Settings and activity

5 results found

1. Reporting: Account Transactions report - Option to remove the contact name from the description column

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Charlie Driver supported this idea  ·  12 June, 2024

2. Account transactions report - Show description of transaction line

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   51 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 been coded to, you can add the 'Related account' column to the report which should help with look ups. 

   We appreciate what's being asked in this idea and will continue to keep an eye on the idea here, however we want to be open we don't have plans for changing the behaviour of this in the near term. 

   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… more

   Charlie Driver supported this idea  ·  12 June, 2024

3. Banking | Account transactions tab - Show transaction description

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   submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Charlie Driver supported this idea  ·  12 June, 2024

4. Supplier Activity Report - Description column includes description

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   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael. 

   There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after. 

   Charlie Driver supported this idea  ·  10 June, 2024

5. Bank Reconciliation - Ability to merge bank accounts

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   submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Charlie Driver commented  ·  19 April, 2024  ·  Edit…  ·  delete…

   This is surely a basic feature that Xero should offer. I am disappointed that it is not avaiable.

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   Charlie Driver supported this idea  ·  19 April, 2024