[GNC] Problems organizing accounts to process reimbursement of expenses

[Daffy Duck]

Hello,

I'm trying to set up an account scheme that adequately tracks expenses
that the business reimburses me for due to using a home office.  This
is separate from using a business credit card, because only a portion
is reimbursable.

The relevant accounts in my personal book are:

Checking account - account type bank

Expense debt - account type asset (since it's owed to me)

Business expense paid personally - Expense

Credit card - credit card

---


Whenever I pay certain bills, I annotate in Business expense paid
personally, and it's transferred from expense debt account(expense debt
decreases as expenses increase)

This was working fine, but when I was reimbursed for my expenses to my
checking account, I had it transfer between expense debt, so it would
decrease the amount that the business owes me.

The problem is, it's already in the negative as its listed as an
asset(expense debt), so the reimbursement payment just increases the
amount of that, going the opposite way I'm trying to go.

Instead of the business debt being $437 and I get reimbursed for $437
and make it 0, it's listed as -$437 and after the reimbursement hits,
it's -$874.

What am I doing wrong here?

Thank you,

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Re: [GNC] How to transfer investment

[brad]

Open the account you're transferring from.
On a new transaction line, in the transfer column, select the account 
the shares are going to.
Enter the shares as a negative number, and a current share price (you 
have to put something there).

click on the 'show all splits in the current transaction' button
Now it will show both accounts,  enter the same number of shares (+ this 
time) and the same price in the other account.


On 12/14/19 8:50 AM, Heide Wang wrote:

Hi Brad,

Thank you for your reply.  Can you be more specific?

Heide

On 12/12/19 2:12 PM, brad wrote:
I don't think you'd have to show it as a sell to cash, just open the 
split dialog and enter the shares,  sell on one line, buy on the other.


On 12/10/19 7:11 PM, Heide Wang wrote:
I have stocks in two different account. if I need to transfer the 
investments (stocks) from one account to another account, Should I 
sell the investment on one account and buy it in another account or 
there is better and easier way to do it? I am using old version 
2.6.18. Thanks.


Heide
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[GNC] Credits

[Aaron Mina]

Hello,

I would like to know how credits are used in GNUCash.  I am running 
2.6.19 on Ubuntu.  I have a client that I want to start off with 
credits.  I put in a credit while opening the new customer dialogs.    I 
just posted an invoice to the account and when I went to pay it, the 
credits didn't show up.



What is the proper way to assign credits to an account and use them?


Thank you,
Aaron

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Re: [GNC] Invoice date field starts too narrow

[David H]

Haha, less is more, I don't like/use autosave either just save when I want
to so maybe that's why the manual adjustment works ok for me :-)

Cheers Dave H.

On Sun, 15 Dec 2019 at 09:15, David Carlson 
wrote:

> David H, you have a good memory.  I found <
> https://bugs.gnucash.org/show_bug.cgi?id=796736> which shows the same
> problem with the date.  However, the penultimate comment by John Ralls
> states that when the size is manually set it should stick for subsequent
> use.  I personally have found that it is necessary to also manually click
> on the File > Save button to really make such changes stick.  If there has
> been an auto save somewhere along the line so that it is impossible to do a
> manual save, then it may be lost.  I thought I had filed a bug report for
> that but now I cannot find it.
>
> David Carlson
>
> On Sat, Dec 14, 2019 at 4:44 PM David H  wrote:
>
>> I don't use any of the business features/invoices either but this is the
>> default behaviour in normal account register windows on Win 10 as well.  I
>> get around it by manually widening all date columns to allow for the drop
>> down arrow when the date is highlighted.  If I double click the header to
>> autosize it the days are dropped off and instead of seeing 15/12/2019
>> (dd/mm/ccyy) and the drop down arrow I get /12/2019. I thought there'd
>> been
>> a bug/enhancement report raised a couple of years back to fix this
>> behaviour but I could be wrong.
>>
>> Cheers Dave H.
>>
>>
>> On Sun, 15 Dec 2019 at 04:11, Adrien Monteleone <
>> adrien.montele...@lusfiber.net> wrote:
>>
>> > Hmm... I didn’t notice this back when I was using 3.6 but it might have
>> > happened for me as well.
>> >
>> > I’m presently on 3.7 and I’ve since upgraded to Catalina.
>> >
>> > Perhaps try 3.7 on Mojave and see if the problem is resolved. (3.7 was
>> > released in September, and another is on the way at the end of this
>> month)
>> >
>> > Regards,
>> > Adrien
>> >
>> > > On Dec 14, 2019 w50d348, at 11:13 AM, Axel Essbaum 
>> > wrote:
>> > >
>> > >
>> > > Manually widening the date field applies only to that invoice, and
>> only
>> > as long as the invoice's tab is open. If I close the invoice's tab and
>> > reopen I get a narrow date fields again.  Creating a new invoice also
>> > results in a narrow date field.  As far as I can tell no adjustment to
>> > field widths is carried forward to subsequent invoices.
>> > >
>> > > Date order has no effect - MDY is also chopped off for me.
>> > >
>> > > I'm on macOS Mojave, GC 3.6 - Build ID: 3.6+(2019-06-29)
>> > >
>> > > - Axel
>> >
>> > ___
>> > gnucash-user mailing list
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>> > https://lists.gnucash.org/mailman/listinfo/gnucash-user
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>
>
> --
> David Carlson
>
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Re: [GNC] Invoice date field starts too narrow

