Re: [GNC] Payment month after reconcile
At least ’today’ is better than ‘last month on some date’ as the OP noted. However, on that note, I wonder, is there an issue as to when certain features grab ‘current’ date? If someone never closes GC (or rarely does so) can this influence what is the ‘current date’ for some features? If so, perhaps that part of the code should be revisited. Just a thought... Regards, Adrien > On May 30, 2019, at 2:44 AM, Colin Law wrote: > > It would be nice to be able to specify a default value for the credit > card payment date after a reconcile, something like nnth of next month > for example. I can't find anything in the preferences that seems to > relate to this issue. At the moment for me it defaults to 'today' I > think. > > Colin ___ 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] Payment month after reconcile
It would be nice to be able to specify a default value for the credit card payment date after a reconcile, something like nnth of next month for example. I can't find anything in the preferences that seems to relate to this issue. At the moment for me it defaults to 'today' I think. Colin On Thu, 30 May 2019 at 07:56, Adrien Monteleone wrote: > > Thanks for that info Michael, > > Certainly, closing dates are guessed and probably attempt something like the > end of the previous month if close enough to the start of the next one, mid > month otherwise. (might be the case for the OP’s notice of the 16th being > chosen) > > As for default suggested payment dates, I guess that’s still an unknown, > though ‘current’ date as you mention (and as happens with the business > features) would seem a sane default choice the user could always override. > > Any insight you can offer on your next reconciliation would be helpful in > either pinning this down as a bug/enhancement opportunity or a case for > updating the documentation. > > Regards, > Adrien > > > On May 30, 2019, at 1:45 AM, Michael Hendry > > wrote: > > > >> On 30 May 2019, at 05:05, Adrien Monteleone > >> wrote: > >> > >> Thanks David, > >> > >> Now that you mention it, I vaguely seem to recall this from reading the > >> documentation. (I might retain a bit of info I don’t need from time to > >> time) > >> > >> Is there anyone who uses this feature (or that programmed it?) who can > >> shed light on the date defaults? > >> > >> Regards, > >> Adrien > > > > > > Morning, Adrien. > > > > I use the reconciliation feature both for bank and for credit card accounts. > > > > The system “guesses” the statement date, and usually gets it right. > > Occasionally it’s a day out, I don’t recall an instance of more than that > > but couldn’t swear to it. > > > > The default date offered for credit card payments following reconciliation > > seems never to be correct. As I know I always have to change it, I haven’t > > paid much attention to the date offered, but I think it’s “today’s date” - > > I couldn’t swear that a date before today’s doesn’t occur (as in the OP’s > > case), but I don’t believe I’ve seen that. > > > > I’m using 3.5 on Mac OS X High Sierra, and will pay more attention with the > > next batch of reconciliations. > > > > Michael > > > > > > > ___ > 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. ___ 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] Payment month after reconcile
Thanks for that info Michael, Certainly, closing dates are guessed and probably attempt something like the end of the previous month if close enough to the start of the next one, mid month otherwise. (might be the case for the OP’s notice of the 16th being chosen) As for default suggested payment dates, I guess that’s still an unknown, though ‘current’ date as you mention (and as happens with the business features) would seem a sane default choice the user could always override. Any insight you can offer on your next reconciliation would be helpful in either pinning this down as a bug/enhancement opportunity or a case for updating the documentation. Regards, Adrien > On May 30, 2019, at 1:45 AM, Michael Hendry wrote: > >> On 30 May 2019, at 05:05, Adrien Monteleone >> wrote: >> >> Thanks David, >> >> Now that you mention it, I vaguely seem to recall this from reading the >> documentation. (I might retain a bit of info I don’t need from time to time) >> >> Is there anyone who uses this feature (or that programmed it?) who can shed >> light on the date defaults? >> >> Regards, >> Adrien > > > Morning, Adrien. > > I use the reconciliation feature both for bank and for credit card accounts. > > The system “guesses” the statement date, and usually gets it right. > Occasionally it’s a day out, I don’t recall an instance of more than that but > couldn’t swear to it. > > The default date offered for credit card payments following reconciliation > seems never to be correct. As I know I always have to change it, I haven’t > paid much attention to the date offered, but I think it’s “today’s date” - I > couldn’t swear that a date before today’s doesn’t occur (as in the OP’s > case), but I don’t believe I’ve seen that. > > I’m using 3.5 on Mac OS X High Sierra, and will pay more attention with the > next batch of reconciliations. > > Michael > > ___ 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] Payment month after reconcile
