[GNC] Problem adding a split to a currency conversion.

[Dr. David Kirkby]

On Tue, 3 Jan 2023 at 17:00, Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

>
> On 1/3/23 7:08 AM, Dr. David Kirkby wrote:
> > I have the following situation
> >
> > I'm in the UK, where the currency is GBP
> > A customer in Poland paid $540 for consultancy via Zoom. He paid in
> > advance, so I've not added him as a customer under the business features.
> Murugan answered the main question on how to complete the transaction,
> but I'm curious:
>
> Will this customer ever pay after receiving an invoice, rather than in
> advance?
>

No.

>
> Will you ever want a 'statement' of his activity?
>

No.

>
> If so, I'd treat him as a customer using the Business Features. If not,
> regular transactions are fine. I'm sure some folks have customers and
> vendors but never use the business features at all. (they are not
> strictly necessary, just convenient in some cases) Activity 'statements'
> are still possible, but take a bit more work with manual transactions.
>


>
> Again, the route you take depends on your taste for convenience and
> tolerance for clicks. (You can always transition a customer or vendor
> without having to start over every time—just re-enter the historical
> data in the other format and then delete the old.)
>

Unless I am mistaken, it is not easy to delete transactions when using the
business features. I don't think one can simply delete a transaction and it
goes away.

It would be helpful if the manual had a section on how to edit transactions
that used the business features. My experience tends to be

* Unpost
* Edit
* Post
* Struggle to find how to mark the invoice as paid. *This part is tricky!*

However, if you did raise an invoice, the payment in this case requires
> a few more clicks. You have to make the payment first, then edit it to
> reflect the service charge. The end result will be the same though.
> (this is true of any 'business' payments where a part is not collected
> by you for whatever reason and is not limited to multi-currency
> transactions.)
>

I did originally have this person as a customer and used the business
features. But I think yourself and others pointed out that Accounts Payable
or Accounts Receivable are really designed for when offers or receives
credit, not where the payment is settled at the time of purchase or sale.

As I wrote, it's unlikely that I will keep this person as a regular
customer. However, there are a few vendors I use on a regular basis that I
don't have credit facilities with, but which it might be beneficial to keep
a record of what I spend with them.

Is it possible to add a company as a customer or vendor, but then pay them
directly, without the transactions going through Accounts Receivable or
Accounts Payable?

Regards,
> Adrien
>

Dave