In /usr/local/sql-ledger/templates/rshepard/ is statement.tex. (That's right, I have not changed the directory name to l123.) Anyway, ...
I cannot find where in the menu system statements are prepared and produced. I looked under A/R, Order Entry, Reports, and other main headings that looked likely, but I saw nothing about statements. Here is what I need to do and what I think is needed. My business is all consulting services. Most clients pay against an issued invoice for a fixed fee. Generating such invoices is easy for me to do. Some clients want to pay for time and expenses. For these folks I use the time card system and submit both the detailed time card report and a one-line invoice (because I cannot yet produce an invoice that has the time card note details, time, and rate by date). (Such apparently can be done if each service has its own code, but the tasks for which I bill are far too varied for that to work. All my efforts are in a single service code/description.) Less frequently, but when I work with attorneys and now with an industrial client on a high-dollar-value project, I work on retainer. What I want to do is enter the monthly retainer (is that in A/R against a retainer invoice that needs to be produced once a month strictly for internal use?) and produce a statement at the end of the month showing the amounts received (this can be a cumulative statement over the life of the project), the time expended and expenses incurred, and the running balance. About 18 months ago Armaghan posted on the wiki the work flow for working with retainers. This coming weekend I will look at this again and write the work flow to the list to ensure that I have it correct. But, how to produce statements that show amounts received, due, and the balance? I'm not a perl coder, but I do know LaTeX, and I'm willing to help make time card invoices and retainer statements easily available for those of us in the service industries. Rich _______________________________________________ SQL-Ledger mailing list [email protected] http://lists.ledger123.com/mailman/listinfo/sql-ledger
