Invoice List Search - Show "description" column in search results
We use the search facility when trying to locate a previous invoice from a customer but the search doesn't show a summary of the items ordered (the "description" column) so could you perhaps add the "description" column listing into the search results when the down arrow is pressed that currently only shows the date and payment total. We find we need to go through so many invoices just to find the one which has a certain "product" customer ordered.
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Peter Cross
commented
Further to this, 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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Michael Clear
commented
We have many repeat, "priced" orders from customers which are linked to a historic quote. The part number search in "Goods and services" only brings up invoice numbers relating to the particular part number. I need to then open up each and every invoice until I find the customer and prices we last supplied. What I need is to quickly find the specific quote and invoice from when we last supplied the customer. I would think this would be a basic function of any accounting program. I currently use another program I have set up outside of Xero to achieve this absolutely necessary function.
Happy to show you guys (Xero) how my system works if you are interested?
Come on guys, you need to be better! - it costs us time and money the way it is currently.
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Adam Golder
commented
This is important, I save job numbers into the description field as this is the only field you can enter on the mobile app.
However, Xero does not search for data in the description field. Can this be achieved or added. -
Admin Red Shed
commented
Same would apply to Bills, please add this functionality
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Glenn Clarke
commented
Search feature to include 'NEXT' option when viewing searched invoices!
Or more simply, to include 'Description' in the search, for more specific results. -
Bill Schairer
commented
Seems like a no brainer that shouldn't be technically difficult.
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Sarah Mitchell
commented
not searching description is poor form as Reckon allows for the extra columns in the invoice and searches products.
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Jenni Stent
commented
Being able to add additional columns would save so much time! Description and GL should be simple to add, and would save Huge amounts of search and rec time!
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Book Keeping Martin Heller
commented
Another option that should be basic, probably because Xero is aimed at the small business owner who doesnt know much about proper accounting but for anyone who knows about accounts this is very beneficial.
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Chris Maydew
commented
Description would be useful within the invoice list views when clicking into a contact too and also on debtors and creditors reports. It is a basic field and without it, an invoice number can be meaningless.
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Janet Hiern
commented
There is so much more that needs to be improved in the search results. Showing a description could start to ease the unhelpful results. You use a search function to find an invoice, bill or other transaction. It's hopeless if you need to interrogate each one, especially when doing so closes the search results if you forget to open in a new tab. This function also needs to return results in some logical order - by date could be an idea. Results need to be exportable - just excel (no fancy formatting, no merged cells)and if they could be sorted in the results window by contact, date etc. this would be a useful function. As it is it's basic, barely functional.
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John Brown
commented
you need to sort the out its a big problem for me I am very dissapointed, you seem very sheepish about this i have asked before
SORT THIS OUT PLEASE NOW !
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Llana Collier
commented
I agree this would save me lots of time and money.
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Deirdre Ashton
commented
Definitely needed as this is the only place to enter invoice numbers. Not being able to search an invoice number is time consuming.
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John McHugh
commented
I find it hard to believe Xero cannot impliment a simple search feature or description column
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drycut Account
commented
this is more usefull if can search by description
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Deirdre Ashton
commented
I agree this would make Xero search more efficient!
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Carolyn Devlin
commented
Having to search through each and every invoice looking for an item is taking up too much time
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Chris Pickles
commented
This is a must; it is taking too long to find information. Thankyou
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Keith Langridge
commented
This is needed please