Universal Search to search unreconciled transactions
Universal search should include Unreconciled Transactions Too.
We often search the amount of spend money or bill in universal search but we cannot find the unreconciled transaction through the Universal Search.
Kindly do something for this..
Many thanks
team one
shared this idea
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
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Imelda Harvey
commented
Yes I agree also - very frustrating when you have a client with 7 bank accounts and need to search in each bank account for the invoice amount to code.
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Ann Daniels
commented
I agree with this option being looked at as we have a client that has 6 bank accounts and we need to search in each of these bank accounts for transactions and it would be great to be able to utilise the universal search for the unreconciled items. Would be a major assistance. The current universal search assists us with general items and is fantastic to use....just would be better if the uncoded items also appeared in the results.