Which screen did you go to for performing the edit? That's most likely
the key, editing the "Memo". I was editing something different. I was
editing from the "Accounts Receivable" screen. It has a memo field. If
the field is empty it says "Memo". Making a change there doesn't show
up on the Customer Report page, even after a refresh. They start out
the same but becomes different if you make an edit there.
Can you tell me how to get to the screen where you make an edit and the
change can be seen in the Customer Report page?
I'm still studying your method to see what I'm missing.
Thanks.
-- L. James
--
L. D. James
lja...@apollo3.com
www.apollo3.com/~ljames
On 7/12/19 10:45 AM, Adrien Monteleone wrote:
I just edited one of my memos for a customer’s payment noting it applied to a
certain invoice and then refreshed the Customer Report. It updated the
description field for me as expected.
Be sure you are entering info in the `memo` and not the `notes` field of the
transaction.
`memo` is the text area for each split.
`notes` is the text area just below `description` and is only visible if you
have Double Line Mode turned on in the View Menu.
There is a bug report filed already that the `notes` text is not used for this
report as expected.
If you intend to use this description column for the purpose I just mentioned,
indicating what invoice(s) it applies to, you may want to take a look at the
revised report here linked in this thread on the -devel list:
https://lists.gnucash.org/pipermail/gnucash-devel/2019-July/044002.html
This newer version (work in progress) has the ability to show you that info as
its own column. (see the screen shots on the linked github page)
Regards,
Adrien
On Jul 12, 2019, at 4:13 AM, L. D. James <lja...@apollo3.com> wrote:
On many of my Payments entries, I inadvertently don't write a Memo or mistype
the correct note when processing the payment. I can correct this by editing
the Memo field in the Accounts Receivable page.
It's great having the correct information recorded and available, however, it doesn't
show up on the Customer Report page, whereas the counterpart on that page has a
"Description" field.
Initially, they are the same. Is there a way to have the updated Memo field in
the Account Receivable chart match the Payment Description field of the
Customer Report page?
Thanks in advance for any input/suggestions.
-- L. James
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