Settings and activity

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1. Tracking - Ability to bulk Archive categories

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   submitted  ·  65 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lishelle Young commented  ·  25 July, 2025  ·  Edit…  ·  delete…

   Adding my name to the list. Archiving one by one is insanely time-consuming.

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   Lishelle Young supported this idea  ·  25 July, 2025

2. Search bar navigation

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   5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, appreciate the continued engagement in the idea here, apologies I've not returned to update before now.

   I want to be upfront that we don't have any plans for changing the logic of search results in the near term. However, I felt it might help to explain how this is working at present to understand results you may be seeing - Global search considers several factors in deciding which results to display, and in what order. These factors include, but aren't limited to:

   • Document type – Document types searched most often get priority in the order of the search results. Contacts and invoices appear at the top of the results, as they’re the most popular search.
   • Term frequency – The frequency the term you search for appears in the document.

   The top 25 results across all search categories in Xero. To limit the search to one specific category, click the filter icon, then select the relevant category - Using the Filter to limit results to Contacts may help for some of you here.

   It's also worth highlighting also that newly created contacts can take a little time to be indexed in the organisation.

   All this said, if you are still finding based on these conditions there are results that aren't appearing that should be please do raise a case with our team of specialists who have tools to get access to your org and dig into investigate why these aren't showing. If needed, they'll be able to raise if there is an issue to our product team. 🙏

   Hi team, appreciate the continued engagement in the idea here, apologies I've not returned to update before now.

   I want to be upfront that we don't have any plans for changing the logic of search results in the near term. However, I felt it might help to explain how this is working at present to understand results you may be seeing - Global search considers several factors in deciding which results to display, and in what order. These factors include, but aren't limited to:

   • Document type – Document types searched most often get priority in the order of the search results. Contacts and invoices appear at the top of the results, as they’re the most popular search.
   • Term frequency – The frequency the term you search for appears in the document.

   The top 25 results across all search categories in Xero. To limit the search to one specific category, click… more

   Lishelle Young supported this idea  ·  01 May, 2024
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   Lishelle Young commented  ·  01 May, 2024  ·  Edit…  ·  delete…

   I think this is a new issue- it's been bugging me too. For instance, I might have regular invoices from a supplier, but if I use the search bar to search for this supplier, I get a tonne of hits- but most of them from 2018. It's woefully unhelpful.

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