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  1. Files - Add a Search option

    49 votes

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    submitted  ·  22 comments  ·  Contacts & files » Files  ·  Admin →
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    Sharon Long commented  · 

    The ability to search in files. (Many clients need to have a separate 'inbox' for file uploads. This would reduce time going through each 'inbox')

    Sharon Long supported this idea  · 

  2. Xero Files: File upload notifications for administrators

    13 votes

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    submitted  ·  4 comments  ·  Contacts & files » Files  ·  Admin →
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    Sharon Long supported this idea  · 

  3. Bank Reconciliation: Search for transactions across all accounts

    247 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

    Sharon Long supported this idea  · 

  4. Files - Bulk export/print attached files

    671 votes

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    268 comments  ·  Users & setup » Export  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.

    We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.

    For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.

    Sharon Long supported this idea  ·