I've noticed that the EftAccount from DemoData uses a Financial Account while the one i created in the GUI does not.
What is this FinAccount for? Is it "just" for monitoring transactions and therefore optional? Or does it bring any benefits with it? On 21 February 2014 08:57, Adrian Stern <[email protected]> wrote: > Really nice. Would've never found it there. Thank you. > > > On 20 February 2014 17:31, Adrian Crum <[email protected] > > wrote: > >> You can add a credit card payment method in the Party Manager >> application. Go to the party's profile screen and look in the lower left >> corner. >> >> The user can create their own credit card payment method if you provide >> the UI for them to do so. See the eCommerce application for an example. >> >> Adrian Crum >> Sandglass Software >> www.sandglass-software.com >> >> >> On 2/20/2014 8:09 AM, Adrian Stern wrote: >> >>> Really sorry for pushing this once again. But i just can't figure out >>> where >>> this is configured in the system. >>> >>> How do i add a credit card payment method after the system has gone live. >>> This can easily happen and i think the user (more privileged maybe) >>> should >>> be able to do such things on his own. Also such a thing couldn't possibly >>> be config-file-only. >>> >>> Other question: >>> If i want to file invoices which are paid with a money transfer from the >>> bank. Like when done through internet banking. Would i use EFT_ACCOUNT? >>> Do >>> i have to bind it to a financial account the same way i bind CREDIT_CARD >>> to >>> a actual credit card OR can i just create one more entry like the one >>> above? >>> >>> I it possible to localize the description="Bargeld" part? >>> >>> I'm greatful for your support. >>> >>> Regards, Adrian >>> >>> >>> On 18 February 2014 14:01, Adrian Stern <[email protected]> wrote: >>> >>> Ok. In the Demo Data i've found this line which does fill the drop down >>>> when imported. Is the only way for doing what this line does through the >>>> Xml? >>>> Where can i find it in the GUI? >>>> >>>> I've removed all the credit card info for the time begin. >>>> >>>> <PaymentMethod paymentMethodId="PETTY_CASH" paymentMethodTypeId="CASH" >>>> partyId="Company" description="Bargeld" glAccountId="1000" >>>> fromDate="2009-04-01 00:00:00.000"/> >>>> >>>> >>>> On 18 February 2014 11:09, Adrian Stern <[email protected]> wrote: >>>> >>>> Hello >>>>> >>>>> I'm trying out some invoices but i'm unable to apply a payment to it >>>>> because i cannot set the payment method. The dropdown is empty. >>>>> >>>>> I went to the gl global config and i tried to set some defauts in >>>>> >>>>> 1. global gl settings - payment method type >>>>> 2. organizastion gl settings - gl account defaults: >>>>> - payment type /gl account type id >>>>> - payment method id / gl account id >>>>> >>>>> But still the dropdown remains empty.. >>>>> >>>>> When trying to set the payment status to 'received' i get this message: >>>>> >>>>> The Following Errors Occurred: >>>>> >>>>> Cannot change the status to 'Received' when the mandatory payment >>>>> method >>>>> is missing. >>>>> >>>>> What needs to be done? >>>>> >>>>> Regards, >>>>> Adrian >>>>> >>>>> >>>> >>>> >>> >
