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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
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Find & Recode - Multiselect items (Shift Click)

Started by Brandon Smith in Feature Requests | Idea

I used Find and Recode today to recode many transactions and a few small improvements would have made things much faster:
1. The ability to filter transactions by Reference
2. The ability to use "Contains" logic as in (Reference contains "search term") instead of only having the choice of "is" or "is not".
3. The ability to select a range of items on a page by clicking the first item, holding down the shift key and then clicking the last item. This is standard functionality in most applications that allow you to select many items in a long list.
Hi Brandon - To help our Product Team prioritize the different features, we try to keep one idea per thread if possible. :-)

In this case, there's actually an existing thread for adding a Reference condition you can add your vote and feedback to.

Happy to focus in on the select range of items part of this thread to get an idea for demand. The Contains logic idea is an interesting one too. Would you mind adding a new thread for this?
 

Tim S (Community Manager)

I have just used the find and recode and still find it clunky. My client puts all unknown items into a suspense account. It would be great to be able to use a screen like the 'cash coding' screen to reallocate all items at once. The recode screen only seems to let me reallocate items that go to the same code together unless I have not used it correctly.
 

Nikki Counsell