Fiscal Year on Reports
Charles Day
cedayiv at gmail.com
Sat Jul 12 12:40:47 EDT 2008
On Sat, Jul 12, 2008 at 9:39 AM, Charles Day <cedayiv at gmail.com> wrote:
> On Sat, Jul 12, 2008 at 1:28 AM, Tony Nelson <tonyn at openlearning.com>
> wrote:
>
>> Hi Guys,
>>
>> The new file is definitely in place. Below you can see my original
>> options.scm (now backed up as Desktop/options.scm-). You can also see
>> the new option.scm file on my Desktop and also
>> in /usr/share/gnucash/scm. Both are 56574 bytes.
>>
>> tonyn at ubuntu1:~/Desktop$ ls -l options.scm*
>> -rw-r--r-- 1 tonyn tonyn 56574 2008-07-11 19:43 options.scm
>> -rw-r--r-- 1 root root 56516 2008-07-11 19:44 options.scm-
>> tonyn at ubuntu1:~/Desktop$ ls -l /usr/share/gnucash/scm/options.scm
>> -rw-r--r-- 1 root root 56574 2008-07-11
>> 19:46 /usr/share/gnucash/scm/options.scm
>>
>> Perhaps I am not setting the report options properly?
>>
>> >From Edit -> Preferences -> Accounting Period I am setting the correct
>> fiscal year start and end dates.
>>
>> Then from the Income Statement itself, I am choosing Options -> General
>> -> Start Date -> Start of Financial Period
>>
>> This works, but only for that iteration of the report. If I close the
>> report and reopen it, the new iteration shows a report dated from the
>> beginning of the calendar year.
>>
>
> I can only guess that your GnuCash is still running the old version
> somehow. Is there another copy of options.scm somewhere else that might be
> getting used? Does the new version need to get "installed" somewhere else?
> Did you make your backup using 'mv'? If so, perhaps there is a symbolic link
> somewhere that still points to the old version? Are you running a memorized
> report or instead of a fresh one?
>
Sorry, I meant a normal link, not a symbolic one.
> If you do a 'diff' on the new version vs. the old, you should see only two
> lines changed. I just changed the default value for date options on reports,
> so it's a very simple change. I never see the calendar year any more on
> reports unless I go into the options and change it after the report has
> already run. :)
>
> -Charles
>
>
>> I don't see a global place to set report start and end dates. I would
>> expect to see it at Edit -> Preferences -> Report, but here I am only
>> able to set the Default Report Currency or set whether or not a report
>> opens in a new window.
>>
>> Regards,
>> Tony
>>
>>
>>
>>
>> On Fri, 2008-07-11 at 20:55 -0700, Charles Day wrote:
>> > On Fri, Jul 11, 2008 at 7:53 PM, Tony Nelson <tonyn at openlearning.com>
>> > wrote:
>> > Hi Charles,
>> >
>> > I shut down GnuCash, backed up a copy
>> > of /usr/share/gnucash/scm/options.scm, copied your new file on
>> > top
>> > of /usr/share/gnucash/scm/options.scm.
>> >
>> > Next, I started GnuCAsh and doubled checked to make sure the
>> > accounting
>> > period was still set to 10/1 through 9/30. Then I ran an
>> > Income
>> > Statement. It still defaulted to 1/1/08 through the current
>> > date.
>> >
>> > Any suggestions?
>> >
>> > Hmm. Not sure what to tell you... for me the report options are set to
>> > "Start of financial period" and "End of financial period" by default
>> > now. No matter which file I open with GnuCash, when I run the Income
>> > Statement I see the custom financial year dates. Did you try Derek's
>> > suggestion? Double-checked that /usr/share/gnucash/scm/options.scm is
>> > actually different from your backup? Any other copies of options.scm
>> > floating around?
>> >
>> > -Charles
>> >
>> >
>> >
>> > --tony
>> >
>> >
>> > On Fri, 2008-07-11 at 17:07 -0700, Charles Day wrote:
>> > > On Fri, Jul 11, 2008 at 4:59 PM, Tony Nelson
>> > <tonyn at openlearning.com>
>> > > wrote:
>> > > Hi Charles,
>> > >
>> > > Thanks, this is great news.
>> > >
>> > > One question: do I need to wait for next point
>> > release to get
>> > > this bug
>> > > fix or is there an easy way to obtain the fix ahead
>> > of 2.2.6?
>> > >
>> > > You're in luck. For this particular fix, just make a backup
>> > of your
>> > > existing version of options.scm (search for it) then replace
>> > it with
>> > > this one:
>> > >
>> > >
>> >
>> http://svn.gnucash.org/trac/browser/gnucash/trunk/src/app-utils/options.scm?rev=17295&format=txt
>> > >
>> > > -Charles
>> > >
>> > >
>> > >
>> > > Either way is fine.
>> > > Regards,
>> > > Tony
>> > >
>> > >
>> > > On Fri, 2008-07-11 at 14:12 -0700, Charles Day
>> > wrote:
>> > > > On Thu, Jul 10, 2008 at 10:40 AM, Derek Atkins
>> > > <warlord at mit.edu>
>> > > > wrote:
>> > > > Hi,
>> > > >
>> > > > Tony Nelson <tonyn at openlearning.com>
>> > writes:
>> > > >
>> > > > > Hi All,
>> > > > >
>> > > > > I have set GnuCash to conform to our
>> > fiscal year
>> > > (Edit ->
>> > > > Preferences ->
>> > > > > Accounting Period) which runs from 10/1
>> > to 9/30
>> > > each year.
>> > > > After doing
>> > > > > so I expected reports to default to our
>> > fiscal
>> > > year but they
>> > > > don't.
>> > > >
>> > > >
>> > > > Sorry, no, they don't.
>> > > >
>> > > > > For example if I run an Income Statement
>> > report it
>> > > > automatically uses
>> > > > > the calendar year rather than my
>> > accounting
>> > > period. Of
>> > > > course, I can
>> > > > > manually change the Income Statement
>> > starting and
>> > > ending
>> > > > dates. But I'm
>> > > > > wondering if there is a way to have my
>> > reports
>> > > automatically
>> > > > use the
>> > > > > accounting period by default?
>> > > >
>> > > >
>> > > > Yeah, that feature was never quite
>> > finished. The
>> > > reports
>> > > > don't
>> > > > use the global setting yet.
>> > > >
>> > > > > If not, please consider this a low low
>> > low
>> > > priority feature
>> > > > request.
>> > > >
>> > > >
>> > > > If it's not already in Bugzilla, please
>> > put it there
>> > > so we
>> > > > don't
>> > > > forget.
>> > > >
>> > > > Fix committed as r17295. Appeared to only need a
>> > two-line
>> > > change. I
>> > > > hope it is really that easy (it appears to work).
>> > I will
>> > > update the
>> > > > bug (#542472).
>> > > >
>> > > > -Charles
>> > > >
>> > > >
>> > > >
>> > > > > Regards,
>> > > > > Tony
>> > > >
>> > > > > Please remember to CC this list on all
>> > your
>> > > replies.
>> > > > > You can do this by using Reply-To-List
>> > or
>> > > Reply-All.
>> > > >
>> > > >
>> > > > -derek
>> > > >
>> > > > --
>> > > > 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
>> > > >
>> > > >
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