[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: 1.3.38-rc1 on Monday?

Hi, Eric,

Oh, interesting. I think you and I are after exactly the same thing, but we're starting with a different report.

I use AR -> Reports -> Transactions (summary).

I'm guessing you use AR -> Reports -> Outstanding (detail).

A summary report on the first is almost exactly the same as a details report on the second. Almost, but not quite...

So yes, I see AR -> Reports -> Outstanding -> summary as not something I need all the time -- and if it's misleading, that should get fixed.

AR -> Reports -> Transactions -> detail has too much detail -- it expands all of the line items on invoices, so it's now much longer.

I'm seeing one difference between the two: Transactions is showing transactions that are out of balance by a fraction of a cent (the old invoices with calculated sales tax) while Outstanding omits them.

Otherwise we often are using Transactions to get a customer invoice history, by selecting the "closed" checkbox. For that reason alone, I would like to preserve the summary default there, though I can have people switch to the Outstanding report for the more typical use...

I wonder if it might make sense to actually split these into 3 reports? Seems like it would be confusing to have two reports lead to pretty much the same thing -- both with "summary" and "detail" options that do different things. What we have here are four different reports with two that are the same. How about splitting into something like:

- Invoices/Transactions (with options for open and closed, the report both you and I use)
- Customer outstanding totals (outstanding summary, hopefully fixed to only include open transactions)
- Items (Transaction detail report)

Not sure the second one is necessary, with the aging report also available...

John Locke

On 02/15/2014 12:56 PM, Erik Huelsmann wrote:
Hi John,

On Sat, Feb 15, 2014 at 8:03 PM, John Locke <..hidden..> wrote:
What is the rationale for:

* Reports all default to detail instead of summary (Erik H)

... I noticed this change on our production instance, and I'm actually finding it a bit annoying, most of the time I would prefer a summary by default, at least on the open invoice reports, which we run 10 times as much as all the rest of them...

The reason I made this change is really *because* of the summary open invoice report. For a number of reasons:

1. There is no way to click through to the details report on the summary, which confuses new users (they can't find their invoices)
2. The numbers on the open invoice summary are off: the amounts of all invoices (even the closed ones) are included.
3. The change didn't seem too invasive from where I stand: my bookkeeper and I only select the summary by accident (ie we only use details).

However, if this change breaks workflow for a large number of people, I'm not against adding a drill down into the details in some column. However, than still leaves the issue of the numbers of the summary being off (which has thrown me off more than once).

That's the rationale. Now, with the above on the table, how do you want to proceed? Do you want it removed from the release? Do you see other options to address the issues above?

Thanks for bringing up the discussion before the release! :-)



http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.

Android apps run on BlackBerry 10
Introducing the new BlackBerry 10.2.1 Runtime for Android apps.
Now with support for Jelly Bean, Bluetooth, Mapview and more.
Get your Android app in front of a whole new audience.  Start now.


Ledger-smb-devel mailing list