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1. Account transactions report - Show description of transaction line

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   41 comments  ·  For small businesses » Accounting features  ·  delete…  ·  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 been coded to, you can add the 'Related account' column to the report which should help with look ups. 

   We appreciate what's being asked in this idea and will continue to keep an eye on the idea here, however we want to be open we don't have plans for changing the behaviour of this in the near term. 

   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… more

   Bill Fisher supported this idea  ·  28 August, 2023
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   Bill Fisher commented  ·  28 August, 2023  ·  Edit…  ·  delete…

   This is a complete joke - spend hours filling in the description details when reconciling then you can't export a spreadsheet with those descriptions. And the issue was raised almost a year ago - fix it please...

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