sql-ledger-users — SQL-Ledger users

Re: [SL] Setting up a non-profit

[Wallace R. C. <wrc...@gm...>]

On 11/28/07, Paul Tammes <pt...@wa...> wrote:
> In that case by all means, use customers and the sales function to "sell"
> them donations. Just remember you are not actually selling anything.

Well, yes -- not anything tangible... ;-)

> Although people tend te get hope and relief at churches, there are no
> physical goods.
> So using a service may be correct at that.
> Tip: Pricing it at 1$ will make the year end statement processing easier

I see.  So, if somebody donates $100, they get a quantity of 100 of
these $1 "donation" services?

> And like I said, we are overprotective on privacy in Europe.
> I mean, who would be ashamed if it became public that they give money to
> church or charity?

I think the concern is more of what happens if a thief breaks in &
steals the computer on which all this personal information is stored.
"Aye, there's the rub."  The thief could use that information to
commit identity fraud.  This has happened numerous times in the USA on
a very large scale; for example, last year thieves stole the personal
information of over 40,000 people from a credit card processing site.

-- 
Best Regards,
Wallace

Re: [SL] Setting up a non-profit

[Paul T. <pt...@wa...>]

In that case by all means, use customers and the sales function to "sell"
them donations.
Just remember you are not actually selling anything.

Although people tend te get hope and relief at churches, there are no
physical goods.
So using a service may be correct at that.
Tip: Pricing it at 1$ will make the year end statement processing easier

And like I said, we are overprotective on privacy in Europe.
I mean, who would be ashamed if it became public that they give money to
church or charity?

Greetings,
Paul

2007/11/28, Wallace Roberts Consulting <wrc...@gm...>:
>
> On 11/28/07, Paul Tammes <pt...@wa...> wrote:
> > Donations are GIFTS.
> > Iirc a gift is defined as something given with NO rights to or
> expectation
> > of any kind.
> >
> > Sure , if people are giving you money it might be handy to have them in
> a
> > CRM (customer relation management) to send christmas greetings and or
> beg
> > letters. But that has nothing to do with  donations or accounting.
> >
> > Unless you plan to keep up a frequent donations scheme, there is no need
> to
> > enter all personal data of people donating anything. Just the journal
> entry
> > BANK debit, donations incoming credit.
> > There is NO sale, so no sales account. There IS income (incoming
> donations)
> > so it is strictly an income account.
> >
> > For tax deductions their own bankstatement should be sufficient, and you
> may
> > want to note the adresses, but not in the financial data I suggest.
> (Privacy
> > Laws in Europe are a lot tighter, we MAY not enter that kind of data
> even if
> > we like without the written consent of the person being registered. But
> then
> > we always were a silly bunch to begin with ;-)
>
> Paul,
>
> This is for a church, so yes, the donations are pretty frequent &
> regular.  We need to track them by person, because we can then provide
> a statement for each person at the end of the year, thus allowing them
> to deduct their donations on their income taxes.  This is SOP here in
> the USA.
> --
> Best Regards,
> Wallace
>
> -------------------------------------------------------------------------
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>

Re: [SL] Setting up a non-profit

[Rich S. <rsh...@ap...>]

On Wed, 28 Nov 2007, Wallace Roberts Consulting wrote:

> This is for a church, so yes, the donations are pretty frequent & regular. 
> We need to track them by person, because we can then provide a statement
> for each person at the end of the year, thus allowing them to deduct their
> donations on their income taxes.  This is SOP here in the USA.

Wallace,

   SQL-Ledger will allow you to handle the church's finances in any of several
ways. I would urge you to speak to the accountant and ask her how she
prefers to have donations tracked. They could easily be considered
customers/clients and an A/R record for each established. This would provide
reports on donations (as customer/client payments) as statements that can be
printed and sent periodically.

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

Re: [SL] Setting up a non-profit

[Wallace R. C. <wrc...@gm...>]

On 11/28/07, Paul Tammes <pt...@wa...> wrote:
> Donations are GIFTS.
> Iirc a gift is defined as something given with NO rights to or expectation
> of any kind.
>
> Sure , if people are giving you money it might be handy to have them in a
> CRM (customer relation management) to send christmas greetings and or beg
> letters. But that has nothing to do with  donations or accounting.
>
> Unless you plan to keep up a frequent donations scheme, there is no need to
> enter all personal data of people donating anything. Just the journal entry
> BANK debit, donations incoming credit.
> There is NO sale, so no sales account. There IS income (incoming donations)
> so it is strictly an income account.
>
> For tax deductions their own bankstatement should be sufficient, and you may
> want to note the adresses, but not in the financial data I suggest. (Privacy
> Laws in Europe are a lot tighter, we MAY not enter that kind of data even if
> we like without the written consent of the person being registered. But then
> we always were a silly bunch to begin with ;-)

