Re: drafting invoices

[Roy Nicholl <..hidden..>]

Chris,

Agreed ... I was not thinking of supporting it with all transactions,  
I just as clear as I should have been.  It should be done for those  
transactions where it makes sense: things like invoices, quotes,  
orders, etc.

.. and yes the presentation should always be separated from the  
method/mechanism.

I'm not certain how using GIFI makes the idea of "rollup accounts"  
not possible.   A "rollup account" could be implemented similarly to  
the "heading/title account" that presently exists ... only it would  
be a container for other accounts (which could either be rollup or  
regular accounts).  It does not require a GIFI code of its own ... in  
fact, it could be implemented solely as a presentation feature/view  
and the "rollup" value calculated at the time the page is produced.

I will look through sourceforge this week and put in an entry if one  
does not exist.

Roy

On 18-Mar-2007, at 17:18, Chris Travers wrote:

> Hi Roy,
> Thoughts in-line.
>
> On 3/18/07, Roy Nicholl <..hidden..> wrote:
> > Chris,
> >
> > That is one of the features of GnuCash I miss after transitioning to
> > SQL-Ledger / LedgerSMB.  In GnuCash, you can edit and save a
> > transaction without posting it ...
>
> I am not sure we want to support this with all transactions.  GL
> transactions, for example, seem to be an area where this would be
> inviting problems.  Invoices and orders, though, could be stored as
> drafts until they are finalized.
>
> > i you attempt to edit a posted
> > transaction, you are warned that it is posted and, in the case of an
> > invoice, are given the option of "unposting" the transaction - this
> > part is not exactly proper accounting procedure, but convenient
> > (being prompted to enter a reversing or corrective transaction/
> > invoice would be an alternative handling of a posted transaction).
> Well, I think we need to separate user interface from mechanism here.
>
> For example,
>
> > While I am at it, the second thing I miss about GnuCash are "rollup
> > accounts" ... this is especially handy for knowing at a glance what I
> > owe the government for GST or Payroll taxes. For example:
>
> Since you probably use GIFI, that option it not available, but I would
> think it would be possible?
>
> Also there is limited support for this in financial reports such as
> the balance sheed (if you click headers and subtotals).  This is based
> on chart headings in the COA.
>
> Also in 1.3, custom reports are going to get a whole lot easier :-)
>
> > I raised this feature request with SQL-Ledger a few years ago and was
> > blown off ... I know it wouldn't happen without a re-think of the
> > present application architecture ... but while we are collecting a
> > wishlist :)
>
> Submit it to sourceforge, if it isn't there already (I think it is,
> actually, but please check).
>
> Best Wishes,
> Chris Travers
>
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