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1. Account transactions report - Show description of transaction line

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   83 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 place of the employee's name.

   We’ll be keeping a close eye on the interest this idea continues to build and votes will remain open. If anything changes with the status or if there are any updates to share, we’ll be sure to post them here so you’re among the first to hear.

   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… more
   An error occurred while saving the comment
   James Hursthouse commented  ·  21 October, 2025  ·  Edit…  ·  delete…

   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.

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   James Hursthouse supported this idea  ·  21 October, 2025