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  1. Account transactions report - Show description of transaction line

    106 votes

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    49 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Jacob Fletcher supported this idea  · 

  2. Account Transaction Report - Add additional custom columns

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Jacob Fletcher supported this idea  · 

  3. Reports - View bank reconciliation narration in account transaction report

    28 votes

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    submitted  ·  16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacob Fletcher commented  · 

    Huge problem, must be fixed.

    How are we supposed to feel confident that the accounts have been reconciled correctly...

    Jacob Fletcher supported this idea  · 

  4. Account Transactions Report - Show date transaction was raised

    32 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacob Fletcher supported this idea  · 

  5. Reporting: Account Transactions Report - Show Files icon & number attached

    88 votes

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    submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jacob Fletcher supported this idea  · 

  6. Banking | Account transactions tab - Show transaction description

    17 votes

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    submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  Admin →
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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  ·