Find and Recode - Sort on Find and Recode by description
being able to sort by description on find and recode
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
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Phil Wainwright
commented
YES! Filtering by description would be EXTREMELY useful. We want to split a revenue account into multiple accounts then recode about 1 year of old transactions so we can see historical data. 20,000 individual lines to recode manually unless we can filter by description.
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Nigel Western
commented
This is a must. We have systematic importing or integration of description fields from other finance systems. We need to be able to FILTER the DESCRIPTION field to make effective use of the find and recode screen.
This is particularly important for manual journals, as they may have multiple line items that have different purposes (bulk import).
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Lajos Csiki-Bege
commented
Hi XERO - Listen to your customers... Find and recode it is just useless without a filter on the Description. Just as example - our eCommerce integration can't solve to collect revenues on two or more different sales accounts. By filtering the specific keyword for the product I would be able to recode years with just two clicks....
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Juan Cifuentes
commented
It does not allow to use the filter by “description or reference” as in ACCOUNTS TRANSACTIONS filters.
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Alice Smith
commented
adding this feature would save me hours
as you can search this way in reports, it makes no sense to me that you cannot filter this way in find and recode -
Tracey Hawkins
commented
Please add this feature to Find and Recode using description. Would be very useful.
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Jose Valdes
commented
Please add this and the possibility to filter by "Description"=contains [...]. It simply makes no sense the fact that this is not possible!
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Armida Amos
commented
Would be amazing to be able to Fine and Recode transactions via a "contains" or "starts with" filter for the "Description" column.
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Samara Orpwood
commented
This would absolutely be helpful
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Wendell Beuke
commented
I agree. Please add to Find and Recode - Sort on find and recode by description; searching the cash book is not the same
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Accounting France
commented
While importing Bills / Invoices, we've experienced that "New Items" where not automatically added to the inventory, and therefore didn't add the tracking information on the bills.
Being able to search for transaction lines by Description with a "IS" or "CONTAINS" would be so helpful.
The "IS / CONTAINS" criteria already exists for the "Invoice Number/Reference" item, so it's a very easy setup for the description category.
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Thavarubini Chandraraj
commented
It is not easy to identify mis coded items by description at the moment using Find and Recode. In order to search text, one needs to go to a Bank Account and search for the item that way. It would be efficient if an additional category for search is added within find and recode that searches text in all transactions regardless of where the text is. Please consider adding this feature.
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Gary Fox
commented
We need a (simple) filter "description" "contains" and it would solve just about all of my find tasks alone!
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Nina Kowal
commented
Adding 'Description' as an option for filtering when finding and recoding items
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Bogdan Chertes
commented
We all make mistakes, the find & recode tool is great for bulk correction. However when trying to recode line items it's impossible to search by description..
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Annie Middleton
commented
Very important!! This would make it really easy to find specific products/services we sell in order to re-code.
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Astrid Antrobus
commented
this would save me 10s of hours ech month
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Md Rayhan Siddique
commented
Very important if XERO can add description as category for find and recode