Re: [GNC] One Job - Many Customers
Hi Nora, First, please remember to CC the list on all replies so that others can chime in and help.. On Thu, September 2, 2021 5:09 pm, Nora wrote: > Thanks Derek > > Are there any work-arounds - like treating the "job/program" as a purchase > order??? > i.e. the customers are "requesting" a program? > Nora My understanding of what you are trying to do is combine invoices for multiple customers into a single "project". GnuCash does not do that, and I cannot think of any way to use the business features to do that. One thing you COULD do is have different A/R accounts "per project", and then you would invoice each person towards the specific A/R account. But that implies each person is paying to one A/R (project) -- you cannot split a single invoice across multiple A/R accounts. The downside with this approach is that it is VERY easy to post to the wrong account, and fixing that could be a lot of cleanup. Another option is to completely forego the business features of GnuCash and just enter the transactions in manually with useful descriptions for you to filter on later. You're right, though -- GnuCash does not have good "Project tracking". When I wrote the business features nearly 20 years ago it just wasn't something that I ever needed, so I didn't build it in. Honestly, I wrote it for my (one-man) consulting firm. Good Luck, > Nora Zylstra-Savage > > > Capturing Stories & Connecting Generations > Writing Coach, Workshops & Content Editing > www.story-lines.ca > 519-853-1187 -derek > > > -Original Message- > From: Derek Atkins [mailto:de...@ihtfp.com] > Sent: September 2, 2021 1:44 PM > To: Nora > Cc: gnucash-user@gnucash.org > Subject: Re: [GNC] One Job - Many Customers > > Hi, > > I'm afraid a Job is really misnamed -- it's really a "Puchase Order" -- a > way to link multiple Invoices. > > GnuCash's invoicing system really doesn't do what you are asking for. > > -derek > > On Thu, September 2, 2021 1:31 pm, Nora wrote: >> Hi User Group, >> >> >> >> I've just joined and set up my chart of accounts and am ready to process >> jobs and customers etc. >> >> Currently you can have one customer to many jobs, But I want one job to >> many >> customers. >> >> >> >> My question: >> >> I run many different classes/programs/courses, each with several >> students/customers attending. >> >> How do I set up the one "program"/job and then invoice or associate >> all >> the customers to that "program/job"? >> >> >> >> When I used quick books - I had one invoice to represent the program >> associated to an income account, and just typed the names in a >> description >> field of the payees/attendees. The individual payments reduced the >> invoice, >> and I used the memo field to list who made the payment. I want to get >> away >> from this as each person is only listed in the memo field and I can't >> easily >> reconcile with the bank by name. >> >> >> >> Thanks so much for your help! >> >> Nora >> >> >> >> >> >> >> >> >> >> Nora Zylstra-Savage >> >> >> >> >> >> Capturing Stories & Connecting Generations >> >> Writing Coach, Workshops & Content Editing >> >> www.story-lines.ca >> >> 519-853-1187 >> >> >> >> >> >> ___ >> 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. >> > > > -- >Derek Atkins 617-623-3745 >de...@ihtfp.com www.ihtfp.com >Computer and Internet Security Consultant > > -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ 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] One Job - Many Customers
Hi Nora, Do you need to be able to produce invoices to send to the students, or is your main concern tracking how much each student owes and has paid? If you don't need to produce invoices I think you could do this by setting up each student as an asset account and have each course as an income account. You would then have transactions from the course to the student to charge them fees for the course. This then allows you to see how much each student owes (their account balance) and how much each course has/will generate. Then when they make payments you will have transactions from your bank account (assuming they are paying into your bank account) to the relevant student account. You can create student accounts by importing a csv file of accounts, then create the fees transactions again by importing a csv file of transactions, and finally import your bank transactions. If they use a consistent reference for the transaction the importer will learn which account the transactions need to go to and the process can therefore be quite quick. David On Thu, 2 Sept 2021 at 18:44, Derek Atkins wrote: > > Hi, > > I'm afraid a Job is really misnamed -- it's really a "Puchase Order" -- a > way to link multiple Invoices. > > GnuCash's invoicing system really doesn't do what you are asking for. > > -derek > > On Thu, September 2, 2021 1:31 pm, Nora wrote: > > Hi User Group, > > > > > > > > I've just joined and set up my chart of accounts and am ready to process > > jobs and customers etc. > > > > Currently you can have one customer to many jobs, But I want one job to > > many > > customers. > > > > > > > > My question: > > > > I run many different classes/programs/courses, each with several > > students/customers attending. > > > > How do I set up the one "program"/job and then invoice or associate all > > the customers to that "program/job"? > > > > > > > > When I used quick books - I had one invoice to represent the program > > associated to an income account, and just typed the names in a description > > field of the payees/attendees. The individual payments reduced the > > invoice, > > and I used the memo field to list who made the payment. I want to get > > away > > from this as each person is only listed in the memo field and I can't > > easily > > reconcile with the bank by name. > > > > > > > > Thanks so much for your help! > > > > Nora > > > > > > > > > > > > > > > > > > > > Nora Zylstra-Savage > > > > > > > > > > > > Capturing Stories & Connecting Generations > > > > Writing Coach, Workshops & Content Editing > > > > www.story-lines.ca > > > > 519-853-1187 > > > > > > > > > > > > ___ > > 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. > > > > > -- >Derek Atkins 617-623-3745 >de...@ihtfp.com www.ihtfp.com >Computer and Internet Security Consultant > > ___ > 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. -- David Whiting ___ 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] One Job - Many Customers
Hi, I'm afraid a Job is really misnamed -- it's really a "Puchase Order" -- a way to link multiple Invoices. GnuCash's invoicing system really doesn't do what you are asking for. -derek On Thu, September 2, 2021 1:31 pm, Nora wrote: > Hi User Group, > > > > I've just joined and set up my chart of accounts and am ready to process > jobs and customers etc. > > Currently you can have one customer to many jobs, But I want one job to > many > customers. > > > > My question: > > I run many different classes/programs/courses, each with several > students/customers attending. > > How do I set up the one "program"/job and then invoice or associate all > the customers to that "program/job"? > > > > When I used quick books - I had one invoice to represent the program > associated to an income account, and just typed the names in a description > field of the payees/attendees. The individual payments reduced the > invoice, > and I used the memo field to list who made the payment. I want to get > away > from this as each person is only listed in the memo field and I can't > easily > reconcile with the bank by name. > > > > Thanks so much for your help! > > Nora > > > > > > > > > > Nora Zylstra-Savage > > > > > > Capturing Stories & Connecting Generations > > Writing Coach, Workshops & Content Editing > > www.story-lines.ca > > 519-853-1187 > > > > > > ___ > 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. > -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant ___ 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] One Job - Many Customers
Hi User Group, I've just joined and set up my chart of accounts and am ready to process jobs and customers etc. Currently you can have one customer to many jobs, But I want one job to many customers. My question: I run many different classes/programs/courses, each with several students/customers attending. How do I set up the one "program"/job and then invoice or associate all the customers to that "program/job"? When I used quick books - I had one invoice to represent the program associated to an income account, and just typed the names in a description field of the payees/attendees. The individual payments reduced the invoice, and I used the memo field to list who made the payment. I want to get away from this as each person is only listed in the memo field and I can't easily reconcile with the bank by name. Thanks so much for your help! Nora Nora Zylstra-Savage Capturing Stories & Connecting Generations Writing Coach, Workshops & Content Editing www.story-lines.ca 519-853-1187 ___ 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.
