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FrontAccounting forum → Posts by seahawk
In /reporting/includes/ change the following in the pdf_report
Replace the lines at 1004/5/6 with the following:
$to = str_replace(",", "", $contact['name'].' '.$contact['name2'])
." <" . $contact['email'] . ">";
$msg = _("Dear") . " " . $contact['name'].' '.$contact['name2'] . ",\n\n"
Should solve the problem.
Email should the read: Dear Name and Surname
The Sales Summary Reports on the customer section of reports, currently provide customer name, TaxId, Total ex.Tax and Tax.
It provides the info for a selected period.
What I would like to see is a "list of Invoices" issued for a given period to verify the invoices issued for a given period. Fields could include Invoice Number; Customer; Total. It should be sorted invoice sequence.
This will make it easier to ensure that all invoices is recorded and can be verified for accounting purposes for the particular month.
The only way the you can get a list of invoices is by using the current age analysis tool. This again is in Customer order and not Invoice number order.
Trust this will make sense.
Silly question: How do I post an Image here?
Make wrong customer invoice a template invoice. On selecting to cretae new invoice, you can change the customer. All items should remain the same though.
Then remove template invoice and void that invoice against the customer.
HI all
I would be great if we could have an option on the Sales Summary report to display the invoices attached to the sales for that period. Like a list of invoice to be able to audit the the invoice for the month or period.
The only report where one can find this is the Customer aged analysis, but that is not a listing of invoice.
In Transaction Inquiry on the sales tab one can select the from and to date and the type "Invoice" to verify if all invoices was printed for the accountant's file. If one could print such a list of invoices or documents from that tab it would also be great. One can print any document for the period not in the accountant file from that inquiry which is quite handy, but their is nowhere where you can print a list of various documents processed for a period.
I created a "Bank Account" under the Suspense account Called [Bad Debtors Control Account]. I then do a Custer payment with complete description of the invoice number with the [Bad Debts Control Account] bank account.
Then I go to my bank Payments and pay under Miscellaneous the amount to the "Bad Debt Account" under expenses.
After all the bad debts was sorted the "[Bad Debtors Control Account]" should be Zero
This is quite a cumbersome process for many mistakes to happen.
You can not actually do a credit note, because then you should get the items back in stock, which is not true. Client still have the stock or received the service.
If we could have selected a customer and (Credit) them under the journal entry with the bad debts account as the second line (Debit) account, then we would solve the problem in one easy step.
Would that be at all possible?
Wynand
Changing permissions as above also worked for me.
I have a client running that type of transactions at 10 different terminals on the host server. Speed of the connection to server might be the biggest problem, but generally is runs fine. Just have to have enough space on the server or host for the sql database.
On your cpanel you can create a forward email to multiple addresses. I have accounts@mycomp that forwards to three different people when Some-one generates an Invoice and email it to the client.
If it is client emails then it is a bit more difficult, have not tested it if you create more than one contact with same privileges in the main company or branch if it will go to both
Hi
Is it possible to have an edit option on the page where you can Print and or email the recurring invoice after it was created?
Sometimes the dates printed on the Invoice refers to the previous period instead of the new 12 month period (for today plus 12 months).
I now have to go to Customer Transaction Inquiry to fix the period of the recurring invoice.
I have issued the first invoice, 1 /6/2013. The next invoice would be due again on 1/6/2104. In setting up the repeating invoice I have set the start date as 1/6/2013 and then set 12 months in the month column.
It shows up in the Create and Print recurrent Invoices, but when I create the invoice and print it it reads: Invoice covers period 01/06/2013 to 31/05/2014 instead of 01/06/2014 to 31/05/2015.
Some advice here would be appreciated.
Joe
Tested it on a number of companies and works great for me. Think we can offer it on the extensions.
regards
Thanks.
Janusz
You are correct. It seemed that their was difference in pointing and what we saw on the main domain.
The host then send me a link to the server of the shared account that is a temporary link. The install was then successful and the site is reading the version file correct. It also seems that after the server crash the PHP and Mysql was not installed correctly. Once they host fixed that the problem was resolved.
Thank you for everyone's help.
