Description and details in a new transaction
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
Rick Johns
shared this idea
Hi Rick, trying to better understand the flow you have here - would this be to copy the details of a statement line across to a transaction you're creating
when reconciling?
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Rick Johns
commented
Hi Kelly, what I mean is when you create a new bill for example, you have the fields across the top "From", "Date", "Due Date" and "Reference".
It would be really useful if the "Reference" text was auto-copied to the first line of the "Description" in the table below as I find that to make entries easy to see at a glance I am retyping the reference as the description - at least to start with and then you may expand on it.
Hope that clarifies.