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27 results found

  1. Account transactions report - Show description of transaction line

    181 votes

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    83 comments  ·  Reports & tax » Reporting  ·  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…
    Sue Green supported this idea  · 

  2. Account Transactions report - Include project column

    99 votes

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    submitted  ·  45 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sue Green supported this idea  · 

  3. Account Transactions Report - Show date transaction was raised

    44 votes

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    19 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sue Green supported this idea  · 

  4. Account Transactions report - Add Transaction number

    7 votes

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    4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sue Green supported this idea  · 

  5. History and Notes - Filter by action

    21 votes

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    6 comments  ·  Reports & tax » History & notes  ·  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

    20 votes

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    submitted  ·  8 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  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. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    268 votes

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    40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.

    Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.

    Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.

    Sue Green supported this idea  · 
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