Scheduled Vendor Bills vs Schedule Transactions

[Adrien Monteleone]

Fran3,

Looking over Bugzilla, it appears this Request For Enhancement (RFE) has already been filed here: 

https://bugzilla.gnome.org/show_bug.cgi?id=114421

Though, I haven’t found anything yet with respect to the payment side. (I would guess the proper use case for that would be the receipt of funds using automatic recurring billing, but even then, I’d think you want to verify the funds actually transferred before creating those transactions.)

There is also an RFE with respect to mass invoicing customers by group if you’re interested:

https://bugzilla.gnome.org/show_bug.cgi?id=95780

It won’t hurt to chime in on those two with your own use case stories as part of the request. (it won’t make it happen any faster, but your use case explanations might assist whomever implements the feature)

Regards,
Adrien

> On Feb 25, 2018, at 11:48 AM, Adrien Monteleone <adrien.monteleone at gmail.com> wrote:
> 
> 
> 
>> On Feb 25, 2018, at 9:33 AM, Fran_3 <mailbox0600 at yahoo.com> wrote:
>> 
>> The Vendor Report works great so long as we manually post each vendor bill and then use the Business Features to Process Payment.
>> 
>> I was looking for a way to automate some of that using Scheculed Transactions... ditto for Invoices to our Customers who are invoiced on the first of every month for the same amount each month.
>> 
>> But automatic transactions will not associate a customer or a vendor with the transaction... just the appropriate accounts in the chart of accounts
>> 
>> like for a vendor...
>> 
>> Credit AP, Debit Expenses
>> Debit AP, Credit Checking
>> 
>> or for a customer...
>> 
>> Debit AP, Credit Sales
>> Credit AP, Debit Checking
>> 
>> No worries, We can use the "duplicate" bill or invoice feature to do that and maybe use the Scheduled Transactions only as a reminder.
> 
> That’s probably the easiest solution for now. It would be a nice feature enhancement though, certainly file it if you get the chance.
> 
>> 
>> Thanks,
>> 
>> Fran3
>> 
>> 
>> 
>> 
>> 
>> 
>> On Sunday, February 25, 2018, 2:18:28 AM EST, Adrien Monteleone <adrien.monteleone at gmail.com> wrote:
>> 
>> 
>> Does the Vendor Report not give you the info you’re looking for without involving scheduled transactions? That report shows a full history of bills and payments for a particular vendor over whatever time period you run the report for. (that is, bills and payments run through the business features or properly imported)
>> 
>> Regards,
>> Adrien
>> 
>>> On Feb 24, 2018, at 4:40 PM, Fran_3 via gnucash-user <gnucash-user at gnucash.org> wrote:
>>> 
>>> It seems when you do a "scheduled transaction" there is no way to relate it to a vendor... right?
>>> Asking because we like to be able to track how much we paid to Vendor A, Vendor B, etc.
>>> Electric Bill for example... With a "Scheduled Transaction" you could schedule...
>>> 1 - Credit AP and Debit Utilities Electric
>>> then maybe the next day
>>> 2 - Debit AP and Credit Checking
>>> But there seems no way to affiliate it to the Electric Company as would happen if you Created and Posted a Vendor Bill then "Paid" the Bill.
>>> Right? or did I miss something?
>>> Thanks for the help.
>>> Fran
>>> 
>>> 
>>> _______________________________________________
>>> gnucash-user mailing list
>>> gnucash-user at gnucash.org
>>> To update your subscription preferences or to unsubscribe:
>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>>> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>>> -----
>>> Please remember to CC this list on all your replies.
>>> You can do this by using Reply-To-List or Reply-All.
>> 
>> 
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
>> -----
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.