Re: Questions

On Tue, Feb 25, 2014 at 6:19 PM, o1bigtenor <..hidden..> wrote:

Greetings

I have used a spreadsheet for a general ledger for about the last 25 years and for a long time I couldn't have any more columns than I was already using (I had a sheet developed with about 250 columns). I found ledgersmb and after some time and with assistance was able to get a copy live. I have spent a couple weeks of time each day setting up a chart of accounts to do what I need (farming) that will also keep the federal people happy.

I have run into some things that I either can't find or don't see a way to do.

How do I delete an account or heading from the chart of account?

If the account has no transactions associated, you can delete it. If it has financial transactions, you cannot. In 1.4 we offer an obsolete flag.

This preserves past reporting.

How do I close off a year?

System/Yearend

1. all information is entered
used to be a monthly spreadsheet
2. used another page (spreadsheet) to put all the columns totals on one page (12 lines)

3. Then I would link cells from that general spreadsheet to the spreadsheet that I developed that mimics the federal tax documents.

4. the next year started with empty pages for each month.
(the whole think looked very much like an electronic equivalent to a physical multi-column ledger)

When I close off a year I can transfer information to tax documents.

Is there an easy way to link information from the database to other documents?

There are a few ways, actually.

1. you can export some reports as csv, open in a spreadsheet.

2. Most spreadsheets will connect to the database and you can pull data dynamically there.

I wrote a whitepaper back in 2007 that Microsoft published (and eventually no longer included on their web site) on how to do this from Excel. You can still read it via archive.org

http://web.archive.org/web/20090306142208/http://port25.technet.com/videos/research/excelopendbprimer.pdf

It covers MySQL and PostgreSQL. For other spreadsheets, the techniques may vary. For example, OpenOffice would use jdbc. I haven't tried to do this with Gnumeric.

Once you have a connection, then we can talk about how best to pull the data in. This depends to some extent on what you want (summaries of activity, for example, or more complex reporting).

Best Wishes,

Chris Travers

TIA

Darald

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Best Wishes,

Chris Travers

Efficito: Hosted Accounting and ERP. Robust and Flexible. No vendor lock-in.

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