Xero the Hero: Using Global Search

magnify glass using global search

In a previous article, we discussed how to use keyboard shortcuts in Xero, but Xero recently released a new Global Search tool. We heard about it all over the Xero world! We tested it ourselves and now we are here to show you how to get the most out of Xero Global Search.

What you can do with Global Search

  • Search for text inside bills, invoices, purchase orders, contacts, and bank transactions
  • Add a new contact, purchase order, invoice, bill, or quote from any screen in Xero
  • Search for contacts and transactions from any screen in Xero.

Why we like it

One of the reasons why we really like Global Search is its ease of use. You can be working on something but also need to look for a specific invoice or transaction. Now you don’t have to leave the page you are on, to do that. You just type what you are looking for in the search bar and you can see what you are looking for right there. We love how much time it saves us.

We love this latest feature from Xero and are looking forward to further improvements as well, such as being able to search for the transaction amount.