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1. Account transactions report - Show description of transaction line

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   246 votes

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   103 comments  ·  Reports & tax » Reporting  ·  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
   Alex Mazzuca supported this idea  ·  27 April, 2026

2. Homepage - One click bank refresh

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   5 comments  ·  Banking & chart of accounts » Bank feeds  ·  delete…  ·  Admin →
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   In development  ·  AdminDavina Roper (Admin, Xero) responded

   ✨ Thanks for the suggestion – we love hearing how we could make bank feeds easier to manage.

   Right now we’re not planning a single “refresh all bank feeds” button in the near future. A few reasons why:

   • Banks control timing: Many feeds update on a schedule set by the bank or provider, so a global refresh wouldn’t guarantee instant data across all accounts.
   • Reliability & limits: Triggering lots of refreshes at once can hit provider limits and make refreshes fail more often, which is a worse experience overall.
   • Security & MFA: Some feeds require multi‑factor authentication or a specific user to refresh, which can’t safely be handled by a single bulk action.

   For now we’re focusing on keeping per‑account refresh reliable and clear in the new homepage banking widget, and we’ll keep tracking interest in bulk refresh for future planning.

   Alex Mazzuca supported this idea  ·  06 March, 2026
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   Alex Mazzuca commented  ·  06 March, 2026  ·  Edit…  ·  delete…

   For business entities with several bank accounts (a dozen or more), it would be nice to have a "Refresh all bank feeds" button/dropdown somewhere on the Homepage, rather than having to individually refresh the bank feeds for each account.

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