Re: [GNC] File browser file type filter and bookmarks
Yes, that does it, thank you! I can drag directories/ folders onto the sidebar as bookmarks within the GnuCash file chooser and they persist for future open/save. Brilliant. On 2022/04/21 15:51, Geert Janssens wrote: Hmm, on my flatpak gnucash I can drag and drop directories into the left sidebar, in the area that will show "Add bookmark" as soon as you start dragging. Can you try that ? Op donderdag 21 april 2022 12:43:26 CEST schreef James Thorpe: > Yes, it is a flatpak app I see, thanks, perhaps that is why the OS or > desktop bookmarks don't show. > > There doesn't seem to be any option in the file explorer to create > bookmarks, though. -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] File browser file type filter and bookmarks
Yes, it is a flatpak app I see, thanks, perhaps that is why the OS or desktop bookmarks don't show. There doesn't seem to be any option in the file explorer to create bookmarks, though. On 2022/04/21 12:22, Geert Janssens wrote: Op woensdag 20 april 2022 09:06:53 CEST schreef James Thorpe: > 2. The ability to see file browser bookmarks on Linux Mint > > This may be a rather more OS-specific topic but I use gnucash on Linux > Mint and I've set up bookmarks in the file explorer application that > allow me to quickly navigate to folders on my drive. These are mounted > network shares from my NAS drive. In Windows the mounted network drives > show up in the gnucash file browser but on Linux Mint these bookmarks > don't show up so I have to navigate manually to the mount points via the > file system. If anyone has any tips as to how to make these mounts / > bookmarks show up in the "root" of the file browser window that would > also be of great help. > If I remember correctly gnucash on Mint comes via a flatpak. A flatpak application generally doesn't see the same setup as the main OS does. So perhaps you have to recreate these bookmarks from within the GnuCash file explorer. I just tried and this seems to work on my Fedora 35 box. Regards, Geert -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] File browser file type filter and bookmarks
Thanks Gyle, But I'm not trying to save the file I'm trying to open it. So I have one gnucash file I'm working with and I want to open a different one. So it's the file "open" rather than "save" dialog that I'm looking at. kind regards James On 2022/04/20 09:29, Gyle McCollam wrote: James, You can use File/SaveAs and choose any name you want for the name. The program opens the last saved name automatically, but if you look at the file list it will be easy to figure out which file you need to open. This way it will not be Gnucash, but whatever you named it. As for question 2, I will have to leave that for Linux users. Thank You, *Gyle McCollam* Gyle McCollam 609.680.2326Mobile gmccol...@live.com <mailto:gmccol...@gyleshomes.com>email *From:* gnucash-user on behalf of James Thorpe *Sent:* Wednesday, April 20, 2022 3:06 AM *To:* GnuCash users group *Subject:* [GNC] File browser file type filter and bookmarks I have two questions regarding usage of the file browser dialog to open a gnucash accounts file. Because I manage my business and personal accounts in separate files I am often using this functionality to select a different gnucash accounts file and there are two things that would greatly speed up the process for me 1. The ability to filter on file extension I find that both on Windows 11 and Linux Mint the browser shows all the gnucash log files as well (which have similar start names). The actual account file just ends in ".gnucash". It would be great if there were a place where a file extension filter could be set to just show the files with this extension. And, even better, if it could default to .gnucash? Is this a development request or is there some setting I could change that would allow this? 2. The ability to see file browser bookmarks on Linux Mint This may be a rather more OS-specific topic but I use gnucash on Linux Mint and I've set up bookmarks in the file explorer application that allow me to quickly navigate to folders on my drive. These are mounted network shares from my NAS drive. In Windows the mounted network drives show up in the gnucash file browser but on Linux Mint these bookmarks don't show up so I have to navigate manually to the mount points via the file system. If anyone has any tips as to how to make these mounts / bookmarks show up in the "root" of the file browser window that would also be of great help. many thanks -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] File browser file type filter and bookmarks
I have two questions regarding usage of the file browser dialog to open a gnucash accounts file. Because I manage my business and personal accounts in separate files I am often using this functionality to select a different gnucash accounts file and there are two things that would greatly speed up the process for me 1. The ability to filter on file extension I find that both on Windows 11 and Linux Mint the browser shows all the gnucash log files as well (which have similar start names). The actual account file just ends in ".gnucash". It would be great if there were a place where a file extension filter could be set to just show the files with this extension. And, even better, if it could default to .gnucash? Is this a development request or is there some setting I could change that would allow this? 2. The ability to see file browser bookmarks on Linux Mint This may be a rather more OS-specific topic but I use gnucash on Linux Mint and I've set up bookmarks in the file explorer application that allow me to quickly navigate to folders on my drive. These are mounted network shares from my NAS drive. In Windows the mounted network drives show up in the gnucash file browser but on Linux Mint these bookmarks don't show up so I have to navigate manually to the mount points via the file system. If anyone has any tips as to how to make these mounts / bookmarks show up in the "root" of the file browser window that would also be of great help. many thanks -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] table header alignment in easy invoice and customer reports
Thanks Christopher
That helped - I switched to the "CSS-based stylesheet (experimental)"
and then did a bunch of modifications to make it look like my old "Easy"
based report, including the one you suggested.
