Re: Transaction Journal View - blank "Memo" instead of Description

[Christopher Lam]

>
> It would be nice if I could double-click the invoice line and open the
> invoice, maybe I am missing something?
>
> That would be nice too. I agree. Please file a Request For Enhancement on
Bugzilla.

You can open the *Bill or Invoice* associated via roundabout way

1. Highlight appropriate line in A/Payable or A/Receivable register
2. Report > Account Report - Single Transaction
3. Click the hyperlink "Bill" or "Invoice"

If the above can be introduced in to gnucash source I guess this would do it

On 11 June 2017 at 10:44, Waitman Gobble  wrote:

>
> On 2017-06-10 17:54, Adrien Monteleone wrote:
>
> On Jun 10, 2017, at 4:30 PM, Waitman Gobble  wrote:
>>>
>>> Thanks. It appears top posting is preferred here?
>>>
>>> For example, what I see for one invoice in Transaction Journal View.
>>>
>>> 19/04/2017   3461  UjENA USA  3255.24
>>> Invoice   housecln300.00
>>> Invoice   util578.00
>>> Invoice   office   50.00
>>> Invoice   office  250.00
>>> Invoice   office 2077.24
>>>
>>> I can see the account name, but "Memo" is blank. When I open the invoice
>>> I can see the descriptions, but I do not see a "Memo" or "Note" field for
>>> each line item. There is a note field for the entire invoice.
>>>
>>
>> Invoices posted using the business features are a bit different than
>> normal transactions entered into a register.
>>
>> In the above sample, the memo field is between "Invoice" and the account
>> name. You can type something in here if you like.
>>
>> When viewing the invoice, each line item has a description, this is
>> different from the description of register transactions. (which is filled
>> in with the customer/company name for invoices/bills)
>>
>> If you uncheck the "Accumulate Splits?" box when posting, you will see
>> those descriptions from the invoice posted as the memo for each split line
>> in the AR/AP register. When "Accumulate Splits?" is checked (the default)
>> this field will be left blank because you'd have multiple descriptions
>> writing over themselves or GC would have to choose which one to use. I
>> suppose it could concatenate them, but it opts instead to leave the field
>> blank.
>>
>> Unpost the invoice, repost and uncheck the "Accumulate Split?" box and
>> then view the AR/AP register again. You should see your descriptions from
>> the invoice now appear as the memo in the register for each split.
>>
>
> Thanks, that solved the problem. But I'm not yet sure what I "lost" by
> unchecking the Accumulate Split box. I've only entered a couple of test
> invoices to see how it works.
>
>
>> It would be nice if I could double-click the invoice line and open the
>>> invoice, maybe I am missing something?
>>>
>>
>> That would be nice too. I agree. Please file a Request For Enhancement on
>> Bugzilla.
>>
>
> OK great. I'll fetch the current head and make the changes. It should be
> easier to see the list of invoices. I should be able to click and see the
> list, and click to open each one. If you do one invoice and print it, the
> way it is works. But I typically enter up to five invoices for a customer
> in a day. I need to see a list. I am new, but I'm having to type in the
> actual invoice number in the search to view it. I want to click a customer
> and see the invoices, click the invoice to open.
>
> In my test I made two invoices. Apparently I messed up and some accounts
> are "Assets" and some "Income" which totally rucks up the reports, at least
> what I am looking for. I need to figure out how to change the accounts or
> start over. Also when I assign a job I cannot seem to unassign. (I first
> thought the "job" was messing up the reports but I think it's not actually
> the case, it's probably income/asset issue).
>
> I'm working on figuring this out. Expense items are actually invoices for
> investment. So 50 employees for the pay period invoiced to investment.
> Office supplies, machines, etc. Not actually expenses. But the product
> shipped has a value, not tied to expenses. So I need production report of
> value. And need income statement based on account. I'm tracking three
> things basically, invoices to investment (like you buy five desks and
> invoice against investment), invoices to value of product shipped (to track
> production), and employee wages expense (again invoiced against investment
> money but needs to be separate for payroll processing)
>
>
>
>> Regards,
>>
>> Adrien
>>
>> ---
>> Waitman Gobble
>>
>> On 2017-06-10 12:41, Derek Atkins wrote:
>>
>> Hi.
>> Welcome to GnuCash.
>> The transaction description is on the top line with the date.
>> Each split line also has a memo field. This is what you see in
>> transaction journal mode.
>> There is also a note field, which is visible in double line mode.
>> Hope this helps.
>> -derek
>> --
>> Sent from my Android device with 

