Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Account transactions report - Show description of transaction line

    181 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    83 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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…
    An error occurred while saving the comment
    Christine Wallis commented  · 

    Hi, I would like to vote for this too. To clear things up a little, if you run a transaction report on an accrual basis then the description is included correctly. However, most of our clients want reports on a cash basis - the fact that you also cant post a budget to a cash summary report is also a problem and we have had to write our own and export into excel and this has been a real issue.
    We would like to be able to run the account transaction report alongside this to enable clients to see what the transactions were on each of the codes for that month - useless when the report relates back to say payment of the invoice or the contacts name rather than the description on the invoice that has been paid.
    This is really a basic report and should not need to take 2 to 3 years to develop.

    Christine Wallis supported this idea  · 

  2. Payable Invoice Details report - Option to display bank details

    49 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    See where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)

    This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change. 

    An error occurred while saving the comment
    Christine Wallis commented  · 

    We currently use Prime Accounts and can run a 'What's to Pay' report which shows supplier bank details and also a total at the bottom of the report for the payments, reconciled bank amount and what will be left once the payments have been made. All very essential to us to approve payments.

    Christine Wallis supported this idea  ·