Paul,

This is for a church, so yes, the donations are pretty frequent &
regular.  We need to track them by person, because we can then provide
a statement for each person at the end of the year, thus allowing them
to deduct their donations on their income taxes.  This is SOP here in
the USA.
-- 
Best Regards,
Wallace

Re: [SL] Setting up a non-profit

[Paul T. <pt...@wa...>]

Donations are GIFTS.
Iirc a gift is defined as something given with NO rights to or expectation
of any kind.

Sure , if people are giving you money it might be handy to have them in a
CRM (customer relation management) to send christmas greetings and or beg
letters. But that has nothing to do with  donations or accounting.

Unless you plan to keep up a frequent donations scheme, there is no need to
enter all personal data of people donating anything. Just the journal entry
BANK debit, donations incoming credit.
There is NO sale, so no sales account. There IS income (incoming donations)
so it is strictly an income account.

For tax deductions their own bankstatement should be sufficient, and you may
want to note the adresses, but not in the financial data I suggest. (Privacy
Laws in Europe are a lot tighter, we MAY not enter that kind of data even if
we like without the written consent of the person being registered. But then
we always were a silly bunch to begin with ;-)

Hth

Paul

2007/11/28, Wallace Roberts Consulting <wrc...@gm...>:
>
> I selected the California non-profit CoA, hoping that would get me
> close.  For donors, I set them up as customers, since they're "buying"
> a "donation" which I'll probably set up as a service.
>
> Does this sound correct so far?
> --
> Best Regards,
> Wallace
>
> -------------------------------------------------------------------------
> SF.Net email is sponsored by: The Future of Linux Business White Paper
> from Novell.  From the desktop to the data center, Linux is going
> mainstream.  Let it simplify your IT future.
> http://altfarm.mediaplex.com/ad/ck/8857-50307-18918-4
> _______________________________________________
> sql-ledger-users mailing list
> sql...@li...
> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>
>

[SL] Setting up a non-profit

[Wallace R. C. <wrc...@gm...>]

I selected the California non-profit CoA, hoping that would get me
close.  For donors, I set them up as customers, since they're "buying"
a "donation" which I'll probably set up as a service.

Does this sound correct so far?
-- 
Best Regards,
Wallace

[SL] IMPORT PARTS IN 2.8.8

[Ricardo G. T. <ri...@so...>]

Which is the best way of importing parts from a file csv?,
If I buy the manual can I accede to the wiki and i will find the
information?.

Thank you,


-- 
Ricardo Granados Tiznado

Re: [SL] SL client portal?

[Michael H. <mh...@it...>]

Ah, that would be it - we are a paperless office so we never print  
invoices, only email.  Shouldn't be too hard to script something  
though so anything emailed gets saved as a PDF file somewhere as  
well.  This gets us started in the right direction anyway...


Thanks!

Michael



On Nov 21, 2007, at 8:14 AM, Dieter Simader wrote:

> Select "Queue" and print the invoice.
>
>
> On Tue, 20 Nov 2007, Michael Hasse wrote:
>
>> Hrm, the spool folder is empty...?
>>
>>
>> Thanks,
>>
>> Michael
>>
>>
>> On Nov 20, 2007, at 11:32 AM, Dieter Simader wrote:
>>
>>> On Tue, 20 Nov 2007, Wallace Roberts Consulting wrote:
>>>
>>>> On 11/19/07, Michael Hasse <mh...@it...> wrote:
>>>>> Has anyone set up any kind of a "client portal" where customers  
>>>>> can
>>>>> login and view, (maybe even pay), their invoices?
>>>>
>>>> Cool idea, but fraught with security issues.
>>>
>>> use ssl and move the invoices out of the spool directory.
>>>
>>> It's easy to change the numeric filename for the spoolfile to
>>> something
>>> with the customername in the filename. Then copy the files over to
>>> some
>>> customer specific directory based on the customer's name.
>>>
>>> Come to think of it this is not such a bad idea to rename the  
>>> files so
>>> they can be readily distinguished. I'll add it for the next release.
>>>
>>>
>>> -------------------------------------------------------------------- 
>>> --
>>> ---
>>> This SF.net email is sponsored by: Microsoft
>>> Defy all challenges. Microsoft(R) Visual Studio 2005.
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>>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>>
>>
>> --------------------------------------------------------------------- 
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>
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Re: [SL] SL client portal?

