[GNC] One more question on treansaction taxes

[Nora]

Thanks ever soooo much Derek.
That was the ticket - I had the tax table done, but each item was just linked to Liabilities. I didn’t drill down far enough for the tax accounts.
Thanks!
Nora



-----Original Message-----
From: Derek Atkins [mailto:derek at ihtfp.com] 
Sent: September 3, 2021 7:57 AM
To: Nora
Cc: gnucash-user at gnucash.org
Subject: RE: [GNC] One more question on treansaction taxes

Hi,

On Thu, September 2, 2021 9:02 pm, Nora wrote:
> 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.

Yes, that would work.  The only downside is that it would not really give
you easy access to the list of attendees who have not paid you, only the
*number* of people who haven't paid.

> 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????

Did you create the necessary Tax Table first?  You need to assign the tax
%ages and Tax Holding accounts, and then you need to apply that Tax Table
*AND* mark the Invoice/Bill line-item as "Taxable".

> Nora

-derek

>
> -----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
>
>


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