Some questions / requests from a QB convert

[Andrew Sackville-West]

On Fri, Feb 01, 2008 at 07:42:30AM -0600, Josh Trutwin wrote:
> On Fri, 1 Feb 2008 00:18:18 -0800
> Andrew Sackville-West <andrew at swclan.homelinux.org> wrote:
> 
> > On Thu, Jan 31, 2008 at 10:20:03PM -0600, Josh Trutwin wrote:
> >
> > > 1. When I display a customer's invoices, is there any way to add
> > > the invoice amount to the search results?
> > 
> > I'm not sure what you mean here.
> 
> You addressed this in an different reply with the Aging report which
> shows the invoice amounts - I was not finding this information on the
> Customer's Invoices search page.  That Aging Report is a good tab to
> just leave open at all times.  :)

That's what I do.

...

> Interesting, should work fine.  Do the amounts get taken into
> consideration at all? Say my earliest invoice is A for $100, then B
> for $200 then C for $300 and I get a $500 payment - does it mark B,C
> as paid, or A,B as paid and a $100 balance on C?  For that matter if
> an invoice is partially paid is there an indication of that
> anywhere?  Maybe the aging report.

Well, Maf. King has thrown a monkey wrench in my understanding of the
situation, but I *think* it will show it as applied to A and B fully
and C partially. The aging report shows the total due for each
vendor/customer so yes, that would show (though there is a bug  with
it only looking back a year or so. That's been fixed, but I don't know
offhand which version the fix appears in, if at all yet). The detail
reports you can link to from there show the invoices and payments and
total due. You're still left figuring out how the payments apply if
someone skips an invoice though. 

> 
> > > 3. When entering data into the Checking Account / Credit Card
> > > registers is there a way to add a Vendor column in addition to the
> > > Description?  
> > 
> > no. what are you trying to do with this? Please describe this (and
> > 1) more fully. thanks
> 
> Maybe Vendor wasn't the right word to use here.  When I enter a
> transaction into my checking register on quickbooks I enter the date,
> check number if applicable, vendor/payee (e.g. OfficeMax), account
> (Office Supplies), description (Bought some paper clips) and amount.
> In gnucash, all of those options are there except a vendor/payee.  If
> I want to show a report of the checks I've written to OfficeMax I
> would have to search for OfficeMax in the Description text.  I can
> certainly live without it as long as I'm diligent and verbose when
> entering descriptions but having worked in QB for 5 years I find this
> difference strange.

Open gnucash, select View->Double Line mode. That will show you *all*
the available fields of data. The "Description" Field is where you put
the payee/vendor. The other fields: "Notes" -- notes about the
transaction as a whole; "Memo" -- notes about a specific split in the
transaction. 

hth

A
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