Report > Account Transaction > To add Description next to Transaction Details
This feature allow user to see the description of transactions. For example, a transaction was committed to account "Repairs and Maintenance" but need to show more information for this transaction like it was a renovation the office or air conditioner maintenance.
This helps user to track & match the details of transactions with local records on PC.
Gabriel P.
shared this idea
Hi there,
We now have the option to include the description field in the Account Transactions Report
To do so, please go to Reports→ Select the Account Transaction Report→ Click on customise report and include the description field by clicking on the +icon → Run the report.
Hope this helps.
Regards,
Zoho Books Team
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Kris
commented
No, this does not really help. you have to do these extra steps & then you have to do them again for the next account. It creates a ton of extra work & you could easily put the transaction in the default columns. You should also add the running balance to the default columns.
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Anonymous
commented
Important for us.
Agree that we must be able to run this report on line detail level. Then we can have listed the description for each line, as well as Tax code used for each line item.
Now it is just a summary report (for each account). -
oscar
commented
agreed. see here for example of what i think it should look like: http://prntscr.com/lf2wta
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Anonymous
commented
Ideally columns would be customizable, but at least let us see the transaction description. The report isn't very useful without it.
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Anonymous
commented
I'd to renew a request for this capability. One possible solution is to simply provide a detailed version of what is currently a summary report. The detailed version would show the line item descriptions for each line in the report.
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Walker Lunn
commented
simply adding the vendor or customer name as a column to this report, perhaps in place of Transaction# or Reference#, would go a long way towards accomplishing this.
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Anonymous
commented
To display information in description field in general ledger automatically allows users to have quick idea of the nature of the transactions. It save user's time to understand the nature of a particular transactions, and allow users to compare and scrutinize the overall transactions in a particular account.
Actually, this is a common and a must function of any software providing accounting information!