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…
I 100% support this need to show the proper Description in the Description column. I run my own advisory business and my main use case is exporting Expense Reports to my customers for reimbursement. They need to see WHO I paid an expense to, and WHAT IT WAS FOR - e.g. WHO = Hikari Sushi Restaurant / WHY / DESCRIPTION = Dinner with Mr. Important from Big Games Studio.
Right now, I export the report to Excel and manually input the DESCRIPTIONS which I have already typed into the 'Why?' field when I entered the receipt into Xero.
It is great in that I can easily filter by Tag (i.e. a specific business trip) and see which Customer the expense was assigned to, and also show the GL into which the expense has been categorized, but the fact that the exported report shows the Contact name in the Description drives me crazy and means an extra few hours of work.
Support recommended I come here and support this 'feature request' but clearly this is a bug, and I echo the sentiment of everyone on here in requesting it gets fixed asap.
James Hursthouse
supported this idea
·
I 100% support this need to show the proper Description in the Description column. I run my own advisory business and my main use case is exporting Expense Reports to my customers for reimbursement. They need to see WHO I paid an expense to, and WHAT IT WAS FOR - e.g. WHO = Hikari Sushi Restaurant / WHY / DESCRIPTION = Dinner with Mr. Important from Big Games Studio.
Right now, I export the report to Excel and manually input the DESCRIPTIONS which I have already typed into the 'Why?' field when I entered the receipt into Xero.
It is great in that I can easily filter by Tag (i.e. a specific business trip) and see which Customer the expense was assigned to, and also show the GL into which the expense has been categorized, but the fact that the exported report shows the Contact name in the Description drives me crazy and means an extra few hours of work.
Support recommended I come here and support this 'feature request' but clearly this is a bug, and I echo the sentiment of everyone on here in requesting it gets fixed asap.