Re: Transaction Journal View - blank "Memo" instead of Description

[Adrien Monteleone]

> On Jun 10, 2017, at 9:44 PM, Waitman Gobble  wrote:
> 
> 
> On 2017-06-10 17:54, Adrien Monteleone wrote:
> 
>>> On Jun 10, 2017, at 4:30 PM, Waitman Gobble  wrote:
>>> Thanks. It appears top posting is preferred here?
>>> For example, what I see for one invoice in Transaction Journal View.
>>> 19/04/2017   3461  UjENA USA  3255.24
>>> Invoice   housecln300.00
>>> Invoice   util578.00
>>> Invoice   office   50.00
>>> Invoice   office  250.00
>>> Invoice   office 2077.24
>>> I can see the account name, but "Memo" is blank. When I open the invoice I 
>>> can see the descriptions, but I do not see a "Memo" or "Note" field for 
>>> each line item. There is a note field for the entire invoice.
>> Invoices posted using the business features are a bit different than normal 
>> transactions entered into a register.
>> In the above sample, the memo field is between "Invoice" and the account 
>> name. You can type something in here if you like.
>> When viewing the invoice, each line item has a description, this is 
>> different from the description of register transactions. (which is filled in 
>> with the customer/company name for invoices/bills)
>> If you uncheck the "Accumulate Splits?" box when posting, you will see those 
>> descriptions from the invoice posted as the memo for each split line in the 
>> AR/AP register. When "Accumulate Splits?" is checked (the default) this 
>> field will be left blank because you'd have multiple descriptions writing 
>> over themselves or GC would have to choose which one to use. I suppose it 
>> could concatenate them, but it opts instead to leave the field blank.
>> Unpost the invoice, repost and uncheck the "Accumulate Split?" box and then 
>> view the AR/AP register again. You should see your descriptions from the 
>> invoice now appear as the memo in the register for each split.
> 
> Thanks, that solved the problem. But I'm not yet sure what I "lost" by 
> unchecking the Accumulate Split box. I've only entered a couple of test 
> invoices to see how it works.
> 

You aren’t losing anything except maybe simplicity.

If you accumulate splits, and you have more than one line on a invoice posting 
to the same account, then in the AR/AP registers, you will see only one split 
line for that account for that invoice/bill transaction.

If you do not accumulate splits, then GC posts a split line for each line of 
the invoice. This might result in multiple split lines going to the same 
account. But if you want to see the line item descriptions as memos or having 
to see the line item detail without opening the invoice, this is the way to go.

Using your original example, with Accumulate Splits? on, you’ll see this:

19/04/2017   3461  UjENA USA  3255.24
Invoice   housecln300.00
Invoice   util578.00
Invoice   office 2377.24

That is one split for each account regardless of how many line items on the 
invoice are posted to any one particular account.

But with Accumulate Splits? off, you’ll see this:

19/04/2017   3461  UjENA USA  3255.24
Invoice   housecln300.00
Invoice   util578.00
Invoice   office   50.00
Invoice   office  250.00
Invoice   office 2077.24

Note, the first example will not show anything in the memo field as we’ve 
already discussed.
The second example will, but this particular one didn’t have anything to 
display from the invoice.

