[GNC] Detailed Search
Tommy Trussell
tommy.trussell at gmail.com
Sat Sep 7 20:17:57 EDT 2024
On Sat, Sep 7, 2024 at 3:50 PM Gareth Davies via gnucash-user <
gnucash-user at gnucash.org> wrote:
> All the members have their names and membership numbers entered on one
> line.
>
> I can do a search using their individual membership no or names, but that
> only brings up the payment history for that one person.
>
> To do that for over 300 members would be a nightmare
>
The most certain way to handle it would be to create a separate account in
GnuCash for each member and use something like the budget reports to
generate lists, but it sounds like that would be a great deal of effort
with 300 members.
Given the way you describe entering the membership information (names and
membership numbers OR membership numbers and names -- hopefully you were
consistent from year to year!) I suggest you can generate a Transaction
report on whatever asset account(s) you used to receive the membership
money, sorted by whatever line you used to enter the information
(Description, Notes or Memo, for instance) and generate that report for a
period of two years. Looking through it, you should be able to quickly see
the folks who have only one entry for the two years.
You may need to go back and do some clean-up of your data to enforce some
consistency, and distinguish between people with similar names or
mis-entered membership numbers.
NOTE this should still work fine if you received money into separate
accounts (checking, Venmo, PayPal) as long as you were consistent in the
way you entered the information about each member.
>
> > On 7 Sep 2024, at 9:08 PM, Murugan Mariappan <m.muruganandam at hotmail.com>
> wrote:
> >
> > You need to provide little more details on how you are registering
> payments. Does the payments have identifiers mapping to members ?
> >
> > Best way in your use case is to raise invoices to each member and update
> payments so that you can track the invoices for payment.
> >
> > Regard
> >
> > Murugan
> >
> >
> >> On 07-09-2024, at 15:42, Gareth Davies via gnucash-user <
> gnucash-user at gnucash.org> wrote:
> >>
> >> Hi,
> >> As the Treasurer of a Club, I have been asked by the Membership
> Secretary to find out from the Membership Fee section, who hasn’t paid
> their Subscription for this year.
> >>
> >> My question is, is there a way to compare this year’s payments to the
> previous years, to find out who hasn’t paid.
> >> TIA
> >> Sent from my iPad
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