Accounting/Financials
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Hi,
Is there any video documentation for Accounting/Financials module? I am working on customising the Invoicing/Accounts receivable for my client but I am having some problems. When I create an invoice I am expecting to see a reflection of this in my AR account but this doesnt seem to be the case. Also when I create a payment to apply to an Invoice I get this error: No GL Account found for Payment with paymentId 10042 Not sure why this is the case. Thanks, Fadzi |
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It should be all explained in the Financials module documentation.
You probably didn't set a field. On Jul 29, 2006, at 10:18 PM, Fadzi wrote: > Hi, > > Is there any video documentation for Accounting/Financials module? > I am working on customising > the Invoicing/Accounts receivable for my client but I am having > some problems. > > When I create an invoice I am expecting to see a reflection of this > in my AR account but > this doesnt seem to be the case. > > Also when I create a payment to apply to an Invoice I get this error: > No GL Account found for Payment with paymentId 10042 > > Not sure why this is the case. > > Thanks, > > Fadzi |
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In reply to this post by fadzi
By the way, we're building a new set of invoice and payment AR/AP
screens in Financials, and we'd certainly appreciate your contributions! Si On Jul 29, 2006, at 10:18 PM, Fadzi wrote: > Hi, > > Is there any video documentation for Accounting/Financials module? > I am working on customising > the Invoicing/Accounts receivable for my client but I am having > some problems. > > When I create an invoice I am expecting to see a reflection of this > in my AR account but > this doesnt seem to be the case. > > Also when I create a payment to apply to an Invoice I get this error: > No GL Account found for Payment with paymentId 10042 > > Not sure why this is the case. > > Thanks, > > Fadzi |
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Or even better: participate in, and/or contribute to, making the ones in OFBiz better... ! -David On Jul 31, 2006, at 5:49 PM, Si Chen wrote: > By the way, we're building a new set of invoice and payment AR/AP > screens in Financials, and we'd certainly appreciate your > contributions! > > Si > > On Jul 29, 2006, at 10:18 PM, Fadzi wrote: > >> Hi, >> >> Is there any video documentation for Accounting/Financials module? >> I am working on customising >> the Invoicing/Accounts receivable for my client but I am having >> some problems. >> >> When I create an invoice I am expecting to see a reflection of >> this in my AR account but >> this doesnt seem to be the case. >> >> Also when I create a payment to apply to an Invoice I get this error: >> No GL Account found for Payment with paymentId 10042 >> >> Not sure why this is the case. >> >> Thanks, >> >> Fadzi > |
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In reply to this post by Si Chen-2
Hi
Can you tell us a bit more about the changes you're planning? Thanks Daniel On Mon, 2006-07-31 at 16:49 -0700, Si Chen wrote: > By the way, we're building a new set of invoice and payment AR/AP > screens in Financials, and we'd certainly appreciate your contributions! > > Si > > On Jul 29, 2006, at 10:18 PM, Fadzi wrote: > > > Hi, > > > > Is there any video documentation for Accounting/Financials module? > > I am working on customising > > the Invoicing/Accounts receivable for my client but I am having > > some problems. > > > > When I create an invoice I am expecting to see a reflection of this > > in my AR account but > > this doesnt seem to be the case. > > > > Also when I create a payment to apply to an Invoice I get this error: > > No GL Account found for Payment with paymentId 10042 > > > > Not sure why this is the case. > > > > Thanks, > > > > Fadzi > Daniel *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- Have a GREAT Day! Daniel Kunkel [hidden email] BioWaves, LLC http://www.BioWaves.com 14150 NE 20th St. Suite F1 Bellevue, WA 98007 800-734-3588 425-895-0050 http://www.Apartment-Pets.com http://www.SatelliteRadioZone.com http://www.Cards-Visa.com http://www.ColorGlasses.com *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- |
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Hi there,
