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  1. Find and Recode - Sort on Find and Recode by description

    157 votes

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    58 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    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.

    Md Rayhan Siddique supported this idea  · 
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    Md Rayhan Siddique commented  · 

    Very important if XERO can add description as category for find and recode

  2. Sales Invoices - Ability to bulk edit/update invoices

    100 votes

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    21 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks again for everyone's support in this idea.

    We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.

    From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.

    Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂

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    Md Rayhan Siddique commented  · 

    Very Important

    Md Rayhan Siddique supported this idea  ·