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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >

Find & Recode - Custom Contact Search

Started by Colleen Stromei in Feature Requests | Idea

At the moment if a contact has been merged any prior transactions cannot be recoded unless the archived contact is restored.
It would be really helpful when creating search criteria for Find & Recode to add a 'Custom' option to the 'Is' and 'Is Not' dropdown box. This would allow for Recoding of transactions with a contact that has now been deleted or archived.
Also it's not possible to search on contact details within an expense claim. Apparently this is because the contact associated with the expense claim is the user who has submitted the receipt and not the contact on the line of the claim.

Kind of defeating the purpose of Find, when it can't find!

Scott Humphries