Settings and activity
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25 votes
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David Protheroe
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134 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…
An error occurred while saving the comment David Protheroe
commented
Can we also see "item" as a separate column as an option in Account Transactions.
David Protheroe
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26 votes
An error occurred while saving the comment David Protheroe
commented
We have cash sales on-line, which are converted outside Xero into .csv files. Currently I import them as invoices, even though the customer won't see the invoices, and then match them to the payment. It would be more efficient to import them as receive money transactions.
David Protheroe
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100 votesDavid Protheroe
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3 votes
An error occurred while saving the comment David Protheroe
commented
I think my problem is the same. Xero does not populate the sales description in the invoice from the item code, even if the description in the imported .csv file is left blank, but it will populate other fields, e.g. price or account code.
David Protheroe
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167 votesDavid Protheroe
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226 votesDavid Protheroe
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5 votesDavid Protheroe
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I'm in the same position as Trevor Pyman. We're also a member-based organisation and the member number is the key to all our reports. Currently I'm having to use lookup tables in a spreadsheet as a workaround.