Were I running the membership I would create a customer account for each member and raise invoices, then you could use whatever customer/payment tracking reports are available. This would simplify the whole process and obviate the need for convoluted reporting processes.
On Sun, 8 Sept 2024 at 06:40, sunfish62--- via gnucash-user < [email protected]> wrote: > I use the approach that Tommy describes for my charitable donations and it > works pretty well for comparing a moderate number of entries. I created two > reports that are identical except for the date range (one for current year, > the other for previous) and put them side by side on a multi column report > page, which I also saved. Now, when I want to see whether I'm up to date > with contributions, I run the saved multicolumn report. > > I'm not certain about how well it scales, but even with 300 entries, it > could be addressed in a reasonable time. > > David T. > > On Sep 8, 2024, 3:19 AM, at 3:19 AM, Tommy Trussell < > [email protected]> wrote: > >On Sat, Sep 7, 2024 at 3:50 PM Gareth Davies via gnucash-user < > >[email protected]> wrote: > > > >> All the members have their names and membership numbers entered on > >one > >> line. > >> > >> I can do a search using their individual membership no or names, but > >that > >> only brings up the payment history for that one person. > >> > >> To do that for over 300 members would be a nightmare > >> > > > >The most certain way to handle it would be to create a separate account > >in > >GnuCash for each member and use something like the budget reports to > >generate lists, but it sounds like that would be a great deal of effort > >with 300 members. > > > >Given the way you describe entering the membership information (names > >and > >membership numbers OR membership numbers and names -- hopefully you > >were > >consistent from year to year!) I suggest you can generate a Transaction > >report on whatever asset account(s) you used to receive the membership > >money, sorted by whatever line you used to enter the information > >(Description, Notes or Memo, for instance) and generate that report for > >a > >period of two years. Looking through it, you should be able to quickly > >see > >the folks who have only one entry for the two years. > > > >You may need to go back and do some clean-up of your data to enforce > >some > >consistency, and distinguish between people with similar names or > >mis-entered membership numbers. > > > >NOTE this should still work fine if you received money into separate > >accounts (checking, Venmo, PayPal) as long as you were consistent in > >the > >way you entered the information about each member. > > > > > >> > >> > On 7 Sep 2024, at 9:08 PM, Murugan Mariappan > ><[email protected]> > >> wrote: > >> > > >> > You need to provide little more details on how you are registering > >> payments. Does the payments have identifiers mapping to members ? > >> > > >> > Best way in your use case is to raise invoices to each member and > >update > >> payments so that you can track the invoices for payment. > >> > > >> > Regard > >> > > >> > Murugan > >> > > >> > > >> >> On 07-09-2024, at 15:42, Gareth Davies via gnucash-user < > >> [email protected]> wrote: > >> >> > >> >> Hi, > >> >> As the Treasurer of a Club, I have been asked by the Membership > >> Secretary to find out from the Membership Fee section, who hasn’t > >paid > >> their Subscription for this year. > >> >> > >> >> My question is, is there a way to compare this year’s payments to > >the > >> previous years, to find out who hasn’t paid. > >> >> TIA > >> >> Sent from my iPad > >> >> _______________________________________________ > >> >> gnucash-user mailing list > >> >> [email protected] > >> >> To update your subscription preferences or to unsubscribe: > >> >> https://lists.gnucash.org/mailman/listinfo/gnucash-user > >> >> ----- > >> >> Please remember to CC this list on all your replies. > >> >> You can do this by using Reply-To-List or Reply-All. > >> > >> _______________________________________________ > >> gnucash-user mailing list > >> [email protected] > >> To update your subscription preferences or to unsubscribe: > >> https://lists.gnucash.org/mailman/listinfo/gnucash-user > >> ----- > >> Please remember to CC this list on all your replies. > >> You can do this by using Reply-To-List or Reply-All. > >> > >_______________________________________________ > >gnucash-user mailing list > >[email protected] > >To update your subscription preferences or to unsubscribe: > >https://lists.gnucash.org/mailman/listinfo/gnucash-user > >----- > >Please remember to CC this list on all your replies. > >You can do this by using Reply-To-List or Reply-All. > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
