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Agree, this should be attended to. Description = Description.
The work around is not very effective!

This is one of those things where you see it and realise the designer has never worked as an accountant and probably didn't bother consulting anyone who has. Such a baffling design choice. Why would you want the contact name in the description field? It only servers to make the report much less useful at best and totally useless at worst.

It's really badly designed.

My bank statements have Statement Details Description in them, that relate to the transaction, this shows in the Reconcile tab, but the Account Transactions don't have it as a field.

Description as Contact, but not the info that exists on the original statement, much less any description you've actually input.

I'd rather go back to Excel, at least you can get a decent overview

I agree with all the comments and eco how baffled I am that this had gone unaddressed since October 2022...

I had several exchanges with support specialists for the last week trying to get the report I need to submit to our Board. All but one of them have repeated that the report is "working as designed" which is a cop out of acknowledging that it has been ill-designed to begin with and a blatant dismissal (borderline gaslighting) of the fact that the report does not do what it needs to do, which is to pull the description data into the 'Description'!!!

It has been a long while since I have been so angry and upset at Customer Support services... Acknowledge this is wrong but not a priority. Don't tell me "it's working as designed" it makes you sound incompetent...

PS:
competent = having the necessary ability, knowledge, or skill to do something successfully
incompetent = not having the necessary ability, knowledge, or skill to do something successfully

Agree with all the comments.

At least 18 months now, can't believe there's no one response from XERO regarding this

To run a report showing bank transaction detail (from the bank) and allocation detail would be very time saving for audit purposes.

Agreed!!

I totally agree. This is nuts! I don't want the contact in the description. The description column should ONLY be the description.

Hi Kelly, the Account transaction report doesn't show the original bank statement description, atleast not in my case. It shows the description that was entered when doing the bank recon. For example when the salaries are processed the person would just put the description as "Salaries & wages" and that is what shows on the Account Transaction report instead of the actual line being "Alfonzo Salary".

Its possible to pull this report in Quickbooks and in Sage cloud so why can't it be done in Xero?

I agree. As an accountant I would love to see a report that captures all of that information.

This is without a doubt a huge issue, and creates a body of unnecessary work to then have to check client transactions. I've lost count of how many times I've had to run 2 separate reports in Xero, and then reply on a script to try and compare the two.

Currently, the Account Transaction report showing the detailed descriptions as same as the contact field, as Employee Name.

It would be very useful to be able to show a details in descriptions field for individual or bank accounts type in the Account Transaction reports as same as the detailed descriptions in Xero Expense.

Please find attached for your reference.

Question.
What report can give you the description?
Not the description = contact name.

If I need to combine reports, annoying, but ok - but which report shows the description in it please?

Report that shows the bank transaction description and the chart of account it is allocated to:

When you run the general ledger detail report the "reference" tab does not usually show what the bank transaction description was/is. It would make it easier for an accountant to rectify clients transaction allocation if we can see the bank transaction description instead of having to click onto every transaction and see if it was allocated correctly.

Or under the "bank statements" tab when you click on the bank account, a function to see and change the account the transaction was allocated to, would save a lot of time.

Agreed!

As shown in the attachment, under the heading "Description" the field shown in the column below is the contact field, not the description field as entered for the transaction.

This is true of both the Bank transactions 'account transactions' page, and for the reports/account transactions report too.

Agreed, we need the full description of the transactions that was entered when the expense claim was created at this stage we only see the supplier name not the full description provided, this must be a simple fix to keep our xero expense claim users happy :)

The account transactions report should show both the description and reference from the bank account. As banks use different fields, it makes it hard when reviewing the accounts as sometimes the description does not come through.

Absolute critical to have this feature. As a Bookkeeper it is extremely time consuming checking clients work and having to manually click onto each transaction to see the bank narration.

General Ledger Report to show original bank statement narration as well as the chart code the transaction has been reconciled to.

Currently the Payee name is overriding the bank statement narration when running ledger report. Often the Payee name is entered incorrectly (inadvertently) & not being able to see the bank statement narration makes checking this very time consuming.

For example; on the General Ledger report the payee may say "Personal", however on the bank statement it says "WorkCover Monthly payment". It is very easy to miss something that has been coded incorrectly.

This is getting ridiculous. We have all been commenting on this for almost 18 months, when are Xero going to even reply, let alone fix the problem!