Account transaction report - Include where money was spent
Add column to Account Transactions Report to show where the money was spent, based on the Bank statement info. We find if clients choose a generic name in the Description when reconciling, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
Tracey Lindsay
shared this idea
Hi Tracey, just trying to better understand what you're after here. When you say you'd like to see where the money was spent can you provide an example of where this information is being entered in Xero?
Right now, for the Account Transactions report you could select to Include the 'Related account' or 'Contact' column which may provide more of the detail you're in need of here?
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Tracey Lindsay
commented
Hi, I have attached another example to try to explain better. The Contact and Related Column don't give the information we require.