[GNC] delete invoice or bill
Is there a way to delete an invoice created in error or a bill created in error? ___ 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] delete invoice or bill
Sorry, they can’t be deleted. The recommended procedure is to change the bill/invoice number to something like “use next”. You can additionally create a placeholder customer and vendor to assign them to if you like. Then just try to remember at some point to search for any bills/invoices numbered “use next” and edit them to reflect a real new bill/invoice. Regards, Adrien > On Jun 20, 2019, at 10:16 AM, Contact at Starfire Energy > wrote: > > Is there a way to delete an invoice created in error or a bill created in > error? ___ 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] delete invoice or bill
On Fri, Jun 21, 2019 at 2:23 AM Adrien Monteleone wrote: > > On Jun 20, 2019, at 10:16 AM, Contact at Starfire Energy > > wrote: > > > > Is there a way to delete an invoice created in error or a bill created in > > error? > > Sorry, they can’t be deleted. Why? > The recommended procedure is to change the bill/invoice number to something > like “use next”. You can additionally create a placeholder customer and > vendor to assign them to if you like. > > Then just try to remember at some point to search for any bills/invoices > numbered “use next” and edit them to reflect a real new bill/invoice. Instead of letting people correct bad data? Mark ___ 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] delete invoice or bill
> On Oct 22, 2019 w43d295, at 2:44 PM, Mark Hedges > wrote: > > On Fri, Jun 21, 2019 at 2:23 AM Adrien Monteleone > wrote: >>> On Jun 20, 2019, at 10:16 AM, Contact at Starfire Energy >>> wrote: >>> >>> Is there a way to delete an invoice created in error or a bill created in >>> error? >> >> Sorry, they can’t be deleted. > > Why? I don’t know. I didn’t write the code. Maybe Derek (who did) can chime in. Generally though in accounting, you don’t delete *anything*, you instead make correcting entries. Pencils are forbidden in accounting classes because you could erase instead of getting in the habit of making correcting entries. Official paper books in pencil would likely be extremely suspicious in an audit. At least with GnuCash you have the option to unpost a bill/invoice and re-use/re-assign and edit it later. > >> The recommended procedure is to change the bill/invoice number to something >> like “use next”. You can additionally create a placeholder customer and >> vendor to assign them to if you like. >> >> Then just try to remember at some point to search for any bills/invoices >> numbered “use next” and edit them to reflect a real new bill/invoice. > > Instead of letting people correct bad data? > > Mark You can correct bad data, using the procedure I described. If you unpost an invoice, it will not appear in your reports or in your AR/AP registers. So technically, there is no ‘bad data’ in your books any more to correct. Your data file contains a reference to an unposted invoice though. (which is editable) The idea of changing the invoice number to something like ‘use next’ is so that when starting a new invoice/bill, if you get in the habit of searching for that number first, you can then ‘clean out’ those unposted/unused invoices/bills. Unfortunately, there is no other way to keep track of them to remind you that you need to use them. Regards, Adrien ___ 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] delete invoice or bill
On Tue, October 22, 2019 3:44 pm, Mark Hedges via gnucash-user wrote: > On Fri, Jun 21, 2019 at 2:23 AM Adrien Monteleone > wrote: >> > On Jun 20, 2019, at 10:16 AM, Contact at Starfire Energy >> wrote: >> > >> > Is there a way to delete an invoice created in error or a bill created >> in error? >> >> Sorry, they can’t be deleted. > > Why? Because the logic to ensure that an invoice or bill can be safely removed is extremely complex. So complex that it was much easier to just prevent deletion. If you don't like it, patches are always welcome. >> The recommended procedure is to change the bill/invoice number to >> something like “use next”. You can additionally create a placeholder >> customer and vendor to assign them to if you like. >> >> Then just try to remember at some point to search for any bills/invoices >> numbered “use next” and edit them to reflect a real new bill/invoice. > > Instead of letting people correct bad data? This is how you correct bad data -- by re-using the underlying data structure. The assumption is that the user will make more invoices, so re-using vs creating is not an extreme burden. Again, if you don't like this, patches are always welcome. > Mark > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. -derek -- 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] delete invoice or bill
Thanks all. The recommendation below is what we have been doing. I appreciate you looking into it. :) On 10/22/19 1:44 PM, Mark Hedges wrote: On Fri, Jun 21, 2019 at 2:23 AM Adrien Monteleone wrote: On Jun 20, 2019, at 10:16 AM, Contact at Starfire Energy wrote: Is there a way to delete an invoice created in error or a bill created in error? Sorry, they can’t be deleted. Why? The recommended procedure is to change the bill/invoice number to something like “use next”. You can additionally create a placeholder customer and vendor to assign them to if you like. Then just try to remember at some point to search for any bills/invoices numbered “use next” and edit them to reflect a real new bill/invoice. Instead of letting people correct bad data? Mark ___ 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] delete invoice or bill