>>> It would be nice if I could double-click the invoice line and open the 
>>> invoice, maybe I am missing something?
>> That would be nice too. I agree. Please file a Request For Enhancement on 
>> Bugzilla.
> 
> OK great. I'll fetch the current head and make the changes. It should be 
> easier to see the list of invoices. I should be able to click and see the 
> list, and click to open each one. If you do one invoice and print it, the way 
> it is works. But I typically enter up to five invoices for a customer in a 
> day. I need to see a list. I am new, but I'm having to type in the actual 
> invoice number in the search to view it. I want to click a customer and see 
> the invoices, click the invoice to open.

There are several ways to get a list of Invoices/Bills:

1) Using the Business > Customer/Vendor > Find Invoice/Bill menu entry. This 
will give you a search window where you can use various means to find what you 
are looking for. I commonly search for Customer/Vendor Name instead of 
Bill/Invoice ID. (which is the default)

2) Using the Business > Customer/Vendor > Find Customer/Vendor menu entry. This 
also gives a search window, this time defaulting to Name, and when you select a 

Re: Transaction Journal View - blank "Memo" instead of Description

[Waitman Gobble]

On 2017-06-10 17:54, Adrien Monteleone wrote:

On Jun 10, 2017, at 4:30 PM, Waitman Gobble  
wrote:


Thanks. It appears top posting is preferred here?

For example, what I see for one invoice in Transaction Journal View.

19/04/2017   3461  UjENA USA  3255.24
Invoice   housecln300.00
Invoice   util578.00
Invoice   office   50.00
Invoice   office  250.00
Invoice   office 2077.24

I can see the account name, but "Memo" is blank. When I open the 
invoice I can see the descriptions, but I do not see a "Memo" or 
"Note" field for each line item. There is a note field for the entire 
invoice.


Invoices posted using the business features are a bit different than 
normal transactions entered into a register.


In the above sample, the memo field is between "Invoice" and the 
account name. You can type something in here if you like.


When viewing the invoice, each line item has a description, this is 
different from the description of register transactions. (which is 
filled in with the customer/company name for invoices/bills)


If you uncheck the "Accumulate Splits?" box when posting, you will see 
those descriptions from the invoice posted as the memo for each split 
line in the AR/AP register. When "Accumulate Splits?" is checked (the 
default) this field will be left blank because you'd have multiple 
descriptions writing over themselves or GC would have to choose which 
one to use. I suppose it could concatenate them, but it opts instead to 
leave the field blank.


Unpost the invoice, repost and uncheck the "Accumulate Split?" box and 
then view the AR/AP register again. You should see your descriptions 
from the invoice now appear as the memo in the register for each split.


Thanks, that solved the problem. But I'm not yet sure what I "lost" by 
unchecking the Accumulate Split box. I've only entered a couple of test 
invoices to see how it works.




It would be nice if I could double-click the invoice line and open the 
invoice, maybe I am missing something?


That would be nice too. I agree. Please file a Request For Enhancement 
on Bugzilla.


OK great. I'll fetch the current head and make the changes. It should be 
easier to see the list of invoices. I should be able to click and see 
the list, and click to open each one. If you do one invoice and print 
it, the way it is works. But I typically enter up to five invoices for a 
customer in a day. I need to see a list. I am new, but I'm having to 
type in the actual invoice number in the search to view it. I want to 
click a customer and see the invoices, click the invoice to open.


In my test I made two invoices. Apparently I messed up and some accounts 
are "Assets" and some "Income" which totally rucks up the reports, at 
least what I am looking for. I need to figure out how to change the 
accounts or start over. Also when I assign a job I cannot seem to 
unassign. (I first thought the "job" was messing up the reports but I 
think it's not actually the case, it's probably income/asset issue).


