Settings and activity

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1. 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

   An error occurred while saving the comment
   Ronette Spark commented  ·  06 November, 2024  ·  Edit…  ·  delete…

   I find searching for contacts woeful as well - I can set the search to look for contacts but it used to bring up contacts first and then transactions after. If you could allow us to choose which items we want as a default search or at least put it back the way it used to be that would be helpful.

   Save Submitting...

2. History & Notes - Xero Mail - Log of mail sent via Xero

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   405 votes

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

   Ronette Spark supported this idea  ·  11 September, 2023