Settings and activity
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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…
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Terry Barnum
supported this idea
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2 votes
An error occurred while saving the comment Terry Barnum
commented
We always have to edit our Xero generated Invoice PDFs by hand to include our un-redacted Federal Tax ID (the Employer Identification Number, or EIN). I can understand this if the business is a sole proprietor and the Tax ID is their personal Social Security number.
One solution is to add a child checkbox in the Invoice Setting page under Display Tax ID to display it as redacted or unreacted. It could be redacted by default if there's a concern.
Terry Barnum
supported this idea
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We too would like to be able to easily see WHAT the transaction was, not just WHO it was to. We are diligent about entering that info into the "WHY" field during credit card reconciliation, but there's no way to see this info without manually drilling into each transaction. Perhaps an option to display columns as in other places. I spent over 8 hours going through ~200 credit card transactions yesterday to see what they were for and if they had been entered into WorkFlowMax2. It would be a killer feature if these apps were able to talk to each other for better cost management.