More Questions Accounts Receivable and Billing

[Derek Atkins]

If you want to use the Business Reports then you need to use
the Business Features (Invoices/Bills/Process-Payment).  You
cannot use a regular opening balance; you need to use the
business features to set up all balances or the business reports
wont notice them.  Also, there's no way to schedule invoices
or payments..

So, if you want to use SX you cannot use the business features..

It's up to you.

-derek

Robert Smits <bob at rsmits.ca> writes:

> I've just set up a number of accounts receivable. Each of them is for a union 
> local. Some of them are current, some have paid ahead of time, and some are 
> in arrears.
>
> I've entered the name and used a positive dollar amount if they owe money, and 
> a negative dollar amount if they have paid ahead of time in the opening 
> account value. 
>
> I need to do two more things - schedule automatic transactions to add an 
> estimated amount of dues at the end of every month to the accounts 
> receivable, and create an invoice for billing each local. 
>
> What I wanted to do was schedule a transaction at the last day of every month 
> to add the estimated amount of dues owed but I don't see how to get to the 
> account from the transaction scheduler. Nor do I see how to bill anyone from 
> accounts receivable since there are no addresses, etc in the accounts 
> receivable. 
>
> Do I have to set them up as customers fro the business section instead?
>
> Thanks, Bob

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available