[David Carlson]

David H, you have a good memory.  I found <
https://bugs.gnucash.org/show_bug.cgi?id=796736> which shows the same
problem with the date.  However, the penultimate comment by John Ralls
states that when the size is manually set it should stick for subsequent
use.  I personally have found that it is necessary to also manually click
on the File > Save button to really make such changes stick.  If there has
been an auto save somewhere along the line so that it is impossible to do a
manual save, then it may be lost.  I thought I had filed a bug report for
that but now I cannot find it.

David Carlson

On Sat, Dec 14, 2019 at 4:44 PM David H  wrote:

> I don't use any of the business features/invoices either but this is the
> default behaviour in normal account register windows on Win 10 as well.  I
> get around it by manually widening all date columns to allow for the drop
> down arrow when the date is highlighted.  If I double click the header to
> autosize it the days are dropped off and instead of seeing 15/12/2019
> (dd/mm/ccyy) and the drop down arrow I get /12/2019. I thought there'd been
> a bug/enhancement report raised a couple of years back to fix this
> behaviour but I could be wrong.
>
> Cheers Dave H.
>
>
> On Sun, 15 Dec 2019 at 04:11, Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
>
> > Hmm... I didn’t notice this back when I was using 3.6 but it might have
> > happened for me as well.
> >
> > I’m presently on 3.7 and I’ve since upgraded to Catalina.
> >
> > Perhaps try 3.7 on Mojave and see if the problem is resolved. (3.7 was
> > released in September, and another is on the way at the end of this
> month)
> >
> > Regards,
> > Adrien
> >
> > > On Dec 14, 2019 w50d348, at 11:13 AM, Axel Essbaum 
> > wrote:
> > >
> > >
> > > Manually widening the date field applies only to that invoice, and only
> > as long as the invoice's tab is open. If I close the invoice's tab and
> > reopen I get a narrow date fields again.  Creating a new invoice also
> > results in a narrow date field.  As far as I can tell no adjustment to
> > field widths is carried forward to subsequent invoices.
> > >
> > > Date order has no effect - MDY is also chopped off for me.
> > >
> > > I'm on macOS Mojave, GC 3.6 - Build ID: 3.6+(2019-06-29)
> > >
> > > - Axel
> >
> > ___
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-- 
David Carlson
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Re: [GNC] Invoice date field starts too narrow

[David H]

I don't use any of the business features/invoices either but this is the
default behaviour in normal account register windows on Win 10 as well.  I
get around it by manually widening all date columns to allow for the drop
down arrow when the date is highlighted.  If I double click the header to
autosize it the days are dropped off and instead of seeing 15/12/2019
(dd/mm/ccyy) and the drop down arrow I get /12/2019. I thought there'd been
a bug/enhancement report raised a couple of years back to fix this
behaviour but I could be wrong.

Cheers Dave H.


