Account transactions report - Show description of transaction line
Account Transactions Report
It doesn't make sense that you can separately select the 'Contact' column and the 'Description' column, but that the 'Contact' details show in the 'Description' column.
It feels like the 'Description' column in the Account Transactions report is wrongly pointing to the 'Contact' data!
If the 'Description' detail is not available in the Account Transactions report, this column should be withdrawn from the options available for selection.
It would be great to get this issue fixed.
Peter Martin
shared this idea
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in place of the employee's name.
We’ll be keeping a close eye on the interest this idea continues to build and votes will remain open. If anything changes with the status or if there are any updates to share, we’ll be sure to post them here so you’re among the first to hear.
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Emma Careless
commented
Keep the transaction message/description per the bank statement visible even once a transaction has been reconciled. It seems to drop off once a transaction has been reconciled? Maybe add in an 'extended description' field. this will provide more insight to those responsible for reconciling account transactions, particularly if they were not the ones executing the transfer/payment etc.
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Ika Hydrax
commented
Currently the description column on account transaction report for bank account, only stated the contact name not the real description we compute in file bank impor (ie: monthly bank charge, initial deposit, etc).
this would be great if Xero could generate the description for bank account in account transaction report from description we compute in bank impor or provide new line description for us to fill when we generate payment. thankyou
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Robert Paprzycki
commented
Description Field with the bank narration
This happened as a couple of newer client and new to xero in the contact field wrote something incredibly different to the bank narration which makes it very difficult to review the general ledger information.
For example in the General Account the transactions descriptions are all listed as "John Smith" when if the bank narration option was available I could see it is Officeworks, KFC, etc and this would make it easier to realise these are miscoded and reallocate.
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Jodi Stewart
commented
Can we have the option to toggle or remove the contact name from the description column (ie in Account Transactions) so it is not duplicated and the description contains only the description now that we have the option to add Contact as a separate column which is a great new feature?