Open Item Management?

[Adrien Monteleone]

Milan,

Check out the new reports that Doug Doughty has posted here and in the gnucash-devel mailing list. I’m not sure if he’s posted them online anywhere. He has some transaction report enhancements and a comparison report that might get you what you are looking for. They have the ability to match several criteria. Once set, you could save the report configuration and alternatively keep it in an open tab and just refresh it as needed.

I suspect features like what you are looking for will be easier to implement and more likely to happen once the move to a full database oriented app is complete.

Regards,
Adrien

> On Jun 22, 2017, at 6:19 AM, Milan Knížek <knizek.confy at gmail.com> wrote:
> 
> Hi David,
> 
> yes I did, but that's fairly clumsy for any other use than for billing. In my case, I am interested in a better controll of loans (receivables). The functionality would be useful also for other stuff, like keeping an eye on prepaid expenses (or accruals in general - for any who strictly follow accrueing principles)
> 
> The idea is that GnuCash would have to be able to "match" various transactions of the same a/c, whose net balance (Dr - Cr) is zero - say with a separate data field for "matching reference number". A simple GUI for selecting the open items for matching would do the job. Or may be direct "clicking" in the "Matched" field? (There is an empty field below the "Due Date" in Double Line View.)
> 
> 
> On 22/06/17 12:03, DaveC49 wrote:
>> Hi Milan,
>> 
>> Have you looked at the Payables Ageing report and the Receivables Ageing
>> Report?  You can click on the customer/Vendor to identify the company
>> involved and the amount to bring up a summary of the invoice involved. The
>> A/R and A/P accounts are really only meant to be used with the business
>> invoice/bill features in any case. A list would be a good feature in
>> addition to the standard ageing reports for following up. on customers and
>> outstanding bills
>> 
>> David
>> 
>> 
>> 
>> -----
>> David Cousens
>> --
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