Re: [GNC] Different jobs for vendor or customer?

2019-01-12 Thread Andrew Cross
Thanks Adrien and David, I appreciate the response.  I will try using memo or 
description to keep track of expenses separately, and then see if I can't use a 
transaction report or use the 'find' function to copy them into excel.  

The way 'jobs' are set up is perhaps not the most intuitive, but I think I 
understand it now.  

Regards,

Andrew

-Original Message-
From: gnucash-user 
[mailto:gnucash-user-bounces+across=arc-industrial@gnucash.org] On Behalf 
Of Adrien Monteleone
Sent: Thursday, January 10, 2019 11:52 PM
To: gnucash-user@gnucash.org
Subject: Re: [GNC] Different jobs for vendor or customer?

Ah, found it! (the thread) I knew I had saved it somewhere:

https://lists.gnucash.org/pipermail/gnucash-user/2018-August/079332.html

Derek explains there how ‘jobs’ were intended to work. They are really designed 
more like ‘purchase orders’ where you can link multiple vendor bills to one PO.

A job can only have a single owner (vendor or customer) but any owner can have 
multiple jobs.

Hope that helps.

Regards,
Adrien

> On Jan 11, 2019, at 12:45 AM, Adrien Monteleone 
>  wrote:
> 
> In line with David’s suggestion, I highly recommend turning on Transaction 
> Journal view and Double-Line mode if you aren’t using them already.
> 
> It takes up more real estate on your screen, but you are always seeing all 
> info for a transaction. With this, you will see a note field just below the 
> description. It is very useful in such cases for ‘purpose’ notes where the 
> ‘description’ might be best suited for ‘payee’.
> 
> You can then run Find operations filtering on the notes field and create 
> register reports from the result. (and possibly the transaction report can 
> use this as well, I haven’t tested) If you need more analysis, you can then 
> export or copy/paste the resulting report to a spreadsheet.
> 
> There is a thread or two explaining ‘jobs' very well from this past year. Do 
> a search in the archives.
> 
> The feature is extremely limited. It was not designed to aggregate all 
> transactions related to a job, but really to facilitate billing an 
> entire vendor invoice to a customer. (best I recall) You can’t mark 
> individual line items to different customers, for example. I do 
> remember from the threads that the person who wrote the code for them 
> acknowledged the term ‘jobs’ probably wasn’t the best choice in 
> hindsight as everyone seems to think they are something other than 
> they are. Specific to your question, while you can create a job for a 
> vendor bill, that is a different job than you create for customers, 
> even if they have the same name. (2 independent lists of jobs)
> 
> Regards,
> Adrien
> 
>> On Jan 10, 2019, at 10:53 PM, David T. via gnucash-user 
>>  wrote:
>> 
>> 
>> Andrew,
>> I hope Gnucash will give you years of accounting bliss...
>> I can't answer the first question, since I do not use business features. 
>> The second sounds like you're asking for something like Quicken's Classes, 
>> which is a common request that no one has implemented in Gnucash. Yet?
>> Without creating separate accounts, you might simply use unique descriptions 
>> (e.g.,  "African Safari 2019-01-12") and then use the latest version of the 
>> Transaction Report to retrieve all items for that event. Otherwise, I have 
>> no suggestions. 
>> Cheers,David T.
>> 
>> 
>> On Fri, Jan 11, 2019 at 9:56, Andrew Cross wrote: 
>>   So I have finally managed to implement gnu cash and am settled that it is
>> going to do what I need it too.  I am finally done with Quicken!  
>> However, there is something that I am struggling to understand.  When 
>> I create job for a vendor bill, can I also use this job when I create a 
>> customer invoice?
>> It seems that I cannot.
>> 
>> 
>> 
>> Also, let's say I am leading tours and I have expenses related to 
>> four different tours.  I need to track the income and expenses for 
>> these tours separately.  How do I go about tracking the income and 
>> expenses for each individual tour without setting up separate accounts for 
>> each tour?
>> 
>> 
>> 
>> Thanks in advance for any advice.  
>> 
>> 
>> 
>> Andrew
>> 
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[GNC] Different jobs for vendor or customer?

2019-01-10 Thread Andrew Cross
So I have finally managed to implement gnu cash and am settled that it is
going to do what I need it too.  I am finally done with Quicken!   However,
there is something that I am struggling to understand.  When I create job
for a vendor bill, can I also use this job when I create a customer invoice?
It seems that I cannot.

 

Also, let's say I am leading tours and I have expenses related to four
different tours.  I need to track the income and expenses for these tours
separately.   How do I go about tracking the income and expenses for each
individual tour without setting up separate accounts for each tour?  

 

Thanks in advance for any advice.  

 

Andrew

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