Process Payment Feature Request

Josh Trutwin josh at trutwins.homeip.net
Fri Feb 1 08:21:42 EST 2008


On Fri, 1 Feb 2008 00:23:21 -0800
Andrew Sackville-West <andrew at swclan.homelinux.org> wrote:

> On Thu, Jan 31, 2008 at 10:35:28PM -0600, Josh Trutwin wrote:
> > Hi - couple issues with the "Process Payment" process.
> > 
> > I like it, it's quick, but I can think of a couple things that
> > would make it even better.
> > 
> > The process I follow to record my invoice payments:
> > 
> > 1. Search for Customer
> > 2. Show Customer's Invoices
> 
> the two steps above can be done much more quickly through the
> "Aging" reports. If you run a vendor or customer aging report
> (check the options to show accounts with zero amounts) you will get
> links in the report that take you directly to the customer or
> vendor report showing all the invoices. then click on the invoice
> you want. very fast and easy.

Yes - that's a better process than the one I was following since the
amounts are shown.  Thanks.

> > 3. When the payment is put in the checking account register, the
> > description just has the customer's name - this isn't very
> > convenient.  Could the invoice number also be added to the
> > description?  "ABC Inc. - Payment of Invoice #0001"  I realize I
> > could do this manually, but for processing lots of invoices would
> > be a time-saver.
> 
> as I said in the other thread, gnucash doesn't apply payments to
> specific invoices, but instead applies them to the account as a
> whole. THe "paid" status of the invoices is purely a function of the
> amount paid and the invoices age in the list.

Hmm - I'm not sure we're talking about the same thing here - I was
hoping that the invoice number could be added to the default text
that gets put in the Transfer Account description - for me that's the
checking account.  When I process a payment the description only
shows the company name, if gnucash is able to determine the invoices
that get marked as paid it would be useful to also have that in the
register.  Maybe it's not that important, I can manage this manually.

Thanks for the help,

Josh


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