On Mon, 7 Jun 2010, Paul Tammes wrote:

It might seem to be unrelated, but I have personal experience that proves
itt: header accounts tend to mess up reports. Facts in the accounting
package are fine, the reports are off the mark. I do not know why the
reports are off. I mentioned it some years ago to Dieter and got no real
explanation either. Then I simply removed ALL header accounts from the
accounts scheme and presto: the errors where gone.

Paul,

  So your P&L and Balance Sheet have no headers? Doesn't seem right to me.
Regardless, if the headers mess up reports then there's an unresolved bug in
the report generating function(s).

I do not know WHY the trial balance report adds up wrong. The said 18.000
in your case, it was another amount in my case. It seems to me (might be a
wild guess) that EITHER the subtotal is of by x rows before the actual row
that should be added up. _OR_ the report counts x number of accounts (most
likely header accounts) twice, since they have not been defined right. My
guess is, one or more header accounts are wrongly defined as subtotal
account (add all accounts between previous subtotal and this account up
and print (use) the calculated subtotal).

  This should have nothing to do with headers vs. accounts in the CoA. The
Trial Balance report lists only accounts (at least, that's the default on my
setup), and the issue is with a single account: the checking account that
heads the list. There's no header involved, but the summation of Debit
entries from the account transaction register to the summary report of all
account transaction registers.

Shure, maybe the report logic should be rewritten, or the scheme analysed
for erroneous account codes. Like Jean Pierre remarked correctly, there is
a tack box to define if any account shows up in the drop down list for
different menu. Since this is a user definable parameter it is not fair to
say it is a bug. Just some configuration issue not tweaked 100% correct by
the user. We can hardly blame the program there.

  As you and Jean-Pierre write, headers are not accounts. Therefore, as I
interpret that headers should not show up in any list of accounts.

The 'this is a summary account" tack box might also be defined wrongly
somewhere, I do not know. But I am no programmer, checking all that seems
like a LOT of work. And I was happy to see the problem go away when I
removed the header accounts. Might work for you as well.

  I don't do perl, but I do write in C and Python. If my applications
behaved like I'm seeing in SL/L123 I'd go fix it. While I can follow perl
code with my finger along the lines and moving my lips while I read I've no
idea how to fix what appears to me to be incorrect logic or code.

Is it very hard for you to remove (or comment out) the headers from your
scheme and rerun the report? All my worries where gone when I did that,
that is why I suggested it in the first place. As a bonus, the wrong
account will not be available in the drop down, being removed and all,
probably leaving only the right one as default.

  As I wrote initially, changing the defalut A/)P account displayed from the
header (Current Liabilities) to the account (Accounts Payable) on the add
A/P transaction page is more of a minor hassle than a big deal. If a
developer trips over the reason for this while looking at other things then
fixing it would be nice. Otherwise, there are more important things to fix
... including why a debit total from an account transaction register has
$18,000 added to it when shown on the trial balance page.

Final question: you say the debit columns has an extra 18k, is the report
out of sync? And if not out of sync, it might be helpfull to know where
the report stores this 18k on the Credit side? You have any accounts with
exactly 18K in them?

  This issue is with a single account: my checking account. The credits in
the account are presented correctly in the trial balance. The debits gain
from one display to the other. Again, the transaction register matches the
bank statements (much as I would like to have that extra money available to
spend) so the issue is where the extra comes from when I request viewing the
trial balance.

Rich
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