Settings and activity
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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…
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Simon Boyd
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19 votesSimon Boyd
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2 votesSimon Boyd
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116 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
An error occurred while saving the comment Simon Boyd
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Is there a practical limitation to why this isn't being implemented? For us, and clearly for a large number of users, it's inexplicable that this isn't a basic function. The strength of feeling is clear, and yet for nine years, this suggestion has gone unaddressed. An explanation beyond 'we're just not gonna bother' would be helpful.
Simon Boyd
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I'm never really sure of the point in commenting on these things just to repeat the same frustration expressed by everyone else. There will be several other identical 'ideas' with the same frustrated users, plus tenfold users who see the complete lack of action and don't even bother voting or commenting. Then there are the thousands of users who find this similarly irritating but just quietly get on with their working lives unaware that there is a product ideas forum where you can waste even more of your time writing comments that get ignored.
However, on the Account Transactions screen I would love to see the Contact in a contact column, the Description in the Description column and the Tracking Categories in a Tracking Categories column. Why not have the ability to select the columns that users wish to have visible - like every other database-type software (I acknowledge the initial request was about the Report, but the same issue relates to the bank account view).