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

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    58 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (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.

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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.