Settings and activity
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181 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
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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.