Re: [GNC] Fixing incorrect Vendor for invoices
I could be mistaken, but I think a bug report was already filed on this. (It may have just been a list discussion though) I tend to agree. The 'Edit' buttons that appear next to the Vendor/Customer and Job do not 'speak' to me as allowing me to edit the details of the Vendor/Customer or Job assigned, but rather edit the field that contains *which* Vendor/Customer or Job is *assigned* to the Invoice/Bill. I only know these buttons work this way because I've long ago been bitten by this poor context. I'm in the same bucket as the others who interpreted those buttons differently than the designer(s) intended. There are other ways to edit those details. I'd vote for removing the buttons entirely. Regards, Adrien On 8/28/22 8:29 PM, Eric Hammond wrote: At least two of us users have been confused when editing / fixing Vendor or Customer field in Invoices or Bills (and created somewhat of a mess) I would request for the next GnuCash update: All fields in the Invoice's "Invoice Information" & "Billing Information" panels, and in the Bill's "Bill Information" & "Billing Information" panels be locked, and maybe, grayed out. That would force using the "Edit Invoice" or "Edit Bill" features in the top ribbon, which work exactly as users (at least 2 of us) would expect. Thank you for the consideration, Eric ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Fixing incorrect Vendor for invoices
At least two of us users have been confused when editing / fixing Vendor or Customer field in Invoices or Bills (and created somewhat of a mess) I would request for the next GnuCash update: All fields in the Invoice's "Invoice Information" & "Billing Information" panels, and in the Bill's "Bill Information" & "Billing Information" panels be locked, and maybe, grayed out. That would force using the "Edit Invoice" or "Edit Bill" features in the top ribbon, which work exactly as users (at least 2 of us) would expect. Thank you for the consideration, Eric Date: Sun, 28 Aug 2022 16:02:07 +1000 From: Liz To: gnucash-user@gnucash.org Subject: Re: [GNC] Fixing incorrect Vendor for invoices Message-ID: <20220828160207.1c374...@billiau.net> Content-Type: text/plain; charset=US-ASCII On Sat, 27 Aug 2022 18:13:29 + Eric Hammond wrote: > Hi Derek, > > So this is a "hidden" feature! > On the unposted invoice, Billing Information panel, the Customer > field has an "Edit..." button, which to me means I can select the > customer. Instead, it only allows altering the Customer information. > > Currently the proper way is to go to the top GnuCash ribbon and > select "Edit Invoice" which then allows the proper "Customer ... > Select" option. > > This is very non-intuitive: I can't think of any reason I would want > to edit the basic Customer information from an invoice. Possibly a > fix for a later release? > > Thanks for your help, > Eric > I had tried to alter an invoice to a different customer and found myself with a similar problem. Now I have all of that data under one customer and a customer entry now called "Reuse me" for next time I have a new customer. I see Derek said its by design, but it caught me too. I was not aware that the menu entry "Edit Invoice" had different powers to choosing "View/Edit Invoice" from a search panel. Liz ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Fixing incorrect Vendor for invoices
On Sat, 27 Aug 2022 18:13:29 + Eric Hammond wrote: > Hi Derek, > > So this is a "hidden" feature! > On the unposted invoice, Billing Information panel, the Customer > field has an "Edit..." button, which to me means I can select the > customer. Instead, it only allows altering the Customer information. > > Currently the proper way is to go to the top GnuCash ribbon and > select "Edit Invoice" which then allows the proper "Customer ... > Select" option. > > This is very non-intuitive: I can't think of any reason I would want > to edit the basic Customer information from an invoice. Possibly a > fix for a later release? > > Thanks for your help, > Eric > I had tried to alter an invoice to a different customer and found myself with a similar problem. Now I have all of that data under one customer and a customer entry now called "Reuse me" for next time I have a new customer. I see Derek said its by design, but it caught me too. I was not aware that the menu entry "Edit Invoice" had different powers to choosing "View/Edit Invoice" from a search panel. Liz ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Fixing incorrect Vendor for invoices
No, this behavior is by design. -derek Sent using my mobile device. Please excuse any typos. On August 27, 2022 14:13:37 Eric Hammond wrote: Hi Derek, So this is a "hidden" feature! On the unposted invoice, Billing Information panel, the Customer field has an "Edit..." button, which to me means I can select the customer. Instead, it only allows altering the Customer information. Currently the proper way is to go to the top GnuCash ribbon and select "Edit Invoice" which then allows the proper "Customer ... Select" option. This is very non-intuitive: I can't think of any reason I would want to edit the basic Customer information from an invoice. Possibly a fix for a later release? Thanks for your help, Eric -Original Message- From: Derek Atkins Sent: Friday, August 26, 2022 4:26 PM To: Eric Hammond Cc: gnucash-user@gnucash.org Subject: RE: [GNC] Fixing incorrect Vendor for invoices HI, You want to make sure you SELECT vendor, not EDIT vendor. There is a difference! -derek On Fri, August 26, 2022 5:30 pm, Eric Hammond wrote: Thanks Derek, This worked, but it is really tricky: Editing the vendor pops up (apparently) the actual Vendor information "card" I changed the Vendor name, and found I now had two Vendor cards with the same name and different ID numbers. Which showed the wrong Vendor in other Bills. Thankfully I had not saved the file, so I bailed and tried again. I discovered that I had to simultaneously change the vendor's name AND ID to the correct one in the edit form. Eric -Original Message- From: Derek Atkins Sent: Friday, August 26, 2022 12:48 PM To: Eric Hammond Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Fixing incorrect Vendor for invoices HI, On Fri, August 26, 2022 3:25 pm, Eric Hammond wrote: Somehow, I picked the wrong vendor when entering many bills in GnuCash, and posted them. I find that Vendor entry in the bill is not changeable, even after un-posting them. Is there a way, other than deleting and re-entering them, to correct this? Thanks - Unpost Bill - Edit Bill (this pops up the dialog similar to the New Bill dialog) - From there you can select a new Vendor. Eric 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 -- 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 - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Fixing incorrect Vendor for invoices
