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From: J.P. P. <jp...@pi...> - 2009-06-25 22:38:44
|
Since I never got a reply from anyone else confirming this statement. Although I see I can change it, is this the correct way to do this? Is this still the suggested method instead of deleting and re-adding and remaking the old invoices or transactions that had to do with those items? On Wed, 2009-06-24 at 10:23 -0600, Dieter Simader wrote: > On Wed, 24 Jun 2009, J.P. Possenti wrote: > > > Right I have those checked as they should. However I had not added that > > income account at the time, so right now I cannot change it. > > > > Thanks for your response! > > > > Is this also the correct place to put suggestions? Or is there another > > mailing list for that? > > To change account links go to > > Goods & Services -> Changeup > > DS > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: J.P. P. <jp...@pi...> - 2009-06-24 20:29:15
|
Oh wow really? This will let me change the income account apparently. Is this still the suggested method instead of deleting and re-adding and remaking the old invoices or transactions that had to do with those items? Thanks On Wed, 2009-06-24 at 10:23 -0600, Dieter Simader wrote: > On Wed, 24 Jun 2009, J.P. Possenti wrote: > > > Right I have those checked as they should. However I had not added that > > income account at the time, so right now I cannot change it. > > > > Thanks for your response! > > > > Is this also the correct place to put suggestions? Or is there another > > mailing list for that? > > To change account links go to > > Goods & Services -> Changeup > > DS > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Dieter S. <dsi...@sq...> - 2009-06-24 16:51:50
|
On Wed, 24 Jun 2009, J.P. Possenti wrote: > Right I have those checked as they should. However I had not added that > income account at the time, so right now I cannot change it. > > Thanks for your response! > > Is this also the correct place to put suggestions? Or is there another > mailing list for that? To change account links go to Goods & Services -> Changeup DS |
From: Jeff R. <je...@jr...> - 2009-06-24 06:46:20
|
Yes you can just manually put the same invoice numbers in and it will accept them. I've done this before many times. Jeff J.P. Possenti wrote: > I am guessing it would be possible to delete those transactions and then > when adding them again to use the same invoice #'s and such to maintain > everything as much in place as possible? > > I assume I would just put in the manual invoice number instead of an > automatically generated one? If so would it let me use one that was > already in use (deleted already)? > > > On Tue, 2009-06-23 at 21:55 -0700, Jeff Roberts wrote: > >> I agree, I am the only user of my system as well. >> >> I would make a list of all of the invoices that this item was used on. >> >> Print a copy of each of these invoices. >> >> Delete each of these invoices >> >> Once all transactions relating to this item are deleted you should be >> able to edit it and change the account. >> >> Then re-create each of the deleted invoices using the printouts as guides. >> >> That should correct your situation. >> >> Jeff >> >> >> J.P. Possenti wrote: >> >>> Since I am the only user I have enabled this feature. However I would >>> not recommend it for multi-user environment with unknown users accessing >>> the data. Just for the sake of innovative accounting if you get my drift >>> I would not trust others to delete random old invoices or edit them. >>> >>> On Tue, 2009-06-23 at 21:35 -0700, Jeff Roberts wrote: >>> >>> >>>> Hi >>>> >>>> You need to have the authority to actually delete an invoice, you can't >>>> just reverse it. >>>> >>>> Can you view an old, posted invoice and delete it? >>>> >>>> Jeff >>>> >>>> >>>> J.P. Possenti wrote: >>>> >>>> >>>>> Yes I started trying to remove just one time and yes as you say it is >>>>> not possible. I understand because of the reporting. >>>>> >>>>> I have not done many invoices with the products so I assume it would be >>>>> better to do this sooner than later before it really becomes a hassle to >>>>> do. >>>>> >>>>> Are you certain if I replace all of the old invoices and ap's with the >>>>> new items in the correct accounts that I will be able to delete them? I >>>>> do not wish to have page full of obsolete items for now if not necessary >>>>> and if they are really not being used even in reports after I switch >>>>> them over. >>>>> >>>>> Thanks for the response. >>>>> >>>>> >>>>> On Tue, 2009-06-23 at 19:50 -0700, Jeff Roberts wrote: >>>>> >>>>> >>>>> >>>>>> /I can simply delete and re-add the item with the correct income account >>>>>> but I am wondering if this will affect any reports or previous invoices >>>>>> I made with that item. / >>>>>> >>>>>> >>>>>> If you've used/sold the item in an invoice I don't think you'll be able >>>>>> to delete it. Check again, you shouldn't be able to delete an item >>>>>> you've sold. >>>>>> >>>>>> Once you have sold an item you will not be able to change the account it >>>>>> is attached to either, it sort of becomes written in stone. If you want >>>>>> to change the account you must delete all invoices that used/sold that >>>>>> item, then change the account or delete the item and then re-enter all >>>>>> the invoices. >>>>>> >>>>>> This is not a bug, it is the way it should be. >>>>>> >>>>>> Jeff >>>>>> >>>>>> >>>>>> J.P. Possenti wrote: >>>>>> >>>>>> >>>>>> >>>>>>> Hello I had posted this in the message board on the site about 3 weeks >>>>>>> ago and no response; not sure if this is more active or not. >>>>>>> >>>>>>> So I will ask here: >>>>>>> >>>>>>> I have a number of items that when I entered into sql ledger, I picked >>>>>>> the wrong income account. When going back to editing these items, I do >>>>>>> not see all of my income accounts even though I know they exist. I know >>>>>>> this because I see them in the Chart of Accounts and when I add a new >>>>>>> item I get the full list. >>>>>>> >>>>>>> Is this a bug or is it like that for a reason? >>>>>>> >>>>>>> I can simply delete and re-add the item with the correct income account >>>>>>> but I am wondering if this will affect any reports or previous invoices >>>>>>> I made with that item. I would be keeping everything exactly alike >>>>>>> except the income account. Would this be ok? >>>>>>> >>>>>>> So bug or is it like that for a reason? >>>>>>> >>>>>>> >>>>>>> Thanks >>>>>>> >>>>>>> JP >>>>>>> >>>>>>> ------------------------------------------------------------------------------ >>>>>>> _______________________________________________ >>>>>>> sql-ledger-users mailing list >>>>>>> sql...