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4 votes
Hi Daniel, when you say the report you produce - could you share the specific report or page you're viewing where you'd like to see this detail? Thanks!
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Tim Boxall
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138 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…
Tim Boxall
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307 votesTim Boxall
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4 votesTim Boxall
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122 votesTim Boxall
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65 votesTim Boxall
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29 votesTim Boxall
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18 votesTim Boxall
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I can't speak for Daniel, but I have this issue when producing the Account Transactions report. We create a batch payment for multiple expense claims. If I generate an AT report for an Expenses account which has expense claims coded to it, each claim shows as follows:
Source: Payable Payment
Contact: [Contact Name]
Description: Payment: [Contact Name]
Reference: Expense Claims
It would be really helpful to see the Description of the expense as it was entered in the expense claim, rather than just the Contact which is already shown in the Contact column. See attached for an example of what I mean.
If you click on a transaction it takes you to the Batch Payment which also doesn't show the description of the expense.