I'm working on figuring this out. Expense items are actually invoices 
for investment. So 50 employees for the pay period invoiced to 
investment. Office supplies, machines, etc. Not actually expenses. But 
the product shipped has a value, not tied to expenses. So I need 
production report of value. And need income statement based on account. 
I'm tracking three things basically, invoices to investment (like you 
buy five desks and invoice against investment), invoices to value of 
product shipped (to track production), and employee wages expense (again 
invoiced against investment money but needs to be separate for payroll 
processing)




Regards,

Adrien

---
Waitman Gobble

On 2017-06-10 12:41, Derek Atkins wrote:

Hi.
Welcome to GnuCash.
The transaction description is on the top line with the date.
Each split line also has a memo field. This is what you see in 
transaction journal mode.

There is also a note field, which is visible in double line mode.
Hope this helps.
-derek
--
Sent from my Android device with K-9 Mail. Please excuse my brevity or 
typos.
On June 10, 2017 12:01:31 PM EDT, Waitman Gobble  
wrote: I am new to GnuCash. I am running GnuCash 2.6.16 on FreeBSD

11.0-RELEASE-p9
In the Transaction Journal View there is a column "memo" which is blank
for all entries. Is there a way to see the "Description" instead? Or,
maybe there can be a memo on a line item, but I'm not seeing it.

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Re: Transaction Journal View - blank "Memo" instead of Description

[Adrien Monteleone]

> On Jun 10, 2017, at 9:27 PM, David T.  wrote:
> 
> 
>> On Jun 11, 2017, at 3:54 AM, Adrien Monteleone  
>> wrote:
>> 
>> 
>>> On Jun 10, 2017, at 4:30 PM, Waitman Gobble  wrote:
>>> 
>>> 
>>> Thanks. It appears top posting is preferred here?
>>> 
>> 
>>> 
>>> It would be nice if I could double-click the invoice line and open the 
>>> invoice, maybe I am missing something?
>> 
>> That would be nice too. I agree. Please file a Request For Enhancement on 
>> Bugzilla.
>> 
>> Regards,
> 
> There is the “Jump” button on the toolbar, which will open the other account 
> when you are on a particular split.
> 
> David

That doesn’t open the Invoice or Bill though. I think that’s what the OP was 
asking for, and which I also think would be a nice feature. (of course, I 
understand it won’t happen any time soon)

-Adrien
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Re: Transaction Journal View - blank "Memo" instead of Description

[David T. via gnucash-user]

> On Jun 11, 2017, at 3:54 AM, Adrien Monteleone  
> wrote:
> 
> 
>> On Jun 10, 2017, at 4:30 PM, Waitman Gobble  wrote:
>> 
>> 
>> Thanks. It appears top posting is preferred here?
>> 
> 
>> 
>> It would be nice if I could double-click the invoice line and open the 
>> invoice, maybe I am missing something?
> 
> That would be nice too. I agree. Please file a Request For Enhancement on 
> Bugzilla.
> 
> Regards,

There is the “Jump” button on the toolbar, which will open the other account 
when you are on a particular split.

David
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Re: Transaction Journal View - blank "Memo" instead of Description

[Adrien Monteleone]

> On Jun 10, 2017, at 4:30 PM, Waitman Gobble  wrote:
> 
> 
> Thanks. It appears top posting is preferred here?
> 
> For example, what I see for one invoice in Transaction Journal View.
> 
> 19/04/2017   3461  UjENA USA  3255.24
> Invoice   housecln300.00
> Invoice   util578.00
> Invoice   office   50.00
> Invoice   office  250.00
> Invoice   office 2077.24
> 
> I can see the account name, but "Memo" is blank. When I open the invoice I 
> can see the descriptions, but I do not see a "Memo" or "Note" field for each 
> line item. There is a note field for the entire invoice.

Invoices posted using the business features are a bit different than normal 
transactions entered into a register.

In the above sample, the memo field is between “Invoice” and the account name. 
You can type something in here if you like.

When viewing the invoice, each line item has a description, this is different 
from the description of register transactions. (which is filled in with the 
customer/company name for invoices/bills)

If you uncheck the “Accumulate Splits?” box when posting, you will see those 
descriptions from the invoice posted as the memo for each split line in the 
AR/AP register. When "Accumulate Splits?" is checked (the default) this field 
will be left blank because you’d have multiple descriptions writing over 
themselves or GC would have to choose which one to use. I suppose it could 
concatenate them, but it opts instead to leave the field blank.