@li... >>>>>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>> ------------------------------------------------------------------------------ >>>>>> _______________________________________________ >>>>>> sql-ledger-users mailing list >>>>>> sql...@li... >>>>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>>>>> >>>>>> >>>>>> >>>>> ------------------------------------------------------------------------------ >>>>> _______________________________________________ >>>>> sql-ledger-users mailing list >>>>> sql...@li... >>>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>>>> >>>>> >>>>> >>>>> >>>>> >>>> ------------------------------------------------------------------------------ >>>> _______________________________________________ >>>> sql-ledger-users mailing list >>>> sql...@li... >>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>>> >>>> >>> ------------------------------------------------------------------------------ >>> _______________________________________________ >>> sql-ledger-users mailing list >>> sql...@li... >>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>> >>> >>> >>> >> ------------------------------------------------------------------------------ >> _______________________________________________ >> sql-ledger-users mailing list >> sql...@li... >> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >> > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > |
From: J.P. P. <jp...@pi...> - 2009-06-24 05:44:47
|
I am guessing it would be possible to delete those transactions and then when adding them again to use the same invoice #'s and such to maintain everything as much in place as possible? I assume I would just put in the manual invoice number instead of an automatically generated one? If so would it let me use one that was already in use (deleted already)? On Tue, 2009-06-23 at 21:55 -0700, Jeff Roberts wrote: > I agree, I am the only user of my system as well. > > I would make a list of all of the invoices that this item was used on. > > Print a copy of each of these invoices. > > Delete each of these invoices > > Once all transactions relating to this item are deleted you should be > able to edit it and change the account. > > Then re-create each of the deleted invoices using the printouts as guides. > > That should correct your situation. > > Jeff > > > J.P. Possenti wrote: > > Since I am the only user I have enabled this feature. However I would > > not recommend it for multi-user environment with unknown users accessing > > the data. Just for the sake of innovative accounting if you get my drift > > I would not trust others to delete random old invoices or edit them. > > > > On Tue, 2009-06-23 at 21:35 -0700, Jeff Roberts wrote: > > > >> Hi > >> > >> You need to have the authority to actually delete an invoice, you can't > >> just reverse it. > >> > >> Can you view an old, posted invoice and delete it? > >> > >> Jeff > >> > >> > >> J.P. Possenti wrote: > >> > >>> Yes I started trying to remove just one time and yes as you say it is > >>> not possible. I understand because of the reporting. > >>> > >>> I have not done many invoices with the products so I assume it would be > >>> better to do this sooner than later before it really becomes a hassle to > >>> do. > >>> > >>> Are you certain if I replace all of the old invoices and ap's with the > >>> new items in the correct accounts that I will be able to delete them? I > >>> do not wish to have page full of obsolete items for now if not necessary > >>> and if they are really not being used even in reports after I switch > >>> them over. > >>> > >>> Thanks for the response. > >>> > >>> > >>> On Tue, 2009-06-23 at 19:50 -0700, Jeff Roberts wrote: > >>> > >>> > >>>> /I can simply delete and re-add the item with the correct income account > >>>> but I am wondering if this will affect any reports or previous invoices > >>>> I made with that item. / > >>>> > >>>> > >>>> If you've used/sold the item in an invoice I don't think you'll be able > >>>> to delete it. Check again, you shouldn't be able to delete an item > >>>> you've sold. > >>>> > >>>> Once you have sold an item you will not be able to change the account it > >>>> is attached to either, it sort of becomes written in stone. If you want > >>>> to change the account you must delete all invoices that used/sold that > >>>> item, then change the account or delete the item and then re-enter all > >>>> the invoices. > >>>> > >>>> This is not a bug, it is the way it should be. > >>>> > >>>> Jeff > >>>> > >>>> > >>>> J.P. Possenti wrote: > >>>> > >>>> > >>>>> Hello I had posted this in the message board on the site about 3 weeks > >>>>> ago and no response; not sure if this is more active or not. > >>>>> > >>>>> So I will ask here: > >>>>> > >>>>> I have a number of items that when I entered into sql ledger, I picked > >>>>> the wrong income account. When going back to editing these items, I do > >>>>> not see all of my income accounts even though I know they exist. I know > >>>>> this because I see them in the Chart of Accounts and when I add a new > >>>>> item I get the full list. > >>>>> > >>>>> Is this a bug or is it like that for a reason? > >>>>> > >>>>> I can simply delete and re-add the item with the correct income account > >>>>> but I am wondering if this will affect any reports or previous invoices > >>>>> I made with that item. I would be keeping everything exactly alike > >>>>> except the income account. Would this be ok? > >>>>> > >>>>> So bug or is it like that for a reason? > >>>>> > >>>>> > >>>>> Thanks > >>>>> > >>>>> JP > >>>>> > >>>>> ------------------------------------------------------------------------------ > >>>>> _______________________________________________ > >>>>> sql-ledger-users mailing list > >>>>> sql...@li... > >>>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > >>>>> > >>>>> > >>>>> > >>>>> > >>>>> > >>>> ------------------------------------------------------------------------------ > >>>> _______________________________________________ > >>>> sql-ledger-users mailing list > >>>> sql...@li... > >>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > >>>> > >>>> > >>> ------------------------------------------------------------------------------ > >>> _______________________________________________ > >>> sql-ledger-users mailing list > >>> sql...@li... > >>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > >>> > >>> > >>> > >>> > >> ------------------------------------------------------------------------------ > >> _______________________________________________ > >> sql-ledger-users mailing list > >> sql...@li... > >> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > >> > > > > ------------------------------------------------------------------------------ > > _______________________________________________ > > sql-ledger-users mailing list > > sql...@li... > > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > > > > > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Jeff R. <je...@jr...> - 2009-06-24 04:56:08
