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  1. 154 votes

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    Stephen Humphrey commented  · 

    mad that this doesn't already exist. Please add this Xero.

    Stephen Humphrey supported this idea  · 
  2. 53 votes

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    Stephen Humphrey commented  · 

    This needs to be possible. Otherwise every time I create an invoice I have to add the tracking category manually and that takes time...time is money after all!

    Stephen Humphrey supported this idea  · 
  3. 3 votes

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    Hi Stephen, is there a specific report you've been running to try include this data? 

    When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to  run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂

    Stephen Humphrey shared this idea  · 
  4. 94 votes

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    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…

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    Stephen Humphrey commented  · 

    It is maddening that you cant get the Description in the reports. I cant believe this isn't possible.

    Please Xero action this request asap