Settings and activity
6 results found
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184 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…
Jacob Fletcher
supported this idea
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17 votes
Jacob Fletcher
supported this idea
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36 votes
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Jacob Fletcher
supported this idea
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45 votes
Jacob Fletcher
supported this idea
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109 votes
Jacob Fletcher
supported this idea
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30 votes
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Jacob Fletcher
commented
This is a monumental flaw in the software, I would move all my clients back to excel if it was not for MTD, but will definitely be looking elsewhere.
Am I supposed to go into each individual transaction to see what it is? Surely it can't be that hard to have an option to add 'original statement description' to the account transaction report.
Jacob Fletcher
supported this idea
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Huge problem, must be fixed.
How are we supposed to feel confident that the accounts have been reconciled correctly...