> On 30 May 2019, at 05:05, Adrien Monteleone > wrote: > > Thanks David, > > Now that you mention it, I vaguely seem to recall this from reading the > documentation. (I might retain a bit of info I don’t need from time to time) > > Is there anyone who uses this feature (or that programmed it?) who can shed > light on the date defaults? > > Regards, > Adrien Morning, Adrien. I use the reconciliation feature both for bank and for credit card accounts. The system “guesses” the statement date, and usually gets it right. Occasionally it’s a day out, I don’t recall an instance of more than that but couldn’t swear to it. The default date offered for credit card payments following reconciliation seems never to be correct. As I know I always have to change it, I haven’t paid much attention to the date offered, but I think it’s “today’s date” - I couldn’t swear that a date before today’s doesn’t occur (as in the OP’s case), but I don’t believe I’ve seen that. I’m using 3.5 on Mac OS X High Sierra, and will pay more attention with the next batch of reconciliations. Michael ___ 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] Payment month after reconcile
Thanks David, Now that you mention it, I vaguely seem to recall this from reading the documentation. (I might retain a bit of info I don’t need from time to time) Is there anyone who uses this feature (or that programmed it?) who can shed light on the date defaults? Regards, Adrien > On May 29, 2019, at 10:26 PM, David Carlson > wrote: > > I have seen a setting for automatic credit card payment after reconciling in > the register reconcile settings but I have not tried it. > > David Carlson > > On Wed, May 29, 2019 at 9:58 PM Adrien Monteleone > wrote: > Dale, > > I didn’t miss it—you didn’t specify it (see below), which is why I asked for > ‘how’ you got to that dialog. > > I don’t use credit cards and don’t reconcile those types of accounts, so I > guess I never see that payment window. (reconciling a cash or checking > account doesn’t offer this ‘payment’ option, naturally - so this is a special > case for that account type) > > I’ll play around with a test book and see what I can figure out. > > In the meantime, perhaps someone else who’s more familiar with this workflow > has some input... > > Regards, > Adrien > > > On May 29, 2019, at 9:30 PM, Dale Alspach wrote: > > > > You missed the fact that this is after reconciliation of something like a > > credit card statement. This has nothing to do with the business features. > > Following reconciliation gnucash opens a window to pay the balance due on a > > date pattern that should have been learned from past payments. Now it seems > > to sometimes suggest a date which requires a time machine :) > > > > Dale > > > > On Wed, May 29, 2019, 8:20 PM Adrien Monteleone > > wrote: > > Dale, > > > > Please elaborate on "the wrong month is being supplied for a payment”. > > > > How are you processing the payment? With the Process Payment feature? > > Exactly, what steps (clicks) are you walking through to process this > > payment? > > > > If you are attempting to process a payment today, May 29th, is it not > > defaulting to May 29th? (or is it for some odd reason defaulting to May > > 16th?) > > > > Are you presuming that entering a payment on May 29th, would for some > > reason default to June 16th for some reason? > > > > Finally, are you processing a payment for a vendor *by* you, or from a > > customer *to* you? (it shouldn’t matter, but just for the sake of being > > thorough) > > > > Regards, > > Adrien > > > > > On May 29, 2019, at 6:42 PM, Dale Alspach wrote: > > > > > > I have noticed that the wrong month is being supplied for a payment after > > > a > > > reconcile. This only happens sometimes because it may be selecting the > > > current month. Today it suggested May 16 2019 rather than June 16 2019. > > > Has anyone else noticed this? This is on Linux mint. Gnucash 3.5. > > > > > > Dale > > > ___ > 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. > > > -- > David Carlson ___ 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] Payment month after reconcile
I have seen a setting for automatic credit card payment after reconciling in the register reconcile settings but I have not tried it. David Carlson On Wed, May 29, 2019 at 9:58 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Dale, > > I didn’t miss it—you didn’t specify it (see below), which is why I asked > for ‘how’ you got to that dialog. > > I don’t use credit cards and don’t reconcile those types of accounts, so I > guess I never see that payment window. (reconciling a cash or checking > account doesn’t offer this ‘payment’ option, naturally - so this is a > special case for that account type) > > I’ll play around with a test book and see what I can figure out. > > In the meantime, perhaps someone else who’s more familiar with this > workflow has some input... > > Regards, > Adrien > > > On May 29, 2019, at 9:30 PM, Dale Alspach wrote: > > > > You missed the fact that this is after reconciliation of something like > a credit card statement. This has nothing to do with the business features. > Following reconciliation gnucash opens a window to pay the balance due on a > date pattern that should have been learned from past payments. Now it seems > to sometimes suggest a date which requires a time machine :) > > > > Dale > > > > On Wed, May 29, 2019, 8:20 PM Adrien Monteleone < > adrien.montele...@lusfiber.net> wrote: > > Dale, > > > > Please elaborate on "the wrong month is being supplied for a payment”. > > > > How are you processing the payment? With the Process Payment feature? > Exactly, what steps (clicks) are you walking through to process this > payment? > > > > If you are attempting to process a payment today, May 29th, is it not > defaulting to May 29th? (or is it for some odd reason defaulting to May > 16th?) > > > > Are you presuming that entering a payment on May 29th, would for some > reason default to June 16th for some reason? > > > > Finally, are you processing a payment for a vendor *by* you, or from a > customer *to* you? (it shouldn’t matter, but just for the sake of being > thorough) > > > > Regards, > > Adrien > > > > > On May 29, 2019, at 6:42 PM, Dale Alspach wrote: > > > > > > I have noticed that the wrong month is being supplied for a payment > after a > > > reconcile. This only happens sometimes because it may be selecting the > > > current month. Today it suggested May 16 2019 rather than June 16 2019. > > > Has anyone else noticed this? This is on Linux mint. Gnucash 3.5. > > > > > > Dale > > > ___ > 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. > -- David Carlson ___ 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] Payment month after reconcile
