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Re: Forgetting to post printed/mailed invoices: add Print+Post button?



I started to respond point by point, but I'll just instead say:

+1 on all points.

Luke

On Tue, 17 May 2011, ario wrote:

Great idea, at least with respect to the Post command.
For Update I don't consider it very useful, but who am I...
But, configurability of this option in the Preferences or System menu
seems a must to me, so pple won't have to keep checking or unchecking
check boxes with every Print or Email command.

Another thing... Many times I am behind schedule with entering
transactions from previous days and I guess I'm not the only one.
So when processing date 'x' while it is date 'y' , one has to keep
changing the date to 'x'. I would be nice if the next transaction would
automatically take over the date of the previous transaction, and not
the current date of the system. Once one proceeds to date 'x+1', it is
only needed to change the date once, and the next transactions for that
date will have the correct date already filled out. If the same would
happen in the payment date fields of AP and AR, life would be simpler
and work would go faster. For me, that is.

Thanks.


On Mon, 2011-05-16 at 17:10 -0700, Chris Travers wrote:
On Mon, May 16, 2011 at 2:47 PM, Erik Huelsmann <..hidden..> wrote:
Hi,

A friend of mine and I are working toward taking LedgerSMB as our
accounting system. We like the direction of development and its
improvements over SQL-Ledger.

However, one item my friend has bad memories about is the fact that
it's easy to print invoices (or e-mail them) without posting them (or
vice-versa). It's a workflow inherited from SQL-Ledger that has caused
problems for him in a previous company.

I'd like to propose addition of a Post+Print and a Post+E-mail button,
which prints or mails the invoice after succesfully posting it. What
do others say about this idea? I could create a patch to make it
happen if it's generally considered an improvement.

I have been thinking about this and have a better idea.

This is something which has been a real headache regarding this
software since before we forked.  Part of the problem is user
confusion and the fact that the interface is not entirely clear as to
what it is doing.

What about moving "Print" and "Email" to checkboxes which could be
done along side post or update operations?  This wouldn't require new
strings or anything, and it might make the UI a lot clearer and more
intelligible.  Plus when I click "update" I might not be expecting it
to save.... If I click "Print" that's a different thing.

What do people think?

Best Wishes,
Chris Travers

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