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.
My bank statements have Statement Details Description in them, that relate to the transaction, this shows in the Reconcile tab, but the Account Transactions don't have it as a field.
Description as Contact, but not the info that exists on the original statement, much less any description you've actually input.
I'd rather go back to Excel, at least you can get a decent overview
It's really badly designed.
My bank statements have Statement Details Description in them, that relate to the transaction, this shows in the Reconcile tab, but the Account Transactions don't have it as a field.
Description as Contact, but not the info that exists on the original statement, much less any description you've actually input.
I'd rather go back to Excel, at least you can get a decent overview