Settings and activity
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260 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…
Georgia Lapinig
supported this idea
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2 votes
Hi Georgia, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll open this idea up to the community so they can share their thoughts and add their votes. In the meantime, please feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers
Georgia Lapinig
shared this idea
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246 votesGeorgia Lapinig
supported this idea
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14 votesGeorgia Lapinig
supported this idea
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16 votes
Appreciate seeking options from your community here too.
Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ?
Please do let me know more detail if there's something I'm missing in here?
Georgia Lapinig
supported this idea
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