On Sun, 15 Dec 2019 at 04:11, Adrien Monteleone <
adrien.montele...@lusfiber.net> wrote:

> Hmm... I didn’t notice this back when I was using 3.6 but it might have
> happened for me as well.
>
> I’m presently on 3.7 and I’ve since upgraded to Catalina.
>
> Perhaps try 3.7 on Mojave and see if the problem is resolved. (3.7 was
> released in September, and another is on the way at the end of this month)
>
> Regards,
> Adrien
>
> > On Dec 14, 2019 w50d348, at 11:13 AM, Axel Essbaum 
> wrote:
> >
> >
> > Manually widening the date field applies only to that invoice, and only
> as long as the invoice's tab is open. If I close the invoice's tab and
> reopen I get a narrow date fields again.  Creating a new invoice also
> results in a narrow date field.  As far as I can tell no adjustment to
> field widths is carried forward to subsequent invoices.
> >
> > Date order has no effect - MDY is also chopped off for me.
> >
> > I'm on macOS Mojave, GC 3.6 - Build ID: 3.6+(2019-06-29)
> >
> > - Axel
>
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Re: [GNC] Invoice date field starts too narrow

[Adrien Monteleone]

Hmm... I didn’t notice this back when I was using 3.6 but it might have 
happened for me as well.

I’m presently on 3.7 and I’ve since upgraded to Catalina.

Perhaps try 3.7 on Mojave and see if the problem is resolved. (3.7 was released 
in September, and another is on the way at the end of this month)

Regards,
Adrien

> On Dec 14, 2019 w50d348, at 11:13 AM, Axel Essbaum  wrote:
> 
> 
> Manually widening the date field applies only to that invoice, and only as 
> long as the invoice's tab is open. If I close the invoice's tab and reopen I 
> get a narrow date fields again.  Creating a new invoice also results in a 
> narrow date field.  As far as I can tell no adjustment to field widths is 
> carried forward to subsequent invoices.
> 
> Date order has no effect - MDY is also chopped off for me.
> 
> I'm on macOS Mojave, GC 3.6 - Build ID: 3.6+(2019-06-29)
> 
> - Axel

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Re: [GNC] Invoice date field starts too narrow

[David Carlson]

When I asked about date format I was mainly fishing for more details about
when and how this happens.  I too have changing widths but I see that
mostly when I copy the GCM stuff from one machine to another with a
different display size, so I write it off to that, where it would be
expected.

David Carlson

On Sat, Dec 14, 2019 at 11:46 AM D via gnucash-user <
gnucash-user@gnucash.org> wrote:

> Why would the format of the date have any effect on this? Whether it is
> 12/12/2019 or 12/12/2019, the sequence of elements is immaterial.
>
> I should clarify that I see this in the registers, not invoices. I should
> also say that it appears to me that the column width gets set, and then the
> drop down widget gets super imposed on the column, pushing data off screen.
> I have seen similar behavior in other apps, though, so I have always
> chalked it up to an annoying but unavoidable behavior.
>
> David
>
> On December 14, 2019, at 10:38 PM, Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
>
> Ah, now I understand.
>
> Curious that it doesn’t show the entire first part of the date by default.
> (it does for me)
>
> If you manually make the column wide enough to show the full date, (drag
> the right-hand header divider to the right) and then post that invoice,
> does the next new invoice carry over that width or does it default back to
> truncating?
>
> Like David C., I’m also curious to know if MDY instead of DMY order has
> any effect for you. (I use MDY) That would help narrow down the cause.
>
> Regards,
> Adrien
>
> > On Dec 14, 2019 w50d348, at 7:48 AM, Axel Essbaum 
> wrote:
> >
> >
> > What is the date for the bottom line (the line with the widget) in the
> image?  It appears to be 1.12.19 but it's actually 11.12.19 (the first "1"
> is chopped off and not visible).
> >
> > - Axel
>
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-- 
David Carlson
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Re: [GNC] Invoice date field starts too narrow

[David Carlson]

Now we making some progress!

Since I do not use invoices and I am also living in the past on release
2.6.19 in Linux, my experience is not germane, but I will note that I see a
tendency in regular account register windows for the date fields (and the
three amount fields) to change width from week to week, tho they usually
get wider, and I have not identified a pattern other than the fact that it
happens in a VirtualBox machine that also seems to change it's size from
time to time when it is re-booted.