If it helps anyone, here are the mods I added to the end of the CSS,
including the option of adding a banner image-
/* Center body and make it A4 width */
body {
width: 210mm;
margin-left: auto;
margin-right: auto;
}
h3 {
background-image:
url(/home/share/james/work/fusionsystems/logos/final/banner_small.png);
padding-top: 60px;
background-repeat: no-repeat;
}
/* Details table (ie 5th table) to be fill body */
body > table:nth-child(5) {
width: 100%;
}
/* Details table (ie 5th table) last 3 rows to be highlighted - totals */
body > table:nth-child(5) tbody tr:nth-last-child(-n+3) {
background-color: yellow;
}
/* Customer and Company tables to have a bit of space below them */
body > table:nth-child(3) {
margin-bottom: 1em;
}
Thanks again
James
On 2021/10/01 08:22, Christopher Lam wrote:
You could edit the "CSS-based stylesheet (experimental)" and use this
instead of "Easy", Then add somewhere
body > table:nth-child(5) > thead > tr > th {text-align:left;}
On Thu, 30 Sept 2021 at 15:44, James Thorpe <mailto:ja...@fusionsystems.co.za>> wrote:
I've just migrated from an old 3.5x version to 4.8 and copied
across my
saved report configurations.
I have two - my invoice and customer report based on the "Easy
Invoice"
report with "Easy" stylesheet and "Customer Report" also with "Easy"
stylesheet.
The problem is that for some reason the customer information in the
report which is in the header in the left hand column, is not left
aligned any more.
I exported to HTML to see what was going on and the problem is
that the
table containing the customer information has its margins set to
"auto".
This means that it is effectively centred in the table cell that
wraps it.
On the Easy Invoice report I can add some custom css:
.client-table > table {width:100%;}
This fixes it there but there is no custom css option for the
"Customer
Report".
That one also exports with the table definition as follows:
Does anyone know where I can hack the source somewhere that causes
this
table to be given these auto margin properties?
(or if there's a cleaner way of doing it, I'm all ears)
Thanks
--
--
James Thorpe
061 476 2775
ja...@fusionsystems.co.za <mailto:ja...@fusionsystems.co.za>
___
gnucash-user mailing list
gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org>
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
<https://lists.gnucash.org/mailman/listinfo/gnucash-user>
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists
<https://wiki.gnucash.org/wiki/Mailing_Lists> for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
--
--
James Thorpe
061 476 2775
ja...@fusionsystems.co.za
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
[GNC] table header alignment in easy invoice and customer reports
I've just migrated from an old 3.5x version to 4.8 and copied across my
saved report configurations.
I have two - my invoice and customer report based on the "Easy Invoice"
report with "Easy" stylesheet and "Customer Report" also with "Easy"
stylesheet.
The problem is that for some reason the customer information in the
report which is in the header in the left hand column, is not left
aligned any more.
I exported to HTML to see what was going on and the problem is that the
table containing the customer information has its margins set to "auto".
This means that it is effectively centred in the table cell that wraps it.
On the Easy Invoice report I can add some custom css:
.client-table > table {width:100%;}
This fixes it there but there is no custom css option for the "Customer
Report".
That one also exports with the table definition as follows:
style="margin-left:auto;margin-right:auto;">
Does anyone know where I can hack the source somewhere that causes this
table to be given these auto margin properties?
