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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