Allow the Why entry from reconciliations to be displayed in reports
When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.
However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.
Stephen Humphrey
shared this idea
Hi team, returning to the idea here I'd like to clarify how the Description column for the Account Transactions report works as this does differ depending on the Account.
For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
However, for all other accounts, it'll show the contact’s name and the item line description.
So as an example here the tax portion of the Receive or Spend money (using the Create option when reconciling) will only show the Contact name, however the Contact and Description entered in the Why should be shown on the row for the account the transaction was coded to e.g Expenses or Sales.
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Antonio Thomas
commented
I would second you.
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Louise Walport
commented
I have this same issue and it is causing me a lot of difficulties for producing a suitable transaction log for our accountant. Does anyone have a solution?
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Elizabeth Macdonald
commented
I third this idea - it seems logical that the description field would pull through the info entered into the "why" field of the reconciliation but instead it is duplicating the contact name - advice on how to fix would be hugely appreciated.
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Grady Sinyard
commented
This is broken for me if true. The description is matching the contact.