I agree with you Daniel, if you could let us know what you are planning to change I could align my changes to what you are planning and take it from there. ----- Original Message ----- From: "Daniel Kunkel" <[hidden email]> To: <[hidden email]> Sent: Tuesday, August 01, 2006 11:44 AM Subject: Re: Accounting/Financials > Hi > > Can you tell us a bit more about the changes you're planning? > > Thanks > > Daniel > > > > On Mon, 2006-07-31 at 16:49 -0700, Si Chen wrote: >> By the way, we're building a new set of invoice and payment AR/AP >> screens in Financials, and we'd certainly appreciate your contributions! >> >> Si >> >> On Jul 29, 2006, at 10:18 PM, Fadzi wrote: >> >> > Hi, >> > >> > Is there any video documentation for Accounting/Financials module? >> > I am working on customising >> > the Invoicing/Accounts receivable for my client but I am having >> > some problems. >> > >> > When I create an invoice I am expecting to see a reflection of this >> > in my AR account but >> > this doesnt seem to be the case. >> > >> > Also when I create a payment to apply to an Invoice I get this error: >> > No GL Account found for Payment with paymentId 10042 >> > >> > Not sure why this is the case. >> > >> > Thanks, >> > >> > Fadzi >> > -- > Daniel > > *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- > Have a GREAT Day! > > Daniel Kunkel [hidden email] > BioWaves, LLC http://www.BioWaves.com > 14150 NE 20th St. Suite F1 > Bellevue, WA 98007 > 800-734-3588 425-895-0050 > http://www.Apartment-Pets.com http://www.SatelliteRadioZone.com > http://www.Cards-Visa.com http://www.ColorGlasses.com > *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- > > |
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Hi all,
I think it's easier if you tell to Si what new features are you willing to contribute to the project, so that Si can help to synchronize the efforts and split the tasks. Does it make sense? Jacopo Fadzi wrote: > Hi there, > > I agree with you Daniel, if you could let us know what you are planning > to change > I could align my changes to what you are planning and take it from there. > > ----- Original Message ----- From: "Daniel Kunkel" > <[hidden email]> > To: <[hidden email]> > Sent: Tuesday, August 01, 2006 11:44 AM > Subject: Re: Accounting/Financials > > >> Hi >> >> Can you tell us a bit more about the changes you're planning? >> >> Thanks >> >> Daniel >> >> >> >> On Mon, 2006-07-31 at 16:49 -0700, Si Chen wrote: >>> By the way, we're building a new set of invoice and payment AR/AP >>> screens in Financials, and we'd certainly appreciate your contributions! >>> >>> Si >>> >>> On Jul 29, 2006, at 10:18 PM, Fadzi wrote: >>> >>> > Hi, >>> > >>> > Is there any video documentation for Accounting/Financials module? >>> > I am working on customising >>> > the Invoicing/Accounts receivable for my client but I am having >>> > some problems. >>> > >>> > When I create an invoice I am expecting to see a reflection of this >>> > in my AR account but >>> > this doesnt seem to be the case. >>> > >>> > Also when I create a payment to apply to an Invoice I get this error: >>> > No GL Account found for Payment with paymentId 10042 >>> > >>> > Not sure why this is the case. >>> > >>> > Thanks, >>> > >>> > Fadzi >>> >> -- >> Daniel >> >> *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- >> Have a GREAT Day! >> >> Daniel Kunkel [hidden email] >> BioWaves, LLC http://www.BioWaves.com >> 14150 NE 20th St. Suite F1 >> Bellevue, WA 98007 >> 800-734-3588 425-895-0050 >> http://www.Apartment-Pets.com http://www.SatelliteRadioZone.com >> http://www.Cards-Visa.com http://www.ColorGlasses.com >> *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- >> >> > |
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Hey -
I'm happy to tell you what we're planning, but you can also see it on the issue trackers on sourceforge.net/projects/opentaps. Right now we're working on new payment screens which will be easier to work with. Then we might do some invoice management screens as well. Longer term we're planning to put in basic payroll support. What are you guys need? Si On Aug 2, 2006, at 5:30 AM, Jacopo Cappellato wrote: > Hi all, > > I think it's easier if you tell to Si what new features are you > willing to contribute to the project, so that Si can help to > synchronize the efforts and split the tasks. > > Does it make sense? > > Jacopo > > Fadzi wrote: >> Hi there, >> I agree with you Daniel, if you could let us know what you are >> planning to change >> I could align my changes to what you are planning and take it from >> there. >> ----- Original Message ----- From: "Daniel Kunkel" >> <[hidden email]> >> To: <[hidden email]> >> Sent: Tuesday, August 01, 2006 11:44 AM >> Subject: Re: Accounting/Financials >>> Hi >>> >>> Can you tell us a bit more about the changes you're planning? >>> >>> Thanks >>> >>> Daniel >>> >>> >>> >>> On Mon, 2006-07-31 at 16:49 -0700, Si Chen wrote: >>>> By the way, we're building a new set of invoice and payment AR/AP >>>> screens in Financials, and we'd certainly appreciate your >>>> contributions! >>>> >>>> Si >>>> >>>> On Jul 29, 2006, at 10:18 PM, Fadzi wrote: >>>> >>>> > Hi, >>>> > >>>> > Is there any video documentation for Accounting/Financials >>>> module? >>>> > I am working on customising >>>> > the Invoicing/Accounts receivable for my client but I am having >>>> > some problems. >>>> > >>>> > When I create an invoice I am expecting to see a reflection of >>>> this >>>> > in my AR account but >>>> > this doesnt seem to be the case. >>>> > >>>> > Also when I create a payment to apply to an Invoice I get this >>>> error: >>>> > No GL Account found for Payment with paymentId 10042 >>>> > >>>> > Not sure why this is the case. >>>> > >>>> > Thanks, >>>> > >>>> > Fadzi >>>> >>> -- >>> Daniel >>> >>> *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- >>> Have a GREAT Day! >>> >>> Daniel Kunkel [hidden email] >>> BioWaves, LLC http://www.BioWaves.com >>> 14150 NE 20th St. Suite F1 >>> Bellevue, WA 98007 >>> 800-734-3588 425-895-0050 >>> http://www.Apartment-Pets.com http://www.SatelliteRadioZone.com >>> http://www.Cards-Visa.com http://www.ColorGlasses.com >>> *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- >>> >>> |
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Si,
Well at the moment my requirements are really simple, since I recently started getting my hands really dirty with OfBiz. I looked at the issue tracker - I am thinking I will give it a shot on some of the view/find payment screens. I dont know if anyone is already working on this? We could collaborate. On a different note - with manual invoices - how can you add sales tax on the invoice? I have tried all sorts of things but I cant see it happening. Can anybody give me a walk through of this? ----- Original Message ----- From: "Si Chen" <[hidden email]> To: <[hidden email]> Sent: Thursday, August 03, 2006 2:30 AM Subject: Re: Accounting/Financials > Hey - > > I'm happy to tell you what we're planning, but you can also see it on the > issue trackers on sourceforge.net/projects/opentaps. Right now we're > working on new payment screens which will be easier to work with. Then > we might do some invoice management screens as well. Longer term we're > planning to put in basic payroll support. > > What are you guys need? > > Si > > > On Aug 2, 2006, at 5:30 AM, Jacopo Cappellato wrote: > >> Hi all, >> >> I think it's easier if you tell to Si what new features are you willing >> to contribute to the project, so that Si can help to synchronize the >> efforts and split the tasks. >> >> Does it make sense? >> >> Jacopo >> >> Fadzi wrote: >>> Hi there, >>> I agree with you Daniel, if you could let us know what you are planning >>> to change >>> I could align my changes to what you are planning and take it from >>> there. >>> ----- Original Message ----- From: "Daniel Kunkel" >>> <[hidden email]> >>> To: <[hidden email]> >>> Sent: Tuesday, August 01, 2006 11:44 AM >>> Subject: Re: Accounting/Financials >>>> Hi >>>> >>>> Can you tell us a bit more about the changes you're planning? >>>> >>>> Thanks >>>> >>>> Daniel >>>> >>>> >>>> >>>> On Mon, 2006-07-31 at 16:49 -0700, Si Chen wrote: >>>>> By the way, we're building a new set of invoice and payment AR/AP >>>>> screens in Financials, and we'd certainly appreciate your >>>>> contributions! >>>>> >>>>> Si >>>>> >>>>> On Jul 29, 2006, at 10:18 PM, Fadzi wrote: >>>>> >>>>> > Hi, >>>>> > >>>>> > Is there any video documentation for Accounting/Financials >>>>> module? >>>>> > I am working on customising >>>>> > the Invoicing/Accounts receivable for my client but I am having >>>>> > some problems. >>>>> > >>>>> > When I create an invoice I am expecting to see a reflection of >>>>> this >>>>> > in my AR account but >>>>> > this doesnt seem to be the case. >>>>> > >>>>> > Also when I create a payment to apply to an Invoice I get this >>>>> error: >>>>> > No GL Account found for Payment with paymentId 10042 >>>>> > >>>>> > Not sure why this is the case. >>>>> > >>>>> > Thanks, >>>>> > >>>>> > Fadzi >>>>> >>>> -- >>>> Daniel >>>> >>>> *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- >>>> Have a GREAT Day! >>>> >>>> Daniel Kunkel [hidden email] >>>> BioWaves, LLC http://www.BioWaves.com >>>> 14150 NE 20th St. Suite F1 >>>> Bellevue, WA 98007 >>>> 800-734-3588 425-895-0050 >>>> http://www.Apartment-Pets.com http://www.SatelliteRadioZone.com >>>> http://www.Cards-Visa.com http://www.ColorGlasses.com >>>> *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- >>>> >>>> > > |