[Dieter S. <dsi...@sq...>]

Select "Queue" and print the invoice.


On Tue, 20 Nov 2007, Michael Hasse wrote:

> Hrm, the spool folder is empty...?
>
>
> Thanks,
>
> Michael
>
>
> On Nov 20, 2007, at 11:32 AM, Dieter Simader wrote:
>
>> On Tue, 20 Nov 2007, Wallace Roberts Consulting wrote:
>>
>>> On 11/19/07, Michael Hasse <mh...@it...> wrote:
>>>> Has anyone set up any kind of a "client portal" where customers can
>>>> login and view, (maybe even pay), their invoices?
>>>
>>> Cool idea, but fraught with security issues.
>>
>> use ssl and move the invoices out of the spool directory.
>>
>> It's easy to change the numeric filename for the spoolfile to
>> something
>> with the customername in the filename. Then copy the files over to
>> some
>> customer specific directory based on the customer's name.
>>
>> Come to think of it this is not such a bad idea to rename the files so
>> they can be readily distinguished. I'll add it for the next release.
>>
>>
>> ----------------------------------------------------------------------
>> ---
>> This SF.net email is sponsored by: Microsoft
>> Defy all challenges. Microsoft(R) Visual Studio 2005.
>> http://clk.atdmt.com/MRT/go/vse0120000070mrt/direct/01/
>> _______________________________________________
>> sql-ledger-users mailing list
>> sql...@li...
>> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>
>
> -------------------------------------------------------------------------
> This SF.net email is sponsored by: Microsoft
> Defy all challenges. Microsoft(R) Visual Studio 2005.
> http://clk.atdmt.com/MRT/go/vse0120000070mrt/direct/01/
> _______________________________________________
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> sql...@li...
> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
>

Re: [SL] SL client portal?

[Michael H. <mh...@it...>]

Hrm, the spool folder is empty...?


Thanks,

Michael


On Nov 20, 2007, at 11:32 AM, Dieter Simader wrote:

> On Tue, 20 Nov 2007, Wallace Roberts Consulting wrote:
>
>> On 11/19/07, Michael Hasse <mh...@it...> wrote:
>>> Has anyone set up any kind of a "client portal" where customers can
>>> login and view, (maybe even pay), their invoices?
>>
>> Cool idea, but fraught with security issues.
>
> use ssl and move the invoices out of the spool directory.
>
> It's easy to change the numeric filename for the spoolfile to  
> something
> with the customername in the filename. Then copy the files over to  
> some
> customer specific directory based on the customer's name.
>
> Come to think of it this is not such a bad idea to rename the files so
> they can be readily distinguished. I'll add it for the next release.
>
>
> ---------------------------------------------------------------------- 
> ---
> This SF.net email is sponsored by: Microsoft
> Defy all challenges. Microsoft(R) Visual Studio 2005.
> http://clk.atdmt.com/MRT/go/vse0120000070mrt/direct/01/
> _______________________________________________
> sql-ledger-users mailing list
> sql...@li...
> https://lists.sourceforge.net/lists/listinfo/sql-ledger-users

Re: [SL] SL client portal?

[Dieter S. <dsi...@sq...>]

On Tue, 20 Nov 2007, Wallace Roberts Consulting wrote:

> On 11/19/07, Michael Hasse <mh...@it...> wrote:
>> Has anyone set up any kind of a "client portal" where customers can
>> login and view, (maybe even pay), their invoices?
>
> Cool idea, but fraught with security issues.

use ssl and move the invoices out of the spool directory.

It's easy to change the numeric filename for the spoolfile to something 
with the customername in the filename. Then copy the files over to some 
customer specific directory based on the customer's name.

Come to think of it this is not such a bad idea to rename the files so 
they can be readily distinguished. I'll add it for the next release.

Re: [SL] SL client portal?

[Wallace R. C. <wrc...@gm...>]

On 11/19/07, Michael Hasse <mh...@it...> wrote:
> Has anyone set up any kind of a "client portal" where customers can
> login and view, (maybe even pay), their invoices?

Cool idea, but fraught with security issues.
-- 
Best Regards,
Wallace

[SL] SL and e-commerce

[Michael H. <mh...@it...>]

Has anyone set up any sort of transaction sync/import into SL from an  
e-commerce site?


Thanks,

Michael

[SL] SL client portal?

[Michael H. <mh...@it...>]

Has anyone set up any kind of a "client portal" where customers can  
login and view, (maybe even pay), their invoices?


Thanks!

