Settings and activity
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69 votes
Colin Dutenhoffer
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17 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
An error occurred while saving the comment Colin Dutenhoffer
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22 votesColin Dutenhoffer
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138 votes
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…
An error occurred while saving the comment Colin Dutenhoffer
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I am curious since no one else has mentioned cash vs accrual, and I know the details of the report behave differently depending on the setting, are those with problems all on cash accounting?
I also wonder if anyone has any experience in an audit with descriptions that only contain the contact name?
An error occurred while saving the comment Colin Dutenhoffer
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I have been told that a work around would be to export the report into excel and them manually enter the descriptions. So can anyone tell me if I have to resort to that, why use xero?
An error occurred while saving the comment Colin Dutenhoffer
commented
In my Account Transactions Report, Description column details show up as Payment: (Contact Name) if I have entered it as a bill especially if the bill had multiple lines. But if I just enter the information at the time of reconciliation, the Description details come through as (Contact Name) - (details of transaction) regardless of the number of lines. Why can't the description be in the description for all transactions?
I have asked about a year ago about this and was told they were aware of the problem but had no timeframe to fix it. I was also told a work around would be to change my report from cash to accrual, but as a farmer I need to stay as cash. Here we are a year later with a problem they are aware of but not fixed.
If it can work right for some transactions, why not all?
Colin Dutenhoffer
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4 votesColin Dutenhoffer
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This is yet another example showing that Xero doesn't know what a description really is. It is not a contact or a invoice number. It is the information I feel is necessary to describe the transaction.