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1. Account transactions report - Show description of transaction line

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   83 comments  ·  For small businesses » Accounting features  ·  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
   Margarida Lopes commented  ·  30 April, 2024  ·  Edit…  ·  delete…

   I agree with all the comments and eco how baffled I am that this had gone unaddressed since October 2022...

   I had several exchanges with support specialists for the last week trying to get the report I need to submit to our Board. All but one of them have repeated that the report is "working as designed" which is a cop out of acknowledging that it has been ill-designed to begin with and a blatant dismissal (borderline gaslighting) of the fact that the report does not do what it needs to do, which is to pull the description data into the 'Description'!!!

   It has been a long while since I have been so angry and upset at Customer Support services... Acknowledge this is wrong but not a priority. Don't tell me "it's working as designed" it makes you sound incompetent...

   PS:
   competent = having the necessary ability, knowledge, or skill to do something successfully
   incompetent = not having the necessary ability, knowledge, or skill to do something successfully

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   Margarida Lopes supported this idea  ·  30 April, 2024