|
I agree, I am the only user of my system as well. I would make a list of all of the invoices that this item was used on. Print a copy of each of these invoices. Delete each of these invoices Once all transactions relating to this item are deleted you should be able to edit it and change the account. Then re-create each of the deleted invoices using the printouts as guides. That should correct your situation. Jeff J.P. Possenti wrote: > Since I am the only user I have enabled this feature. However I would > not recommend it for multi-user environment with unknown users accessing > the data. Just for the sake of innovative accounting if you get my drift > I would not trust others to delete random old invoices or edit them. > > On Tue, 2009-06-23 at 21:35 -0700, Jeff Roberts wrote: > >> Hi >> >> You need to have the authority to actually delete an invoice, you can't >> just reverse it. >> >> Can you view an old, posted invoice and delete it? >> >> Jeff >> >> >> J.P. Possenti wrote: >> >>> Yes I started trying to remove just one time and yes as you say it is >>> not possible. I understand because of the reporting. >>> >>> I have not done many invoices with the products so I assume it would be >>> better to do this sooner than later before it really becomes a hassle to >>> do. >>> >>> Are you certain if I replace all of the old invoices and ap's with the >>> new items in the correct accounts that I will be able to delete them? I >>> do not wish to have page full of obsolete items for now if not necessary >>> and if they are really not being used even in reports after I switch >>> them over. >>> >>> Thanks for the response. >>> >>> >>> On Tue, 2009-06-23 at 19:50 -0700, Jeff Roberts wrote: >>> >>> >>>> /I can simply delete and re-add the item with the correct income account >>>> but I am wondering if this will affect any reports or previous invoices >>>> I made with that item. / >>>> >>>> >>>> If you've used/sold the item in an invoice I don't think you'll be able >>>> to delete it. Check again, you shouldn't be able to delete an item >>>> you've sold. >>>> >>>> Once you have sold an item you will not be able to change the account it >>>> is attached to either, it sort of becomes written in stone. If you want >>>> to change the account you must delete all invoices that used/sold that >>>> item, then change the account or delete the item and then re-enter all >>>> the invoices. >>>> >>>> This is not a bug, it is the way it should be. >>>> >>>> Jeff >>>> >>>> >>>> J.P. Possenti wrote: >>>> >>>> >>>>> Hello I had posted this in the message board on the site about 3 weeks >>>>> ago and no response; not sure if this is more active or not. >>>>> >>>>> So I will ask here: >>>>> >>>>> I have a number of items that when I entered into sql ledger, I picked >>>>> the wrong income account. When going back to editing these items, I do >>>>> not see all of my income accounts even though I know they exist. I know >>>>> this because I see them in the Chart of Accounts and when I add a new >>>>> item I get the full list. >>>>> >>>>> Is this a bug or is it like that for a reason? >>>>> >>>>> I can simply delete and re-add the item with the correct income account >>>>> but I am wondering if this will affect any reports or previous invoices >>>>> I made with that item. I would be keeping everything exactly alike >>>>> except the income account. Would this be ok? >>>>> >>>>> So bug or is it like that for a reason? >>>>> >>>>> >>>>> Thanks >>>>> >>>>> JP >>>>> >>>>> ------------------------------------------------------------------------------ >>>>> _______________________________________________ >>>>> sql-ledger-users mailing list >>>>> sql...@li... >>>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>>>> >>>>> >>>>> >>>>> >>>>> >>>> ------------------------------------------------------------------------------ >>>> _______________________________________________ >>>> sql-ledger-users mailing list >>>> sql...@li... >>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>>> >>>> >>> ------------------------------------------------------------------------------ >>> _______________________________________________ >>> sql-ledger-users mailing list >>> sql...@li... >>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>> >>> >>> >>> >> ------------------------------------------------------------------------------ >> _______________________________________________ >> sql-ledger-users mailing list >> sql...@li... >> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >> > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > |
From: J.P. P. <jp...@pi...> - 2009-06-24 04:49:31
|
Since I am the only user I have enabled this feature. However I would not recommend it for multi-user environment with unknown users accessing the data. Just for the sake of innovative accounting if you get my drift I would not trust others to delete random old invoices or edit them. On Tue, 2009-06-23 at 21:35 -0700, Jeff Roberts wrote: > Hi > > You need to have the authority to actually delete an invoice, you can't > just reverse it. > > Can you view an old, posted invoice and delete it? > > Jeff > > > J.P. Possenti wrote: > > Yes I started trying to remove just one time and yes as you say it is > > not possible. I understand because of the reporting. > > > > I have not done many invoices with the products so I assume it would be > > better to do this sooner than later before it really becomes a hassle to > > do. > > > > Are you certain if I replace all of the old invoices and ap's with the > > new items in the correct accounts that I will be able to delete them? I > > do not wish to have page full of obsolete items for now if not necessary > > and if they are really not being used even in reports after I switch > > them over. > > > > Thanks for the response. > > > > > > On Tue, 2009-06-23 at 19:50 -0700, Jeff