List, Just to close out this question:
I have downloaded the 1.4.17-rc1 release and have found that the description field is now filled in on export to html and to pdf. Thanks, Jerry On Fri, Oct 2, 2015 at 11:38 PM, JBash <bashve...@gmail.com> wrote: > Thank you, Erik. > > I have loaded the 'demo_with_images' templates. > > I will certainly put the fix into my template if you wouldn't mind > providing it. > > I assume that the normal workflow with ledgersmb is to generate an invoice > (possibly following a sales order, in some cases), and then when payment is > received to enter a receipt (from Cash->Receipts) menu. That seemed to be > what worked for me in capturing and recording income. Is that the normal / > recommended / usual approach, or are there other things I should consider > in using ledgersmb. > > That was the workflow I was assuming when I discovered this behavior. I > was planning on using the template (with some minor modifications for our > particular business) to send to customers, and found that it didn't fill in > the description field. > > I should note that I am not an accountant, so I apologize if these are > obvious questions. > > Lastly, thank you very much for your work on this software and your > support. It does indeed look very promising and I hope to be able to > convert to using it for the bookkeeping for our businesses. > > > Jerry > > On Fri, Oct 2, 2015 at 6:24 AM, Erik Huelsmann <ehu...@gmail.com> wrote: > >> Hi Jerry, >> >> On Thu, Oct 1, 2015 at 8:13 PM, JBash <bashve...@gmail.com> wrote: >> >>> I'm using ledgersmb 1.4.15 on a debian stretch machine, postgres 9.4, >>> apache 2.4 >>> >>> I am experimenting with using ledgersmb for a small (mostly service) >>> business. My question has to do with creating invoices to print / email. >>> At the moment I'm looking at the html printed product from the default >>> invoice.html template, and have noticed that the 'Description' field is >>> blank on the invoices. >>> >> >> I replayed your scenario with my 1.4.17-dev environment (the latest >> development version), however, I can't reproduce what you said on the >> *sales* invoice, I *can* however reproduce it on the *vendor* invoice. >> There were no changes in the templates between 1.4.15 and 1.4.17-dev, so, I >> can prepare a fix to be released with 1.4.17 and send you an overview of th >> edifferences, if you like, so you can make similar changes in your template? >> >> >>> I assume that this should be populated with the line item description >>> on the 'Edit Sales Invoice' page itself. There is another description >>> field on the invoice (just below the 'Currency' field and above the >>> 'Shipping Point' field. >>> >> >> Correct. The description that's mentioned on the invoice lines is to be >> the same description as on the line items of the Edit Sales Invoice page. >> >> I have discovered that I can create a service and then auto-populate the >>> line item description with it (after typing a few characters)... very nice. >>> The other Description field on the 'Edit Sales Invoice' page seems to be >>> entirely manual. >>> >> >> That's right. The second description is entirely manual and doesn't >> appear on the invoice in the included template. >> >> >>> With both these fields populated, I still am not getting a description >>> on the line item when I print the invoice to an html file. >>> >> >> Ok. As I said, in the Vendor Invoice (AP), I do see the behaviour you >> describe. I'm using the 'demo' templates, however, there are other >> templates as well: 'demo_with_images' and 'xedemo'. Which set do you use? >> >> I'm a very new user, so it's quite possible that I have a >>> mis-understanding about what to expect, so please let me know if this is >>> the case. >>> >> >> Regards, >> >> -- >> Bye, >> >> Erik. >> >> http://efficito.com -- Hosted accounting and ERP. >> Robust and Flexible. No vendor lock-in. >> >> >> ------------------------------------------------------------------------------ >> >> _______________________________________________ >> Ledger-smb-users mailing list >> Ledger-smb-users@lists.sourceforge.net >> https://lists.sourceforge.net/lists/listinfo/ledger-smb-users >> >> >
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