Please elaborate of what is an annual subscription of a new member entails.

Take a look at this. I find it helpful.

https://altruic.com/blog/a-sample-chart-of-accounts-for-nonprofit-organizations

177

(21 replies, posted in Reporting)

Exactly... I don't know why not. I am under the impression that this functionality will be included in FA 2.5.

@thorbjornw

Yes it can be done. But I would not recommend it. If you are  worried about the backup size then its not because of the first company. When you do backups within FA its by company data and not the entire db. Backups within FA are  named after company prefix within the DB. i.e 0_ is for the first installed company that cannot be deleted, and  1_ for the second company ...etc..

In post #2 above @poncho1234 has hinted on how you can do that. I will elaborate further.

I assume your existing installation has two companies. the old company with prefix 0_ and the new company with prefix 1_ you can find out the used prefixes when you login to the old company  and go setup->Create/Update Companies Table Pref.

Now:

1. Log in to the new company Setup-> Backup and Restore.
2. Create Backup
3.Choose the Backup and Download it.
4. With a text Editor open the file just downloaded. (must have _1_ char in it if the company prefix is 1_)
5.Find and replace `1_ with `0_ in all occurrences. (Replace All)
6. Save file
7. Install another instance of FA
8. On new instance go Setup->Backup and Restore->Choose file saved in step 6 and then Upload file ->Restore Backup.

Now you will have one company with all the second company data with prefix 0_

Good luck.

179

(13 replies, posted in Setup)

@joe

After looking at this I found out that at line 1712

INSERT INTO `0_security_roles` VALUES

is empty..

I just copied the 10 lines from the en_US-demo.sql into en_US-demo2.sql and now all OK.

