Re: Scheduled Vendor Bills vs Schedule Transactions

[Adrien Monteleone]

Fran3,

Looking over Bugzilla, it appears this Request For Enhancement (RFE) has 
already been filed here: 

https://bugzilla.gnome.org/show_bug.cgi?id=114421

Though, I haven’t found anything yet with respect to the payment side. (I would 
guess the proper use case for that would be the receipt of funds using 
automatic recurring billing, but even then, I’d think you want to verify the 
funds actually transferred before creating those transactions.)

There is also an RFE with respect to mass invoicing customers by group if 
you’re interested:

https://bugzilla.gnome.org/show_bug.cgi?id=95780

It won’t hurt to chime in on those two with your own use case stories as part 
of the request. (it won’t make it happen any faster, but your use case 
explanations might assist whomever implements the feature)

Regards,
Adrien

> On Feb 25, 2018, at 11:48 AM, Adrien Monteleone  
> wrote:
> 
> 
> 
>> On Feb 25, 2018, at 9:33 AM, Fran_3  wrote:
>> 
>> The Vendor Report works great so long as we manually post each vendor bill 
>> and then use the Business Features to Process Payment.
>> 
>> I was looking for a way to automate some of that using Scheculed 
>> Transactions... ditto for Invoices to our Customers who are invoiced on the 
>> first of every month for the same amount each month.
>> 
>> But automatic transactions will not associate a customer or a vendor with 
>> the transaction... just the appropriate accounts in the chart of accounts
>> 
>> like for a vendor...
>> 
>> Credit AP, Debit Expenses
>> Debit AP, Credit Checking
>> 
>> or for a customer...
>> 
>> Debit AP, Credit Sales
>> Credit AP, Debit Checking
>> 
>> No worries, We can use the "duplicate" bill or invoice feature to do that 
>> and maybe use the Scheduled Transactions only as a reminder.
> 
> That’s probably the easiest solution for now. It would be a nice feature 
> enhancement though, certainly file it if you get the chance.
> 
>> 
>> Thanks,
>> 
>> Fran3
>> 
>> 
>> 
>> 
>> 
>> 
>> On Sunday, February 25, 2018, 2:18:28 AM EST, Adrien Monteleone 
>>  wrote:
>> 
>> 
>> Does the Vendor Report not give you the info you’re looking for without 
>> involving scheduled transactions? That report shows a full history of bills 
>> and payments for a particular vendor over whatever time period you run the 
>> report for. (that is, bills and payments run through the business features 
>> or properly imported)
>> 
>> Regards,
>> Adrien
>> 
>>> On Feb 24, 2018, at 4:40 PM, Fran_3 via gnucash-user 
>>>  wrote:
>>> 
>>> It seems when you do a "scheduled transaction" there is no way to relate it 
>>> to a vendor... right?
>>> Asking because we like to be able to track how much we paid to Vendor A, 
>>> Vendor B, etc.
>>> Electric Bill for example... With a "Scheduled Transaction" you could 
>>> schedule...
>>> 1 - Credit AP and Debit Utilities Electric
>>> then maybe the next day
>>> 2 - Debit AP and Credit Checking
>>> But there seems no way to affiliate it to the Electric Company as would 
>>> happen if you Created and Posted a Vendor Bill then "Paid" the Bill.
>>> Right? or did I miss something?
>>> Thanks for the help.
>>> Fran
>>> 
>>> 
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Re: Scheduled Vendor Bills vs Schedule Transactions

[Adrien Monteleone]

> On Feb 25, 2018, at 9:33 AM, Fran_3  wrote:
> 
> The Vendor Report works great so long as we manually post each vendor bill 
> and then use the Business Features to Process Payment.
> 
>  I was looking for a way to automate some of that using Scheculed 
> Transactions... ditto for Invoices to our Customers who are invoiced on the 
> first of every month for the same amount each month.
> 
> But automatic transactions will not associate a customer or a vendor with the 
> transaction... just the appropriate accounts in the chart of accounts
> 
>  like for a vendor...
> 
> Credit AP, Debit Expenses
> Debit AP, Credit Checking
> 
> or for a customer...
> 
> Debit AP, Credit Sales
> Credit AP, Debit Checking
> 
> No worries, We can use the "duplicate" bill or invoice feature to do that and 
> maybe use the Scheduled Transactions only as a reminder.

That’s probably the easiest solution for now. It would be a nice feature 
enhancement though, certainly file it if you get the chance.

