Re: [GNC] Car Repair Shop GNU questions
Martijn, Some banks allow GnuCash to use the OFXDirectConnect process to download transactions directly into GnuCash via a process called Aqbanking which is built into GnuCash but requires setting up with information from your bank. Not all banks will allow this, particularly from open source programs as they fear security information being exposed and will only allow software which has a licencing agreement with them. I am not sure the risk to them is that real but they control the situation. Nearly all banks through their on-line web interface will allow you to download files with transactional information often in a variety of formats which may include some of: OFX; CSV; QIF; QFX; DTAUS; MT940; MT942 which can all be imported by GnuCash. The first two are open formats while the rest are usually proprietary and the format may or may not be published). QFX is a proprietary version of OFX. GnuCash uses a libofx library to provide its OFX support which supports v1.6 (SGML) and v2.2(XML) of the OFX standard but at present libofx can't detect which of these formats a downloaded file may be compliant with (under development). Most banks currently use the OFX v1.6 data formats but some are starting to shift to using the V2.2 formats which can cause problems downloading data from them. This mainly appears to be with header information so it may be possible to preprocess the files to edit header information into the correct format before importing (still an open question). Some banks also do not implement the OFX standard correctly which can cause similar problems (they will often correct this if their non-compliance is pointed out to them). File importing is discussed in the GnuCash Help manual and Tutorial and Concepts Guide in the documentation. David. - David Cousens -- Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Car Repair Shop GNU questions
#1 - I don’t think so, at least not without a custom invoice report. #2 - You can type anything you want there, but without re-coding the UI, you can’t add anything to the drop down list. That would be a good case for an RFE. And on that note, I’m not sure why the column is even there if you can’t use it to generate sub-total lines per your Question 1. #3 - I’m not familiar with this, but others can help. There are limitations. You can grab transactions from the bank, but I don’t think you can create them from within GnuCash. From reading list threads I think more people opt to download from the bank separately in CSV format and then import rather than link directly, but certainly some do. #4 - Again, not without re-coding the UI. But you can put them in the description field. GnuCash isn’t set up for inventory based businesses at least insofar as providing any inventory tracking facility. That can be handled outside of GnuCash and then the resulting transactions imported. If you put the part # in the description, and don’t “consolidate splits” when you post invoices, the AR (and income) register will show the individual line items and from there you can run transaction reports filtering off of part #’s or other terms in the description. Unfortunately, the Action Items column is not exposed in AR, but you can post to separate income sub accounts. You could set one up for Labor, Parts, Shop Supplies, etc. This would also make the P/Income Statement more informative as to where the revenue is coming from. Likewise, invoices can be imported to GnuCash. So if your friend wanted to still handle AR with GnuCash, you can create the invoices as needed in a spreadsheet or other app and then import them. Check the Help & Guide about importing business data. Regards, Adrien > On Jan 19, 2020 w4d19, at 4:16 PM, Martijn Heuts > wrote: > > Hello, > I just helped a friend with GNUcash (I am a current user as well) however his > situation is completely different then mine soI have some questions, maybe > you guys can help me? > Question 1:Can I make a summery at the bottom of an invoice with "Total > Parts" and "Total Labor"?He itemizes every single 'part' on his invoice and > might have 2 or 3 line items of 'labor'. > Question 2:I also noticed the column "Action Items" I can select 'Hours' or > 'materials' or 'Project'.Can I add more items to the "Action Items" column > and how can I utilize this in a report? > > Question 3:How can I link his bank account to GNUcash? > .Question 4: > Is there any way I can add an extra column when I select "new invoice" for > part numbers? > Thanks so much for your help and have a blessed week! > Martijn ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Car Repair Shop GNU questions
Hello, I just helped a friend with GNUcash (I am a current user as well) however his situation is completely different then mine soI have some questions, maybe you guys can help me? Question 1:Can I make a summery at the bottom of an invoice with "Total Parts" and "Total Labor"?He itemizes every single 'part' on his invoice and might have 2 or 3 line items of 'labor'. Question 2:I also noticed the column "Action Items" I can select 'Hours' or 'materials' or 'Project'.Can I add more items to the "Action Items" column and how can I utilize this in a report? Question 3:How can I link his bank account to GNUcash? .Question 4: Is there any way I can add an extra column when I select "new invoice" for part numbers? Thanks so much for your help and have a blessed week! Martijn ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
