[GNC] Editing, moving customer lists, possible child lists

[Jonathan Ames]

David,

Thanks for your informative overview. It raises the question of whether
Gnucash can be cloud and/or server-hosted, w/o adding glitch potential.
Also, whether a Gnucash client/customer file can be nested within a
database (e.g., Filemaker or Access-originated) perhaps as a table, which
can contribute to queries originating in the host DB. For example,
timeframes/costs for diagnostic categories -- when does meaningful change
occur?

Obviously, I'm in over my head; am not satisfied with current EMR apps --
basically, cannot afford them, and cannot retrieve meaningful data re, say,
higher-functioning autism. Given that within our lifetimes kids will
probably all be required to have 3-letter names, I want as much control
over clinical data as my 72-year-old mind can handle.

So another question: where does database 101 now reside?

Thanks again,

Jonathan Ames, PhD
Clinical Psychologist
415 N. Tioga Street
Ithaca NY 14850
607-319-5118 - Office
607-227-4792 - Cell
jnthn.ames at gmail.com
www.whatnowconnect.com


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On Sun, Oct 21, 2018 at 6:49 PM David Cousens <davidcousens at bigpond.com>
wrote:

> Jonathon,
>
> The customer information is separate from any account information. It is
> not
> generally necessary to have an account for each customer that you have as
> the customer information can be linked to a specific transaction  to an
> account. An account in Gnucash is a register which records the movement of
> funds. They may be associated with actual bank accounts for example or also
> with categories of information that you require either for business
> management and/or reporting purposes.
>
> 1. Menu->Business->Customer Overview should give you a liost of all
> customers which can be sorted by any of the column including the customer
> name. ( it is set as a company name, but you would use th customers name).
>
> 2. My understanding of the business account  structure is that Accounts
> Receivable and Accounts Payable only have a single account for each
> currency
> you use and cannot have sub-accounts. To meet your requirment, you would
> likely have to raise two invoices for each transaction with a customer, one
> for their personal billing and a second for billing their insurance. This
> would probably require you to have two customer listing associated with
> each
> physical customer name, e.g.
> Davy Jones personal information
> Davy Jones Insurance information  (you could use the insurance company
> details as the billing address in this case).
> It will be fairly difficult to get rate information to come up
> automatically
> in GnuCash.
>
> To use GnuCash as it is intended you shouldn't have to have any detailed
> experience as a developer. It is useful to have some computing skills if
> you
> wish to customize it more to your specific needs. Apart from the initial
> account heirarchy setup this would mainly involve customizing reports to
> meet your needs. This can involve programming in Scheme ( A LISP language
> implementation) and using CSS stylesheets to style the reports.
>
> Using the database backends will require some expertise in database
> management, particularly for making backups replicating databases and
> fixing
> things when there are problems with a database. Sqlite3 is the easiest
> option for users with limited database experience. GnuCash is not a full
> database product in that it doesn't allow simultaneous access by multiple
> users which is one major reason people generally want database
> applications.
>
> GnuCash automatically produces backupsin the directory in which you store
> the books, i.e. on the computer you have GnuCash running on. If that
> computer fails, you have a serious problem. In addition you would want to
> backup to either another computer, a Network storage device and/or
> preferrably to an offsite location as well.  If your computer has an
> adequate backup system in place it may already cover these needs.
>
> David Cousens
> Gnuca
>
>
>
> -----
> David Cousens
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