David Carlson

On Sat, Dec 14, 2019 at 11:15 AM Axel Essbaum  wrote:

>
> Manually widening the date field applies only to that invoice, and only as
> long as the invoice's tab is open. If I close the invoice's tab and reopen
> I get a narrow date fields again.  Creating a new invoice also results in a
> narrow date field.  As far as I can tell no adjustment to field widths is
> carried forward to subsequent invoices.
>
> Date order has no effect - MDY is also chopped off for me.
>
> I'm on macOS Mojave, GC 3.6 - Build ID: 3.6+(2019-06-29)
>
> - Axel
>
> —
> Axel Essbaum
> a...@essbaum.com
>
>
>
> > On 14 Dec 2019, at 18:07, Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
> >
> > Ah, now I understand.
> >
> > Curious that it doesn’t show the entire first part of the date by
> default. (it does for me)
> >
> > If you manually make the column wide enough to show the full date, (drag
> the right-hand header divider to the right) and then post that invoice,
> does the next new invoice carry over that width or does it default back to
> truncating?
> >
> > Like David C., I’m also curious to know if MDY instead of DMY order has
> any effect for you. (I use MDY) That would help narrow down the cause.
> >
> > Regards,
> > Adrien
> >
> >> On Dec 14, 2019 w50d348, at 7:48 AM, Axel Essbaum 
> wrote:
> >>
> >>
> >> What is the date for the bottom line (the line with the widget) in the
> image?  It appears to be 1.12.19 but it's actually 11.12.19 (the first "1"
> is chopped off and not visible).
> >>
> >> - Axel
> >
> > ___
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-- 
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Re: [GNC] Invoice date field starts too narrow

[D via gnucash-user]

Why would the format of the date have any effect on this? Whether it is 
12/12/2019 or 12/12/2019, the sequence of elements is immaterial.

I should clarify that I see this in the registers, not invoices. I should also 
say that it appears to me that the column width gets set, and then the drop 
down widget gets super imposed on the column, pushing data off screen. I have 
seen similar behavior in other apps, though, so I have always chalked it up to 
an annoying but unavoidable behavior.

David

On December 14, 2019, at 10:38 PM, Adrien Monteleone 
 wrote:

Ah, now I understand.

Curious that it doesn’t show the entire first part of the date by default. (it 
does for me)

If you manually make the column wide enough to show the full date, (drag the 
right-hand header divider to the right) and then post that invoice, does the 
next new invoice carry over that width or does it default back to truncating?

Like David C., I’m also curious to know if MDY instead of DMY order has any 
effect for you. (I use MDY) That would help narrow down the cause.

Regards,
Adrien

> On Dec 14, 2019 w50d348, at 7:48 AM, Axel Essbaum  wrote:
> 
> 
> What is the date for the bottom line (the line with the widget) in the image? 
>  It appears to be 1.12.19 but it's actually 11.12.19 (the first "1" is 
> chopped off and not visible).
> 
> - Axel

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Re: [GNC] Invoice date field starts too narrow

[Axel Essbaum]

Manually widening the date field applies only to that invoice, and only as long 
as the invoice's tab is open. If I close the invoice's tab and reopen I get a 
narrow date fields again.  Creating a new invoice also results in a narrow date 
field.  As far as I can tell no adjustment to field widths is carried forward 
to subsequent invoices.

Date order has no effect - MDY is also chopped off for me.

I'm on macOS Mojave, GC 3.6 - Build ID: 3.6+(2019-06-29)

- Axel

—
Axel Essbaum
a...@essbaum.com



> On 14 Dec 2019, at 18:07, Adrien Monteleone  
> wrote:
> 
> Ah, now I understand.
> 
> Curious that it doesn’t show the entire first part of the date by default. 
> (it does for me)
> 
> If you manually make the column wide enough to show the full date, (drag the 
> right-hand header divider to the right) and then post that invoice, does the 
> next new invoice carry over that width or does it default back to truncating?
> 
> Like David C., I’m also curious to know if MDY instead of DMY order has any 
> effect for you. (I use MDY) That would help narrow down the cause.
> 
> Regards,
> Adrien
> 
>> On Dec 14, 2019 w50d348, at 7:48 AM, Axel Essbaum  wrote:
>> 
>> 
>> What is the date for the bottom line (the line with the widget) in the 
>> image?  It appears to be 1.12.19 but it's actually 11.12.19 (the first "1" 
>> is chopped off and not visible).
>> 
>> - Axel
> 
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Re: [GNC] Invoice date field starts too narrow

[Adrien Monteleone]

Ah, now I understand.

