Settings and activity
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9 votes
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Susanne Fearnhead
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150 votes
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…
Susanne Fearnhead
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8 votesSusanne Fearnhead
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2 votesSusanne Fearnhead
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46 votes
An error occurred while saving the comment Susanne Fearnhead
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This is a critial feature when evaluating if Xero fits our practice of 280 clients. If we cannot have a chargeout rate per employee, we will not choose Xero. When will this happen?
Susanne Fearnhead
supported this idea
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I want to assign billable expenses to a customer automatically using a spend money bank rule. This will save a lot of effort as currently you have to click "Add Details" and then follow the normal "Assign expenses to a customer" workflow which is quite cumbersome already and error prone.