Unpost the invoice, repost and uncheck the “Accumulate Split?” box and then 
view the AR/AP register again. You should see your descriptions from the 
invoice now appear as the memo in the register for each split.

> 
> It would be nice if I could double-click the invoice line and open the 
> invoice, maybe I am missing something?

That would be nice too. I agree. Please file a Request For Enhancement on 
Bugzilla.

Regards,

Adrien


> 
> ---
> Waitman Gobble
> 
> On 2017-06-10 12:41, Derek Atkins wrote:
> 
>> Hi.
>> Welcome to GnuCash.
>> The transaction description is on the top line with the date.
>> Each split line also has a memo field. This is what you see in transaction 
>> journal mode.
>> There is also a note field, which is visible in double line mode.
>> Hope this helps.
>> -derek
>> --
>> Sent from my Android device with K-9 Mail. Please excuse my brevity or typos.
>> On June 10, 2017 12:01:31 PM EDT, Waitman Gobble  wrote:
>>> I am new to GnuCash. I am running GnuCash 2.6.16 on FreeBSD
>>> 11.0-RELEASE-p9
>>> In the Transaction Journal View there is a column "memo" which is blank
>>> for all entries. Is there a way to see the "Description" instead? Or,
>>> maybe there can be a memo on a line item, but I'm not seeing it.
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Re: Transaction Journal View - blank "Memo" instead of Description

[Waitman Gobble]

Thanks. It appears top posting is preferred here?

For example, what I see for one invoice in Transaction Journal View.

19/04/2017   3461  UjENA USA  3255.24
 Invoice   housecln300.00
 Invoice   util578.00
 Invoice   office   50.00
 Invoice   office  250.00
 Invoice   office 2077.24

I can see the account name, but "Memo" is blank. When I open the invoice 
I can see the descriptions, but I do not see a "Memo" or "Note" field 
for each line item. There is a note field for the entire invoice.


It would be nice if I could double-click the invoice line and open the 
invoice, maybe I am missing something?


---
Waitman Gobble

On 2017-06-10 12:41, Derek Atkins wrote:


Hi.
Welcome to GnuCash.
The transaction description is on the top line with the date.
Each split line also has a memo field. This is what you see in 
transaction journal mode.

There is also a note field, which is visible in double line mode.
Hope this helps.
-derek
--
Sent from my Android device with K-9 Mail. Please excuse my brevity or 
typos.


On June 10, 2017 12:01:31 PM EDT, Waitman Gobble  
wrote:



I am new to GnuCash. I am running GnuCash 2.6.16 on FreeBSD
11.0-RELEASE-p9

In the Transaction Journal View there is a column "memo" which is 
blank

for all entries. Is there a way to see the "Description" instead? Or,
maybe there can be a memo on a line item, but I'm not seeing it.

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Re: Transaction Journal View - blank "Memo" instead of Description

[Derek Atkins]

Hi. 
Welcome to GnuCash. 
The transaction description is on the top line with the date. 
Each split line also has a memo field. This is what you see in transaction 
journal mode. 
There is also a note field, which is visible in double line mode. 
Hope this helps. 
-derek
-- 
Sent from my Android device with K-9 Mail. Please excuse my brevity or typos.

On June 10, 2017 12:01:31 PM EDT, Waitman Gobble  wrote:
>
>I am new to GnuCash. I am running GnuCash 2.6.16 on FreeBSD 
>11.0-RELEASE-p9
>
>In the Transaction Journal View there is a column "memo" which is blank
>
>for all entries. Is there a way to see the "Description" instead? Or, 
>maybe there can be a memo on a line item, but I'm not seeing it.
>
>
>
>-- 
>Waitman Gobble
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>Please remember to CC this list on all your replies.
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