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  1. Supplier Credit Notes - Search feature when applying credits

    3 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Lahiruni Lawanga commented  · 

    When applying a credit note, it is difficult to locate the correct invoice if there are many invoices for the same supplier. It would be much easier if there were a search bar to quickly find invoices by their invoice number.

    Additionally, having a filter option (for example, to filter by tracking categories) would also be very helpful for users managing multiple invoices.

    Lahiruni Lawanga supported this idea  · 

  2. Bank Reconciliation: Search for transactions across all accounts

    244 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.

    Lahiruni Lawanga supported this idea  ·