Settings and activity
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110 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Selwyn Cook
supported this idea
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3 votes
Hi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
An error occurred while saving the comment Selwyn Cook
commented
How about having the ability to get fast access to some functions.
Example , on the billing page, where the New Bill Dropdown is, how about a new Credit Note Button, and the same appropriate on the Invoices page.
Also these would be great if they were available on the Dashboard.
Really so you don't have to go through 3-4 paged to get to a new credit note etc...Selwyn Cook
supported this idea
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Yes a search function that gives a in-depth search, of descriptions of line items.
When I note a serial number or have sold a item and need to track when it was sold for a warranty claim, rather than having to search through several invoices over a 1 or 2 year period then find that item for warranty is a very long process.
Should be basic functionality.