Settings and activity
5 results found
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96 votes
Christine W.
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178 votesChristine W.
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113 votes
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…
An error occurred while saving the comment Christine W.
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145 votesChristine W.
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An error occurred while saving the comment Christine W.
commented
Why is this not a feature? We're spending more time manually creating transfers, matching transfers, and reconciling transfers than actual other expenses. It's also easy to duplicate transfers since the Duplicate Statements Report seems to not include transfers? And Find & Match also cannot find transfers unless they have been created manually?
Other softwares make bank transfers very easy. They even have matching suggestions that find the transfer from both banks automatically, and is one click to approve (from an implementation perspective, I believe they just find matching amounts from two different banks on the same day give or take).
This is a downside of Xero if dealing with large numbers of bank accounts and credit cards.
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76 votes
An error occurred while saving the comment Christine W.
commented
At the very least, there should be an option to keep the bank description as-is within Bank Rules. Cash coding is a huge pain without it.
Christine W.
supported this idea
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Please fix this, it would be greatly appreciated.
We need to be able to view full bank descriptions next to their coded account. Showing a reference / contact name instead of the actual description is a huge handicap on efficiency.