INSERT INTO `0_security_roles` VALUES
('1', 'Inquiries', 'Inquiries', '768;2816;3072;3328;5632;5888;8192;8448;10752;11008;13312;15872;16128', '257;258;259;260;513;514;515;516;517;518;519;520;521;522;523;524;525;773;774;2822;3073;3075;3076;3077;3329;3330;3331;3332;3333;3334;3335;5377;5633;5640;5889;5890;5891;7937;7938;7939;7940;8193;8194;8450;8451;10497;10753;11009;11010;11012;13313;13315;15617;15618;15619;15620;15621;15622;15623;15624;15625;15626;15873;15882;16129;16130;16131;16132;775', '0'),
('2', 'System Administrator', 'System Administrator', '256;512;768;2816;3072;3328;5376;5632;5888;7936;8192;8448;9472;9728;10496;10752;11008;13056;13312;15616;15872;16128', '257;258;259;260;513;514;515;516;517;518;519;520;521;522;523;524;525;526;769;770;771;772;773;774;2817;2818;2819;2820;2821;2822;2823;3073;3074;3082;3075;3076;3077;3078;3079;3080;3081;3329;3330;3331;3332;3333;3334;3335;5377;5633;5634;5635;5636;5637;5641;5638;5639;5640;5889;5890;5891;7937;7938;7939;7940;8193;8194;8195;8196;8197;8449;8450;8451;9217;9218;9220;9473;9474;9475;9476;9729;10497;10753;10754;10755;10756;10757;11009;11010;11011;11012;13057;13313;13314;13315;15617;15618;15619;15620;15621;15622;15623;15624;15628;15625;15626;15627;15873;15874;15875;15876;15877;15878;15879;15880;15883;15881;15882;16129;16130;16131;16132;775', '0'),
('3', 'Salesman', 'Salesman', '768;3072;5632;8192;15872', '773;774;3073;3075;3081;5633;8194;15873;775', '0'),
('4', 'Stock Manager', 'Stock Manager', '768;2816;3072;3328;5632;5888;8192;8448;10752;11008;13312;15872;16128', '2818;2822;3073;3076;3077;3329;3330;3330;3330;3331;3331;3332;3333;3334;3335;5633;5640;5889;5890;5891;8193;8194;8450;8451;10753;11009;11010;11012;13313;13315;15882;16129;16130;16131;16132;775', '0'),
('5', 'Production Manager', 'Production Manager', '512;768;2816;3072;3328;5632;5888;8192;8448;10752;11008;13312;15616;15872;16128', '521;523;524;2818;2819;2820;2821;2822;2823;3073;3074;3076;3077;3078;3079;3080;3081;3329;3330;3330;3330;3331;3331;3332;3333;3334;3335;5633;5640;5640;5889;5890;5891;8193;8194;8196;8197;8450;8451;10753;10755;11009;11010;11012;13313;13315;15617;15619;15620;15621;15624;15624;15876;15877;15880;15882;16129;16130;16131;16132;775', '0'),
('6', 'Purchase Officer', 'Purchase Officer', '512;768;2816;3072;3328;5376;5632;5888;8192;8448;10752;11008;13312;15616;15872;16128', '521;523;524;2818;2819;2820;2821;2822;2823;3073;3074;3076;3077;3078;3079;3080;3081;3329;3330;3330;3330;3331;3331;3332;3333;3334;3335;5377;5633;5635;5640;5640;5889;5890;5891;8193;8194;8196;8197;8449;8450;8451;10753;10755;11009;11010;11012;13313;13315;15617;15619;15620;15621;15624;15624;15876;15877;15880;15882;16129;16130;16131;16132;775', '0'),
('7', 'AR Officer', 'AR Officer', '512;768;2816;3072;3328;5632;5888;8192;8448;10752;11008;13312;15616;15872;16128', '521;523;524;771;773;774;2818;2819;2820;2821;2822;2823;3073;3073;3074;3075;3076;3077;3078;3079;3080;3081;3081;3329;3330;3330;3330;3331;3331;3332;3333;3334;3335;5633;5633;5634;5637;5638;5639;5640;5640;5889;5890;5891;8193;8194;8194;8196;8197;8450;8451;10753;10755;11009;11010;11012;13313;13315;15617;15619;15620;15621;15624;15624;15873;15876;15877;15878;15880;15882;16129;16130;16131;16132;775', '0'),
('8', 'AP Officer', 'AP Officer', '512;768;2816;3072;3328;5376;5632;5888;8192;8448;10752;11008;13312;15616;15872;16128', '257;258;259;260;521;523;524;769;770;771;772;773;774;2818;2819;2820;2821;2822;2823;3073;3074;3082;3076;3077;3078;3079;3080;3081;3329;3330;3331;3332;3333;3334;3335;5377;5633;5635;5640;5889;5890;5891;7937;7938;7939;7940;8193;8194;8196;8197;8449;8450;8451;10497;10753;10755;11009;11010;11012;13057;13313;13315;15617;15619;15620;15621;15624;15876;15877;15880;15882;16129;16130;16131;16132;775', '0'),
('9', 'Accountant', 'New Accountant', '512;768;2816;3072;3328;5376;5632;5888;8192;8448;10752;11008;13312;15616;15872;16128', '257;258;259;260;521;523;524;771;772;773;774;2818;2819;2820;2821;2822;2823;3073;3074;3075;3076;3077;3078;3079;3080;3081;3329;3330;3331;3332;3333;3334;3335;5377;5633;5634;5635;5637;5638;5639;5640;5889;5890;5891;7937;7938;7939;7940;8193;8194;8196;8197;8449;8450;8451;10497;10753;10755;11009;11010;11012;13313;13315;15617;15618;15619;15620;15621;15624;15873;15876;15877;15878;15880;15882;16129;16130;16131;16132;775', '0'),
('10', 'Sub Admin', 'Sub Admin', '512;768;2816;3072;3328;5376;5632;5888;8192;8448;10752;11008;13312;15616;15872;16128', '257;258;259;260;521;523;524;771;772;773;774;2818;2819;2820;2821;2822;2823;3073;3074;3082;3075;3076;3077;3078;3079;3080;3081;3329;3330;3331;3332;3333;3334;3335;5377;5633;5634;5635;5637;5638;5639;5640;5889;5890;5891;7937;7938;7939;7940;8193;8194;8196;8197;8449;8450;8451;10497;10753;10755;11009;11010;11012;13057;13313;13315;15617;15619;15620;15621;15624;15873;15874;15876;15877;15878;15879;15880;15882;16129;16130;16131;16132;775', '0');

180

(13 replies, posted in Setup)

Guys,
I tested the COA ("5 digit American coa with educational data")  that was used by @timada and he's absolutely correct.  I attach the script as downloaded from the published setup->Install/Activate Chart of Accounts.
@joe for your attention.. Must be very trivial to you..I have no clue why.
\rafat

181

(13 replies, posted in Setup)

It might be a very simple but cunning error...like keyboard language vs db charset. .. What Database Collation you are using? Are you only using English or other languages as well? Any languages on the keyboard other than English?
My humble thoughts.
\rafat

182

(12 replies, posted in Setup)

@joe
I like the Fort Knox analogy... smile big_smile
I still agree that we need a stronger userid. Most of the sites I visit now have userid rules (not passwords only). This admin is very trivial... of course users need to change it anyway..

183

(12 replies, posted in Setup)

I agree..

