Re: [GNC] Autofill with Open Date?

2018-06-14 Thread Adrien Monteleone
Not sure how a customer report relates to your credit card expenses (did you 
mean Vendor report?), but you can run transaction reports and key off of 
Description (your payee/vendor).

A/P is for situations where the payment and expense are not at the same time. 
That’s not the case with a charge on a credit card. (the charge is the 
‘payment’ of the expense in this case. The payment on the card account is a 
separate issue)

Regards,
Adrien

> On Jun 8, 2018, at 4:30 PM, Tim Rosanelli  
> wrote:
> 
>   Hey Maf,
>   Thanks for the advice.
>   I thought about a solution like that but wouldn't that mean you don't
>   have any customer history.
>   Kyoshi Tim
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Re: [GNC] Autofill with Open Date?

2018-06-11 Thread elvis

On 09/06/18 07:30, Tim Rosanelli wrote:

Hey Maf,
Thanks for the advice.
I thought about a solution like that but wouldn't that mean you don't
have any customer history.
Kyoshi Tim

Hi Tim,
For purchases, what I do is import a few weeks at a time from the bank 
using a qif file. I don't use the business features as they are 
incredibly clunky if you just want to enter a Mars bar or series of 
small items. That gives the correct date etc and lets me split the 
transaction automatically to add gst before the import.


Cheers
Lawrence



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Re: [GNC] Autofill with Open Date?

2018-06-08 Thread Tim Rosanelli
   Hey Maf,
   Thanks for the advice.
   I thought about a solution like that but wouldn't that mean you don't
   have any customer history.
   Kyoshi Tim
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Re: [GNC] Autofill with Open Date?

2018-06-07 Thread Derek Atkins
Hi,

"Maf. King"  writes:

> On Wednesday, 6 June 2018 16:25:15 BST Sensei Tim Rosanelli wrote:
>> Hi All,
>> 
>> I am using Gnucash for my business and love it but I have one question.
>> 
>> Most of my transaction are via credit card. That means that the invoice
>> open date, line item date, post date, due date, and payment date are all
>> the same. Gnucash autofills with todays date but I am usually entering
>> invoices a few day later.  Gnucash requires me to enter each date
>> individually which requires a huge amount of time.
>> 
>> Is there any way to automatically enter the post date, due date, and
>> payment? Or is there any way for these field to autofill with the open
>> date instead of today's date? This would save me hours of work each month.
>> 
>>
>
> Hi Tim,
>
> I only use the business features for items that really are Accounts Payable, 
> where the bill will be paid some time after the date that is has been raised.
>
> For items that my business buys directly - by card or cash - I don't bother 
> with the whole create invoice - process payment and just use a credit card 
> register for those transactions.

Moreover, it sounds like Tim is using an A/R or A/P register directly.
Don't do that!  Those registers are not meant for Human Interaction --
transactions into those registers are generally only supposed to be
created by using the Business features (Invoice/Bill etc).

> 0.02
> Maf.

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-derek

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Re: [GNC] Autofill with Open Date?

2018-06-06 Thread Maf. King
On Wednesday, 6 June 2018 16:25:15 BST Sensei Tim Rosanelli wrote:
> Hi All,
> 
> I am using Gnucash for my business and love it but I have one question.
> 
> Most of my transaction are via credit card. That means that the invoice
> open date, line item date, post date, due date, and payment date are all
> the same. Gnucash autofills with todays date but I am usually entering
> invoices a few day later.  Gnucash requires me to enter each date
> individually which requires a huge amount of time.
> 
> Is there any way to automatically enter the post date, due date, and
> payment? Or is there any way for these field to autofill with the open
> date instead of today's date? This would save me hours of work each month.
> 
>

Hi Tim,

I only use the business features for items that really are Accounts Payable, 
where the bill will be paid some time after the date that is has been raised.

For items that my business buys directly - by card or cash - I don't bother 
with the whole create invoice - process payment and just use a credit card 
register for those transactions.

0.02
Maf.




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[GNC] Autofill with Open Date?

2018-06-06 Thread Sensei Tim Rosanelli

Hi All,

I am using Gnucash for my business and love it but I have one question.

Most of my transaction are via credit card. That means that the invoice 
open date, line item date, post date, due date, and payment date are all 
the same. Gnucash autofills with todays date but I am usually entering 
invoices a few day later.  Gnucash requires me to enter each date 
individually which requires a huge amount of time.


Is there any way to automatically enter the post date, due date, and 
payment? Or is there any way for these field to autofill with the open 
date instead of today's date? This would save me hours of work each month.


Thanks.

Tim Rosanelli

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