Global Search - Sort results by Date, Total, or Status
The ability to sort Search Results by date / total / status
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Pauline Davies
commented
Has to be by date. Most recent transaction at top of search.
Why change something that previously worked so well !! -
Freya Pieroz
commented
Today, I'm searching for the most recent Xero bill so I can attach a copy of the paperwork to it. The most recent one the global search results could find was from 7 months ago, and it didn't find the contact at all.
Same thing when I want to attach paperwork to tax office transactions, I search for "ATO" and get other contacts with that string, but less than half of my clients get the contact called "ATO - Australian Tax Office" in the search results dropdown. In the client whose accounts I'm in right now, the most recent tax office transaction/bill in the dropdown of results is from 2019!
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Woody Loines
commented
This is ridiculous, date is far more important than some random search score!!
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Leanne Taylor
commented
Did you ever get this sorted out with Xero so that the search results are in chronological order from latest to oldest? I'm going around in circles with them and they have referred me to this page. I can't see an answer. Am I missing something?
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Freya Pieroz
commented
When I'm searching for a particular bill or transaction, I'm usually looking for a recent one. Using the global search seems to give a random selection, including having a bill from four years ago as the first result. This basically makes search functionally useless to me.
It's great that we can filter the search by type of result, but when I'm looking through search results, I like them ordered so I can scan through to find what I want QUICKLY instead of having to waste time looking carefully at every single one.
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Amanda Tupe
commented
I don't understand why a simple search has now become so difficult.
Previous to a few days ago I was able to complete a basic search in the top tool bar and receive the information required.
However, I have just been advised by the Xero Support Team that the search sorting has recently changed from sorting based on date to sorting based on score ie term used in the search not date order.
This has created much difficulty and now takes numerous attempts to get the same information and resulting in having to go into Bills and/or invoices and searching in this section to try to find the relevant information.
The only assistance I was provided was a link to this page to complain.
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Gerard Dodd
commented
I don't know why the software developers who designed this search function didn't make it with this functionality in the first place. Very Xero though. Often the most obviously useful things are left out.
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Sharron Clark
commented
Date Sort on Contacts Page. If I have sorted by date, newest to oldest, enter into a invoice to look/check, then go back to contacts page, the sort order has defaulted back to whatever the default is. I would then have to sort again to find the next transaction to look at. Very frustrating, not really an improvement but should have been there from the beginning.