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Brilliant, maybe that should be an option in the config file ;-)

/Elax

Is the item active or has it been excluded from Sales ? (both options setable in the edit item page)

/Elax

Hi Andrew

There is no menu or link to textcart, neither you need to add all the order information (customer, branch etc ).
Instead, go to the normal order/invoice/dispatch (whatever) page and you should find a textcart tab. This will replace the standard UI by a textbox from which you can copy/paste from/to Excel (or any text editor).

I strongly sugest that you read the doc there.

/Elax

I agree with the page number, that would be really handy.

About the editing, even though it might be handy, I don't think it's legal in most country to be able to edit an invoice : editing it would allow you to easily dodge taxes.

However, if you make that many mistake have a look at the textcart module, it allows you to import order/dispatch/invoice from an excel spreasheet. You might be more confortable writting the whole invoice on excel and the importing it.

About the dispatching (I have also lots of big order to dispatch ) and I use to make lots of mistake , I have another module which allow you to pre-select part of an order to picked and then only quantity "picked" would be dispatchable. Let me know if you are interested.

/Elax

Another way is to configure the BCC address for ongoing email in Setup/Company Setup.
That way, all emails which have been sent are also sent to the configured address. You can configure your email to filter those email and archive them straight away without going to the inbox. You could then check all the "history" of emails in your mail box.
Alternatively, you can have a special email account just for this.

/Elax

To be fair, I never understood what this 'Reverse Transaction' checkbox was for, and even after reading this, I'm still not sure.
The new version seems better, even though it's behavior is still obscur : If I click on a reverse transaction button why would it generate 2 transcation instead of just reversing the initial one ?

/Elax

/Xero

AS I said, the main problem of the Box 7 is the "0 VAT" transaction problem. This has been sorted in FA but not released yet, because it's still under test, but it should be release soon.
Once it's been release doing a UK VAT report should be straight forward. But you'll need to have run  the full quarter with the "new" code and configuration, so all the 0 VAT transaction are recorded properly. By that time, I probably would have  done a UK VAT report compatible with the new version and so write a report as well.

Just be patient (and do it manually for now)
/Elax

Hi

This report doesn't really do anything with "cost" or at least not cost history.

It's probably a rounding error (so 216.85- 216.85 is not exactly equal to zero).
add $1 or 1cent  in the cash account (in FA and physically ) it see if it solve the problem.

I know it's not ideal, but that's the only thing you can do at the moment.

/Elax

I have a similar problem, but in the other way, my supplier wants prepayment which I want be allocate on each delivery (The main problem is we usually mix the initial order in each delivery).
What I do (seems a bit complicated but works really well, however you might be able to simplify it).

When the supplier raise an pre-payment invoice
- I create an invoice which go on a prepayment account (or item). It's not related the real items I'll get. It's a 'deposit' item.
- A the same time, I create a credit-note to cancel it.

Then, (that's the clever bit), every payment I made, I allocate them on this pre-payment. I never allocate payment to the real order.
When the real invoice arrives, I pay it with the credit note (even if the payment haven't been made ).

Example
I have an order A for $100 and and order B for $1000

I create:
  a pre-payment A-P $100
     credit note A-D $100
    pre-paymint  B-P $1000
    credit note B-D $1000

At that point everything cancel each other, in theory I don't owe  anything to anybody.

Then the supplier wants me to pay 30% deposit of everything

I pay $330 which I allocate the pre-payment
at that point, I can see than I need to 70+700 $ to pay and I have $1100 (from the credit not) which I haven't allocated to anything.

Now, the supplier send  and invoice half of A and half of B (but I haven't paid anything yet).

I create the invoice corresponding to the delivery
  D1 $550

And I allocate the correspoding bit from the credit note , so at that point I have
        Amount     | Allocated       | Outstanding
A-P  $100         | 30 (deposit)   | 70
B-P  $100         | 300 (deposit) | 700
A-D  $100         | 50  (delivery)| 50
B-D $1000        | 500 (del.)     | 500
D1  $550          | 550              |

I can see easily that I have 770 outstanding to pay, and 550 left to be invoiced by the supplier.
One of the advantage of that method, is it decouples the physical payment from the invoice, so for example with the 30% deposit, I don't to worry about how to allocate them to the real delivery (should I consider that half of the 30% should be allocated to D1 ? etc ...).

With that I just allocate the deposit and payment to the order A pot. And allocate delivery from the A pot (the credit note).

Hope that will help,

/Elax

It's fixed on my version , but apparently not in the official FA.
I have a patch for it but I don't how to post a file on this forum.