(or if there's a cleaner way of doing it, I'm all ears)
Thanks
--
--
James Thorpe
061 476 2775
ja...@fusionsystems.co.za
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to set a customer "opening balance" for the Customer
Sadly for my use-case, the invoice will not let you assign Equity:Opening Balances as the posting account otherwise that would have simplified things for me, yes. GnuCash will only let you post to Assets, Expenses and Liabilities accounts. Understandable, I guess. On 2019/10/17 09:13, gnucash-user-requ...@gnucash.org wrote: The way I've done it seems to work best for my purposes - actually create the invoices in the system (duplicate) and then use the Equity:Opening Balances journal entries to clear the Income accounts prior to the start of the accounting period. Will it let you post to Equity:Opening Balances instead of Income? If so, that should remove the need for those correcting entries. -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to set a customer "opening balance" for the Customer
Thanks for the responses. Stan: I had not considered creating separate AR accounts for each customer. That may be a wise thing to do although it seems the business features track the customer payments etc fine if all are in the same AR account provided you use the Invoice/ Payment mechanism to create the entries. However, I just tested doing that with a dummy set of accounts and while you can set the opening balance in that way, because the opening balance is not linked to the customer in the business features, it doesn't show on the "Customer Report". To get it to show there may require some more trickery of some sort. You can "assign as payment" but I don't know any other way of doing it. Christopher: Thanks for the link to the business feature issure regarding a warning about creating AR entries directly. I'll steer clear of that. The way I've done it seems to work best for my purposes - actually create the invoices in the system (duplicate) and then use the Equity:Opening Balances journal entries to clear the Income accounts prior to the start of the accounting period. Incidentally, for those like myself who like to start a new set of books each financial year, this is a way to intialise the accounts. (Rather onerous, I know, but otherwise my accounts just get too messy because I change the way I do things from year to year as I slowly grasp this accounting thing. thanks again James On 2019/10/16 18:00, gnucash-user-requ...@gnucash.org wrote: It sounds like you have just one Accounts Receivable account, and you put all customers' invoices in that one account. I hope I'm misinterpreting you, because I think that would make it a lot harder down the road to run reports by customer. I'll assume you have one account for each customer, all under a placeholder account Accounts Receivable. If you do, then you can specify an opening balance when you create each customer's account. Unfortunately, as far as I can discover, if you didn't do that at the time you created the account, you can't add it later because the "opening balance" field in the account dialog is not editable. (I have GC 2.x, so this lack may have been fixed in GC 3.x). However, I believe it's possible to accomplish the same thing by creating a transaction of this form, dated the day before the beginning of your first GC accounting period: Debit: AR:Customer 1 - Balance forward x.xx Debit: AR:Customer 2 - Balance forward y.yy Debit: AR:Customer 3 - Balance forward z.zz (and so forth) Credit:Equity That sets up your opening balances for customers that have them. I think the credit properly goes to Equity, not to Income, because this is a snapshot of how things are at a moment in time. The one thing I don't know, because I frankly can't understand how reconciliation works in GC, is whether that would cause you trouble in future reconciliations. -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to set a customer "opening balance" for the Customer Report
I didn't want to create invoices at all because a) I didn't want to duplicate documents that existed in a different financial period b) I didn't want to create entries in the Income:Sales table because these entries show up in the Trial Balance report even if they're not in the current financial period. So what I was after was a way to create opening balance entries in Accounts Receivable that also tied to a particular customer so they'd be picked up in the various Customer Reports. It seems this is not possible so I've settled for creating the invoices as duplicates but "fixing" b) by also creating journal entries in "Opening Balances" that cancel the entries in the Income:Sales Provided I do that before the begining of my financial period start, all reports look correct. Thanks James --- Adrien wrote... Delete the opening balance transaction to get you back to zero. Then two options: 1. Create a single invoice with the balance forward and post it as of the original ?opening balance? date. 2. If the balance forward is from multiple invoices, import them into GnuCash, either with their real dates, or all dated as of the ?opening balance? date. Apply payment(s) as they come in. The advantage to #2 using real dates is you preserve the aging data and tracking of individual invoices vs. payments. This can result in a bit of a mess for affected account balances with old history that you?ll have to make correcting transactions for so that your other ?opening balances? work out properly. If you date them all on the same ?opening balance? date, you eliminate that extra work, can still track payments vs. invoices, but lose the aging tracking. A twist on option 2 is to create separate consolidated invoices for the various aging amounts (one for 30, one for 60, one for 90 days etc.) this will still preserve aging info, and will reduce the amount of correcting transactions needed, but won?t eliminate them entirely. Regards, Adrien On 2019/10/15 18:00, gnucash-user-requ...@gnucash.org wrote: Send gnucash-user mailing list submissions to gnucash-user@gnucash.org To subscribe or unsubscribe via the World Wide Web, visit https://lists.gnucash.org/mailman/listinfo/gnucash-user or, via email, send a message with subject or body 'help' to gnucash-user-requ...