176

(16 replies, posted in Reporting)

Thanks.

Was also thinking in the line of dotproject or openproject.

Will have a look at your suggestion.

Regards

177

(16 replies, posted in Reporting)

Some clients work on projects and their clients whom they do the project for wants the outstanding amounts on the invoices per project.

I thought that if you setup the project as a branch of the client that it might work, but you can not draw reports for the branch, only for the main company.

I also thought that you could setup each project with that client as a separate client, but then it becomes a nightmare to keep track of the cost items for that project.

Seems to be a hornet's nest like you say.

I am thinking of using an open source project management software for the tracking and costing of the project and then monthly bring in the total cost before invoicing from FA.

Regards

178

(13 replies, posted in Reporting)

Thanks. Have done something similar but have setup a service item linked to the discount given account  in the ledger.

I though there might a a tick mark or display zeros or something that might be easier, but you idea works great as well.

Regards

179

(13 replies, posted in Reporting)

Thanks for the effort.

Seems there is no easy way around this.

180

(13 replies, posted in Reporting)

apmuthu wrote:

rep107.php (Print Invoice) does not show the rate and discounts

Thanks

Agree, but what should I change in the rep107 to show the item cost and the 100% discount on the invoice with 0 toal for the line item?

181

(16 replies, posted in Reporting)

Thanks, I assumed that it is the case, but would not have an idea where to begin to call this new function. in Rep108.pdf.

Your new.zip change works great accept for the Total Balance.

Is there a way that one could have a sub balance for the dimension and then the total balance below?

Would that be the same if one would use dimensions to filter in Customer Balances report Report101.pdf

182

(13 replies, posted in Reporting)

I do that, but when you print the invoice (Pdf) file, on the report, it does not display the amount nor the discount

183

(13 replies, posted in Reporting)

Hi

I use a service item for Example ABC; total = 1 ; Price = 30; Discount = 10%; Result = 0

On the invoice only ABC is printed and the rest is blank. Nothing is shown in that line on the invoice. I need the line to show the above information.

regards

184

(16 replies, posted in Reporting)

Is there a way that I can send you copy of the report with the data?

At the bottom of the reports where it reads: "Total Balance" it is the total balance for all the dimensions relating to that on customer, instead of the Total for that one selected dimension only.

185

(16 replies, posted in Reporting)

Apmuthu

The reports is providing the data require as per your zip file above.

When a dimension is selected for the report for that customer, it lists the correct entries in each line.

The Total at the bottom of the Statement report is the Total for all the dimensions for that customer, not just the total for specific Dimension selected.

I do not know if the above would fix the issue? It seems to the same as the info in the attached zip folder above.

regards

Wynand

186

(16 replies, posted in Reporting)

HI

It would also be great if we could save the statement as Excel.

187

(16 replies, posted in Reporting)

Hi

Let me start by thanking you for your input.

Have replaced the files. The report does give the info required, but there are two issues that I can pick up:

1. The dimension Name is not displayed anywhere on the Statement
2. The dimension total is the same as the total outstanding for all the dimensions on that particular client and not just for the invoices outstanding for the specific dimension.

For example:

Dimension A and Dimension B is linked to the same customer. Drawing a reports then on the customer with no dimension selected gives you the answer for the total outstanding for A+B.

when selecting Dimension A, the Invoices and amounts listed in the detail matches the dimension, but the total for the Statement is still A+B instead of the total only for A

Hopes this makes sense, but it gives a great platform to work from.

Regards

188

(5 replies, posted in Reporting)

Agree with you.

Hi

Sometimes I want to show a service cost on the client invoice and give them a 100% discount, but I need the discount% to display as well as the amount of zero(0) on the invoice.

Have searched the forum but cannot find something

regards

190

(5 replies, posted in Reporting)

Rep 108 Print Statement.

In the block below the customer's address, the Customer's Reference is not displayed on this report. Next to that the Sales Person attached to that company is also not displayed.

where do I upload the snapshot?

191

(16 replies, posted in Reporting)

Hi

I think that the statement report where invoices and payments are listed could work if you can search for a specific dimension attached to that Customer.  The customer balances report can also work.

192

(16 replies, posted in Reporting)

I will have to try and figure out these tags since there is not a lot of info.

It seems that all the posts regarding tags deals with income statements only, and will not provide me with a list of invoices that the dimension was attached to.

when for example I have a dimension A and dimension B on Level1 and I need to have a list of invoices for list be, it is not possible.

I do not see how using tags will provide me with that information if the only place where tags can be used is in the Income Statement report.

193

(5 replies, posted in Reporting)

When printing or emailing a customer statement, the Customer reference does not pull through to the report neither does the Sales Person.

194

(16 replies, posted in Reporting)

It seems that the dimensions reports are fairly limited which limits its usefulness.

Currently it seems that it is only the dimensions report that give you a nett total for each dimension, or Income and expense statement for a particular dimension.

We need to be ably to display a list of invoice for a particular dimension to determine the number of invoices issues for a specific project on a particular client that we work on. Some client we work on multiple projects at the same time, but have to report on each project separately.

Maybe a list of invoices for a particular dimension on the client statement only displaying that particular dimensions invoices relating to that dimension. Indicating which invoices on that particular project has not been paid.

Will make life a lot easier to reconcile.

Thanks. Will the js files recreate itself then again?

It seems to be working now. I think between the php ini and the clearing and closing of the browser seemed to have solved the problem.

Hi Apmuthu, have tried that, to no avail. I will try in PHP5.3 and see what happens.

198

(4 replies, posted in Report Bugs here)

Thanks, Much appreciated. Will give it a try. I missed the old post for future dating.

I have a client installation with three companies on FA 2.3.24

The installation worked fine, although it seemed to always had an issue with displaying the sales tab after login. when you refresh then the sales tab would appear, but takes three or four tries sometimes.

At least it saved any new information that was entered. The last two days the system / has a problem to save any information even if done from different browsers and different computers.

I looked through the forum and on the internet but cannot find a workable solution. Tried the php ini file to set different php functions, as well as the htaccess file in FA folder.

Will appreciate the help. Mysql: v 5.5.42-cll PHP version: 5.4.26 ; it is a shared server.

If you add a customer, it seems like the customer was not added, until you refresh the main tab and then it is there.

If you add a supplier, nothing shows and when you refresh the main tab 3 customers with the same name and short name appears.

When trying to add an item, it is not created no matter what I try.

In doing a bank recon, it is not done at all after selecting all the relevant information.

I have my hands in my hair, because time is an issue.

Thanks

Wynand

200

(4 replies, posted in Report Bugs here)

In one of my client companies you have to pay membership in advance. When using Recurring invoices after 12 months minus 5 days, the invoice generated indicates that the period for the payment is for the past 12 months and not the future 12 months.

Is there a possibility that we might have some options here? How can one change that to be paying for a future date?