Dale, I didn’t miss it—you didn’t specify it (see below), which is why I asked for ‘how’ you got to that dialog. I don’t use credit cards and don’t reconcile those types of accounts, so I guess I never see that payment window. (reconciling a cash or checking account doesn’t offer this ‘payment’ option, naturally - so this is a special case for that account type) I’ll play around with a test book and see what I can figure out. In the meantime, perhaps someone else who’s more familiar with this workflow has some input... Regards, Adrien > On May 29, 2019, at 9:30 PM, Dale Alspach wrote: > > You missed the fact that this is after reconciliation of something like a > credit card statement. This has nothing to do with the business features. > Following reconciliation gnucash opens a window to pay the balance due on a > date pattern that should have been learned from past payments. Now it seems > to sometimes suggest a date which requires a time machine :) > > Dale > > On Wed, May 29, 2019, 8:20 PM Adrien Monteleone > wrote: > Dale, > > Please elaborate on "the wrong month is being supplied for a payment”. > > How are you processing the payment? With the Process Payment feature? > Exactly, what steps (clicks) are you walking through to process this payment? > > If you are attempting to process a payment today, May 29th, is it not > defaulting to May 29th? (or is it for some odd reason defaulting to May 16th?) > > Are you presuming that entering a payment on May 29th, would for some reason > default to June 16th for some reason? > > Finally, are you processing a payment for a vendor *by* you, or from a > customer *to* you? (it shouldn’t matter, but just for the sake of being > thorough) > > Regards, > Adrien > > > On May 29, 2019, at 6:42 PM, Dale Alspach wrote: > > > > I have noticed that the wrong month is being supplied for a payment after a > > reconcile. This only happens sometimes because it may be selecting the > > current month. Today it suggested May 16 2019 rather than June 16 2019. > > Has anyone else noticed this? This is on Linux mint. Gnucash 3.5. > > > > Dale ___ 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] Payment month after reconcile
You missed the fact that this is after reconciliation of something like a credit card statement. This has nothing to do with the business features. Following reconciliation gnucash opens a window to pay the balance due on a date pattern that should have been learned from past payments. Now it seems to sometimes suggest a date which requires a time machine :) Dale On Wed, May 29, 2019, 8:20 PM Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > Dale, > > Please elaborate on "the wrong month is being supplied for a payment”. > > How are you processing the payment? With the Process Payment feature? > Exactly, what steps (clicks) are you walking through to process this > payment? > > If you are attempting to process a payment today, May 29th, is it not > defaulting to May 29th? (or is it for some odd reason defaulting to May > 16th?) > > Are you presuming that entering a payment on May 29th, would for some > reason default to June 16th for some reason? > > Finally, are you processing a payment for a vendor *by* you, or from a > customer *to* you? (it shouldn’t matter, but just for the sake of being > thorough) > > Regards, > Adrien > > > On May 29, 2019, at 6:42 PM, Dale Alspach wrote: > > > > I have noticed that the wrong month is being supplied for a payment > after a > > reconcile. This only happens sometimes because it may be selecting the > > current month. Today it suggested May 16 2019 rather than June 16 2019. > > Has anyone else noticed this? This is on Linux mint. Gnucash 3.5. > > > > Dale > > > ___ > 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. > ___ 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] Payment month after reconcile
Dale, Please elaborate on "the wrong month is being supplied for a payment”. How are you processing the payment? With the Process Payment feature? Exactly, what steps (clicks) are you walking through to process this payment? If you are attempting to process a payment today, May 29th, is it not defaulting to May 29th? (or is it for some odd reason defaulting to May 16th?) Are you presuming that entering a payment on May 29th, would for some reason default to June 16th for some reason? Finally, are you processing a payment for a vendor *by* you, or from a customer *to* you? (it shouldn’t matter, but just for the sake of being thorough) Regards, Adrien > On May 29, 2019, at 6:42 PM, Dale Alspach wrote: > > I have noticed that the wrong month is being supplied for a payment after a > reconcile. This only happens sometimes because it may be selecting the > current month. Today it suggested May 16 2019 rather than June 16 2019. > Has anyone else noticed this? This is on Linux mint. Gnucash 3.5. > > Dale ___ 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] Payment month after reconcile
I have noticed that the wrong month is being supplied for a payment after a reconcile. This only happens sometimes because it may be selecting the current month. Today it suggested May 16 2019 rather than June 16 2019. Has anyone else noticed this? This is on Linux mint. Gnucash 3.5. Dale ___ 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.
