Re: Linking accounts

[Chris Travers <..hidden..>]

Hi Tracey;

On Sat, Apr 30, 2011 at 10:19 PM, Tracy Reed <..hidden..> wrote:
> Hello all,
>
> Thank you for creating LedgerSMB. FOSS accounting software is a very rare and,
> for most people, un-sexy project. I am glad to see someone taking up the
> challenge and taking LedgerSMB in a better direction than its predecessor. I
> especially look forward to the stabilization of an API so I can integrate other
> parts of my business with the accounting system. I have recently started using
> LedgerSMB in my small business. I have a few basic beginner's questions. I have
> read the LedgerSMB pdf manual which is a very good start but far from
> comprehensive.
>
> When adding a customer how is one supposed to know what customer number to use?

If you don't enter one, it autoincrements.

> Seems like it should auto-fill the field and auto-increment based on existing
> customer numbers. I accidentally just created two customers with the same
> customer number. Glad I caught it or it could have caused serious confusion
> later.
>
> I do not understand how to set up the linking of accounts. Currently the only
> accounts available for an AR transaction are: Sales/General, Sales/Aftermarket
> parts, and Consulting. I have added accounts that better correspond with the
> types of services I sell but do not see how to get them to appear in the
> Account dropdown when making an AR transaction.

On the account screen, it is the Receivables/Income checkbox.
>
> Not so much a question but a comment: It would be nice if it didn't use frames
> and had a more ReSTful URL structure. I often, out of habit, use the
> forward/back arrows and things get really confused. It is also a bit hard to
> know exactly where I am in the app since the url never changes making
> navigation somewhat unintuitive.

We are working on resolving a lot of these but it is likely to be 2.0
before we are there.

Best Wishes,
Chris Travers.