Chris Travers <..hidden..> wrote:
> Ok so as I understand it the problem is that reversals and their re-entries,
> when shown by default on gl searches clutter them.
> I guess I think there are three prongs to a strategy to make this better.
> 1. First we have the draft interface which lets you review and change a
> transaction until you decide it is ready to post. So one question is what we
> can do to make that more useful in terms of avoiding these problems. Are
> there any reports to add? Note in 1.4 everything can be a draft (including
> invoices with inventory).
a) The drafts are not easily found and not always editable when I think they
should be.
b) I need to see the reconciliation report with all the drafts that I
entered. I won't know if I put the correct amount of CREDIT CARD interest
(or I got the sign right if a GL entry) until I see the reconcilation report.
I don't need to *submit* the reconciliation report with unposted drafts.
c) I need to be able to work incrementally so that each time I hit update on
the reconciliation report I can see the new reports.
d) I need to be able to edit the drafts even though the reconciliation report
shows them.
> 2. Do we need a "voided" flag that can be used to hide voids and voided
> transactions from some searches?
Yes.
> 3. Are there any other workflow issues in the current approach?
I'd like to see all things remain as "DRAFT" until they are marked "cleared"
in a reconciliation.
--
] Never tell me the odds! | ipv6 mesh networks [
] Michael Richardson, Sandelman Software Works | network architect [
] ..hidden.. http://www.sandelman.ca/ | ruby on rails [
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