On Tue, Oct 22, 2019 at 1:13 PM Derek Atkins wrote: > >> The recommended procedure is to change the bill/invoice number to > >> something like “use next”. You can additionally create a placeholder > >> customer and vendor to assign them to if you like. > >> > >> Then just try to remember at some point to search for any bills/invoices > >> numbered “use next” and edit them to reflect a real new bill/invoice. > > > > Instead of letting people correct bad data? > > This is how you correct bad data -- by re-using the underlying data > structure. The assumption is that the user will make more invoices, so > re-using vs creating is not an extreme burden. Vendor A has Job X. I created an invoice for Vendor B and assigned Job X. The invoice was created for Vendor A (from the Job) but I didn't notice, so I had to unpost it. It's the same job from my company's perspective, and the same person, but A was him personally and B was his new LLC. I wasn't able to change the vendor from the invoice edit screen. The erroneous invoice cannot be re-used. I created a new Job Y for Vendor B and created a new invoice. Mark ___ 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] delete invoice or bill
It can be reused. Just assign a different vendor. -derek Sent using my mobile device. Please excuse any typos. On October 23, 2019 12:41:12 PM Mark Hedges wrote: On Tue, Oct 22, 2019 at 1:13 PM Derek Atkins wrote: >> The recommended procedure is to change the bill/invoice number to >> something like “use next”. You can additionally create a placeholder >> customer and vendor to assign them to if you like. >> >> Then just try to remember at some point to search for any bills/invoices >> numbered “use next” and edit them to reflect a real new bill/invoice. > > Instead of letting people correct bad data? This is how you correct bad data -- by re-using the underlying data structure. The assumption is that the user will make more invoices, so re-using vs creating is not an extreme burden. Vendor A has Job X. I created an invoice for Vendor B and assigned Job X. The invoice was created for Vendor A (from the Job) but I didn't notice, so I had to unpost it. It's the same job from my company's perspective, and the same person, but A was him personally and B was his new LLC. I wasn't able to change the vendor from the invoice edit screen. The erroneous invoice cannot be re-used. I created a new Job Y for Vendor B and created a new invoice. Mark ___ 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] delete invoice or bill
There’s a bug report on that point specifically. The invoice screen appears to look like you can edit some data when you can’t. The way to edit then is to click the ‘Edit Invoice’ button, and in that additional dialog, you can change the vendor. This should be documented in the Help or Guide, but if not, that would be another bug that needs to be filed. Regards, Adrien > On Oct 23, 2019 w43d296, at 11:40 AM, Mark Hedges via gnucash-user > wrote: > > On Tue, Oct 22, 2019 at 1:13 PM Derek Atkins wrote: The recommended procedure is to change the bill/invoice number to something like “use next”. You can additionally create a placeholder customer and vendor to assign them to if you like. Then just try to remember at some point to search for any bills/invoices numbered “use next” and edit them to reflect a real new bill/invoice. >>> >>> Instead of letting people correct bad data? >> >> This is how you correct bad data -- by re-using the underlying data >> structure. The assumption is that the user will make more invoices, so >> re-using vs creating is not an extreme burden. > > Vendor A has Job X. I created an invoice for Vendor B and assigned > Job X. The invoice was created for Vendor A (from the Job) but I > didn't notice, so I had to unpost it. It's the same job from my > company's perspective, and the same person, but A was him personally > and B was his new LLC. I wasn't able to change the vendor from the > invoice edit screen. The erroneous invoice cannot be re-used. I > created a new Job Y for Vendor B and created a new invoice. > > Mark > ___ > 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. ___ 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] delete invoice or bill
Hi, Mark Hedges writes: > Vendor A has Job X. I created an invoice for Vendor B and assigned > Job X. The invoice was created for Vendor A (from the Job) but I > didn't notice, so I had to unpost it. It's the same job from my > company's perspective, and the same person, but A was him personally > and B was his new LLC. I wasn't able to change the vendor from the > invoice edit screen. The erroneous invoice cannot be re-used. I > created a new Job Y for Vendor B and created a new invoice. When you assigned Job X to the invoice, it "overrides" the vendor you previously selected, because the vendor is now Job X's vendor (whomever that may be -- in this case Vendor A). To change that you would need to unpost the invoice, then click the "Edit Invoice" button to raise the Edit Invoice Dialog. From there you can re-select the vendor and/or job. Note that a Job applies to a single Vendor, so if Job X -> Vendor A, you cannot have Job X & Vendor B. You would need to create Job Y -> Vendor B and then select Job Y. You are correct that you cannot change it from the Invoice Register window. You need to click "Edit Invoice" to change the owner. > Mark -derek -- 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.
