Settings and activity
3 results found
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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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Roger Kennett
supported this idea
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88 votes
Hi everyone, we totally get the expectation here for quotes to have an online invoice view considering this is available for Invoices.
We appreciate the desire for more consistency across the Sales experience from end-to-end.
With this in mind, we’d like to share that our Product team has picked up this idea as part of work they're exploring right now. I’ll keep you in the know as it moves along! 😊
An error occurred while saving the comment Roger Kennett
commented
Seems like this is a very easy implementation for a big benefit. :)
Especially with no delay-send for quotes or invoices, at least with this I can use normal email with delay-send.Roger Kennett
supported this idea
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50 votesRoger Kennett
supported this idea
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I thought it was me who was going mad! I KNEW there was a transaction with a specific description but searching DID NOT FIND IT. I eventually had to scroll through all account transactions.
really? Might as well have used paper.
GET THIS FIXED XERO