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You get an answer to this?  It's pretty easy, but don't want to answer if you already have your answer.  Confusing.

I think I was referring to something else. 

My new company installations still default to 2017/2018.  This is a brand new company setup (today 02132023), and clearly it doesn't really likes 2017/18.  Must have been a great year!  ;-)  - - Not sure it matter but I got this after selecting 5-digit coa.

thanks for this, but I'm not seeing any archived messages.

I don't think you need a separate one.  Just a chunk of this one designated for older threads.  Some good info in there.

I look at dimensions like almost a non-accounting function.  We used to keep books for a lobbying concerning.  We tracked typical stuff like travel expenses, meals and entertainment, and that was fine, but at year end they also wanted to know, ok, out of all these expenses for all these projects, how much was spent on Red-Dye#2 (Grocery lobbying).  That what I would use it for. 

I'm happy to report that I was able to get this working.  I still have NO IDEA why it abended before. 

Accountants, at least here in the United States, are taught to never purge records.  If you disagree with this then have at it.  But if you agree it's a good idea to keep them (audit trail purchases), then you're left with AJE's.  Adjusting Journal Entries.  That's what I would do personally.  Good luck.

I think that will work.  Personally, I would probably just mysql -u root - p, and insert the records in a new table.  :-)

If I wanted (and I do) to establish a revised COA for a Church, let's say, and didn't want to modify the heck out of GL_Classes, GL_Account_Groups and COA's available, where do you recommend I look for that code?  In other words, after a fresh install, I want to see the Classes, GL Groups and COA of exactly what I want.  Lots of churches so I don't want to re-invent this everytime. 

I want to start from here on Classes.  Only 5 Classes (not the 11 that is standard on some installs):

1    Assets    Assets       
2    Liabilities    Liabilities       
3    Equity    Equity       
4    Income    Income       
5    Expense    Expense       

and something like this for Groups where every "group" parental number ties to a major accounting component (A,L,E,I,EX)

1000    Assets        Assets       
1020    Current Assets    Assets    Assets       
1040    Inventory Assets    Assets    Assets       
1060    Capital Assets    Assets    Assets       
2000    Liabilities        Liabilities       
2020    Current Liabilities    Liabilities    Liabilities       
2040    Long Term Liabilities    Liabilities    Liabilities       
3000    Equtiy        Equity       
3020    Retained Earnings    Equtiy    Equity       
4000    Income        Income       
4020    Sales Income    Income    Income       
4040    Misc Income    Income    Income       
5000    Expenses        Expense       
5020    General & Administrative expenses    Expenses    Expense       
5040    Cost of Goods Sold    Expenses    Expense       
5070    Payroll    Expenses    Expense       
5080    Taxes    Expenses    Expense       

The Church needs classes/groups/COA's to be easily identified within the 5 major components of pretty simple and basic accounting system.  ASSETS, LIABILITIES, EQUITY, INCOME, EXPENSE. 

I went back and modified a non-profit install, but it was a TON of work, so I want to set it up as an option in the future.

Any thoughts on how to proceed. 

Thanks in Advance.

MacKenzie

As a seller, you can of course provide a discount to a purchaser, hence #6 in Direct Invoice.
As a purchaser, you do not get to set the discount so it's irrelevant.  In the States, your cost is your cost.  Vendor A sells Wiget X for $20.  Vendor B sells Wiget X (similar) for $22, but discounts it $2.  I'm really not interested in tracking "so called" discounts on items purchased.  Sales is a different story.

Cheers.

MacKenzie, not Mackensie.  I appreciate it.