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 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
Margarida Lopes
supported this idea
·
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