Settings and activity

5 results found

1. Account transactions report - Show description of transaction line

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   77 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly M (Community Manager, Xero) responded

   Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

   For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

   To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

   If you're trying to find the account a bank transaction or system account line has been coded to, you can add the 'Related account' column to the report which should help with look ups. 

   We appreciate what's being asked in this idea and will continue to keep an eye on the idea here, however we want to be open we don't have plans for changing the behaviour of this in the near term. 

   Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

   For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

   To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

   If you're trying to find the account a bank transaction or system account line has… more

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   Edgar Twigg commented  ·  24 June, 2025  ·  Edit…  ·  delete…

   I don't want to filter by Contact, I want to filter by Description. When matching transactions, it is easy to set the Description. It is hard to set Contact.

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   Edgar Twigg commented  ·  31 December, 2024  ·  Edit…  ·  delete…

   When reconciling transactions, there is "Who, What, Why". When viewing reports, the "Who" becomes "Description". Not ideal, but okay.

   We really need a way to Group and Summarize by that Description field. Especially when looking at annual reports for accounts that have lots of monthly expenses, it would be really great to have them totaled up by Description.

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   Edgar Twigg supported this idea  ·  31 December, 2024

2. Receivable Invoice Summary Report - Group by Contact group

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Edgar Twigg supported this idea  ·  31 December, 2024

3. Reporting - Filter the Profit and Loss by Contact

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   submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Edgar Twigg supported this idea  ·  31 December, 2024

4. Reporting - By Contact Group

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly M (Community Manager, Xero) responded

   Thanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group? 

   Edgar Twigg supported this idea  ·  30 December, 2024

5. Homepage - Track Quotes

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   103 votes

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   56 comments  ·  New Navigation & Homepage » Homepage  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly M (Community Manager, Xero) responded

   Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.

   With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.

   Edgar Twigg supported this idea  ·  11 April, 2022