@gnucash.org You can reach the person managing the list at gnucash-user-ow...@gnucash.org When replying, please edit your Subject line so it is more specific than "Re: Contents of gnucash-user digest..." Today's Topics: 1. How to set a customer "opening balance" for the Customer Report (James Thorpe) 2. Re: How to set a customer "opening balance" for the Customer Report (Adrien Monteleone) 3. Re: Error message (RICHARD YENTZER) 4. Re: Incactive Customer in Customer List (Proberts042) 5. Re: Incactive Customer in Customer List (Adrien Monteleone) 6. Re: Gnucash on MacOs Catalina (Kees Blom) 7. Re: Gnucash on MacOs Catalina (John Ralls) 8. Gnucash 3.7-1 (Chris Tsuji) 9. Re: Gnucash 3.7-1 (Adrien Monteleone) -- Message: 1 Date: Mon, 14 Oct 2019 20:49:53 +0200 From: James Thorpe To: GnuCash users group Subject: [GNC] How to set a customer "opening balance" for the Customer Report Message-ID:<02aeab3e-e0aa-8b70-7625-110c46862...@fusionsystems.co.za> Content-Type: text/plain; charset=utf-8; format=flowed Hi All My financial year started on 1st March 2019. My customer at that stage, owed 67,765.23. I tried to seed this amount in my Equity:Opening Balances account with the corresponding account being Assets:Accounts Receivable. This seemed like a sensible way of opening the accounts. However, because I don't have the invoice in the system, when the payment comes in, if "assign as payment" and select the customer, then the payment is associated with the customer but the opening balance is not so the customer starts 67,765.23 in credit. I could, of course, just not associate the payment with the customer, and then my AR account should balance but my customer report will just not include this detail. Is there any way I can have an opening balance that I can associate with a customer... the same way I would with an invoice? I don't want to create an invoice because that would duplicate a document from another system. Any ideas? thanks -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] How to set a customer "opening balance" for the Customer Report
Hi All My financial year started on 1st March 2019. My customer at that stage, owed 67,765.23. I tried to seed this amount in my Equity:Opening Balances account with the corresponding account being Assets:Accounts Receivable. This seemed like a sensible way of opening the accounts. However, because I don't have the invoice in the system, when the payment comes in, if "assign as payment" and select the customer, then the payment is associated with the customer but the opening balance is not so the customer starts 67,765.23 in credit. I could, of course, just not associate the payment with the customer, and then my AR account should balance but my customer report will just not include this detail. Is there any way I can have an opening balance that I can associate with a customer... the same way I would with an invoice? I don't want to create an invoice because that would duplicate a document from another system. Any ideas? thanks -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Load another QIF file causes "that file already loaded" dialog.
It's a minor annoyance but may be quite easily dealt with in code. I haven't tested on other platforms but on Fedora 28 Linux, GnuCash version 3.2, when importing multiple QIF files, the following happens- Once you have selected the first QIF file and you get to the process step "QIF files you have loaded", you have an option to "Load another file" or to carry on to the next step of the import. At this point, I typically load another (different) file so I can import multiple files in one step. What is annoying, though, is that when you click the "Load another file", a dialog pops up to say "That QIF file is already loaded. Please select another file." After closing this dialog, you can indeed select another file from the subsequent file picker... and then all proceeds well from there. So the annoyance is just that this dialog is unnecessary and unhelpful, especially the first time you do this. I guess, the file picker is pre-populated with the file you've previously loaded which then causes the warning dialog. Hopefully it's a fairly minor thing to clear the file picker dialog when you click "Load *another* file" and we can avoid this? Should I report as a bug? many thanks -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Trial Balance report error
Thanks, bugfix edit to html-utilities.scm seems to have worked!
On 14/08/2018 15:00, Christopher Lam wrote:
https://bugs.gnucash.org/show_bug.cgi?id=796696
Known bug, fixed for next release. This bug report has instructions
for fixing in interim.
On Tue, 14 Aug 2018, 19:52 James Thorpe <mailto:ja...@fusionsystems.co.za>> wrote:
Dear List
I just upgraded to the latest version on Windows (3.2) and now it
seems
the Trial Balance report is not working (no matter what options I
choose, it just returns "Report error"). I was previously on a
version
around 2.6 I think.
Can anyone give me guidelines as to how to trace the error? Same
seems
to be the case on my Fedora Linux installation.
kind regards
--
--
James Thorpe
061 476 2775
ja...@fusionsystems.co.za <mailto:ja...@fusionsystems.co.za>
___
gnucash-user mailing list
gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org>
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
--
--
James Thorpe
061 476 2775
ja...@fusionsystems.co.za
___
gnucash-user mailing list
gnucash-user@gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
If you are using Nabble or Gmane, please see
https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
-
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
[GNC] Trial Balance report error
Dear List I just upgraded to the latest version on Windows (3.2) and now it seems the Trial Balance report is not working (no matter what options I choose, it just returns "Report error"). I was previously on a version around 2.6 I think. Can anyone give me guidelines as to how to trace the error? Same seems to be the case on my Fedora Linux installation. kind regards -- -- James Thorpe 061 476 2775 ja...@fusionsystems.co.za ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
