Hi Adrien,
Thanks for pointing to the "Reconciliation Report" as per
https://lists.gnucash.org/pipermail/gnucash-devel/2017-June/040768.html.
It could be used to sort and filter the data, provided that I adjust the
way how I record the transactions.
So, until anything better comes, I'll stick to this.
br,
Milan
On 22/06/17 20:42, Adrien Monteleone wrote:
Milan,
Check out the new reports that Doug Doughty has posted here and in the
gnucash-devel mailing list. I’m not sure if he’s posted them online anywhere.
He has some transaction report enhancements and a comparison report that might
get you what you are looking for. They have the ability to match several
criteria. Once set, you could save the report configuration and alternatively
keep it in an open tab and just refresh it as needed.
I suspect features like what you are looking for will be easier to implement
and more likely to happen once the move to a full database oriented app is
complete.
Regards,
Adrien
On Jun 22, 2017, at 6:19 AM, Milan Knížek <[email protected]> wrote:
Hi David,
yes I did, but that's fairly clumsy for any other use than for billing. In my
case, I am interested in a better controll of loans (receivables). The
functionality would be useful also for other stuff, like keeping an eye on
prepaid expenses (or accruals in general - for any who strictly follow
accrueing principles)
The idea is that GnuCash would have to be able to "match" various transactions of the same a/c, whose net balance (Dr -
Cr) is zero - say with a separate data field for "matching reference number". A simple GUI for selecting the open items
for matching would do the job. Or may be direct "clicking" in the "Matched" field? (There is an empty field
below the "Due Date" in Double Line View.)
On 22/06/17 12:03, DaveC49 wrote:
Hi Milan,
Have you looked at the Payables Ageing report and the Receivables Ageing
Report? You can click on the customer/Vendor to identify the company
involved and the amount to bring up a summary of the invoice involved. The
A/R and A/P accounts are really only meant to be used with the business
invoice/bill features in any case. A list would be a good feature in
addition to the standard ageing reports for following up. on customers and
outstanding bills
David
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