Cash coding - Filter and Search
Filter/Search in Cash coding screen.
Please create the ability to filter or search for names or words in the cash coding screen. When you have a big catch up client with 2000 entries this would save so much time.
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Merv Joe commented
enabling the page to have different number of lines eg 20, 40,60 80 as when you have a big catchup like 2000 lines, it would assist greatly if when you sort by any of the columns you may only have 15 or 50 of that category it makes it so much faster to code rather than line by line
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Amanda Saunders commented
Cash coding screen should be more functional with sort/filter options so that for example you can select 10 different lines that all have the same tax code but then can apply different accounts within that or different tracking categories, etc. This would improve functionality and efficiency as individual data entry would be reduced
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Cath Lamb commented
Filter/ Search/ Anything to make it easier!
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Emma Zhao commented
DATE RANGE is a must as we normally need to bulk coding transaction by sorting however may don't want to include later periods to save time. bear in mind we normally process transactions a couple of months after a quarter ends.
As to key words searching, we can actually do this by just doing a web page search by pressing Ctrl F so it;s not that critical.
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Nicola Oldham commented
100% agree, this would be a massive time-saving option to clear large volumes of rule treated transactions. I also would like to see transfers included in cash coding so we could quickly reconcile these.
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Ella Rigby commented
On the cash coding screen I think it would be helpful to be able to search within this, similar to on the 'bank statement' tab, where you can search for references, amounts and dates
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Kahui Hurinui commented
Definitely agree the ability to filter/search by date range, name etc..... would save time!
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Belinda Sherman commented
If you could also filter by date that would be great too :)
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Audrey Connelly commented
By date also is a MUST
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Audrey Connelly commented
would be a great time saver
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Kris Durman commented
Tx all, I support this development fully. Let's hope that Xero Development can make this happen.
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Monique Wolvekamp commented
I would like the search function to look for all field, for example including the notes of a contact, where you can then add something special that can help in queries
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Kris Durman commented
Hi, where are we with this enhancement request?
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Cheski Weinberger commented
Myob and Quickbooks have the search function and its truly amazing
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Henrik Steppat commented
To have the ability to filter the cash coding screen by date would allow for the use of all cash coding functions (sort by description, amount, reference etc.) within a specific time period.
Lets say you haven't coded a clients Xero in over a year and there are thousands of transactions, to complete the job you only need to code for one financial year. Filter the cash coding screen by date and code the relevant transactions.
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Sandra van Neste commented
Yes! Need it
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Sandra van Neste commented
I agree this would save me a lot of time aswell. have client with lots of entries and it is very very time consuming. Don't even know where to start at the moment, as going through it one by one!
This is very handy and available in "Bank Statements" and "Account Transactions", you can find it there but cannot do anything with it. Should be the same.
Anybody some more tips?
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James Oh commented
Ability to search transactions with keywork in cash coding.
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Linda Bates commented
The ability to search/filter transactions in the cash coding screen for easier bulk coding & reconciliation
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Kay Nicholas commented
Cash coding is an excellent feature and time saver. The ability to amend the date would mean we could use it more and save additional time.