Question: Invoice report
Howard M. Fried
cursorsci at gmail.com
Fri Oct 21 16:07:30 EDT 2016
Thank you Mr. Novack. I appreciate the wisdom of export/edit, which
prompted me to dig further.
I am using Mac OS 9.5. I found Reports-->Transactions-->Transaction
Reports and the ability to select Sales, Accounts Receivable, etc. An
"Options" function enables some control over what is displayed. I do not
see a useful means to directly export these reports. The "Export"
function here only creates an html file, and "Export as PDF.." is fine,
but I cannot edit a pdf file. Remarkably, however, copying the screen
output and pasting into Excel works. Paid/unpaid information is still
absent, but, of course, I can manually add a column for missing information.
There is also a File-->Export-->Export Transactions to CSV.. function,
but I find the output to be greatly more complex and it does not include
invoice number.
On 10/21/16 12:00 PM, gnucash-user-request at gnucash.org wrote:
> Message: 10
> Date: Fri, 21 Oct 2016 10:49:23 -0400
> From: Mike or Penny Novack <mpnovack at mtdata.com>
> To: gnucash-user at gnucash.org
> Subject: Re: Question: Invoice report
> Message-ID: <580A2AF3.3010908 at mtdata.com>
> Content-Type: text/plain; charset=ISO-8859-1; format=flowed
>
> On 10/21/2016 9:14 AM, Howard M. Fried wrote:
>> > Mac OS, GnuCash Newbie
>> >
>> > Is it possible to create a report listing, in numerical order, all
>> > invoices but limited to displaying only customer name, paid/unpaid,
>> > and invoice amount? "Accounts Receivable" appears to have the desired
>> > information, but there are many additional columns and lines, and I
>> > don't see a means to customize the output. "Sales" is better (fewer
>> > columns), but it doesn't show paid/unpaid.
>> >
>> > Many thanks.
> Almost always in a situation like this (an existing report contains all
> the desired information but also additional information that is not
> wanted) the easiest solution is to produce the existing report, export
> it, and edit with a batch editing process. Trying to customize WITHIN
> the application not only more work for somebody, but a less general
> solution.
>
> You might ask the question a different way. "I can produce the "Accounts
> Receivable" report and export it, but how do I edit that so that it only
> has ......... showing?" << tell us what operating system and tools you
> have available >>
>
> Michael D Novack
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