Customer Report

[Geert Janssens]

Op zondag 1 januari 2017 19:54:27 CET schreef John Morris:
> Hi All,
>   We've been using GnuCash for some time for invoicing. It mostly works OK,
> but, with the change of year, we've run into an inconvenience. We keep a
> Receivables Aging report open all the time so we can see what clients have
> amounts due. Then, when a payment comes in, we click the client's amount
> due on that report to open that client's Customer Report. The problem is
> that this report defaults to showing only the current year's invoices.
> Since today is the first day of the year, no invoices have been generated,
> but there are many outstanding invoices from the previous year. Is there
> any way to make that report default to showing all invoices starting from
> the beginning of the previous year?
> 
> Thanks,
> John
> 
Hi John,

There is unfortunately no way to define alternative defaults for reports, 
though this is a very good use case to show their usefulness.

You may be able to game the system slightly as follows. The customer report 
opens by default with a start date set to "Start of Accounting Period". 
Accounting period is something you can tweak and the tweaks are retained. So 
if you set the Accounting period to start on an absolute date (like Jan 1st of 
last year), the customer report will start looking from that date.

This comes with another inconvenience, namely other reports that depend on the 
Accounting period will equally use that old date as start date. And you have 
to remember to reset it later on, at the latest at the beginning of next year.

Not perfect, but depending on your other uses of the Accounting Period, this 
may help.

Regards,

Geert