Roberts wrote: > > > >> /I can simply delete and re-add the item with the correct income account > >> but I am wondering if this will affect any reports or previous invoices > >> I made with that item. / > >> > >> > >> If you've used/sold the item in an invoice I don't think you'll be able > >> to delete it. Check again, you shouldn't be able to delete an item > >> you've sold. > >> > >> Once you have sold an item you will not be able to change the account it > >> is attached to either, it sort of becomes written in stone. If you want > >> to change the account you must delete all invoices that used/sold that > >> item, then change the account or delete the item and then re-enter all > >> the invoices. > >> > >> This is not a bug, it is the way it should be. > >> > >> Jeff > >> > >> > >> J.P. Possenti wrote: > >> > >>> Hello I had posted this in the message board on the site about 3 weeks > >>> ago and no response; not sure if this is more active or not. > >>> > >>> So I will ask here: > >>> > >>> I have a number of items that when I entered into sql ledger, I picked > >>> the wrong income account. When going back to editing these items, I do > >>> not see all of my income accounts even though I know they exist. I know > >>> this because I see them in the Chart of Accounts and when I add a new > >>> item I get the full list. > >>> > >>> Is this a bug or is it like that for a reason? > >>> > >>> I can simply delete and re-add the item with the correct income account > >>> but I am wondering if this will affect any reports or previous invoices > >>> I made with that item. I would be keeping everything exactly alike > >>> except the income account. Would this be ok? > >>> > >>> So bug or is it like that for a reason? > >>> > >>> > >>> Thanks > >>> > >>> JP > >>> > >>> ------------------------------------------------------------------------------ > >>> _______________________________________________ > >>> sql-ledger-users mailing list > >>> sql...@li... > >>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > >>> > >>> > >>> > >>> > >> ------------------------------------------------------------------------------ > >> _______________________________________________ > >> sql-ledger-users mailing list > >> sql...@li... > >> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > >> > > > > ------------------------------------------------------------------------------ > > _______________________________________________ > > sql-ledger-users mailing list > > sql...@li... > > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > > > > > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Jeff R. <je...@jr...> - 2009-06-24 04:36:27
|
Hi You need to have the authority to actually delete an invoice, you can't just reverse it. Can you view an old, posted invoice and delete it? Jeff J.P. Possenti wrote: > Yes I started trying to remove just one time and yes as you say it is > not possible. I understand because of the reporting. > > I have not done many invoices with the products so I assume it would be > better to do this sooner than later before it really becomes a hassle to > do. > > Are you certain if I replace all of the old invoices and ap's with the > new items in the correct accounts that I will be able to delete them? I > do not wish to have page full of obsolete items for now if not necessary > and if they are really not being used even in reports after I switch > them over. > > Thanks for the response. > > > On Tue, 2009-06-23 at 19:50 -0700, Jeff Roberts wrote: > >> /I can simply delete and re-add the item with the correct income account >> but I am wondering if this will affect any reports or previous invoices >> I made with that item. / >> >> >> If you've used/sold the item in an invoice I don't think you'll be able >> to delete it. Check again, you shouldn't be able to delete an item >> you've sold. >> >> Once you have sold an item you will not be able to change the account it >> is attached to either, it sort of becomes written in stone. If you want >> to change the account you must delete all invoices that used/sold that >> item, then change the account or delete the item and then re-enter all >> the invoices. >> >> This is not a bug, it is the way it should be. >> >> Jeff >> >> >> J.P. Possenti wrote: >> >>> Hello I had posted this in the message board on the site about 3 weeks >>> ago and no response; not sure if this is more active or not. >>> >>> So I will ask here: >>> >>> I have a number of items that when I entered into sql ledger, I picked >>> the wrong income account. When going back to editing these items, I do >>> not see all of my income accounts even though I know they exist. I know >>> this because I see them in the Chart of Accounts and when I add a new >>> item I get the full list. >>> >>> Is this a bug or is it like that for a reason? >>> >>> I can simply delete and re-add the item with the correct income account >>> but I am wondering if this will affect any reports or previous invoices >>> I made with that item. I would be keeping everything exactly alike >>> except the income account. Would this be ok? >>> >>> So bug or is it like that for a reason? >>> >>> >>> Thanks >>> >>> JP >>> >>> ------------------------------------------------------------------------------ >>> _______________________________________________ >>> sql-ledger-users mailing list >>> sql...@li... >>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >>> >>> >>> >>> >> ------------------------------------------------------------------------------ >> _______________________________________________ >> sql-ledger-users mailing list >> sql...@li... >> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users >> > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > |
From: J.P. P. <jp...@pi...> - 2009-06-24 04:35:48
|