Hi Derek, So this is a "hidden" feature! On the unposted invoice, Billing Information panel, the Customer field has an "Edit..." button, which to me means I can select the customer. Instead, it only allows altering the Customer information. Currently the proper way is to go to the top GnuCash ribbon and select "Edit Invoice" which then allows the proper "Customer ... Select" option. This is very non-intuitive: I can't think of any reason I would want to edit the basic Customer information from an invoice. Possibly a fix for a later release? Thanks for your help, Eric -Original Message- From: Derek Atkins Sent: Friday, August 26, 2022 4:26 PM To: Eric Hammond Cc: gnucash-user@gnucash.org Subject: RE: [GNC] Fixing incorrect Vendor for invoices HI, You want to make sure you SELECT vendor, not EDIT vendor. There is a difference! -derek On Fri, August 26, 2022 5:30 pm, Eric Hammond wrote: > Thanks Derek, > > This worked, but it is really tricky: > Editing the vendor pops up (apparently) the actual Vendor information > "card" > I changed the Vendor name, and found I now had two Vendor cards with > the same name and different ID numbers. > Which showed the wrong Vendor in other Bills. > Thankfully I had not saved the file, so I bailed and tried again. > I discovered that I had to simultaneously change the vendor's name AND > ID to the correct one in the edit form. > > Eric > > -Original Message- > From: Derek Atkins > Sent: Friday, August 26, 2022 12:48 PM > To: Eric Hammond > Cc: gnucash-user@gnucash.org > Subject: Re: [GNC] Fixing incorrect Vendor for invoices > > HI, > > On Fri, August 26, 2022 3:25 pm, Eric Hammond wrote: >> Somehow, I picked the wrong vendor when entering many bills in >> GnuCash, and posted them. >> I find that Vendor entry in the bill is not changeable, even after >> un-posting them. >> Is there a way, other than deleting and re-entering them, to correct >> this? >> Thanks > > - Unpost Bill > - Edit Bill (this pops up the dialog similar to the New Bill dialog) > - From there you can select a new Vendor. > >> Eric > >> 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 > > -- 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 - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Fixing incorrect Vendor for invoices
HI, You want to make sure you SELECT vendor, not EDIT vendor. There is a difference! -derek On Fri, August 26, 2022 5:30 pm, Eric Hammond wrote: > Thanks Derek, > > This worked, but it is really tricky: > Editing the vendor pops up (apparently) the actual Vendor information > "card" > I changed the Vendor name, and found I now had two Vendor cards with the > same name and different ID numbers. > Which showed the wrong Vendor in other Bills. > Thankfully I had not saved the file, so I bailed and tried again. > I discovered that I had to simultaneously change the vendor's name AND ID > to the correct one in the edit form. > > Eric > > -Original Message- > From: Derek Atkins > Sent: Friday, August 26, 2022 12:48 PM > To: Eric Hammond > Cc: gnucash-user@gnucash.org > Subject: Re: [GNC] Fixing incorrect Vendor for invoices > > HI, > > On Fri, August 26, 2022 3:25 pm, Eric Hammond wrote: >> Somehow, I picked the wrong vendor when entering many bills in >> GnuCash, and posted them. >> I find that Vendor entry in the bill is not changeable, even after >> un-posting them. >> Is there a way, other than deleting and re-entering them, to correct >> this? >> Thanks > > - Unpost Bill > - Edit Bill (this pops up the dialog similar to the New Bill dialog) > - From there you can select a new Vendor. > >> Eric > >> 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 > > -- 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 - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Fixing incorrect Vendor for invoices
Thanks Derek, This worked, but it is really tricky: Editing the vendor pops up (apparently) the actual Vendor information "card" I changed the Vendor name, and found I now had two Vendor cards with the same name and different ID numbers. Which showed the wrong Vendor in other Bills. Thankfully I had not saved the file, so I bailed and tried again. I discovered that I had to simultaneously change the vendor's name AND ID to the correct one in the edit form. Eric -Original Message- From: Derek Atkins Sent: Friday, August 26, 2022 12:48 PM To: Eric Hammond Cc: gnucash-user@gnucash.org Subject: Re: [GNC] Fixing incorrect Vendor for invoices HI, On Fri, August 26, 2022 3:25 pm, Eric Hammond wrote: > Somehow, I picked the wrong vendor when entering many bills in > GnuCash, and posted them. > I find that Vendor entry in the bill is not changeable, even after > un-posting them. > Is there a way, other than deleting and re-entering them, to correct this? > Thanks - Unpost Bill - Edit Bill (this pops up the dialog similar to the New Bill dialog) - From there you can select a new Vendor. > Eric > 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 - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Fixing incorrect Vendor for invoices
HI, On Fri, August 26, 2022 3:25 pm, Eric Hammond wrote: > Somehow, I picked the wrong vendor when entering many bills in GnuCash, > and posted them. > I find that Vendor entry in the bill is not changeable, even after > un-posting them. > Is there a way, other than deleting and re-entering them, to correct this? > Thanks - Unpost Bill - Edit Bill (this pops up the dialog similar to the New Bill dialog) - From there you can select a new Vendor. > Eric > 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 - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
