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…
It would be very valuable to have the description shown in our reports when exporting. It does seem strange that there is a description option but the contact details appear in this area.
If the description option is offered why cant this field be display on the AT report. I'm not an IT person but it seems like its an easy programing to make it happen.
Hope this happens in the near future.
All the same XERO is a great accounting program.
Kathleen Crewther
supported this idea
·
It would be very valuable to have the description shown in our reports when exporting. It does seem strange that there is a description option but the contact details appear in this area.
If the description option is offered why cant this field be display on the AT report. I'm not an IT person but it seems like its an easy programing to make it happen.
Hope this happens in the near future.
All the same XERO is a great accounting program.