In Xero, if we extract the accounts transaction report, Xero shows the Contact name (Supplier or Customer name) before the description as shown below. However, on the Datadear add in, it only pulls the ‘Description’ rather than the contact name plus description. Can we add the contact name on data extract as this would help us with analysis, In the example below Zita West Online Sales is the contact name (highlighted in yellow).
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When running the Account transactions report, have you tried ticking the “Get contact details”? I believe that by ticking this box before running the report you should get the contact details required.
Can you kindly try this and let me know how you get on?
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