Re: [GNC] One more question on treansaction taxes
Thanks ever s much Derek. That was the ticket - I had the tax table done, but each item was just linked to Liabilities. I didn’t drill down far enough for the tax accounts. Thanks! Nora -Original Message- From: Derek Atkins [mailto:de...@ihtfp.com] Sent: September 3, 2021 7:57 AM To: Nora Cc: gnucash-user@gnucash.org Subject: RE: [GNC] One more question on treansaction taxes Hi, On Thu, September 2, 2021 9:02 pm, Nora wrote: > Hi Derek, > > OK - Like I've done in QB, one invoice with the project name as the > customer and the units represent number of attendees and make partial > payments that represent the actual payments coming in with a note in the > memo field. Yes, that would work. The only downside is that it would not really give you easy access to the list of attendees who have not paid you, only the *number* of people who haven't paid. > ONE other question - I've tried entering a bill, with several > transactions, using the "tax" option and had previously added the > subaccounts - "Tax on Purchases" and "Tax on Sales" in my Liabilities > section as suggested. It did not automatically enter the total tax into > the correct sub account??? - just into Liabilities as a negative. What did > I do wrong or miss Did you create the necessary Tax Table first? You need to assign the tax %ages and Tax Holding accounts, and then you need to apply that Tax Table *AND* mark the Invoice/Bill line-item as "Taxable". > Nora -derek > > -Original Message- > From: Derek Atkins [mailto:de...@ihtfp.com] > Sent: September 2, 2021 7:52 PM > To: Nora > Cc: gnucash-user@gnucash.org > Subject: 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"? >>> >>> >>> >
Re: [GNC] One more question on treansaction taxes
Hi, On Thu, September 2, 2021 9:02 pm, Nora wrote: > Hi Derek, > > OK - Like I've done in QB, one invoice with the project name as the > customer and the units represent number of attendees and make partial > payments that represent the actual payments coming in with a note in the > memo field. Yes, that would work. The only downside is that it would not really give you easy access to the list of attendees who have not paid you, only the *number* of people who haven't paid. > ONE other question - I've tried entering a bill, with several > transactions, using the "tax" option and had previously added the > subaccounts - "Tax on Purchases" and "Tax on Sales" in my Liabilities > section as suggested. It did not automatically enter the total tax into > the correct sub account??? - just into Liabilities as a negative. What did > I do wrong or miss Did you create the necessary Tax Table first? You need to assign the tax %ages and Tax Holding accounts, and then you need to apply that Tax Table *AND* mark the Invoice/Bill line-item as "Taxable". > Nora -derek > > -Original Message- > From: Derek Atkins [mailto:de...@ihtfp.com] > Sent: September 2, 2021 7:52 PM > To: Nora > Cc: gnucash-user@gnucash.org > Subject: 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. >>> - >>>
Re: [GNC] One more question on treansaction taxes
Hi Derek, OK - Like I've done in QB, one invoice with the project name as the customer and the units represent number of attendees and make partial payments that represent the actual payments coming in with a note in the memo field. ONE other question - I've tried entering a bill, with several transactions, using the "tax" option and had previously added the subaccounts - "Tax on Purchases" and "Tax on Sales" in my Liabilities section as suggested. It did not automatically enter the total tax into the correct sub account??? - just into Liabilities as a negative. What did I do wrong or miss Nora -Original Message- From: Derek Atkins [mailto:de...@ihtfp.com] Sent: September 2, 2021 7:52 PM To: Nora Cc: gnucash-user@gnucash.org Subject: 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
