Settings and activity
4 results found
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141 votes
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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David Forster
supported this idea
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225 votes
Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
An error occurred while saving the comment David Forster
commented
We accumulate stage payments made by customers into a control account via "receive money", against a contact. When we invoice we "take" the payment from the control account, again all fine with a contact. The issue arises when we need to journal the "odd" amount as a write off or A N Other balancing adjustment. Currently we post a manual journal but no contact information. Running a summary by contact on the control account provides a false picture of the contact's account status.
David Forster
supported this idea
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23 votesDavid Forster
supported this idea
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218 votes
An error occurred while saving the comment David Forster
commented
We are just starting to use projects in Xero which will save us time in our project analysis and further time would be saved if we could allocate costs via bills that come through Hubdoc.
Many thanksDavid Forster
supported this idea
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This would be such a great addition to the find & recode option. I can filter in say Account Transactions using description with a contains option. Why is this not included as am option in Find & Recode? I understand that there is likely to be a big impact on performance BUT..... In short, this would be a real help in our business!