Michael

[SL] Projects rephrased question

[Adrian B. <adr...@ie...>]

I am trying to use projects within Sql-Ledger so that purchases can be grouped into the project that they are part of.

In an AP transaction I can see a drop down box for projects, but in order entry, no box and yet it is shown in the manual.  Where 
has it gone?  How can I fix it.

Adrian
-- 
Adrian Blake
Molonglo Radio Observatory
University of Sydney
1152 Hoskinstown Rd
Bungendore 2621
ph. 02 62382262  mobile 0407 232 978

http://150.101.125.30/images

-------------------------------------------------------------------------
This SF.net email is sponsored by: Microsoft
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_______________________________________________
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-- 
Adrian Blake
Molonglo Radio Observatory
University of Sydney
1152 Hoskinstown Rd
Bungendore 2621
ph. 02 62382262  mobile 0407 232 978

http://150.101.125.30/images

[SL] Projects

[Adrian B. <adr...@ie...>]

I am trying to projects so that purchases can be grouped into the project that they are part of.

I AP transaction I can see a drop down box for projects, but in order entry, no box.  Where has it gone?  How can I fix it.

Adrian
-- 
Adrian Blake
Molonglo Radio Observatory
University of Sydney
1152 Hoskinstown Rd
Bungendore 2621
ph. 02 62382262  mobile 0407 232 978

http://150.101.125.30/images

[SL] Expiration-Date Part/Items

[<yb...@gm...>]

Hi All;

I do not see Expiration-Date Part/Item on add-part !

(aka : food, medicine )

I'm trying 2.6.27 & 2.8.8 (both)

---
Thanks  &  All  the  Best;
YassinB

Re: [SL] CSS Error [SOLVED]

[Wallace R. C. <wrc...@gm...>]

On Nov 6, 2007 12:43 AM, Philippe CHAUVAT <p.c...@mi...> wrote:
> Don't ask me why, but this morning, in the admin.pl panel, the css
> filelist was come back...
> So CSS is now working well.... very strange.

Check the /var/log/messages file; sounds like you have a hard drive
that's on its way out.
-- 
Best Regards,
Wallace

Re: [SL] CSS Error [SOLVED]

[Philippe C. <p.c...@mi...>]

Don't ask me why, but this morning, in the admin.pl panel, the css
filelist was come back...
So CSS is now working well.... very strange.

Best regards.
Philippe

Philippe CHAUVAT a écrit :
> Hello there,
> 
> Strange behavior for SQLL. I was on 2.6.2 version. I had a very new problem:
> - no CSS for the menu
> - a click on StyleSheet provide an Error! message ": css/"
> 
> I upgrade the stuff to 2.8.8. The problem is still there.
> 
> Any idea ?
> 
> Best regards.
> Philippe

-- 
Philippe CHAUVAT - http://www.migratech.fr
+33 231 75 14 91 / +33 687 73 38 78
7 rue Alfred KASTLER - Immeuble Emergence - 14000 CAEN

Re: [SL] CSS Error

[Philippe C. <p.c...@mi...>]

Hello Bob;
toile:/usr/local/sql-ledger# find . -name css -print
./css
toile:/usr/local/sql-ledger# ls css
sql-ledger-blue.css   sql-ledger.css         sql-ledger-red.css
sql-ledger-brown.css  sql-ledger-purple.css  sql-ledger-yellow.css
toile:/usr/local/sql-ledger#

As you can see, I have exactly the same. And some minutes ago,
everything was working fine...
I just went to the admin part (admin.pl) and click on the "add part"
capability for the user...

Philippe


Bob Gustafson a écrit :
> I have the following
> 
> [root@hoho2 sql-ledger]# find . -name css -print
> ./css
> 
> [root@hoho2 sql-ledger]# ls css
> sql-ledger-blue.css   sql-ledger.css         sql-ledger-red.css
> sql-ledger-brown.css  sql-ledger-purple.css  sql-ledger-yellow.css
> [root@hoho2 sql-ledger]# 
> 
> 
> I am running Fedora7 with PostgreSQL (and SL 2.8.8)
> 
> See if you have the same files.
> 
> Bob G
> 
> On Mon, 2007-11-05 at 23:36 +0100, Philippe CHAUVAT wrote:
>> More information:
>> - no CSS at all;
>> - it is the 2.6.22 not the 2.6.2
>>
>> I run a Linux Debian box with PostgreSQL
>>
>> Phiippe
>>
>> Philippe CHAUVAT a écrit :
>>> Hello there,
>>>
>>> Strange behavior for SQLL. I was on 2.6.2 version. I had a very new problem:
>>> - no CSS for the menu
>>> - a click on StyleSheet provide an Error! message ": css/"
>>>
>>> I upgrade the stuff to 2.8.8. The problem is still there.
>>>
>>> Any idea ?
>>>
>>> Best regards.
>>> Philippe
> 
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-- 
Philippe CHAUVAT - http://www.migratech.fr
+33 231 75 14 91 / +33 687 73 38 78
7 rue Alfred KASTLER - Immeuble Emergence - 14000 CAEN

