Settings and activity
5 results found
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33 votes
Colin Dutenhoffer
supported this idea
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276 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…
An error occurred while saving the comment An error occurred while saving the comment Colin Dutenhoffer
commented
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
commented
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
supported this idea
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25 votes
Thanks for the additional feedback on this idea, and apologies for the time since our last update.
As noted in the discussion, the Description column doesn’t show the same information in every Xero report. In the Supplier Activity report, it shows a transaction summary, such as the bill type or reference, rather than the descriptions entered on individual bill lines. This can be useful for reviewing a supplier’s activity over a period, but we understand it doesn’t provide the line-by-line detail you’re looking for.
The Description column in the Account Transactions report also varies by account. For accounts payable, accounts receivable and bank accounts, it shows the contact name. For other accounts, it can show the contact name alongside the line description.
For line-by-line bill information, the Payable Invoice Detail report is the best option.
We’ll continue to track interest in this idea. Changing how the Description column works in…
An error occurred while saving the comment Colin Dutenhoffer
commented
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.
Colin Dutenhoffer
supported this idea
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39 votesColin Dutenhoffer
supported this idea
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13 votesColin Dutenhoffer
supported this idea
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This idea continues to grow but I have been told multiple times that there are not enough votes or comments to get the development team interested in fixing this problem. I have had the one other person I know that uses Xero vote. Every one else needs to encourage users to vote. I was given a work around of exporting the information into Excel but if I have to use Excel to make my information useful then what good is paying to use Xero? I am a small farm, single user, and don’t need most of the features that are included, but being able to use the description to verify my books are accurate is vital.