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Find and Recode - Sort on Find and Recode by description

being able to sort by description on find and recode

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Sharon Bishop shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.

While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.

To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.

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  • Wendell Beuke commented  ·   ·  Report

    Especially required when dealing with incomplete accounting in arrears situations

  • Peter Cross commented  ·   ·  Report

    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

  • David CHAN commented  ·   ·  Report

    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..!

  • Toni Notley commented  ·   ·  Report

    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.

  • Dean Chappell commented  ·   ·  Report

    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.

  • Kim Posner commented  ·   ·  Report

    Does anyone know what the point of this forum is when we don't get an answer from Xero? So frustrating!

  • Daniel Waldron commented  ·   ·  Report

    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.

  • Steven Rogers commented  ·   ·  Report

    Would be immensely useful for attaching tracking category based on description rather than having to open each invoice

  • Bob Green commented  ·   ·  Report

    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.

  • Peter Chapman commented  ·   ·  Report

    Huge productivity benefit if Find & Recode can search on descriptions, not
    just contact

  • Elin Bark commented  ·   ·  Report

    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.

  • Marcia Ishlove commented  ·   ·  Report

    Since there is a Description field, we should be able to use it to filter information to find and recode.

  • Tyler Barker commented  ·   ·  Report

    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.

  • Brendan Lim commented  ·   ·  Report

    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

  • Cameron McPherson commented  ·   ·  Report

    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.

  • Malia North commented  ·   ·  Report

    To be able to Find by description would be amazing

  • Dave Turnbull commented  ·   ·  Report

    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.

  • Support Support commented  ·   ·  Report

    I completely agree, especially for someone like me who needs to recode different transaction lines.

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