[GNC] Different jobs for vendor or customer?

[Andrew Cross]

Thanks Adrien and David, I appreciate the response.  I will try using memo or description to keep track of expenses separately, and then see if I can't use a transaction report or use the 'find' function to copy them into excel.  

The way 'jobs' are set up is perhaps not the most intuitive, but I think I understand it now.  

Regards,

Andrew

-----Original Message-----
From: gnucash-user [mailto:gnucash-user-bounces+across=arc-industrial.com at gnucash.org] On Behalf Of Adrien Monteleone
Sent: Thursday, January 10, 2019 11:52 PM
To: gnucash-user at gnucash.org
Subject: Re: [GNC] Different jobs for vendor or customer?

Ah, found it! (the thread) I knew I had saved it somewhere:

https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079332.html

Derek explains there how ‘jobs’ were intended to work. They are really designed more like ‘purchase orders’ where you can link multiple vendor bills to one PO.

A job can only have a single owner (vendor or customer) but any owner can have multiple jobs.

Hope that helps.

Regards,
Adrien

> On Jan 11, 2019, at 12:45 AM, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:
> 
> In line with David’s suggestion, I highly recommend turning on Transaction Journal view and Double-Line mode if you aren’t using them already.
> 
> It takes up more real estate on your screen, but you are always seeing all info for a transaction. With this, you will see a note field just below the description. It is very useful in such cases for ‘purpose’ notes where the ‘description’ might be best suited for ‘payee’.
> 
> You can then run Find operations filtering on the notes field and create register reports from the result. (and possibly the transaction report can use this as well, I haven’t tested) If you need more analysis, you can then export or copy/paste the resulting report to a spreadsheet.
> 
> There is a thread or two explaining ‘jobs' very well from this past year. Do a search in the archives.
> 
> The feature is extremely limited. It was not designed to aggregate all 
> transactions related to a job, but really to facilitate billing an 
> entire vendor invoice to a customer. (best I recall) You can’t mark 
> individual line items to different customers, for example. I do 
> remember from the threads that the person who wrote the code for them 
> acknowledged the term ‘jobs’ probably wasn’t the best choice in 
> hindsight as everyone seems to think they are something other than 
> they are. Specific to your question, while you can create a job for a 
> vendor bill, that is a different job than you create for customers, 
> even if they have the same name. (2 independent lists of jobs)
> 
> Regards,
> Adrien
> 
>> On Jan 10, 2019, at 10:53 PM, David T. via gnucash-user <gnucash-user at gnucash.org> wrote:
>> 
>> 
>> Andrew,
>> I hope Gnucash will give you years of accounting bliss...
>> I can't answer the first question, since I do not use business features. 
>> The second sounds like you're asking for something like Quicken's Classes, which is a common request that no one has implemented in Gnucash. Yet?
>> Without creating separate accounts, you might simply use unique descriptions (e.g.,  "African Safari 2019-01-12") and then use the latest version of the Transaction Report to retrieve all items for that event. Otherwise, I have no suggestions. 
>> Cheers,David T.
>> 
>> 
>> On Fri, Jan 11, 2019 at 9:56, Andrew Cross<across at arc-industrial.com> wrote:   So I have finally managed to implement gnu cash and am settled that it is
>> going to do what I need it too.  I am finally done with Quicken!  
>> However, there is something that I am struggling to understand.  When 
>> I create job for a vendor bill, can I also use this job when I create a customer invoice?
>> It seems that I cannot.
>> 
>> 
>> 
>> Also, let's say I am leading tours and I have expenses related to 
>> four different tours.  I need to track the income and expenses for 
>> these tours separately.  How do I go about tracking the income and 
>> expenses for each individual tour without setting up separate accounts for each tour?
>> 
>> 
>> 
>> Thanks in advance for any advice.  
>> 
>> 
>> 
>> Andrew
>> 
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