Re: Modification requests

[o1bigtenor <..hidden..>]

Greetings

On Mon, Jan 9, 2017 at 8:39 AM, David G <..hidden..> wrote:
> 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

Asked the question because nothing suggests that there can be multiple lines.
Just looking at the 'Add Vendor Invoice' page. There is nothing to suggest that
update does that. Looked in the manual as well and there is no hint that multi-
line is possible. When one knows its possible - - - well then you poke around
differently.
>
>>  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.

I would guess then that you are paying more taxes than you need to.
This is a great way of moving household expenses into business
expenses legally. Here I can take the percentage of the house that
is the office and that part of the mortgage interest now becomes a
business expense. This is also done on all the utilities and all forms
of communication expenses (phone, cell, internet). Doesn't sound
like much but over a year it generates thousands of dollars of business
expenses. When the business pays for them now the business makes
less money (home office expenses) and there is less net income.
Surprised that this isn't mentioned because I've been using this
expensing since I set it up for my parents almost 40 years ago.
If you are using an accountant for your tax stuff I would ask why they
haven't told you about it. If it is possible in your jurisdiction and your
accountant hasn't told you about it I would suggest that you find a
new accountant!!

> 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.

As it is a single item that is costed to a number of different accounts I'm
not sure how that would work. Looking at the form right now and see how
it would work well in the combining of things but this is the taking of 1 item
and breaking it into a defined number of accounts. Scratching my head
but not seeing how it would fit.

> 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.

That makes for even more transactions and you would have to do the
modifications manually. Two things I'm not trying to do.

> It's possible that Scheduled Transactions may be helpful here.

Are you meaning 'Recurring Transactions'?

Looking at a 'General Ledger Transaction' it might be possible to use some
kind of 'Save Template' kind of thing.

In the poking and prodding I'm doing on lsmb I'm finding that it is not
possible to know what fields need to have values and which should be filled
out by the system (consecutive numbering of whatevers) or should be linked to
some other part of the system. No much mention of any of this in the manual
either.

I am also using lots of electronic transactions. Not sure I want to link things
from banks (really don't trust them much) directly into lsmb. Is there any way
to expedite entering electronic transactions. (Thinking paying a
utility bill, or the
automatic insurance or . . .    .)

> Please continue to ask questions, we will answer as quickly as we are able.
>
> Out of interest, what accounting system are you currently using?

Been using Ledger-cli for a while. Works fine but as I'm looking at something
where I want to off-load the record keeping (I'm starting another enterprise)
Ledger-cli works great as a single user system but its challenging for someone
who isn't into cli and its definitely NOT multi-user.

Thanking you for your assistance and consideration!

Dee

------------------------------------------------------------------------------
Developer Access Program for Intel Xeon Phi Processors
Access to Intel Xeon Phi processor-based developer platforms.
With one year of Intel Parallel Studio XE.
Training and support from Colfax.
Order your platform today. http://sdm.link/xeonphi
_______________________________________________
Ledger-smb-users mailing list
..hidden..
https://lists.sourceforge.net/lists/listinfo/ledger-smb-users