Rob
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77 votes
An error occurred while saving the comment An error occurred while saving the comment Rob
commented
any updates on SEARCH AND FILTER?
An error occurred while saving the comment Rob
commented
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/8193132-item-search
There 140 votes at the moment on this thread. Not sure if there is a larger one, but maybe let's try build around one thread, if ppl can be bothered. Ideally ZB would rationalise this themselves down to one. If you find the same request with more votes, let's build those.
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21 votes
An error occurred while saving the comment Rob
commented
yes, any field. obv be good to be able to choose specific fields but the lack of search in description is hard.
Also the additional information in transactions types etc. but at least any, any fieldRob
supported this idea
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1 vote
An error occurred while saving the comment Rob
commented
Related to BETTER SEARCHES, but not quite the same
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/8193132-item-search
There 140 votes at the moment on this thread. Not sure if there is a larger one, but maybe let's try build around one thread, if ppl can be bothered. Ideally ZB would rationalise this themselves down to one. If you find the same request with more votes, let's build those.
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1 vote
An error occurred while saving the comment Rob
commented
related but not the same. BETTER SEARCHES generally.
search on description -
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/8193132-item-searchThere 140 votes at the moment on this thread. Not sure if there is a larger one, but maybe let's try build around one thread, if ppl can be bothered. Ideally ZB would rationalise this themselves down to one. If you find the same request with more votes, let's build those.
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6 votes
An error occurred while saving the comment Rob
commented
there's more to this I know but the re: search on description...
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/8193132-item-search
There 140 votes at the moment on this thread. Not sure if there is a larger one, but maybe let's try build around one thread, if ppl can be bothered. Ideally ZB would rationalise this themselves down to one. If you find the same request with more votes, let's build those.
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1 vote
An error occurred while saving the comment Rob
commented
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/8193132-item-search
There 140 votes at the moment on this thread. Not sure if there is a larger one, but maybe let's try build around one thread, if ppl can be bothered. Ideally ZB would rationalise this themselves down to one. If you find the same request with more votes, let's build those.
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3 votes
An error occurred while saving the comment Rob
commented
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/8193132-item-search
There 140 votes at the moment on this thread. Not sure if there is a larger one, but maybe let's try build around one thread, if ppl can be bothered. Ideally ZB would rationalise this themselves down to one. If you find the same request with more votes, let's build those.
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1 vote
An error occurred while saving the comment Rob
commented
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/8193132-item-search
There 140 votes at the moment on this thread. Not sure if there is a larger one, but maybe let's try build around one thread, if ppl can be bothered. Ideally ZB would rationalise this themselves down to one. If you find the same request with more votes, let's build those.
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535 votes
An error occurred while saving the comment Rob
commented
this is important. it's also on a lot of other threads. this seems quite high on 140. ZOHO MODERATORS AND DEVELOPMENT / FEEDBACK PEOPLE should be trawling these forums to combine such things. I am tempted to start a campaign to bring the threads under one, but not really my job...!! :)
Rob
supported this idea
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29 votes
An error occurred while saving the comment Rob
commented
Really surprised there is only one vote for this since 2016. Maybe Ken and I are doing something wrong. Or maybe it should be combined with another feature request somewhere. Honestly I saw 15+ pages on this search so I hope forum moderations can link as apt!!
I think my thought is very slightly different to Ken's but directly related and support this idea.During categorisation...Choose Vendor...Default Account comes up. Could be other details too but account is probably the most consistent for a Vendor. Saves time as well as accuracy as Ken sensibly suggests.
Rob
supported this idea
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15 votes
An error occurred while saving the comment Rob
commented
Yes, please. Would slash bookkeeping time massively. Ana is right that rules are 1)sometimes not necessary 2) sometimes too fiddly and 3) does not accommodate small variations in text or amount (eg. Paypal payment, foreign currency exchange.) Hard to differentiate on PayPal and impossible to set an amount since that changes every day. eg. $10USD is different in GBP every day.
Also sometime the bank or payee might change the reference. So this would be another valuable way to bulk categorise. And make ZB more appealing.Rob
supported this idea
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I will add comments here as there are many related to SEARCH and FILTER in many places. This one thread has the most votes. I notice from a previous comment of mine, it was 140 votes at one time.
SEARCH - would be improved by:
1 - all user suggestions requested here (could be summarised as searching in any field)
2 - allowing bulk actions (exclude/uncat/unmatch etc.) while using Search feature
It seems like these kind of things are requested for each of the different modules. So a ground-up look at SEARCH might be worthwhile.
FILTER
3- some of the functionality of the above could overlap or be provided with a good FILTER on transactions. I mostly use Banking but suspect it is the same with other modules. SO
On Opening Banking module - you can filter transactions (Cat/UnCat/Reconciled etc). This is useful.
There might be DATE RANGE would be the most useful one I suspect to most users.
Then users do not have to go through pages of transactions to find the ones the want for bulk actions.
(Since bulk actions are lost with use of Search)
4 - Complex or Cumulative or Layered Filters. Why not click options or build criteria - Categorised+Unreconciled+Date Range for example?
A filter pane button to get to all the options.
THE VERY SIMPLEST - and it's probably requested somwhere already. Or I am misisng the feature - would be FILTER BY DATE on TRANSACTIONS. (e.g. in Banking) - that way Bulk actions can still be carried out. In lieu of a ground-up look at SEARCH AND FILTER, this would be a relatively simple (I imagine) solution.
*ALSO*
Best not to limit what actions can be taken based on existing filter. e.g.
I choose Unreconciled txns - I jump to page where the dates are but because they are Categorised, I can't exclude them in bulk.
These were all duplicate statement entries, which were Categorised by Rules then discovered to be dupes during reconciliation.
Not easy to delete them now in bulk without: - 1)select single txn - 2) uncategorise - 3) confirm - 4) wait for update - 5) click next - Repeat. x tens of transactions!
Once again, basic FILTER would help. I would like to select
All Unreconciled + Categorised
then Bulk Select - ACtion (Excluse or Uncategorise or whatever)