Settings and activity
2 results found
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25 votes
Thanks for the additional feedback on this idea, and apologies for the time since our last update.
As noted in the discussion, the Description column doesn’t show the same information in every Xero report. In the Supplier Activity report, it shows a transaction summary, such as the bill type or reference, rather than the descriptions entered on individual bill lines. This can be useful for reviewing a supplier’s activity over a period, but we understand it doesn’t provide the line-by-line detail you’re looking for.
The Description column in the Account Transactions report also varies by account. For accounts payable, accounts receivable and bank accounts, it shows the contact name. For other accounts, it can show the contact name alongside the line description.
For line-by-line bill information, the Payable Invoice Detail report is the best option.
We’ll continue to track interest in this idea. Changing how the Description column works in…
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Tracie Wrobel
supported this idea
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13 votes
An error occurred while saving the comment Tracie Wrobel
commented
Remove the 'Skip' or 'Allocate Credit' pop up box when entering invoices
When entering a number of invoices for the same customer, if that customer has a credit on their account, a box appears asking to 'allocate the credit' or 'skip.' By clicking either it takes you back to the invoice you have just entered where you then have to click on the + button at the top to then add another invoice. This makes a time consuming job even more of a time consuming job. It is extremely frustrating.Is there a way from stopping the 'allocate credit' or 'skip' boxes appearing?
Do the people who write the software actually use accounting software as if they did I'm sure they would also see how frustrating and time consuming it is. I don't need to be told there is a credit there, I am quite capable of reconciling my accounts without prompts
Tracie Wrobel
supported this idea
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Is anything actually being done to rectify this as I too would like to see a report actually giving the information required. I need to see the actual description as entered not the Invoice number!
I cant believe this has still not been addressed after two years.
Unless you actually use the software you should not be allowed to design it as you have no idea how it works! It is so frustrating that I cannot see a basic report. Not to mention time consuming trying to find the information required.