Smart Document Capture - Add a Search Function to Xero Documents
It can be difficult to find a specific file when there are hundreds of documents stored in Xero Files.
Add a search bar that lets users quickly search for files by:
File name
Supplier or customer name
Invoice number
Keyword
Date
Amount
This would save time, improve efficiency, and make it much easier to find supporting documents during day-to-day bookkeeping and audits.
Jeanne-Mari Kriel
shared this idea
Thanks for raising this with us, this was great Feedback. We are continually enhancing Xero and specifically the new Smart Doc Capture feature, so its great to hear what our customers want to see. The option for a search function in Files is something that our Product team is currently developing and we will round back to this idea and update you when this is is released.
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Emma Goodsell
commented
Is there anyway that a search bar can be introduced to Documents? Once they are archived sometimes it can be really hard to find things if they have not been allocated to a folder. Overall though a search bar in documents would be helpful?
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Emma Glynn
commented
Also the ability to put the files in order, date order, contct order etc