Re: Modification requests

[David G <..hidden..>]

Hi Dee,


On 09/01/17 08:24, o1bigtenor wrote:
> Greetings
>
> Have spent some more time looking through lsmb and have found some
> things that are going to be issues for my use of lsmb.
>
> 1. Entering an AP invoice - - - there seems to be only 1 item allowed
> on an invoice. I all too often get invoices with multiple items,
> occasionally even more than 15 items.
After a little discussion we are not certain how you are having this
problem.
LedgerSMB has from it's beginnings been capable of multiple line items
per invoice.
In fact it can handle hundreds of items per invoice, probably thousands.

The only thought we have here is that perhaps you haven't discovered
that hitting "update" refreshes the state of the entry screen providing
the next blank entry line for use.
There are other mechanisms available to do the same as well, such as
hitting enter from any line item field.
If you have a concern that your installation is behaving differently,
please test on our demo system which I just confirmed does work for
multiple items.
https://efficito.com/demo

>  These items can be 1. 0% tax, 2.
> 5% GST, 0% PST, 3. 0% GST, 8% PST and 4. 5%  GST, 8% PST. The last is
> definitely the most common but the others do show up. Would rather not
> create a separate invoice for every item (which seems the present
> method) and the variabilities of the tax system need to be accounted
> for and tax rules per item would seem to be useful.
Different taxes can be defined, and then Zero or more can be selected
when creating/editing inventory items and services.
These are then automatically selected correctly (per item) when
generating invoices.
>
> 2. There are items where there is a business use of a personal
> expense. For example gas for my car. The rule (formula that I use) is
> 80% item personal, 20% item business and the tax(s) get divided in the
> same way. Is there a some way to create a plug-in that could  be
> called for specific items (say one account #) where such a division of
> costs is then automatically created.
>
> I would enter item as date, gasoline purchased, amount, taxes and the
> plug-in would then change that so there would be 4 accounts debited
> rather than just the overt 2.
>
> (This kind of thing with different formulas gets used for a number of
> different things. Think a home office and its attendant costs or share
> of total costs (electricity, water, waste, heat, interest and
> communications come to mind) for something very common.)
This is not something I've needed to do myself.
However there are likely multiple ways of doing this.
The first one that comes to my mind is to use "Assembly's"
These are essentially a single representation of multiple items.
Another option would be to apply an AR/AP or GL transaction to move the
relevant portion of the credit/debit to a different account.
It's possible that Scheduled Transactions may be helpful here.
>
> TIA
>
> Dee
>
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Please continue to ask questions, we will answer as quickly as we are able.

Out of interest, what accounting system are you currently using?

Regards
David G


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