Regards
Wynand
Janusz
The server crashed and the hosting provider reinstated a backup to the website. I then upgraded the FA on the site but for some or other reason that is still not clear to me, it seemed that the information on the hosting account was duplicated on another server linked to the main server PC.
I deleted the FA files but on refreshing the browser it kept on running with the old info.
I then removed the complete installation and database. I created a new database and did a complete new install. On the main domain it did not want to accept the installation. The host then send me a link to the server of the shared account that is a temporary link. The install was then successful and the site is reading the version file correct.
Thank you for everyone's help.
Regards
Wynand
Joe
It contains the version 2.3.20 inside the code. The template is the default option.
Hi
Cannot get above version to display after upgrade.
Regards
FA 2.3.19. PHP5.4; Same error occurred after server crash and host restored.
Cannot get PDF to display. Urgent fix needed.
Regards
One one of the shared hosting domains, we had a crash of the server. The hosting provider only had a backup of 20/02/2014.
All other backup's were lost. The provider then restored the backup which included FA database and files. Now FA does not want to print any reports.
I did the following:
1. Restored the database and tables (Did not work)
2. Reloaded FA 2.3.19 (Did Not work)
3. Looked at System info and it kept on showing installation file to be removed. There is no installation file at that point. The Backup screen also continued to show old backups that was removed.
4. Installed the new 2.3.20 (Did not work - FA still sees it as 2.3.19. Cleaned the browser cache and used different browsers.)
5. Deleted the whole data base and created new database. (Did not work. FA shows splash screen and does not want to do reinstall) Login Screen still shows 2.3.19 although I installed clean 2.3.20)
6. Removed the config and config.db files, still showed 2.3.19 and was running without these files. Do not know how this is possible.
Any advice will be appreciated. Have searched the forum but could not find something similar.
Joe
Sorry for only getting back to you now. I think it looks great. Will test it on a number of installation with multiple bank accounts and see what it does.
See it will give you last twelve months which is great. Some might want a from and to date to do the report for quarter of six months.
Thanks for the development. Will keep you posted.
I agree, they can only login with some-one else's password if they shared it or if the person have saved it on their browser and they use that person's computer.
Two invoices can be enetered by two different users at the same time, but obviously they invoice number hav eto be unique. FA uses database transactions, so there is no way to entry two invoices at the same time: just one will be stored, and second user will encounter error message. Then you just have to incement the invoice number suggested in input field and try store the invoice again. You do not need to abandon edition and change the number in Forms Setup.
Janusz
I agree with Janusz. When I train multiple people at a company it happens. Then the person who receives the error message can just resubmit their invoice and it then allocates the next number, otherwise just update the invoice.
Have same problem. It indicates that "You can only upload *.sql backup files"
It would be similar to the report: Annual Expense Breakdown - Detailed. The only difference is that it will only reflect all cash receipts and payments and not all sales and purchases like this report.
Regards
Joe
The sale summary report does not give you a list of invoices. Just a summary of total business for a given period with a particular client.
Is there a way to just get a list of invoices (Documents) with invoice numbers and amounts for a given period.
Regards
Wynand
Cash Flow statement would be done with the bank and cash accounts setup.
It will receive all the cash receipts minus the cash payments for each account. The balance would be you positive or negative cash flow. This is not sales on credit or purchases on credit. These will only reflect when you receive payment on those sales or when you pay your supplier.
Depending how you have setup your accounts, will determine how one would write the report.
Let's for example say that you have two bank accounts set up. Bank Account A (Current Account) and Bank Account B (Cash Account).
Need to add all the receipts in Account A for a given period together and then subtract the expenses that was paid from that account.
Then you need to do the same for Account B.
Each account will then have an opening and closing balance and the difference would be you negative or positive cash flow.
To that one need to decide how many periods should be included in this cash flow report. 1,2,3,4,5,6 periods and the total for those periods. Say from 01/01/20xx to 31/01/20xx would be one period.
------------------------------------------------------------------------------------------
Example:
CASH Flow
As at 01-Mar-2011
Account
October 10 - November 10 December 10 January 11 February 11 March 11 Total
0.00 0.00 0.00 0.00 0.00 0.00 0.00
Net Cash Flow
0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total Bank Balance
0.00 0.00 0.00 0.00 0.00 0.00 0.00
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