Settings and activity

4 results found

1. Account transactions report - Show description of transaction line

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   185 votes

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   83 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
   Liam Atedal supported this idea  ·  15 April, 2025

2. AU Payroll - New Employee - Online Commencement Forms

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   72 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, another update as we lean into the end of year I'm happy to let you know that this feature has now moved into a beta with a small group of users.

   We look forward to sharing next steps on it's release in the new year!

   Liam Atedal supported this idea  ·  13 February, 2025

3. Account Transactions - Add transaction notes with CSV statement import

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   submitted  ·  0 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Liam Atedal shared this idea  ·  03 April, 2023

4. Invoices - Xero to Create/Assign invoice number when importing

   57 votes

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   submitted  ·  23 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Liam Atedal commented  ·  18 August, 2022  ·  Edit…  ·  delete…

   Yes, please, this would seem to be basic.

   Instead, we have to make up invoice numbers and hope they don't conflict.

   Save Submitting...