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6 results found

1. CIS - Include CIS Suffered in CIS reporting

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   Laura Cowling shared this idea  ·  Feb 18, 2024

2. CIS - Breakdown on CIS Suffered Report

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   8 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, wanted to share a workaround here for those who aren't already aware.

   You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.

   We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!

   Laura Cowling supported this idea  ·  Feb 18, 2024

3. 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

   Laura Cowling shared this idea  ·  Feb 18, 2024

4. Search Engine Optimisation - More intuitive

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   23 votes

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Laura Cowling supported this idea  ·  Feb 18, 2024

5. Xero Search | Items - search more fields

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   5 comments  ·  For small businesses » Settings & user roles  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Is there a specific field of an item that you'd generally search for, Janie? 

   Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero. 

   However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero. 

   Laura Cowling supported this idea  ·  Feb 18, 2024

6. Universal Search to search unreconciled transactions

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   10 votes

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   2 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Is there a specific element / field of the transactions that you're trying to search by? 

   Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled) 

   Laura Cowling supported this idea  ·  Feb 18, 2024