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…
I am totally agreeing with other Xero users regarding the “Account Transaction” report.
Our company needs it to see the reason of spending money – exactly the “Description” field of “Spend money” transaction.
As well as other users, we have multiple credit cards for our employees. To create a monthly “Spendings” report I need to open each Bank transaction manually and copy/paste the description field from Xero to Excel files.
Xero Support suggested using “Account Transactions report for the Chart of account” for accounts corresponding with credit cards accounts. However, there are several expense accounts involved in transactions related to several credit cards, so extracting transactions would be even more complicated.
I support the request from other users: Could you please fix the link between “Account Transaction” report columns and transaction fields:
Contact = Contact
Description = Description
Thank you.
Kate Berezina
supported this idea
·
I am totally agreeing with other Xero users regarding the “Account Transaction” report.
Our company needs it to see the reason of spending money – exactly the “Description” field of “Spend money” transaction.
As well as other users, we have multiple credit cards for our employees. To create a monthly “Spendings” report I need to open each Bank transaction manually and copy/paste the description field from Xero to Excel files.
Xero Support suggested using “Account Transactions report for the Chart of account” for accounts corresponding with credit cards accounts. However, there are several expense accounts involved in transactions related to several credit cards, so extracting transactions would be even more complicated.
I support the request from other users: Could you please fix the link between “Account Transaction” report columns and transaction fields:
Contact = Contact
Description = Description
Thank you.