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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
   John Treankler commented  ·  03 August, 2024  ·  Edit…  ·  delete…

   "For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field"

   "we don't have plans for changing the behaviour of this in the near term"

   Kelly, it's been over six months since you posted.

   I'd think half a year is not 'the near term' so my question is: when will this defect in the software be addressed? Do you have a timeframe for a remedy? Is it hours? Days? Weeks? Months? Years?

   Or is there no timeframe at all?

   Is it the official position of Xero that "transactions will show the Contact name in the Description field" forever and ever? And we should stop waiting on a bugfix?

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   John Treankler supported this idea  ·  03 August, 2024