@said.omn
It should work.. What exactly did not work for you? How did you go about it? What is your current fiscal year and in which fiscal year is the invoice? State OS and FA Versions..
\rafat

@said.omn

Its possible but I don't know what other repercussions this will have. So please use at your own discretion. Maybe other well versed Accountants can advise otherwise. But its very simple:

Setup->Fiscal Years
Edit Pencil
Is Closed NO

Then you can void the invoice and you need to close the year with Is Closed Yes.

Years are closed and opened in chronological order. One cant jump a year to close the other.

/rafat

I do have a feeling that the naming convention of the Scripts is somehow not direct.. and sometimes it is misleading. So maybe something like:

Demo Company with American COA ---- For company with demo data.
New Company with American COA ---- For company with no data.

Might be a better way of naming them.. I don't know..I could be mistaken..

Now of course the Database scripts depend on the COA that one chooses to have for the company (once the COA is installed).. But the only COA that have demo data is the  Standard American COA (4 digits).

Most probably is when you created your new company you have chosen a Database Script of "Standard American COA (4 digit) with demo data". This script contains the demo customers you mentioned above. If you do not need the demo data then you should choose Database Script of "Standard new company American COA (4 digit)".. this script contains no demo data at all...empty.

Now the tricky part.. do you need your new company data that you entered with the demo customers? If so then I dont see a straight way to do that unless you are well versed with db tools and be able to remove the demo data by accessing the db directly..which is also dangerous..

If you dont need the company data then the best thing is is to delete the company and recreate it with the above Standared New Script.

Good luck..

188

(26 replies, posted in FA Modifications)

Thanks @joe

I think we leave it as it is. As you said mixing languages in graphics is not that easy..different fonts, sizes and directions as well.
Meanwhile I will keep experimenting and if I found something useful I will come back to the forum.

/rafat

189

(26 replies, posted in FA Modifications)

@joe

Reports look good now.. Where are the fonts size in the graphics of the Top 10 Customers are defined?

Thanks

190

(26 replies, posted in FA Modifications)

Hello again
@joe

The Dashboard seems fine for LTR. A little buggy with RTL. Let me take Arabic as an example as am testing that language.
Now I am in Preferences and chose Default theme and Arabic Language:
Sales --->Dashboard  Top 10 Customers
Arabic Customer Names are Truncated to fit---OK
English Customer Names are not Truncated---Overlap
Please note we do mix Arabic and English -- I dont know if this is a problem and we should not.
Only in pie or donut.

As for the reports definitely there is an overlap for Donut and Pie only for Balance and PL sheets.

See attached.

191

(26 replies, posted in FA Modifications)

@joe....have a nice weekend. See you Monday.

192

(26 replies, posted in FA Modifications)

Sorry @joe.. no change with the new file. Same as before. Text truncated and color legend does not show.

193

(26 replies, posted in FA Modifications)

@joe..Attached is the default.css.. I needed to restart Apache for it to show.
Meanwhile I keep tetsting wit the new file.

194

(26 replies, posted in FA Modifications)

@poncho1234 is absolutely correct..  nailed it. Removing the above lines makes the shift from RTL to LTR and vice versa very smooth. I tested on Chrome, Firefox and IE. All OK

195

(26 replies, posted in FA Modifications)

@joe I agree

The html tables can be taken care of by changing the the theme default.css a little. I tried it and it works. All the changes are mentioned in the forum.

https://frontaccounting.com/punbb/viewtopic.php?id=8220

Yes then lets get the graphics working>

196

(26 replies, posted in FA Modifications)

@joe,

We will get there somehow..Sales Dashboard as an example.. Customer Names are Truncated and left justified and the color legend is lost.. This is also reflected in the Settings Dashboard..I guess if this is fixed it will reflect on all dashboards..

197

(26 replies, posted in FA Modifications)

This morning I took a first run at it , but was very busy to continue. I will take a look at it after the Sweden vs Poland game .ie Joe vs Januze ...if I am not mistaken. That is if I am still awake. lol

198

(26 replies, posted in FA Modifications)

Hi @joe

Looking better day after day. We still have a little problem with long Customer names as it still overlaps. I guess using the Customer Short Name will solve this issue. Attached screen shot

199

(16 replies, posted in Announcements)

@ponocho1234

I don't know what Microsoft and Google has to do with this. I am just asking is this functionality possible or not within our own PunBB forum.... It seems not. Full stop.

200

(16 replies, posted in Announcements)

Hi @joe

I know all are busy and this is least of their worries so forgive me ..but I think this is also important as people of the forum were  sending me PM's that I did not know they existed. so..
How can I easily check if I have a PM? Even when I am logged in?
I dont see that. Sorry..Why Should I PM another user to access my own Inbox? Very simple. A PM should appear under my name when logged in as the (Website Email ...and PM) that appears under other peoples accounts.

Please see attached.. and lets close this for good..

Regards