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

[Phil <..hidden..>]

Printing multiple invoices is a painful experience. This functionality
needs to be tied in with the AR aging report or somewhere similar - at
present I have to list the Sales Invoices for a customer via AR Aging
or Outstanding, go into each individual Sales Invoice and hit print,
download the PDF, open it, etc.

It would be nice if I could select all the relevant invoices from the
list (checkboxes), hit print on the same page, and get one PDF.

Phil

On Fri, May 20, 2011 at 11:36 PM, Luke <..hidden..> wrote:
> 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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