Settings and activity
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244 votes
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…
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Graeme De Kock
supported this idea
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1,102 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Graeme De Kock
supported this idea
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Hi Kelly, the Account transaction report doesn't show the original bank statement description, atleast not in my case. It shows the description that was entered when doing the bank recon. For example when the salaries are processed the person would just put the description as "Salaries & wages" and that is what shows on the Account Transaction report instead of the actual line being "Alfonzo Salary".
Its possible to pull this report in Quickbooks and in Sage cloud so why can't it be done in Xero?