> 
> Thanks,
> 
> Fran3
> 
> 
> 
> 
> 
> 
> On Sunday, February 25, 2018, 2:18:28 AM EST, Adrien Monteleone 
>  wrote:
> 
> 
> Does the Vendor Report not give you the info you’re looking for without 
> involving scheduled transactions? That report shows a full history of bills 
> and payments for a particular vendor over whatever time period you run the 
> report for. (that is, bills and payments run through the business features or 
> properly imported)
> 
> Regards,
> Adrien
> 
> > On Feb 24, 2018, at 4:40 PM, Fran_3 via gnucash-user 
> >  wrote:
> > 
> > It seems when you do a "scheduled transaction" there is no way to relate it 
> > to a vendor... right?
> > Asking because we like to be able to track how much we paid to Vendor A, 
> > Vendor B, etc.
> > Electric Bill for example... With a "Scheduled Transaction" you could 
> > schedule...
> > 1 - Credit AP and Debit Utilities Electric
> > then maybe the next day
> > 2 - Debit AP and Credit Checking
> > But there seems no way to affiliate it to the Electric Company as would 
> > happen if you Created and Posted a Vendor Bill then "Paid" the Bill.
> > Right? or did I miss something?
> > Thanks for the help.
> > Fran
> > 
> > 
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Re: Scheduled Vendor Bills vs Schedule Transactions

[Fran_3 via gnucash-user]

 The Vendor Report works great so long as we manually post each vendor bill and 
then use the Business Features to Process Payment.

 I was looking for a way to automate some of that using Scheculed 
Transactions... ditto for Invoices to our Customers who are invoiced on the 
first of every month for the same amount each month.
But automatic transactions will not associate a customer or a vendor with the 
transaction... just the appropriate accounts in the chart of accounts
 like for a vendor...
Credit AP, Debit ExpensesDebit AP, Credit Checking
or for a customer...
Debit AP, Credit SalesCredit AP, Debit Checking
No worries, We can use the "duplicate" bill or invoice feature to do that and 
maybe use the Scheduled Transactions only as a reminder.
Thanks,
Fran3





On Sunday, February 25, 2018, 2:18:28 AM EST, Adrien Monteleone 
 wrote:  
 
 Does the Vendor Report not give you the info you’re looking for without 
involving scheduled transactions? That report shows a full history of bills and 
payments for a particular vendor over whatever time period you run the report 
for. (that is, bills and payments run through the business features or properly 
imported)

Regards,
Adrien

> On Feb 24, 2018, at 4:40 PM, Fran_3 via gnucash-user 
>  wrote:
> 
> It seems when you do a "scheduled transaction" there is no way to relate it 
> to a vendor... right?
> Asking because we like to be able to track how much we paid to Vendor A, 
> Vendor B, etc.
> Electric Bill for example... With a "Scheduled Transaction" you could 
> schedule...
> 1 - Credit AP and Debit Utilities Electric
> then maybe the next day
> 2 - Debit AP and Credit Checking
> But there seems no way to affiliate it to the Electric Company as would 
> happen if you Created and Posted a Vendor Bill then "Paid" the Bill.
> Right? or did I miss something?
> Thanks for the help.
> Fran
> 
> 
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Re: Scheduled Vendor Bills vs Schedule Transactions

[Adrien Monteleone]

Does the Vendor Report not give you the info you’re looking for without 
involving scheduled transactions? That report shows a full history of bills and 
payments for a particular vendor over whatever time period you run the report 
for. (that is, bills and payments run through the business features or properly 
imported)

Regards,
Adrien

> On Feb 24, 2018, at 4:40 PM, Fran_3 via gnucash-user 
>  wrote:
> 
> It seems when you do a "scheduled transaction" there is no way to relate it 
> to a vendor... right?
> Asking because we like to be able to track how much we paid to Vendor A, 
> Vendor B, etc.
> Electric Bill for example... With a "Scheduled Transaction" you could 
> schedule...
> 1 - Credit AP and Debit Utilities Electric
> then maybe the next day
> 2 - Debit AP and Credit Checking
> But there seems no way to affiliate it to the Electric Company as would 
> happen if you Created and Posted a Vendor Bill then "Paid" the Bill.
> Right? or did I miss something?
> Thanks for the help.
> Fran
> 
> 
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Re: Scheduled Vendor Bills vs Schedule Transactions

[Derek Atkins]

Sorry, no way to schedule an invoice or vendor bill.. Or a payment thereof.

-derek
Sent using my mobile device. Please excuse any typos.



On February 24, 2018 5:41:18 PM Fran_3 via gnucash-user 
 wrote:


It seems when you do a "scheduled transaction" there is no way to relate it 
to a vendor... right?
Asking because we like to be able to track how much we paid to Vendor A, 
Vendor B, etc.
Electric Bill for example... With a "Scheduled Transaction" you could 
schedule...

1 - Credit AP and Debit Utilities Electric
then maybe the next day
2 - Debit AP and Credit Checking
But there seems no way to affiliate it to the Electric Company as would 
happen if you Created and Posted a Vendor Bill then "Paid" the Bill.

Right? or did I miss something?
Thanks for the help.
Fran


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