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Xero Feature Alert: Xero Search

By Cristina Garza

 

Xero Search, a brand new feature, will allow you to find information as quickly as you can type. With Xero Search you can easily access transactions, payables, contacts and more from any screen. Here's how Xero Search let's you get more done in less time:

  • Search for contacts and transactions from any screen in Xero (except Fixed Assets, Reports, Projects, and Expenses).
  • Go directly to commonly viewed screens, including the dashboard, All Contacts, All Invoices, All Bills, and All Purchase Orders screens
  • Quickly add a new contact, invoice, bill, quote, or purchase order.

Check out this video to see this feature in action. 

 

 

WHAT CAN YOU SEARCH FOR?

You can search for contacts, invoices, bills, purchase orders, quotes, and bank transactions.

Important note: It can take up to 10 minutes for a new contact or transaction to start showing up in search results.

Search for contacts by entering one of the following:

  • Contact name
  • First name
  • Last name

Search for transactions by entering one of the following

  • Reference
  • Invoice number
  • Contact name
  • Account name
  • Transaction amount
  • Bank account name
  • Tracking category name
  • Tracking item name

 

XERO SEARCH FILTERS

Use search filters to restrict the search to a specific category. You can use search filters at any point during your search.

To filter your search, click on the arrow next to the search box, then select a search category from the list. To remove the filter, click on the arrow again and select All.

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Log into your Xero account today and check it out for yourself. We think you are really going to love it! 

Tags: xero