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Instant search and navigation with Xero Search

Posted 4 years ago in Product by Craig Walker
Posted by Craig Walker

We’re excited to introduce Xero Search  – a smarter, faster way to search and navigate in Xero. With Xero Search, you can get where you need to go in just a few keystrokes, from any screen in Xero. This means fewer clicks and less time spent navigating menus and waiting for page reloads.

Think of Search as your new command center. Find transactions or contact information as you type. Use shortcuts to access frequently visited screens, such as All Contacts and All Invoices. Or instantly add a new contact or transaction.

Search helps you spend less time getting there, so you can focus on getting things done.

Search for contacts and transactions

Search is powerful and easy to use. To get started, simply click on the search icon or enter / from any screen in Xero.

You can search for contacts by name, and transactions by reference, invoice number, contact name, bank account, and more.

Enter your search terms and results will display as you type. You can narrow down your search using search filters, and view up to 2,000 results.

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You can also expand an individual search result for more details without leaving Search. Once you find what you’re looking for, click on the result and you’ll be taken directly to the contact or transaction details.

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Shortcuts to other screens

Use shortcuts to jump to frequently visited screens in Xero.

Xero Search Keyboard Shortcuts
In version one, these screens include the “Add New” and “All” pages for contacts, invoices, bills, quotes, and purchase orders. You can also navigate to the “All bank accounts” and “Dashboard” screens.

Simply enter the shortcut key, and select the screen you’d like to go to.

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What’s next for Xero Search

We’ve built Search to be highly scalable and are working on expanding its functionality to help you access more of Xero in an instant. Stay tuned!

 

4 comments

John Curley
December 8, 2015 at 7.14 pm

Absolutely fantastic. You can bring up search with the forward slash key as in XPM. Also think the shortcuts are a nifty feature

Sue
January 10, 2016 at 12.28 pm

Hi, I use this feature all the time and it works great. My problem is then getting back to the original screen I was in to continue working.
cheers

Ian
January 10, 2016 at 8.37 pm

About time. Reckon has been doing this for years. Can you search by amount?

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