Re: [SL] CSS Error

[Bob G. <bo...@rc...>]

I have the following

[root@hoho2 sql-ledger]# find . -name css -print
./css

[root@hoho2 sql-ledger]# ls css
sql-ledger-blue.css   sql-ledger.css         sql-ledger-red.css
sql-ledger-brown.css  sql-ledger-purple.css  sql-ledger-yellow.css
[root@hoho2 sql-ledger]# 


I am running Fedora7 with PostgreSQL (and SL 2.8.8)

See if you have the same files.

Bob G

On Mon, 2007-11-05 at 23:36 +0100, Philippe CHAUVAT wrote:
> More information:
> - no CSS at all;
> - it is the 2.6.22 not the 2.6.2
> 
> I run a Linux Debian box with PostgreSQL
> 
> Phiippe
> 
> Philippe CHAUVAT a écrit :
> > Hello there,
> > 
> > Strange behavior for SQLL. I was on 2.6.2 version. I had a very new problem:
> > - no CSS for the menu
> > - a click on StyleSheet provide an Error! message ": css/"
> > 
> > I upgrade the stuff to 2.8.8. The problem is still there.
> > 
> > Any idea ?
> > 
> > Best regards.
> > Philippe
> 

Re: [SL] CSS Error

[Philippe C. <p.c...@mi...>]

More information:
- no CSS at all;
- it is the 2.6.22 not the 2.6.2

I run a Linux Debian box with PostgreSQL

Phiippe

Philippe CHAUVAT a écrit :
> Hello there,
> 
> Strange behavior for SQLL. I was on 2.6.2 version. I had a very new problem:
> - no CSS for the menu
> - a click on StyleSheet provide an Error! message ": css/"
> 
> I upgrade the stuff to 2.8.8. The problem is still there.
> 
> Any idea ?
> 
> Best regards.
> Philippe

-- 
Philippe CHAUVAT - http://www.migratech.fr
+33 231 75 14 91 / +33 687 73 38 78
7 rue Alfred KASTLER - Immeuble Emergence - 14000 CAEN

[SL] CSS Error

[Philippe C. <p.c...@mi...>]

Hello there,

Strange behavior for SQLL. I was on 2.6.2 version. I had a very new problem:
- no CSS for the menu
- a click on StyleSheet provide an Error! message ": css/"

I upgrade the stuff to 2.8.8. The problem is still there.

Any idea ?

Best regards.
Philippe
-- 
Philippe CHAUVAT - http://www.migratech.fr

Re: [SL] How to remove the DEBIT CREDIT columns from the 'List Accounts'

[Paul T. <pt...@wa...>]

2007/11/4, Paul Tammes <pt...@gm...>:
>
> for reporting purposes i suggest you use the reports section, not the
> system section
>
> 2007/11/4, Prem Pradeep <pre...@gm...>:
> >
> > I am looking for a way to remove the debit and credit column from the
> > 'List
> > Accounts' report in SL.
> >
> > Alternatively, I would like to filter the debit and credit output in
> > this
> > "List Accounts' to show only values for a specific period. I tried to
> > add
> > fromdate and todate to the url but that did not work.
> >
> > Any ideas?
> > Thanks
> > Prem
> >
> > -------------------------------------------------------------------------
> > This SF.net email is sponsored by: Splunk Inc.
> > Still grepping through log files to find problems?  Stop.
> > Now Search log events and configuration files using AJAX and a browser.
> > Download your FREE copy of Splunk now >> http://get.splunk.com/
> > _______________________________________________
> > sql-ledger-users mailing list
> > sql...@li...
> > https://lists.sourceforge.net/lists/listinfo/sql-ledger-users
> >
> >
>

[SL] How to remove the DEBIT CREDIT columns from the 'List Accounts'

[Prem P. <pre...@gm...>]

I am looking for a way to remove the debit and credit column from the 'List
Accounts' report in SL.

Alternatively, I would like to filter the debit and credit output in this
"List Accounts' to show only values for a specific period. I tried to add
fromdate and todate to the url but that did not work.

Any ideas?
Thanks
Prem