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  1. Account transactions report - Show description of transaction line

    157 votes

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    75 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    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

    43 votes

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    17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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. 

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    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  ·