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  1. Find and Recode - Sort on Find and Recode by description

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    58 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Brendan Lim commented  · 

    Being able to Find and Recode by Description (as opposed to Reference) is more useful as bank feeds and bank reconcilitation more often uses the Description field per line item rather than the Reference field per transaction

    Brendan Lim supported this idea  ·