Search over history and notes
Today we’ve added a new feature for users with the Financial Advisor role. It allows you to search across all the history and notes records created when you and other users make updates in Xero.
While this isn’t quite a global search feature – something we are working on separately – it does let you do some pretty powerful searches that let you audit the activity that’s taken place. For example:
Tell me everything that Johnny Badapple’s been up to in the last week?
Who’s been updating bank account details on contacts?
Across all my bank accounts, what payments have been made this week?
Who’s been deleting transactions?
We’re sure you’ll come up with all sorts of interesting scenarios.
A few other things that made the release that are worth mentioning.
You’ll also note some changes to your organization settings page – you can now control what information should form part of what we’re calling your Public Profile. Initially this information will appear on all your online invoices but ultimately we’ll help you promote yourself and your business in other ways, e.g. on Xero’s business directory (coming soon) and Community. So take a few minutes to make sure your information is up-to-date and ready.
You can find out about all the updates in today’s release in our releases notes.
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