Right I have those checked as they should. However I had not added that income account at the time, so right now I cannot change it. Thanks for your response! Is this also the correct place to put suggestions? Or is there another mailing list for that? On Wed, 2009-06-24 at 06:08 +0200, Paul Tammes wrote: > To answer your other question, only income accounts that are defined as such > AND have the 'show in browser' tag checked will show up. TIP: open new > window or two, and check account details for one income account that shows > up and another for one that does not. See what differs, has helped me quite > a lot to deduce the deeper business logic of SQL-Ledger. > > hth > > 2009/6/24 Jeff Roberts <je...@jr...> > > > /I can simply delete and re-add the item with the correct income account > > but I am wondering if this will affect any reports or previous invoices > > I made with that item. / > > > > > > If you've used/sold the item in an invoice I don't think you'll be able > > to delete it. Check again, you shouldn't be able to delete an item > > you've sold. > > > > Once you have sold an item you will not be able to change the account it > > is attached to either, it sort of becomes written in stone. If you want > > to change the account you must delete all invoices that used/sold that > > item, then change the account or delete the item and then re-enter all > > the invoices. > > > > This is not a bug, it is the way it should be. > > > > Jeff > > > > > > J.P. Possenti wrote: > > > Hello I had posted this in the message board on the site about 3 weeks > > > ago and no response; not sure if this is more active or not. > > > > > > So I will ask here: > > > > > > I have a number of items that when I entered into sql ledger, I picked > > > the wrong income account. When going back to editing these items, I do > > > not see all of my income accounts even though I know they exist. I know > > > this because I see them in the Chart of Accounts and when I add a new > > > item I get the full list. > > > > > > Is this a bug or is it like that for a reason? > > > > > > I can simply delete and re-add the item with the correct income account > > > but I am wondering if this will affect any reports or previous invoices > > > I made with that item. I would be keeping everything exactly alike > > > except the income account. Would this be ok? > > > > > > So bug or is it like that for a reason? > > > > > > > > > Thanks > > > > > > JP > > > > > > > > ------------------------------------------------------------------------------ > > > _______________________________________________ > > > sql-ledger-users mailing list > > > sql...@li... > > > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > > > > > > > > > > > > > ------------------------------------------------------------------------------ > > _______________________________________________ > > sql-ledger-users mailing list > > sql...@li... > > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Paul T. <pt...@wa...> - 2009-06-24 04:09:41
|
To answer your other question, only income accounts that are defined as such AND have the 'show in browser' tag checked will show up. TIP: open new window or two, and check account details for one income account that shows up and another for one that does not. See what differs, has helped me quite a lot to deduce the deeper business logic of SQL-Ledger. hth 2009/6/24 Jeff Roberts <je...@jr...> > /I can simply delete and re-add the item with the correct income account > but I am wondering if this will affect any reports or previous invoices > I made with that item. / > > > If you've used/sold the item in an invoice I don't think you'll be able > to delete it. Check again, you shouldn't be able to delete an item > you've sold. > > Once you have sold an item you will not be able to change the account it > is attached to either, it sort of becomes written in stone. If you want > to change the account you must delete all invoices that used/sold that > item, then change the account or delete the item and then re-enter all > the invoices. > > This is not a bug, it is the way it should be. > > Jeff > > > J.P. Possenti wrote: > > Hello I had posted this in the message board on the site about 3 weeks > > ago and no response; not sure if this is more active or not. > > > > So I will ask here: > > > > I have a number of items that when I entered into sql ledger, I picked > > the wrong income account. When going back to editing these items, I do > > not see all of my income accounts even though I know they exist. I know > > this because I see them in the Chart of Accounts and when I add a new > > item I get the full list. > > > > Is this a bug or is it like that for a reason? > > > > I can simply delete and re-add the item with the correct income account > > but I am wondering if this will affect any reports or previous invoices > > I made with that item. I would be keeping everything exactly alike > > except the income account. Would this be ok? > > > > So bug or is it like that for a reason? > > > > > > Thanks > > > > JP > > > > > ------------------------------------------------------------------------------ > > _______________________________________________ > > sql-ledger-users mailing list > > sql...@li... > > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > > > > > > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > |
From: J.P. P. <jp...@pi...> - 2009-06-24 03:42:45
|
Yes I started trying to remove just one time and yes as you say it is not possible. I understand because of the reporting. I have not done many invoices with the products so I assume it would be better to do this sooner than later before it really becomes a hassle to do. Are you certain if I replace all of the old invoices and ap's with the new items in the correct accounts that I will be able to delete them? I do not wish to have page full of obsolete items for now if not necessary and if they are really not being used even in reports after I switch them over. Thanks for the response. On Tue, 2009-06-23 at 19:50 -0700, Jeff Roberts wrote: > /I can simply delete and re-add the item with the correct income account > but I am wondering if this will affect any reports or previous invoices > I made with that item. / > > > If you've used/sold the item in an invoice I don't think you'll be able > to delete it. Check again, you shouldn't be able to delete an item > you've sold. > > Once you have sold an item you will not be able to change the account it > is attached to either, it sort of becomes written in stone. If you want > to change the account you must delete all invoices that used/sold that > item, then change the account or delete the item and then re-enter all > the invoices. > > This is not a bug, it is the way it should be. > > Jeff > > > J.P. Possenti wrote: > > Hello I had posted this in the message board on the site about 3 weeks > > ago and no response; not sure if this is more active or not. > > > > So I will ask here: > > > > I have a number of items that when I entered into sql ledger, I picked > > the wrong income account. When going back to editing these items, I do > > not see all of my income accounts even though I know they exist. I know > > this because I see them in the Chart of Accounts and when I add a new > > item I get the full list. > > > > Is this a bug or is it like that for a reason? > > > > I can simply delete and re-add the item with the correct income account > > but I am wondering if this will affect any reports or previous invoices > > I made with that item. I would be keeping everything exactly alike > > except the income account. Would this be ok? > > > > So bug or is it like that for a reason? > > > > > > Thanks > > > > JP > > > > ------------------------------------------------------------------------------ > > _______________________________________________ > > sql-ledger-users mailing list > > sql...@li... > > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > > > > > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Jeff R. <je...@jr...> - 2009-06-24 03:16:37
