Sales - Search for Invoice by Description
This is NOT a duplicate of https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961124-global-search-search-items-by-description.
I am suggesting that within the Invoicing section of Xero, where a Search can be initiated, a checkbox is required that will "Include Description" - allowing customers to search for an invoice by the contents of the description field.
I understand the performance impact on the overall system of putting this feature in the "Global Search" box, hence my suggestion to make it an "Optional" search via checkbox.
Because the invoice reference field was reduced to 255 characters (https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/49018595-new-invoicing-remove-255-character-limit-for-ref), this would be the only way to be able to find an invoice relating to a particular serial number.
Darryl Hunter
shared this idea
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Ramakrishnan Chinnadurai
commented
Coming from Quickbooks, not able to search descriptions seems like I am moving back 10 years.. Useless xero.. killing our valuable time..
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Althea Cleland
commented
It would be very helpful to be able to search the Particulars fields in statements as often a transaction appears with a different name to the trading name and can be hard to identify. If this function was available I could check if I already have a transaction with this business.
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Carmen Carmody
commented
This function (not "feature") is critical to the operation of our business. As a brick paving business, each Invoice is for a different job site address.
I NEED to be able to do a simple search for an Invoice according to its street address in the Invoice description.
Instead of sifting through hundreds of Invoicing clicking on each one trying to find an address.
Its insane that such a basic function on an Invoicing system doesnt let us search the invoices. I really really dont understand. -
Lee James
commented
Coming from Quickbooks, not having the ability to search descriptions seems like I am moving back 10 years
Not a clue how a modern service cant search the whole invoice
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Glenn Clarke
commented
Need this! Please!
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Melanie Jenkins
commented
Ideally we should be able to search all sales line item / purchase line item transaction descriptions (invoices, sales orders, purchase orders and bills). This is available in Quickbooks and other packages and should be standard.
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James Davidson
commented
Yes please, we have no other way of searching to see if a particular domain name has been previously billed to the client, and when without being able to search the description of the invoice lines. I am very surprised this is not already a feature, there are other software providers that have this as default in their normal search, and it is fast.
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Melanie Jenkins
commented
We would like to be able to search descriptions or item number. If we quote a customer for a particular part or send a PO for a part we would like to be able to find that quote / PO when we don't always have the other info necessary in the search field.
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Val Harland
commented
Simple Find button as used in Quickbooks Desktop. This facility was used on a daily basis by our construction company to find anything that came on an invoice, all you needed was to type in one word and it would seek it out in seconds. I do not understand why Xero are not capable of implementing this. I have been told by Xero that the more people that support an idea the more likely it is that they will do it. Please support this.