Fast receipt entry into gnuCash is a UI / work flow problem
Mart
mart at bruulog.ee
Thu Jun 25 03:25:17 EDT 2015
Lots of interesting ideas but lets' be honest: This is mostly a UI/work
flow problem.
Lets say I have bill I need to pay or have paid in the past and finally
got around to update GnuCash
From business perspective, regarding VAT, it doesn’t matter in which
month I make the payment - if bill was issued in May, it must be part of
May VAT calculations.
For start, there is no button on the toolbar for "New Bill"
1) Select Business,
2) Select Vendor
3) Select New Bill (3 moves/clicks!) 0 lines of data entered
4) Select Date opened - 22.05.2015
5) Select (Lets say it's a existing vendor or this will branch off to
another fork flow / use case)
6) Lets say Description matches previous bill (so I can skip selecting
accounts etc) If not, you need to make many more moves (and this
branches off to another fork flow / use case)
7) Click "Post This Invoice to your Chart of Accounts"
8) Adjust Due Date
So far I have done 9 moves to get the relevant data entered
9) click "Enter Payment"
10) In Transaction Details Date has changed to Today??? Why not show Due
Date? - Change the date
11) Select Assets
12) Select Current Assest
13) Select Bank Account or what ever you use
We can save 3 useless moves I have to do every time over and over again,
if we had option to defined default account for payments - Bank Account
in my case. Maybe use last one?
14) Click OK
and start it all over again
How to speed this up?
A) Open up only one window, with all the related fields and dropdowns,
where I can use tab to jump form one filed to to another one and get it
done as fast as possible.
B) Add "Date Opened" option for entering this stuff directly to selected
account ledger... but what happens to Date Opened?
Cheers!
PS! I have no idea why anyone, except business, even bothers entering
every invoice they had to pay into Gnucash but never mind that for now.
On 23.06.2015 03:55, Bob Brush wrote:
>
> Some of the barcode standards allow special characters to be embedded, so you might could make a workflow table with barcodes to step through, auto fill should make short work of repetitive entries.
>
> It does look like the program might need a bit of working over as I don't see shortcuts to open a certain register and enter a new transaction, but it might be there and hidden..
>
> If you are using Linux the following programs might help, I had to unpost and repost 300 bills one time..
>
> xvkbd
> xkbevd
> xdotool
> xautomation
> wmctrl
>
>
>> On Jun 22, 2015, at 4:14 PM, dave <dboland9 at fastmail.fm> wrote:
>>
>> Ok, I admit I'm a little lazy, and that I have three months of receipts to
>> enter. But hey, who has not been there? I was thinking, it would be great
>> if there was a really fast way to enter recipts into gnuCash (this is a very
>> boring task). Then it hit me - QR codes. Here is how my idea would work:
>>
>> 1. You go to the store an purchase something. You get a receipt, and the
>> receipt has a QR code at the bottom that contains the store name and
>> location, the date of purchase, the amount, and mayment method.
>>
>> 2. Accumulate a few weeks of receipts (like most of us do).
>>
>> 3. Start gnuCash, then grap a QR code reader of some sort. Scan the code,
>> and gnuCash pops up a screen to enter the account(s), hit Eneter, next receipt.
>>
>> Cool - right?
>>
>> Of course we would need the cooperation of our friends from Intuit,
>> retailers, and perhaps some sort of standards org. Oh, and the gnuCash
>> developers/community.
>>
>> Any thoughts?
>>
>> Dave,
>>
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