Feature(s) request - "Find Invoice" results page
Wm
tcnw81 at tarrcity.demon.co.uk
Wed Jun 15 17:29:02 EDT 2016
On Mon, 13 Jun 2016 23:06:00 -0500, in gmane.comp.gnome.apps.gnucash.user,
Graham Lane <grahamlane at gmail.com> wrote:
> Thanks, Searches are not so much about finding a specific transaction, its
> about looking at all the invoices like a ledger and seeing who is paying
> the most, least etc. This is useful for a non profit so they know exactly
> when they they need to send out Thanks a letter to "customers" that donate
> in a certain amount of money over time or sending a vendor a 1099 when they
> hot $600 of transactions.
>
> When looking for an invoice, I just search and put a 0 in the search box.
> That way I automatically see them all and can scroll through looking for
> whatever, using the sort tabs to speed it up. Rather than constantly typing
> out searches, Invoices just stays open.
If I were sitting along side someone I'd ask them to split out the
different kinds of info they need. For e.g.
Q1. who should I send thank you letters to?
A1. saved report run once a month or once a week as suits
base report Transaction report
accounts, A/R
general, start: last time you checked; end: today
sorting, primary key: amount, ascending
secondary key: none
should give you a neat list with the biggest contribution in the time
period at the top; save the report with a sensible name and add a note
in your diary to run it every so often and make sure you write to the
nice people.
Hint: I use GnuCash's recurring tx's to leave myself notes and reminders in
an account called Equity:Notes, possibly not what it was intended for but
it works as my financial reminder system with appropriate accounts to jump
to
Q2. I wanna find an invoice
A2. have you tried looking at account
View / Sort by
View / Filter by
while looking at your A/R account, there is lots you can do there.
Hint: what you get to see depends on what you put in at the time you made
the transaction.
> All other search results become tabs and are not hidden on the edge of my
> desktop.
> I do appreciate the answer,
I've suggested two alternative approaches to your current searching
methods.
See how you get on.
--
Wm
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