|
/I can simply delete and re-add the item with the correct income account but I am wondering if this will affect any reports or previous invoices I made with that item. / If you've used/sold the item in an invoice I don't think you'll be able to delete it. Check again, you shouldn't be able to delete an item you've sold. Once you have sold an item you will not be able to change the account it is attached to either, it sort of becomes written in stone. If you want to change the account you must delete all invoices that used/sold that item, then change the account or delete the item and then re-enter all the invoices. This is not a bug, it is the way it should be. Jeff J.P. Possenti wrote: > Hello I had posted this in the message board on the site about 3 weeks > ago and no response; not sure if this is more active or not. > > So I will ask here: > > I have a number of items that when I entered into sql ledger, I picked > the wrong income account. When going back to editing these items, I do > not see all of my income accounts even though I know they exist. I know > this because I see them in the Chart of Accounts and when I add a new > item I get the full list. > > Is this a bug or is it like that for a reason? > > I can simply delete and re-add the item with the correct income account > but I am wondering if this will affect any reports or previous invoices > I made with that item. I would be keeping everything exactly alike > except the income account. Would this be ok? > > So bug or is it like that for a reason? > > > Thanks > > JP > > ------------------------------------------------------------------------------ > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > |
From: J.P. P. <jp...@pi...> - 2009-06-24 02:18:46
|
Hello I had posted this in the message board on the site about 3 weeks ago and no response; not sure if this is more active or not. So I will ask here: I have a number of items that when I entered into sql ledger, I picked the wrong income account. When going back to editing these items, I do not see all of my income accounts even though I know they exist. I know this because I see them in the Chart of Accounts and when I add a new item I get the full list. Is this a bug or is it like that for a reason? I can simply delete and re-add the item with the correct income account but I am wondering if this will affect any reports or previous invoices I made with that item. I would be keeping everything exactly alike except the income account. Would this be ok? So bug or is it like that for a reason? Thanks JP |
From: Sarah B. <sa...@sa...> - 2009-06-11 23:58:00
|
This has been bothering me for ages!! Thank you so much for explaining Jeff. Best, Bird On Fri, Jun 12, 2009 at 5:47 AM, <je...@ix...> wrote: > Hey guess what? It does work properly. > > Nowadays you must enter the start date and end date of the reconciliation > period (i.e. 05/01/2009 to 05/31/2009), then reconcile as normal, then to > test to make sure past items do not appear, to another reconciliation... so > I put in june 1st to june 6th... and no past reconciled items showed... > obviously i cancelled this test reconcilation. > > Jeff > General Accounting Manager > IX Systems > > On Tue, 12 May 2009 15:30:17 -0700, <je...@ix...> wrote: > > > > > > I do bank reconcilations every month and for 6yrs I've never had an > > issue. This month I pull up the reconcilation screen, and its showing > > items that are reconciled. I try to limit the date range... 04/01/09 > > to 04/30/09, and I have items that are reconciled showing up from Feb > > and Mar, they even have the check mark in the reconcilation column. My > > beginning balance is not the amount that I reconciled to in the > > previous month, and when I put in the previous months ending balance > > and hit update, it shows 0.00 difference. I hit done. I've closed the > > system, got back in and.... its stilll showing me everything thats > > been reconciled. > > Is there something in the system that I need to change? preferences > > or something? I've never had this come up before. We did upgrade from > > 2.61 to 2.8.23 early last month. > > Thanks > > Jeff > > > > General Accounting Manager > > > > IX Systems > > > > ------------------------------------------------------------------------------ > > The NEW KODAK i700 Series Scanners deliver under ANY circumstances! Your > > production scanning environment may not be a perfect world - but thanks > to > > Kodak, there's a perfect scanner to get the job done! With the NEW KODAK > > i700 > > Series Scanner you'll get full speed at 300 dpi even with all image > > processing features enabled. http://p.sf.net/sfu/kodak-com > > _______________________________________________ > > sql-ledger-users mailing list > > sql...@li... > > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > > > > ------------------------------------------------------------------------------ > Crystal Reports - New Free Runtime and 30 Day Trial > Check out the new simplified licensing option that enables unlimited > royalty-free distribution of the report engine for externally facing > server and web deployment. > http://p.sf.net/sfu/businessobjects > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users > |
From: <je...@ix...> - 2009-06-11 23:47:24
|
