[GNC] One more question on treansaction taxes

[Nora]

Hi Derek,

OK -  Like I've done in QB, one invoice with the project name as the customer and the units represent number of attendees and make partial payments that represent the actual payments coming in with a note in the memo field. 

ONE other question - I've tried entering a bill, with several transactions, using the "tax" option and had previously added the subaccounts - "Tax on Purchases" and "Tax on Sales" in my Liabilities section as suggested.  It did not automatically enter the total tax into the correct sub account??? - just into Liabilities as a negative. What did I do wrong or miss????

Nora


-----Original Message-----
From: Derek Atkins [mailto:derek at ihtfp.com] 
Sent: September 2, 2021 7:52 PM
To: Nora
Cc: gnucash-user at gnucash.org
Subject: RE: [GNC] One Job - Many Customers

Hi Nora,

First, please remember to CC the list on all replies so that others can
chime in and help..

On Thu, September 2, 2021 5:09 pm, Nora wrote:
> Thanks Derek
>
> Are there any work-arounds - like treating the "job/program" as a purchase
> order???
> i.e. the customers are "requesting" a program?
> Nora

My understanding of what you are trying to do is combine invoices for
multiple customers into a single "project".  GnuCash does not do that, and
I cannot think of any way to use the business features to do that.

One thing you COULD do is have different A/R accounts "per project", and
then you would invoice each person towards the specific A/R account.  But
that implies each person is paying to one A/R (project) -- you cannot
split a single invoice across multiple A/R accounts.

The downside with this approach is that it is VERY easy to post to the
wrong account, and fixing that could be a lot of cleanup.

Another option is to completely forego the business features of GnuCash
and just enter the transactions in manually with useful descriptions for
you to filter on later.

You're right, though -- GnuCash does not have good "Project tracking". 
When I wrote the business features nearly 20 years ago it just wasn't
something that I ever needed, so I didn't build it in.  Honestly, I wrote
it for my (one-man) consulting firm.

Good Luck,

> Nora Zylstra-Savage
>
>
> Capturing Stories & Connecting Generations
> Writing Coach, Workshops & Content Editing
> www.story-lines.ca
> 519-853-1187


-derek

>
>
> -----Original Message-----
> From: Derek Atkins [mailto:derek at ihtfp.com]
> Sent: September 2, 2021 1:44 PM
> To: Nora
> Cc: gnucash-user at gnucash.org
> Subject: Re: [GNC] One Job - Many Customers
>
> Hi,
>
> I'm afraid a Job is really misnamed -- it's really a "Puchase Order" -- a
> way to link multiple Invoices.
>
> GnuCash's invoicing system really doesn't do what you are asking for.
>
> -derek
>
> On Thu, September 2, 2021 1:31 pm, Nora wrote:
>> Hi User Group,
>>
>>
>>
>> I've just joined and set up my chart of accounts and am ready to process
>> jobs and customers etc.
>>
>> Currently you can have one customer to many jobs, But I want one job to
>> many
>> customers.
>>
>>
>>
>> My question:
>>
>> I run many different classes/programs/courses, each with several
>> students/customers attending.
>>
>> How do I set up the one  "program"/job  and then invoice or associate
>> all
>> the customers to that "program/job"?
>>
>>
>>
>> When I used quick books - I had one invoice to represent the program
>> associated to an income account, and just typed the names in a
>> description
>> field of the payees/attendees. The individual payments reduced the
>> invoice,
>> and I used the memo field to list who made the payment.  I want to get
>> away
>> from this as each person is only listed in the memo field and I can't
>> easily
>> reconcile with the bank by name.
>>
>>
>>
>> Thanks so much for your help!
>>
>> Nora
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> Nora Zylstra-Savage
>>
>>
>>
>>
>>
>> Capturing Stories & Connecting Generations
>>
>> Writing Coach, Workshops & Content Editing
>>
>> www.story-lines.ca
>>
>> 519-853-1187
>>
>>
>>
>>
>>
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>
>
> --
>        Derek Atkins                 617-623-3745
>        derek at ihtfp.com             www.ihtfp.com
>        Computer and Internet Security Consultant
>
>


-- 
       Derek Atkins                 617-623-3745
       derek at ihtfp.com             www.ihtfp.com
       Computer and Internet Security Consultant