Hey, Keith, Some ideas/comments:
Keith Edmunds wrote: > I'm not sure how well this will be received, but anyway... > > I very much support the idea of LSMB, and I welcome the fork. Currently, > the only Windows application we use is QuickBooks, and I would very much > like to move to all Open Source applications; however, at the moment, I > can't find an accounting package that we can use. LSMB is the closest, I > think but lacks some features that we need. This is not criticism, just > feedback, and I am well aware that if the features are important enough to > us then we can code them ourselves or pay someone else to code them. That > said, if we don't enumerate the features we think are needed, we can't > expect them ever to appear. The first two stop us using LSMB today: > > Showstopper: the ability to manually enter tax amounts on AP invoices. > Because of rounding errors, the tax amount on an AP invoice frequently > differs from the LSMB calculated amount. It might only be pence, but in > the UK at least we have a legislative responsibility to keep accurate > accounts. All that's needed is a text box where the tax is shown, the > ability to change it, and a check that net+gross=total when posting. > Can you use the "tax included" checkbox for these, and add a line with the appropriate tax directly? I know this would be a major hassle, but perhaps it can at least track what you need to track sufficiently. > Necessary: the ability to have unallocated credit on a customer's > account. Sometimes, for whatever reason, a customer over pays or pays > twice, and at the moment that seems to be hard to track in LSMB. At the > moment we can tracking outstanding invoices, but customers' balances seem > hard to find (or maybe not there). > This you can do now. Use the Cash -> Receipt screen, and after selecting the invoice and updating, change the total received to the amount the customer actually paid. The balance will show up on a new, open AR transaction, and you'll see it the next time you visit the cash->receipt screen for this customer. Then you can apply it to future invoices. > Nice to have: the ability to generate a credit note for a > customer. "Nice to have" because we could generate one manually and > journal it into LSMB, but it would be nice if the interface supported it. > I believe this feature is in development for 1.3. > Nice to have: the option to set budgets and to report income/expenditure > against budget. "Nice to have" because we can do this manually with a > spreadsheet and enter the details manually from LSMB reports. > I don't know of any current plans for implementing this, but agree it would be nice to have... > QuickBooks has all of the above, and is, I suspect, one of the main > competitors to LSMB. There may be other QuickBooks features that are > important to other prospective users of LSMB, but I suspect at least the > first three above will be desired by most. > > I will continue to monitor and test LSMB, and I hope we can migrate to it > in the future. > I hope that helps! Cheers, -- John Locke "Open Source Solutions for Small Business Problems" published by Charles River Media, June 2004 http://www.freelock.com ------------------------------------------------------------------------- This SF.net email is sponsored by: Microsoft Defy all challenges. Microsoft(R) Visual Studio 2008. http://clk.atdmt.com/MRT/go/vse0120000070mrt/direct/01/ _______________________________________________ Ledger-smb-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