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We're pretty far along with the payment screens. Why don't you try
them out by getting an $ svn update of the financials module and see? Adding tax - how about just add add an invoice item line of the sales tax type and then replicate all the fields on invoice tax items which are auto-generated by the system, like the partyid of the tax authority, gl account in override gl account, etc. etc.? Si On Aug 6, 2006, at 9:42 AM, Fadzi Ushewokunze wrote: > Si, > > Well at the moment my requirements are really simple, since I > recently started > getting my hands really dirty with OfBiz. > > I looked at the issue tracker - I am thinking I will give it a shot > on some of the > view/find payment screens. I dont know if anyone is already working > on this? > We could collaborate. > > On a different note - with manual invoices - how can you add sales > tax on the invoice? > I have tried all sorts of things but I cant see it happening. Can > anybody give me a walk > through of this? > > > > ----- Original Message ----- From: "Si Chen" > <[hidden email]> > To: <[hidden email]> > Sent: Thursday, August 03, 2006 2:30 AM > Subject: Re: Accounting/Financials > > >> Hey - >> >> I'm happy to tell you what we're planning, but you can also see it >> on the issue trackers on sourceforge.net/projects/opentaps. >> Right now we're working on new payment screens which will be >> easier to work with. Then we might do some invoice management >> screens as well. Longer term we're planning to put in basic >> payroll support. >> >> What are you guys need? >> >> Si >> >> >> On Aug 2, 2006, at 5:30 AM, Jacopo Cappellato wrote: >> >>> Hi all, >>> >>> I think it's easier if you tell to Si what new features are you >>> willing to contribute to the project, so that Si can help to >>> synchronize the efforts and split the tasks. >>> >>> Does it make sense? >>> >>> Jacopo >>> >>> Fadzi wrote: >>>> Hi there, >>>> I agree with you Daniel, if you could let us know what you are >>>> planning to change >>>> I could align my changes to what you are planning and take it >>>> from there. >>>> ----- Original Message ----- From: "Daniel Kunkel" >>>> <[hidden email]> >>>> To: <[hidden email]> >>>> Sent: Tuesday, August 01, 2006 11:44 AM >>>> Subject: Re: Accounting/Financials >>>>> Hi >>>>> >>>>> Can you tell us a bit more about the changes you're planning? >>>>> >>>>> Thanks >>>>> >>>>> Daniel >>>>> >>>>> >>>>> >>>>> On Mon, 2006-07-31 at 16:49 -0700, Si Chen wrote: >>>>>> By the way, we're building a new set of invoice and payment AR/AP >>>>>> screens in Financials, and we'd certainly appreciate your >>>>>> contributions! >>>>>> >>>>>> Si >>>>>> >>>>>> On Jul 29, 2006, at 10:18 PM, Fadzi wrote: >>>>>> >>>>>> > Hi, >>>>>> > >>>>>> > Is there any video documentation for Accounting/Financials >>>>>> module? >>>>>> > I am working on customising >>>>>> > the Invoicing/Accounts receivable for my client but I am having >>>>>> > some problems. >>>>>> > >>>>>> > When I create an invoice I am expecting to see a reflection of >>>>>> this >>>>>> > in my AR account but >>>>>> > this doesnt seem to be the case. >>>>>> > >>>>>> > Also when I create a payment to apply to an Invoice I get this >>>>>> error: >>>>>> > No GL Account found for Payment with paymentId 10042 >>>>>> > >>>>>> > Not sure why this is the case. >>>>>> > >>>>>> > Thanks, >>>>>> > >>>>>> > Fadzi >>>>>> >>>>> -- >>>>> Daniel >>>>> >>>>> *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- >>>>> Have a GREAT Day! >>>>> >>>>> Daniel Kunkel [hidden email] >>>>> BioWaves, LLC http://www.BioWaves.com >>>>> 14150 NE 20th St. Suite F1 >>>>> Bellevue, WA 98007 >>>>> 800-734-3588 425-895-0050 >>>>> http://www.Apartment-Pets.com http://www.SatelliteRadioZone.com >>>>> http://www.Cards-Visa.com http://www.ColorGlasses.com >>>>> *-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*-.,,.-*"*- >>>>> >>>>> >> > |
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