Default terms

2017-09-29 Thread Bob Brush 
Is there a way to make new customers or vendors automatically have terms set to 
a default?  And is there a way to set all existing customers to a default terms?

Thanks, Bob

Raleigh Tile of Beckley ** West Virginia
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Re: New user questions

2017-09-29 Thread Maf. King 
On Friday, 29 September 2017 20:52:44 BST Stroller wrote:
> > On 29 Sep 2017, at 01:07, Wesley Vick  wrote:
> > 
> > Greeting
> > I am a 30 years veteran of Law Enforcement and I have been working part
> > time with a security firm. I own my own police car, uniforms, equipment,
> > etc. I have tried to produce my own records system until, I found your
> > software.

> I thought this sounded familiar.
> 
> Previous thread:
> http://gnucash.1415818.n4.nabble.com/New-user-questions-td4692277.html
> 

Heh.  glad it wasn't just me who had deja vu with this one!  thanks for 
looking up the reference.

cheers,
Maf.
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Re: Invoices

2017-09-29 Thread Ronal B Morse 
My first inclination would be to use an equity account to credit the "in 
kind" payments of volunteer labor at the dollar amount you intend to 
apply to what the volunteer owes, then debit the charges against that.


RBM

On 09/29/2017 12:31 PM, rmom...@gmail.com wrote:

About invoices

*   Are there keyboard shortcuts or a way to put the Business menu on
the tool bar for quick access? It's a little awkward working with a lot of
invoices via the menu and a mouse.
*   Receiving a payment: the only accounts available to receive a
payment are assets, equity and liabilities. In the invoice, the only options
to charge are assets, income and liabilities. Sometimes our parents (a
school) pay by doing needed work and we charge it off to what they owe. Is
there a way to do that so that the charge off shows as an expense?

Thanks,

Roger

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Re: New user questions

2017-09-29 Thread Stroller 

> On 29 Sep 2017, at 01:07, Wesley Vick  wrote:
> 
> Greeting
> I am a 30 years veteran of Law Enforcement and I have been working part time 
> with a security firm. I own my own police car, uniforms, equipment, etc. I 
> have tried to produce my own records system until, I found your software. 

I thought this sounded familiar.

Previous thread: 
http://gnucash.1415818.n4.nabble.com/New-user-questions-td4692277.html

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Invoices

2017-09-29 Thread rmomxtx 
About invoices

*   Are there keyboard shortcuts or a way to put the Business menu on
the tool bar for quick access? It's a little awkward working with a lot of
invoices via the menu and a mouse.
*   Receiving a payment: the only accounts available to receive a
payment are assets, equity and liabilities. In the invoice, the only options
to charge are assets, income and liabilities. Sometimes our parents (a
school) pay by doing needed work and we charge it off to what they owe. Is
there a way to do that so that the charge off shows as an expense?

Thanks,

Roger

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Re: Excel or CSV Import

2017-09-29 Thread Derek Atkins 
File -> Import -> CSV

-derek

Dan  writes:

> You are saying that I canExport my Sales (Header and Detail) to Excel
> or CSV and then Import into GNUCASH?
>
> Id there help on that?
>
> Dan
>
>
> On 9/27/2017 4:31 PM, David Carlson wrote:
>> They already are
>>
>> On Sep 27, 2017 1:37 PM, "Dan" > > wrote:
>>
>> When will Excel or CSV import be available?
>>
>> Dan
>>
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>

-- 
   Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
   Member, MIT Student Information Processing Board  (SIPB)
   URL: http://web.mit.edu/warlord/PP-ASEL-IA N1NWH
   warl...@mit.eduPGP key available
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Default terms

2017-09-29 Thread Robert L Brush III 
Is there a way to make new customers or vendors automatically have terms set to 
a default?  And is there a way to set all existing customers to a default terms?

Thanks, Bob

Raleigh Tile of Beckley ** West Virginia



Raleigh Tile of Beckley ** West Virginia
1934 Robert C. Byrd Drive ** Beckley, WV  25801
Phone: 304.252.9226 ** Fax: 304.205.0553 ** Mobile: 304.575.8453
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Re: Cash Basis Reports

2017-09-29 Thread Mike or Penny Novack 

On 9/28/2017 5:20 AM, Warner Losh wrote:

I'm converting from quickbooks.

In quickbooks, it was super simple to have a 'cash basis' system, and still
keep track of the monies owed using things like invoices and accounts
receivable. In the US, business smaller than a certain size can be on a
cash basis. My businesses have been cash based for about 20 years now, and
QuickBooks has handled it nicely.
Unfortunately, gnucash business features (like invoicing) only work 
accrual basis. It would be nice if there were an option for those of us 
keeping books on the cash basis << I do accounting for non-profits, 
whose members often want to be invoiced for dues, etc. but those are NOT 
legally receivable >>


The work around is ugly and requires additional data entry << keeping a 
second set of "virtual" books to produce the invoices and record their 
being paid, etc. (and at that time entering transaction in the "real" 
cash basis books) >> But that is what I do for the non-profits for which 
I need to produce invoice statements.


Michael D Novack



Michael D Novack

Michael D Novack
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Re: What's the best way to model "in-flight" transactions?

2017-09-29 Thread replicon 
Thanks for the insights, everyone!



