Is it possible to display account codes on Purchase and Receipt templates without creating custom themes?
Account codes are internal to your bookkeeping and therefore not a standard feature because most customers and suppliers are not interested in your own bookkeeping. Custom fields exist for non standard cases as you need.
If you are referring to the Edit screens, account codes display in the Account field. There are no “templates.”
No, I’m referring to the document view. I.E when you click “View” on an item not “Edit”.
@eko It has nothing to do with my customers, only my own internal accounting. When I click view on a payment or receipt, it would be nice to see my account codes from my chart of accounts. Now, I have to click edit to see those. We already see my internal account name on those forms. I’d just like an option to also see my account code.
@cfischer69 is this about seeing what accounting treatment does this specific transaction has?
I agree with @Tut and @eko that documents that are addressed to external parties aren’t the correct place to detail the specific accounting treatment, but to your defense cfischer69, there isn’t any place to show this particular piece of information.
I think that this could probably be solved by introducing a separate view that details the full accounting effect of the transaction without having to go into the edit screen, right?
See this possibly related topic:
https://forum.manager.io/t/journal-entries/38611/20
Please notice the image I posted. Manager already shows the account name on the form. This is of no value to anyone other than me or my accountant. I would never hand a payment form or receipt form to a customer. Customers get sales invoices and other customer-facing documents. Those documents do not show account names and I wouldn’t expect them to show account codes.
I’m simply saying, if I have chosen to use account codes, then every place an account name is displayed, an account code should be displayed too. We have a checkbox on the Summary page giving the option to show or hide account codes.
That is a recent change in the program, and occurs only if no item has been selected and no description is entered. In other words, the program substitutes the account involved as a placeholder.
That may be your practice, but thousands of users don’t ever raise a sales invoice. They sell only via receipts and give those receipts to their customers. And many users send payment forms along with their payments to suppliers as confirmation vouchers.
Again, that may satisfy your needs, but would definitely not be welcomed by all.
That applies only to the summary page.
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I think Tut explained in detail how alternative practices exist that could be negatively affected by the proposed changes so I’m not going to go there.
I will just add this, user preferences when it comes to the final document are endless and any addition or removal of information is going to divide the user base since it’s a zero-sum game at this point: some users will be pleased and other users will be upset.
I was thinking that maybe if we can look at things from a different perspective and try to focus on the problem rather than being fixated at one possible solution, maybe then we can get another solution that benefits all rather than some.
Specifically, instead of displaying everything on the final document – which would just upset everyone, why not offer a different view that displays the remaining information?
Improved in the latest version (22.7.12.193)
I believe account codes should be shown on printed documents by default.
Obviously on printed documents that are meant for customers or suppliers, you’d use Item or Description columns which would hide Account column altogether. But if Account column is not hidden, account code should show along with account name.
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@lubos, this is why, even as a sole proprietor with only a single business, I don’t mind paying for a Cloud license of manager. I can only imagine how quickly an employee (let alone a developer) would answer such a question at one of the big guys in accounting software. (Never.) I am pleased to be able to promote Manager to anyone who asks me.
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