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  1. Account transactions report - Show description of transaction line

    112 votes

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    51 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (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…

    Sue Green supported this idea  · 

  2. Account Transactions report - Include project column

    73 votes

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    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 

  3. Account Transactions Report - Show date transaction was raised

    34 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 

  4. Detailed Account Transaction - Add Transaction number

    5 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 

  5. History and Notes - Filter by action

    15 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green commented  · 

    can we also have a cloum with the Nominal Code and the date of the transaction too PLEASE

    Sue Green supported this idea  · 

  6. Lock dates - Ability to edit reference of an invoice in a locked period

    19 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green commented  · 

    Fab Idea

    Sue Green supported this idea  · 
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    Sue Green commented  · 

    Totally agree Reference and Detail please

  7. Bank Reconciliation - Ability to search Unreconciled status under 'Bank statement' tab

    24 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 

  8. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    246 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sue Green supported this idea  · 
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