Simon,
I'm not sure why this reply from you was not appearing on the list. The
server must have had a hiccup.
I'm quoting and replying inline below.
Regards,
Adrien
On 1/2/23 9:21 PM, Simon Roberts wrote:
Oh... so the fields to show are specific to the invoice? Oh, that's a pity, and
we were doing so well!
I'm not sure what you mean, but the invoice fields are generic to all
invoices.
The *options* are a feature of Reports. Different reports have different
options. There is no way for GnuCash to know what options to show you to
customize until a report is run. Otherwise, there is no sane context for
those options. That's why the button on the toolbar and the menu entry
are not visible until you have a report on screen.
Is there a mechanism for configuring the default selections? Having to do the
same selections (well, de-selections) every time will have my bookkeeper
whining.
Yes. Read up in the Help &/or Tutorial documents about Saved Report
Configurations. However, as I noted earlier, while this lets you save a
set of options (including which stylesheet to use) you have to run it
first, then select an invoice, then apply that change to see the final
invoice as desired. It is quite cumbersome especially if you're dealing
with many invoices.
There are other places in the app, such as the Find Invoice dialog, the
Customer Report, and the AR register, where you can click an invoice
number to generate an Invoice Report with less effort. But there is no
way to apply a saved configuration automatically as a default. In fact,
there's no way to apply a saved configuration to an already open Invoice
Report. (or any report) You have to 'run' the saved configuration first.
That works okay for things like a Balance Sheet or Income Statement. It
isn't fun for invoices.
Think of Saved Configurations as their own customized reports. But you
can't specify one to always be 'your default' for that type of report.
The workflow/UX in that regard could use a major revamp.
I guess if all else fails, I try to learn scheme. It looks a helluvalot like
lisp, and I had a handle on that 35 years or so ago, so that's not completely
inconceivable.
Scheme is indeed, a dialog of Lisp.
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