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  1. Allow the Why entry from reconciliations to be displayed in reports

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Stephen, is there a specific report you've been running to try include this data? 

    When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to  run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂

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    Elizabeth Macdonald commented  · 

    I third this idea - it seems logical that the description field would pull through the info entered into the "why" field of the reconciliation but instead it is duplicating the contact name - advice on how to fix would be hugely appreciated.

    Elizabeth Macdonald supported this idea  ·