Hello, As a solo psychotherapist, wondering relation between "Customers" and "Accounts" (in QB, customers *are* accounts). Each client I see has their own billing account, and (mostly) their insurance-related account. Aging is different: insurers avoid payments frequently until dunned repeatedly.
Some issues with "Customer" listings: 1: Cannot move order of customers, as you would in Excel, maintaining alphabetical or numeric sequence. 2: wondering if a general listing can be established as in "Accounts" with Placeholder (e.g. Doe, John) and then Personal billing, Insurance billing and perhaps a place for Notes. I suppose I'm asking for a Clinical Records template -- can easily imaging my own, but hard to move or expand actual listings. One cannot group insurance co's as customers; e.g., rates are different for different plans. Finally, being new to Gnucash: I'm on this list, and don't understand much of what comes through (e.g. database aspects -- SQL choices, etc.). Are most Gnucash users also developers/coders? How code-database literate must a non-developer (e.g. a psychotherapist) become? Thanks, Jonathan Ames, PhD Clinical Psychologist 415 N. Tioga Street Ithaca NY 14850 607-319-5118 - Office 607-227-4792 - Cell jnthn.a...@gmail.com www.whatnowconnect.com <jnthn.a...@gmail.com> _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
