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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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    Brendan Franklin commented  · 

    Guys this now dates back to 2022.... 4 years! How is this not a function already?

    Being able to search keywords within invoices is not only basic of just about any other program in general but when managing large sales channels there is no other quick and easy way to find specific things currrently.

    Can we please get an update on when this is going to be implemented as 4 years for a pretty important (basic) function that has been asked for multiple times is actually wild.

    Brendan Franklin supported this idea  ·