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GST Audit report - Include narration from bank statement

DEAR XERO. CAN YOU PLEASE CHANGE THE GST AUDIT REPORTS SO THAT THEY SHOW THE ACTUAL NARRATION THAT IS ON THE BANK STATEMENT INSTEAD OF THE PAYEE NAME. WHEN RECONCILING TRANSACTIONS XERO ADDS IN A SUGGESTED PAYEE NAME WHICH OFTEN GETS ACCEPTED, OFTEN ITS INCORRECT. THIS IS THE DETAIL WHICH SHOWS ON THE GST AUDIT REPORT. IF I AM CHECKING THE REPORT I NEED TO SEE WHERE THE ACTUAL PAYMENT WENT, FROM THE BANK STATEMENT - NOT WHERE SOMEONE HAS INADVERTENTLY SAID IT WENT WHICH MAY OR MAY NOT BE CORRECT. THERE IS A LOT MORE INFORMATION ON THE BANK STATEMENT NARRATIONS THAN JUST A PRESET PAYEE NAME.

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Gerard Dodd shared this idea  ·   ·  Report…  ·  Admin →
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  • Vicki Worker commented  ·   ·  Report

    This is critical and such a basic thing- waste so much time drilling down to see what transactions are for when reviewing GST returns. The narrations pull through to the ledger so are there just a matter of changing how reports are formatted-Please fix!

  • Casey Woodhead commented  ·   ·  Report

    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.