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FrontAccounting forum → Posts by oakstreet1
Just a couple of notes:
1) You don't need to log out and log back in for this change to take effect.
2) I am seeing the same behavior, if I select the "search item list", "search customer list", or "search supplier list" options, I cannot select an existing item, customer, etc.
There is an entry box for items (not customers or suppliers), but typing into it does nothing, as far as I can tell.
I can tell you that you're looking for reporting/rep111.php for the Sales Quotation report. I can't tell you what to add/modify.
I believe you're looking for includes/access_levels.inc
I am not seeing this problem with 2.4.4. Do you have a test company you could use to test, in order to see if the problem is unique to your company setup?
Thank you, Braath.
Note: I found the subledger_list function in includes/ui/ui_lists.inc in FA Version 2.4.4 Build 26.03.2018.
There is another thread on this topic. This needs to be fixed. All we need is a miscellaneous option in the pull-down.
You probably have a PHP configuration error. One possibility is that your socket file in PHP is not set to point to the actual MySQL socket. Check your my.cnf for the socket file that is used and then find the socket file used by mysqli in your php.cnf and set it to the correct file.
If that's not it, study the error logs and look for specific errors. Also, make sure you can connect to MySQL.
What you are seeing is that the MySQL connection failed.
You can also edit the price on the invoice/sales order line item.
@poncho1345 Your suggestion to borrow some code from the recurrent invoices is a great idea. I've started building my own direct invoice code. My next dilemma is how to integrate my "module" so I can keep it working through FA updates. I need to re-read some of the docs as I get closer to making this happen. At the moment, I have to work it into my schedule, and it's hard to juggle all of this stuff in my head while I'm working on other challenging projects.
Thank you, for your suggestions and insights ... very useful stuff.
@poncho1234 I revisited the recurring invoice feature and I find it does almost what I want, but I cannot figure out how to edit the template invoice. The invoices I'll be generating are varying in # of items and description on the items.
To be very specific, we are invoicing the membership of a fund that charges all of it's members a small fee every time a member dies, and pays out the sum of those fees to the beneficiary of the deceased. Therefore, once a week, we check to see if there have been any deaths and we list them on an invoice; the fee and the name of the member who died, then invoice all current members according to the # of deaths we've covered.
So, it would be ideal if we could just open a "direct invoice" like interface, enter the appropriate items, select a group of customers, and send out a bulk invoice. I plan to write such a feature, as soon as I figure out the best and most supportable/sustainable way to incorporate it into FA.
If there was an easy way to modify a template and send it to an entire group, that would be great, although it's an additional step, I'd rather use an existing feature so it is easier to install updates to FA as they become available.
@poncho1234 Thanks, I'll have a look. I thought there was a reason I couldn't use recurring invoices ...
Oh, and you could also make a correcting entry in the journal.
I may be missing something, but if you do a bank account inquiry, you should be able to edit the transactions by clicking on the pencil.
I am working on a way to send the same invoice to all customers in a group. It's not the same problem, but the requirements are similar, in that each invoice would have a unique tx id and there would be an identifier that would allow them to be selected as a group/batch.
I've been studying the direct invoice process when I have time and trying to decide on the best approach.
Maybe someone can tell me how to enter a credit (refund) on my Credit Card Payable account without making a journal entry, which requires me to select a vendor.
Am I supposed to make a deposit? A deposit doesn't sound like the right way to enter a refund.
I'd really like to see this limitation on journal entries lifted. It seems arbitrary, to me, since the journal is where I make correcting entries and such. It should only enforce that debits=credits.
Just FYI: I could not log into FA this morning. It told me my user-id/password were not found. I tried several times (I know my password) and finally reset the password in the database, but I still couldn't log in. Only then did I think to check the error log, and discovered that, since I upgraded PHP last week, I created a mysqli bug (MySQL socket file wasn't found), which caused the database to fail to open.
The UI just kept telling me that my user-id and password combination were not recognized. It may be useful to note, that you may get that message, when your database connection, PHP, or server is not configured correctly. Check the tmp/error.log file before assuming you have forgotten your password.
If I understand what you're asking, you want one or more companies to be on the local server, and 2 other companies to be on a remote server.
If you look at the config_db.php file, you'll see the connection information and company prefix (tbpref) for each company. As apmuthu pointed out, you could use localhost and a forwarded port to securely access a server on a host using SSH to set up port forwarding. You could also just set the host and port to directly access the remote host.
No need to apologize. I'm just trying to understand, and you've been helpful in explaining the way F.A. works. I'll just have to make adjustments to my workflow.
I guess all I really wanted was for the journal entry to work the same way as payments in that I can select "miscellaneous" instead of being forced to select a vendor. I don't usually use the journal entry, but I was doing something different and I encountered this. I ended up putting in multiple payments, rather than entering a single journal entry.
Using the payables account in the manner you have described is unusual because normally a cc card would be used to pay for a variety of G/L accounts, for example, utilities, insurance, consumables, auto & travel, etc. When a payment is made, the payables account would be one of these G/L accounts and the bank account would be the cc card.
I don't need a payables account for every type of expense, because I simply enter the amount against the correct expense account and add it to credit card payable. If I had a special payable account, I'd just have to immediately mark it paid using the credit card.
I have a CPA audit my books and I've never had a complaint about putting expenses on a credit-card payable account in 25 years.
That is exactly what I did (put the Credit care payable account as the default payable account on the vendor) because that's how my vendor accounts are set-up; the vendor automatically bills my credit card.
On a related note: When I couldn't put the transactions into the journal, I put them in under payments, and I was able to put charges on my CC bank account without selecting a vendor and it didn't seem to pose a problem.
... and they are set to default to my CC account because I don't have a credit account with my suppliers. I just pay them on my CC. My old system didn't do purchase orders or inventory, so this is something I haven't dealt with before. Is there something wrong with just putting the vendor purchase on my credit-card payable account?
I've been running a business for 25 years and doing double entry accounting. I've never heard of a contra-account, only balancing debits with credits. If I add a transaction to my CC for my internet service, I add a balancing credit to the expense account.
There should be a simple way to turn this "feature" off. I don't want to pay my vendors from a separate account which would require me to add another entry to transfer the balance to the CC where it should have been in the first place, and I need to use my CC account for all sorts of things.
When I create a journal entry that is going to make a charge against CC-payable (tied to VISA bank account), a "Counterparty" column appears and I must select an existing vendor. I believe that is new in 2.4.4, but there are times when I'm making a charge and it is not relevant to one of the vendors I have in my database.
Why is this required?
Can there be a none/misc option?
If it's left set to an unrelated vendor, how will that affect my vendor reports?
FrontAccounting forum → Posts by oakstreet1
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