[GNC] AR problems

[Adrien Monteleone]

Oh, I get the markup formula, it was where GnuCash is supposed to get those numbers that was throwing me off.

Reading the manual a bit more seems to indicate this was designed to only be useful with the chargeback function, which is still confusing to me and I think is very limited to how it can be used. (confusing in that it never seems to work as I think it would, but it has been some time since I visited it) I think it is also tied to the ‘jobs’ feature, which is also very limited and misnamed. (I have a bug report on that one) ‘Jobs’ are really more like ‘purchase orders’ they are *not* really a way to aggregate expenses or revenues by what most people would consider as a ‘job’ or ‘project’.

The manual even notes that the report really relies on the user creating artificial account layers/hierarchy for this tracking and analysis purpose, something that would better be handled by some sort of category or tag/label method instead.

Indeed, running the report on my book assigns everything to “No Customer” which the manual notes is indicative of not having something set up properly with respect to chargebacks and special accounts.

I wonder if anyone is using this report (or the associated chargeback functions) and if so, how are they setup to utilize it properly? Such examples might be useful to generalize and add to the docs as the current state of the section leaves a new user a bit unsure exactly how to proceed.


Regards,
Adrien

> On Jan 14, 2020 w3d14, at 5:04 PM, Christopher Lam <christopher.lck at gmail.com> wrote:
> 
> On Tue, 14 Jan 2020 at 22:03, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:
> The Customer Overview *does* show a balance, though maybe not by default. There is a down arrow with a drop-down menu to the far right of the header. From there you can select visible columns, where you will find ‘balance’ as an option.
> 
> The Customer Summary is not designed to show balances owed, but rather profitability. However, it appears it doesn’t presently work properly. (and some columns I can’t seem to figure out how to influence, that is, how does the report calculate markup or expenses if those associated figures have no place to be entered in the app?)
> 
> A customer's "markup" is defined by "profit / sales". Profit is defined by "sales - expense".  Expenses are supposed to be retrieved by checking Customer's Expenses; I can't find mechanism to assign expense-transactions to a customer either. I think this report is an anachronism, reporting things that may have been possible in a previous generation.