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1. Account transactions report - Show description of transaction line

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   103 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 place of the employee's name.

   We’ll be keeping a close eye on the interest this idea continues to build and votes will remain open. If anything changes with the status or if there are any updates to share, we’ll be sure to post them here so you’re among the first to hear.

   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… more
   Robert Paprzycki supported this idea  ·  15 September, 2022
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   Robert Paprzycki commented  ·  15 September, 2022  ·  Edit…  ·  delete…

   Description Field with the bank narration

   This happened as a couple of newer client and new to xero in the contact field wrote something incredibly different to the bank narration which makes it very difficult to review the general ledger information.

   For example in the General Account the transactions descriptions are all listed as "John Smith" when if the bank narration option was available I could see it is Officeworks, KFC, etc and this would make it easier to realise these are miscoded and reallocate.

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