--
Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
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Re: How to modify many transactions at once

2017-09-29 Thread Maf. King 
On Friday, 29 September 2017 04:01:11 BST Malcolm Fitzgerald wrote:
> I'm just starting out with gnucash and I've imported a large number of bank
> transaction records. I now have hundreds of imbalance notices that I'd like
> to correct.  Whoops.
> 
> Many of my transactions are scheduled payments, so I can easily discover
> them with a find. Is there a way in which I can transform a batch of
> transactions? I'd like to locate the transactions then move all of them to
> an account. Is this possible? Can it be scripted?
> 
> thanks,
> 
> Malcolm

Hi Malcolm,

Welcome to GC and the mailing list.

there isn't a way to move a set of transactions all at once, with the 
exception of moving everything in one particular account. (try to delete an 
account and GC will offer to assign all the affected transaction splits to an 
alternative account) 

any scripting method would be unsupported by the Dev team, if it was even 
possible.

Your best bet might be to restore a backup file from before the import, run it 
again and do better matching as you go - or import in small chunks.  I don't 
import, but I understand that transaction mappings can be learned by GC.

HTH,
Maf.
 

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Re: New user questions

2017-09-29 Thread Maf. King 
Hi Wesley,

Welcome to GC & the list.

On Friday, 29 September 2017 01:07:00 BST Wesley Vick wrote:
> Greeting
 I
> have begin entering all my expenses since Jan 1 2017. I have finally
> finished entering all the expenses and entered the balance of my checking
> account. Here is my problem. All the receipts posted have already been
> paid. The balance of my checking account is what I have right now. After
> entering everything, I am showing a negative balance of $6,000.00. How can
> I fix the software to show the true balance and that is what is in the
> checking account. Can I go into Equity and maybe show starting balance of
> the negative $6,000 or do I need to go back to January and start entering
> all deposits that have been made? 

I'm a little confused here - you say you have entered everything, then you ask 
if you need to enter an opening balance and the deposits into your account.  
which is true?

When you started your GC records in January, you should have entered an 
"opening balance", (probably dated 31st Dec 2016) - there is a box for this as 
part of the account setup dialogue box.  You would find this "opening balance" 
number on a bank statement or other doc from your institution.  If you missed 
this step, no problem, go ahead and create one manually.  You want to use 
Equity:Opening Balances as the transfer account.

this step ensures that as of the first second of this year, GC and your bank 
agree with how much money you have in that account.

Record all your expenses and incomes for that account, and throughout the 
year, the GC balance should closely follow the totals on your bank statements. 


> I appreciate all the work you have done
> creating this software for there are more than 400 police officers that
> work for this firm part time and they are a ll interested in this software.

Great, I hope it helps them and they "get" the idea of open source software 
and are eventually able to help the community of us other users around the 
world in some way.


> All I need now is to find software to track my mileage for my vehicle. Is
> there a section in this software that I can submit a time sheet for the
> work completed that will show the hours worked, time in, time out, location
> of the security work performed as well as the mileage driven? 

I don't think so.  It is an accounting package, not a time-management tool.  
You may be able to track mileage using the stocks & commodities section, but 
I'm not sure if it would be a very good idea.  Speradsheets like LibreOffice 
Calc might be a better bet, or some project management packages.

You could also see if the Customer/Invoice section will work, but it may not 
produce results exactly like a "timesheet"

Good Luck,
Maf.

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How to modify many transactions at once

2017-09-29 Thread Malcolm Fitzgerald 
I'm just starting out with gnucash and I've imported a large number of bank 
transaction records. I now have hundreds of imbalance notices that I'd like to 
correct.  Whoops. 

Many of my transactions are scheduled payments, so I can easily discover them 
with a find. Is there a way in which I can transform a batch of transactions? 
I'd like to locate the transactions then move all of them to an account. Is 
this possible? Can it be scripted? 

thanks,

Malcolm
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New user questions

2017-09-29 Thread Wesley Vick 
Greeting
I am a 30 years veteran of Law Enforcement and I have been working part time 
with a security firm. I own my own police car, uniforms, equipment, etc. I have 
tried to produce my own records system until, I found your software. I have 
begin entering all my expenses since Jan 1 2017. I have finally finished 
entering all the expenses and entered the balance of my checking account. Here 
is my problem. All the receipts posted have already been paid. The balance of 
my checking account is what I have right now. After entering everything, I am 
showing a negative balance of $6,000.00. How can I fix the software to show the 
true balance and that is what is in the checking account. Can I go into Equity 
and maybe show starting balance of the negative $6,000 or do I need to go back 
to January and start entering all deposits that have been made? I appreciate 
all the work you have done creating this software for there are more than 400 
police officers that work for this firm part time and they are a
 ll interested in this software. All I need now is to find software to track my 
mileage for my vehicle. Is there a section in this software that I can submit a 
time sheet for the work completed that will show the hours worked, time in, 
time out, location of the security work performed as well as the mileage 
driven? You do not understand how important this software means to us and we 
thank you for it. Once I learn the software, it will actually be fun to use and 
I apologize for the question for I know you are extremely busy. If you have any 
suggestions about submitting the time sheets and how to keep up with the 
mileage for the jobs, I would appreciate it very much.
Thanks in advance
Officer Wesley J. Vick
Cornersville Police Department
Cornersville TN.
931-638-0106
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Cash Basis Reports

2017-09-29 Thread Warner Losh 
I'm converting from quickbooks.

In quickbooks, it was super simple to have a 'cash basis' system, and still
keep track of the monies owed using things like invoices and accounts
receivable. In the US, business smaller than a certain size can be on a
cash basis. My businesses have been cash based for about 20 years now, and
QuickBooks has handled it nicely.

The only time it matters for me is for my taxes. I need a balance sheet for
a cash business, as well as a P&L that omits A/R and A/P from any
consideration of profits or loss to comply with the US Tax code's
definition for such things for businesses that are on a cash basis.

Warner
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