invoicing expenses
Derek Atkins
warlord at MIT.EDU
Fri Jan 6 11:55:44 EST 2012
Andrew Sullivan <ajs at anvilwalrusden.com> writes:
> Oh, sweet! Thanks. You've saved me a lot of work.
>
> I've been bitten by the funny way these things work together more than
> once. I feel like there's something I missed in the manuals, but
> maybe it's not there? Is there perhaps a need for something about the
> way the currency stuff interacts with the business features? I'm
> thinking somehting along the following lines:
>
> If you deal in multiple currencies, be aware that the currency
> setting of the customer or employee _at the time an invoice or
Note that this includes vendors, too.
> voucher is created_ is what determines the currency for that
> invoice or voucher. So, for instance, if you have a customer
> billed in United States Dollars, then any new invoice for that
> customer will be created using US Dollars. If you want to use a
> different currency, set the currency on the customer or employee
> before starting the invoice or expense voucher. If you need to
> change the currency later, then you do that by changing the
> customer or employee's currency, editing the invoice or voucher,
> and selecting anew that cusomer or employee.
>
> Note that this means a voucher or invoice can only be in one
> currency at a time. For invoices, this is normal, but expenses
> can sometimes span more than one currency. The only solution for
> that is to create more than one voucher, changing the employee's
> currency each time before creating the voucher.
Sounds great! Are you going to add this to the wiki or submit a patch
to the documentation?
> ?
>
> Thanks for your help. Learning that I don't have to re-do all that
> data entry is a godsend!
>
> Best,
>
> A
-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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