Hey guess what? It does work properly. Nowadays you must enter the start date and end date of the reconciliation period (i.e. 05/01/2009 to 05/31/2009), then reconcile as normal, then to test to make sure past items do not appear, to another reconciliation... so I put in june 1st to june 6th... and no past reconciled items showed... obviously i cancelled this test reconcilation. Jeff General Accounting Manager IX Systems On Tue, 12 May 2009 15:30:17 -0700, <je...@ix...> wrote: > > > I do bank reconcilations every month and for 6yrs I've never had an > issue. This month I pull up the reconcilation screen, and its showing > items that are reconciled. I try to limit the date range... 04/01/09 > to 04/30/09, and I have items that are reconciled showing up from Feb > and Mar, they even have the check mark in the reconcilation column. My > beginning balance is not the amount that I reconciled to in the > previous month, and when I put in the previous months ending balance > and hit update, it shows 0.00 difference. I hit done. I've closed the > system, got back in and.... its stilll showing me everything thats > been reconciled. > Is there something in the system that I need to change? preferences > or something? I've never had this come up before. We did upgrade from > 2.61 to 2.8.23 early last month. > Thanks > Jeff > > General Accounting Manager > > IX Systems > ------------------------------------------------------------------------------ > The NEW KODAK i700 Series Scanners deliver under ANY circumstances! Your > production scanning environment may not be a perfect world - but thanks to > Kodak, there's a perfect scanner to get the job done! With the NEW KODAK > i700 > Series Scanner you'll get full speed at 300 dpi even with all image > processing features enabled. http://p.sf.net/sfu/kodak-com > _______________________________________________ > sql-ledger-users mailing list > sql...@li... > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Michael H. <mh...@it...> - 2009-06-08 19:14:15
|
If it helps, an easy workaround for this that we've found is to copy/ paste the content of the report frame into a spreadsheet. Thanks, Michael On Jun 8, 2009, at 11:52 AM, Rich Shepard wrote: On Mon, 8 Jun 2009, ma...@im... wrote: > It sounds like you're using the "File/Print" menu selection via a > shortcut > keystroke. This is the browser's print function rather than SQL > Ledger's. Max, That's correct. > With a little configuration, you can use SQL Ledger to print to a > variety > of destinations, such as a physical printer or a PDF. With this, > you'll > have more control over output layout if desired. Where do I configure, and what should be specified? I see no print options on the display when reports from that menu are selected. Thanks, Rich -- Richard B. Shepard, Ph.D. | Integrity Credibility Applied Ecosystem Services, Inc. | Innovation <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: 503-667-8863 ------------------------------------------------------------------------ ------ Crystal Reports - New Free Runtime and 30 Day Trial Check out the new simplified licensing option that enables unlimited royalty-free distribution of the report engine for externally facing server and web deployment. http://p.sf.net/sfu/businessobjects _______________________________________________ sql-ledger-users mailing list sql...@li... https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Jeff R. <je...@jr...> - 2009-06-08 19:07:16
|
Hi Rich Right, I should have read the original post more thoroughly instead of replying off a reply. :-[ I installed CUPS-PDF for those reports, It shows up as a printer in the drop down menu when I use ctl-p and drops the file as a .pdf on my desktop (or where ever you want it) Jeff Rich Shepard wrote: > On Mon, 8 Jun 2009, Jeff Roberts wrote: > > >> If it's a .pdf file you want to end up with try this: >> From the three drop down menus on the bottom select "invoice", ".pdf" >> and then select "screen" as your printer. >> > > Jeff, > > I do this from transaction screens. However, there are no options at the > bottom of the report pages. > > Please note that I'm not printing invoices but the trial balance and > balance sheet reports. These display nicely on screen but do not have > options to do any printing. Ctrl-p brings up the print dialog box in > firefox, and I apparently need to do more than specify 'print to file' to > have the entire report. > > Rich > > |
From: <ma...@im...> - 2009-06-08 19:06:58
|
Hi Rich, I'm not near my system at the moment to give the details. As I recall, for printer support you need a print spooler destination configured. For pdf, you need something like LaTex to help translate the output, plus maybe another utility. I don't think the configuration has changed that much that you should be able to use your 2.6 manual to work through the configuration. I think it's in the front part of the manual on setting up the system. If you're having trouble locating it, reply back and we can help look it up. Regards, Max -----Original Message----- From: Rich Shepard <rsh...@ap...> Date: Mon, 8 Jun 2009 11:52:16 To: <sql...@li...> Subject: Re: [SL] Printing Trial Balance -- RESOLVED On Mon, 8 Jun 2009, ma...@im... wrote: > It sounds like you're using the "File/Print" menu selection via a shortcut > keystroke. This is the browser's print function rather than SQL Ledger's. Max, That's correct. > With a little configuration, you can use SQL Ledger to print to a variety > of destinations, such as a physical printer or a PDF. With this, you'll > have more control over output layout if desired. Where do I configure, and what should be specified? I see no print options on the display when reports from that menu are selected. Thanks, Rich -- Richard B. Shepard, Ph.D. | Integrity Credibility Applied Ecosystem Services, Inc. | Innovation <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: 503-667-8863 ------------------------------------------------------------------------------ Crystal Reports - New Free Runtime and 30 Day Trial Check out the new simplified licensing option that enables unlimited royalty-free distribution of the report engine for externally facing server and web deployment. http://p.sf.net/sfu/businessobjects _______________________________________________ sql-ledger-users mailing list sql...@li... https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Rich S. <rsh...@ap...> - 2009-06-08 18:53:00
|
On Mon, 8 Jun 2009, ma...@im... wrote: > It sounds like you're using the "File/Print" menu selection via a shortcut > keystroke. This is the browser's print function rather than SQL Ledger's. Max, That's correct. > With a little configuration, you can use SQL Ledger to print to a variety > of destinations, such as a physical printer or a PDF. With this, you'll > have more control over output layout if desired. Where do I configure, and what should be specified? I see no print options on the display when reports from that menu are selected. Thanks, Rich -- Richard B. Shepard, Ph.D. | Integrity Credibility Applied Ecosystem Services, Inc. | Innovation <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: 503-667-8863 |
