Search for contacts and transactions in Xero

Search for contacts, invoices, bills, purchase orders, quotes, and bank transactions from any screen in Xero (except fixed assets and payroll). If you've payroll you can also search for employees by name, work location or email.

To open search, click the search icon Image of search icon. or enter a forward slash (/) on any screen in Xero (except fixed assets and payroll). To close search, enter the Esc key.

Image showing search results.

What you can search for

You only have access to certain transaction types depending on your user role.

You can search for contacts, invoices, bills, purchase orders, quotes, and bank transactions. It can take up to 10 minutes for a new contact or transaction to show up in search results.

Search for contacts by entering one of the following:

  • Contact name
  • First name
  • Last name
  • Primary person email address
  • Phone number (phone, fax, mobile, direct dial)
  • Business registration number

Search for transactions by entering one of the following:

  • Reference
  • Invoice number
  • Contact name
  • Account name
  • Transaction amount
  • Bank account name
  • Tracking category name
  • Tracking item name

Enter 2-12 characters to search for items containing your search term. If you enter 13 or more characters, you must enter the term in the entire field saved in Xero to find a match.

If you have payroll, you can also search for employees by entering one of the following:

  • First or last name
  • Work location
  • Email address
  • Common name variations such as Jim instead of James

Search filters

Use search filters to restrict the search to a specific category. You can use search filters at any point during your search.

To filter your search, click on the arrow next to the search box, then select a search category from the list. To remove the filter, click on the arrow again and select All.

Image of search filters.

Search results

Up to 25 search results are provided below the search box, organised by category.

To view additional information about a particular search result, click the arrow next to the search result. Or click View all results to view them all.

Image of expanded search result.