[GNC] Detailed Search

[Gareth Davies]

   Thanks for all the suggestions and I will give them a try,
   unfortunately I don’t think it’s going to be easy. But we will give it
   a try.

   If I spend too much time on the Laptop doing the Club Accounts, my Wife
   will kill me (Joke)
   Sent from my iPad

     On 8 Sep 2024, at 6:39 AM, sunfish62 at yahoo.com wrote:

   
   I use the approach that Tommy describes for my charitable donations and
   it works pretty well for comparing a moderate number of entries. I
   created two reports that are identical except for the date range (one
   for current year, the other for previous) and put them side by side on
   a multi column report page, which I also saved. Now, when I want to see
   whether I'm up to date with contributions, I run the saved multicolumn
   report.
   I'm not certain about how well it scales, but even with 300 entries, it
   could be addressed in a reasonable time.
   David T.
   On Sep 8, 2024, at 3:19 AM, Tommy Trussell
   <[1]tommy.trussell at gmail.com> wrote:

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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References

   1. mailto:tommy.trussell at gmail.com
   2. https://lists.gnucash.org/mailman/listinfo/gnucash-user
   3. https://lists.gnucash.org/mailman/listinfo/gnucash-user
   4. https://lists.gnucash.org/mailman/listinfo/gnucash-user