From: Rich S. <rsh...@ap...> - 2009-06-08 18:46:58
|
On Mon, 8 Jun 2009, Jeff Roberts wrote: > If it's a .pdf file you want to end up with try this: > From the three drop down menus on the bottom select "invoice", ".pdf" > and then select "screen" as your printer. Jeff, I do this from transaction screens. However, there are no options at the bottom of the report pages. Please note that I'm not printing invoices but the trial balance and balance sheet reports. These display nicely on screen but do not have options to do any printing. Ctrl-p brings up the print dialog box in firefox, and I apparently need to do more than specify 'print to file' to have the entire report. Rich -- Richard B. Shepard, Ph.D. | Integrity Credibility Applied Ecosystem Services, Inc. | Innovation <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: 503-667-8863 |
From: <ma...@im...> - 2009-06-08 18:43:18
|
Richard, It sounds like you're using the "File/Print" menu selection via a shortcut keystroke. This is the browser's print function rather than SQL Ledger's. With a little configuration, you can use SQL Ledger to print to a variety of destinations, such as a physical printer or a PDF. With this, you'll have more control over output layout if desired. Hope this helps, Max -----Original Message----- From: Rich Shepard <rsh...@ap...> Date: Mon, 8 Jun 2009 11:13:49 To: <sql...@li...> Subject: Re: [SL] Printing Trial Balance -- RESOLVED On Mon, 8 Jun 2009, Michael Hasse wrote: > If page length is wrong I have seen a few printers that simply discard the > rest of the job. Michael, I think that I found the solution: after selecting Print to File and naming the file, I look on the other print dialog box tab, "Options." There I select the radio button for the selected frame, and uncheck the box to ignore scaling and shrink to fit page width. This produced a 2-page PostScript file easily converted using ps2pdf. Thanks, Rich -- Richard B. Shepard, Ph.D. | Integrity Credibility Applied Ecosystem Services, Inc. | Innovation <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: 503-667-8863 ------------------------------------------------------------------------------ Crystal Reports - New Free Runtime and 30 Day Trial Check out the new simplified licensing option that enables unlimited royalty-free distribution of the report engine for externally facing server and web deployment. http://p.sf.net/sfu/businessobjects _______________________________________________ sql-ledger-users mailing list sql...@li... https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |
From: Jeff R. <je...@jr...> - 2009-06-08 18:36:21
|
Hi Rich If it's a .pdf file you want to end up with try this: From the three drop down menus on the bottom select "invoice", ".pdf" and then select "screen" as your printer. When you print you'll get a pop up box that asks you where you want to save it, you can rename it at the same time. One note: I'm still running an old 2.6.22 version and if the invoice hasn't been printed before and doesn't have an invoice number the first time you hit print the screen just refreshes with an invoice number (no print) hitting print a second time will result in the popup. I was going to figure out why but it's not that big of a deal for me and may already have been solved since 2.6.22. Jeff Rich Shepard wrote: > On Mon, 8 Jun 2009, Michael Hasse wrote: > > >> If page length is wrong I have seen a few printers that simply discard the >> rest of the job. >> > > Michael, > > I think that I found the solution: after selecting Print to File and > naming the file, I look on the other print dialog box tab, "Options." There > I select the radio button for the selected frame, and uncheck the box to > ignore scaling and shrink to fit page width. > > This produced a 2-page PostScript file easily converted using ps2pdf. > > Thanks, > > Rich > > |
From: Rich S. <rsh...@ap...> - 2009-06-08 18:14:22
|
On Mon, 8 Jun 2009, Michael Hasse wrote: > If page length is wrong I have seen a few printers that simply discard the > rest of the job. Michael, I think that I found the solution: after selecting Print to File and naming the file, I look on the other print dialog box tab, "Options." There I select the radio button for the selected frame, and uncheck the box to ignore scaling and shrink to fit page width. This produced a 2-page PostScript file easily converted using ps2pdf. Thanks, Rich -- Richard B. Shepard, Ph.D. | Integrity Credibility Applied Ecosystem Services, Inc. | Innovation <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: 503-667-8863 |
From: Rich S. <rsh...@ap...> - 2009-06-08 18:08:02
|
On Mon, 8 Jun 2009, Michael Hasse wrote: > If page length is wrong I have seen a few printers that simply > discard the rest of the job. Michael, When printing to a disk file page length should not matter. Thanks, Rich -- Richard B. Shepard, Ph.D. | Integrity Credibility Applied Ecosystem Services, Inc. | Innovation <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: 503-667-8863 |
From: Michael H. <mh...@it...> - 2009-06-08 17:50:09
|
If page length is wrong I have seen a few printers that simply discard the rest of the job. Thanks, Michael On Jun 8, 2009, at 10:38 AM, Rich Shepard wrote: I'm running Sql-Ledger-2.8.24 on Slackware-12.2. I cannot print a complete Trial Balance, or other report that extends beyond one page. The latest manual I purchased is for version 2.6.x, but I saw nothing in there on how to print reports. I use ctrl-p to print the display to a file, but get only the first page. What might I be doing wrong? Rich -- Richard B. Shepard, Ph.D. | Integrity Credibility Applied Ecosystem Services, Inc. | Innovation <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: 503-667-8863 ------------------------------------------------------------------------ ------ Crystal Reports - New Free Runtime and 30 Day Trial Check out the new simplified licensing option that enables unlimited royalty-free distribution of the report engine for externally facing server and web deployment. http://p.sf.net/sfu/businessobjects _______________________________________________ sql-ledger-users mailing list sql...@li... https://lists.sourceforge.net/lists/listinfo/sql-ledger-users |