Settings and activity
5 results found
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181 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
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Edgar Twigg
commented
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.
Edgar Twigg
supported this idea
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6 votesEdgar Twigg
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59 votesEdgar Twigg
supported this idea
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12 votes
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
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109 votes
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
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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.