone know what the point of this forum is when we don't get an answer from Xero? So frustrating!
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Daniel Waldron commented
I've got a few hundred automatic journals that have been coded incorrectly. As there are other entries using the same account and tax rate, I can't find and recode the one entry in each in the absence of being able to use description as a condition.
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Steven Rogers commented
Would be immensely useful for attaching tracking category based on description rather than having to open each invoice
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Bob Green commented
To give an example, I'm trying to recode wages payments that have not been put to the payables account. They are a bulk payment out of the bank account and the only unique identifier that I have is the description "wages". Now I have to open all 52 separately to recode them.
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Peter Chapman commented
Huge productivity benefit if Find & Recode can search on descriptions, not
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Elin Bark commented
Would be great to be able to search by description and using things like "contains" like in excel so that when clients use descriptors with placeholders that change you could search for part of the description and it looked at it across all contacts etc.
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Marcia Ishlove commented
Since there is a Description field, we should be able to use it to filter information to find and recode.
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Tyler Barker commented
It actually seems silly that you can sort by every other field EXCEPT for the most useful one. Seems like it's been done on purpose.
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Brendan Lim commented
Being able to Find and Recode by Description (as opposed to Reference) is more useful as bank feeds and bank reconcilitation more often uses the Description field per line item rather than the Reference field per transaction
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Cameron McPherson commented
Surely this is as simple as ticking a box to allow one more field in the list that's already included! Would save a lot of time given the bank rec feature often adds into to the description field.
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Malia North commented
To be able to Find by description would be amazing
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Dave Turnbull commented
Find and recode by description would be really useful. We have updated our chart of accounts and need to recode, but going to be a long job without ability to do this.
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Sylvia Atkins commented
Would save so much time!
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Support Support commented
I completely agree, especially for someone like me who needs to recode different transaction lines.
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Sarah Edwards commented
Yes, please!