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  1. Invoice List Search - Show "description" column in search results

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    23 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, circling back on this idea we want to be upfront that we don’t have plans in the near term to add Description as a column in the Invoice list.

    That said, we really appreciate everyone who shared their use cases, and our new JAX tool may help with many of these needs.

    With JAX, you can ask questions about your invoices, such as:

    • “Show me invoices from the last 30 days that include <product or description>”
    • “Summarise my last 20 invoices in a table, including a summary of the product and/or description for each line item”

    While we’re not planning to add this field directly to the Invoice list, I’d really encourage you to give JAX a try and see whether it helps achieve what you need here. Thanks

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    Deirdre Ashton commented  · 

    Definitely needed as this is the only place to enter invoice numbers. Not being able to search an invoice number is time consuming.

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    Deirdre Ashton commented  · 

    I agree this would make Xero search more efficient!

    Deirdre Ashton supported this idea  ·