Curious that it doesn’t show the entire first part of the date by default. (it 
does for me)

If you manually make the column wide enough to show the full date, (drag the 
right-hand header divider to the right) and then post that invoice, does the 
next new invoice carry over that width or does it default back to truncating?

Like David C., I’m also curious to know if MDY instead of DMY order has any 
effect for you. (I use MDY) That would help narrow down the cause.

Regards,
Adrien

> On Dec 14, 2019 w50d348, at 7:48 AM, Axel Essbaum  wrote:
> 
> 
> What is the date for the bottom line (the line with the widget) in the image? 
>  It appears to be 1.12.19 but it's actually 11.12.19 (the first "1" is 
> chopped off and not visible).
> 
> - Axel

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Re: [GNC] Invoice date field starts too narrow

[Axel Essbaum]

I use day.month.year (Europe).  PDFs are ok - I see no correlation between the 
column widths within GC and how the PDF appears.

Changing to US format doesn't help.  See below.  It looks like today is 
February 14th!

http://essbaum.com/images/US.png

- Axel

—
Axel Essbaum
a...@essbaum.com



> On 14 Dec 2019, at 17:36, David Carlson  wrote:
> 
> David T,
> 
> Since you are seeing the same issue as Axel, I have to ask:  Do you use a 
> Day/Month/Year date format or Month/Day/Year?  Does that make a difference?
> 
> and for both David and Axel,  When invoices are printed, are the printouts 
> also cut off?
> 
> There has been a lot of discussion here but so far, no action to define a 
> basis for a bug report, which appears to be sorely needed.
> 
> David Carlson
> 
> 
> David Carlson
> 
> 
> 
> On Sat, Dec 14, 2019 at 7:51 AM Axel Essbaum  > wrote:
> 
> What is the date for the bottom line (the line with the widget) in the image? 
>  It appears to be 1.12.19 but it's actually 11.12.19 (the first "1" is 
> chopped off and not visible).
> 
> - Axel
> 
> —
> Axel Essbaum
> a...@essbaum.com 
> 
> 
> 
> > On 14 Dec 2019, at 14:10, Adrien Monteleone  > > wrote:
> > 
> > If the first image is the default, (as it is for me) what is the problem? 
> > Every part of the date is visible even with the widget.
> > 
> > Regards,
> > Adrien
> > 
> >> On Dec 14, 2019 w50d348, at 2:37 AM, Axel Essbaum  >> > wrote:
> >> 
> >> 
> >> When I double-click the date header the date field shrinks to the width of 
> >> the date text (xx.xx.), which is actually worse than how it started.
> >> 
> >> First image is how the date field is sized when I create an invoice
> >> 
> >> http://essbaum.com/images/GC_before.png 
> >> 
> >> After date field double click:
> >> 
> >> http://essbaum.com/images/GC_after.png 
> >> 
> >> 
> >> :-(
> >> 
> >> - Axel
> > 
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> -- 
> David Carlson

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Re: [GNC] Invoice date field starts too narrow

[David Carlson]

David T,

Since you are seeing the same issue as Axel, I have to ask:  Do you use a
Day/Month/Year date format or Month/Day/Year?  Does that make a difference?

and for both David and Axel,  When invoices are printed, are the printouts
also cut off?

There has been a lot of discussion here but so far, no action to define a
basis for a bug report, which appears to be sorely needed.

David Carlson


David Carlson



On Sat, Dec 14, 2019 at 7:51 AM Axel Essbaum  wrote:

>
> What is the date for the bottom line (the line with the widget) in the
> image?  It appears to be 1.12.19 but it's actually 11.12.19 (the first "1"
> is chopped off and not visible).
>
> - Axel
>
> —
> Axel Essbaum
> a...@essbaum.com
>
>
>
> > On 14 Dec 2019, at 14:10, Adrien Monteleone <
> adrien.montele...@lusfiber.net> wrote:
> >
> > If the first image is the default, (as it is for me) what is the
> problem? Every part of the date is visible even with the widget.
> >
> > Regards,
> > Adrien
> >
> >> On Dec 14, 2019 w50d348, at 2:37 AM, Axel Essbaum 
> wrote:
> >>
> >>
> >> When I double-click the date header the date field shrinks to the width
> of the date text (xx.xx.), which is actually worse than how it started.
> >>
> >> First image is how the date field is sized when I create an invoice
> >>
> >> http://essbaum.com/images/GC_before.png
> >> After date field double click:
> >>
> >> http://essbaum.com/images/GC_after.png
> >>
> >> :-(
> >>
> >> - Axel
> >
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-- 
David Carlson
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Re: [GNC] Invoice date field starts too narrow

