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  1. Invoice List Search - Show "description" column in search results

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    23 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, circling back on this idea we want to be upfront that we don’t have plans in the near term to add Description as a column in the Invoice list.

    That said, we really appreciate everyone who shared their use cases, and our new JAX tool may help with many of these needs.

    With JAX, you can ask questions about your invoices, such as:

    • “Show me invoices from the last 30 days that include <product or description>”
    • “Summarise my last 20 invoices in a table, including a summary of the product and/or description for each line item”

    While we’re not planning to add this field directly to the Invoice list, I’d really encourage you to give JAX a try and see whether it helps achieve what you need here. Thanks

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    Michael Clear commented  · 

    We have many repeat, "priced" orders from customers which are linked to a historic quote. The part number search in "Goods and services" only brings up invoice numbers relating to the particular part number. I need to then open up each and every invoice until I find the customer and prices we last supplied. What I need is to quickly find the specific quote and invoice from when we last supplied the customer. I would think this would be a basic function of any accounting program. I currently use another program I have set up outside of Xero to achieve this absolutely necessary function.
    Happy to show you guys (Xero) how my system works if you are interested?
    Come on guys, you need to be better! - it costs us time and money the way it is currently.

    Michael Clear supported this idea  ·