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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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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....