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  1. Find and Recode - Recode Transaction window option to always show TrackingOption1&2 fields

    1 vote

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    💥 Thanks so much for sharing this idea — we can see how having TrackingOption1 and TrackingOption2 show by default in the Recode Transaction window could make Find & Recode quicker and easier to use.

    We’ve moved this idea to Gaining Support so we can better gauge interest and understand how helpful this change would be for customers using this feature.

    If this is something others would also like to see, we’d really encourage them to add their vote and share how they’d use it. That kind of feedback helps give us a clearer picture of the impact and demand for the idea.

    We’ll keep an eye on the support it receives and share any updates here as things progress.

    Trixie Collins shared this idea  · 

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

    156 votes

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    58 comments  ·  Banking & chart of accounts » Reconciliation  ·  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.

    Trixie Collins supported this idea  ·