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1. Account transactions report - Show description of transaction line

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   83 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 place of the employee's name.

   We’ll be keeping a close eye on the interest this idea continues to build and votes will remain open. If anything changes with the status or if there are any updates to share, we’ll be sure to post them here so you’re among the first to hear.

   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… more
   An error occurred while saving the comment
   Kate Berezina commented  ·  21 June, 2023  ·  Edit…  ·  delete…

   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.

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   Kate Berezina supported this idea  ·  21 June, 2023