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1. Account transactions report - Show description of transaction line

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   70 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 been coded to, you can add the 'Related account' column to the report which should help with look ups. 

   We appreciate what's being asked in this idea and will continue to keep an eye on the idea here, however we want to be open we don't have plans for changing the behaviour of this in the near term. 

   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… more

   Janet Dawe supported this idea  ·  21 May, 2025
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   Janet Dawe commented  ·  21 May, 2025  ·  Edit…  ·  delete…

   It would be very useful if the actual description was included in the description column when the account transaction report is run. Repeating the contact name in the description column doesn't help at all. That information is in the Contact columns, so is just being duplicated. We insert descriptions for a reason and it's time consuming to have to go into each transaction to get the description as to what was done and why, when with a few clicks of a button, we could get it from a report. Time is precious and we are wasting a lot of it, having to look at each transaction individually, to see the description. Please can this be looked at as a matter of urgency.

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