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 a heads-up that this is a public forum, so you might not want to share confidential info on screenshots here.
From your screenshot it looks like you've created a supplier Contact called Travel Expenses, where you'd probably want to use the name of the hospitality business you're buying from in the 'Who' field instead.
If you need more help with this, please raise a case with our Support team, who'll be happy to investigate.
You can find details on how to raise, view and update support cases here: Get help from Xero Support and here: My cases in Xero Central.
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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.