[Axel Essbaum]

What is the date for the bottom line (the line with the widget) in the image?  
It appears to be 1.12.19 but it's actually 11.12.19 (the first "1" is chopped 
off and not visible).

- Axel

—
Axel Essbaum
a...@essbaum.com



> On 14 Dec 2019, at 14:10, Adrien Monteleone  
> wrote:
> 
> If the first image is the default, (as it is for me) what is the problem? 
> Every part of the date is visible even with the widget.
> 
> Regards,
> Adrien
> 
>> On Dec 14, 2019 w50d348, at 2:37 AM, Axel Essbaum  wrote:
>> 
>> 
>> When I double-click the date header the date field shrinks to the width of 
>> the date text (xx.xx.), which is actually worse than how it started.
>> 
>> First image is how the date field is sized when I create an invoice
>> 
>> http://essbaum.com/images/GC_before.png
>> After date field double click:
>> 
>> http://essbaum.com/images/GC_after.png
>> 
>> :-(
>> 
>> - Axel
> 
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Re: [GNC] Invoice date field starts too narrow

[Adrien Monteleone]

If the first image is the default, (as it is for me) what is the problem? Every 
part of the date is visible even with the widget.

Regards,
Adrien

> On Dec 14, 2019 w50d348, at 2:37 AM, Axel Essbaum  wrote:
> 
> 
> When I double-click the date header the date field shrinks to the width of 
> the date text (xx.xx.), which is actually worse than how it started.
> 
> First image is how the date field is sized when I create an invoice
> 
> http://essbaum.com/images/GC_before.png
> After date field double click:
> 
> http://essbaum.com/images/GC_after.png
> 
> :-(
> 
> - Axel

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Re: [GNC] Invoice date field starts too narrow

[Axel Essbaum]

When I double-click the date header the date field shrinks to the width of the 
date text (xx.xx.), which is actually worse than how it started.

First image is how the date field is sized when I create an invoice

http://essbaum.com/images/GC_before.png
After date field double click:

http://essbaum.com/images/GC_after.png 

:-(

- Axel

—
Axel Essbaum
a...@essbaum.com



> On 13 Dec 2019, at 18:06, Adrien Monteleone  
> wrote:
> 
> Greg,
> 
> Not sure if you saw my previous post.
> 
> Double-clicking the Description column header may not produce the desired 
> result. It will always adjust the column to allow all content to be visible. 
> This might remove padding and shrink the column to remove the scrollbar as 
> you describe, or it might expand it further if a description line is long. 
> (thus making the content wider and the scroll bar even longer)
> 
> The only surefire method I know of to ‘balance’ the width of the window is to 
> drag the right-hand column header divider of the Description column to the 
> left and release it. It will snap to adjust the Description column so as to 
> fit all columns in the visible window.
> 
> Regards,
> Adrien
> 
>> On Dec 13, 2019 w50d347, at 9:51 AM, Greg Feneis  wrote:
>> 
>> Axel,
>> 
>> When you double clicked the date column header, did you follow that with a
>> double click of the description column header?
>> 
>> If the date column is fully in view, but too narrow to display all of the
>> characters in the fields, double clicking its column header might have
>> widened the column, and simultaneously widened the window that holds all of
>> the columns (horizontal scroll bar at the bottom of all the columns
>> appears), causing the left edge of the date column to shift left.  This
>> might have given the appearance of the column collapsing, but it really
>> expanded while moving out of view. You would have to follow that with
>> scrolling all columns to view the entire date column, or double click the
>> description column to normalize the columns' window's width.
>> 
>> You might consider double clicking the column header for description
>> column, but only after you have double clicked the column header for any of
>> the other columns.
>> 
>> 
>> Kind regards, Greg Feneis
> 
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