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

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    3 comments  ·  Reports & tax » Reporting  ·  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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    Louise Walport commented  · 

    I have this same issue and it is causing me a lot of difficulties for producing a suitable transaction log for our accountant. Does anyone have a solution?

    Louise Walport supported this idea  ·