It would be very helpful if the cash payment and receipt forms were improved to include several features: Linkage to customer/supplier subaccounts. Established customers don’t always buy on credit, making a sales invoice unnecessary. Likewise, businesses often pay cash to established suppliers, s…

Yes, these improvements would be excellent. Looking forward to their implementation.

We would also very much like to see this. I’m primarily interested in the link between customers and payments. I have implemented a custom template that allows us to use the Payment form to print checks. It works great, except for the fact that the Payment doesn’t have the recipient’s address! I…

That’s creative, @bwil . Did you know you can use HTML as a workaround to get the address into the Payee field? For example, John Doe<br>1234 Main Street<br>Anytown produces: John Doe 1234 Main Street Anytown It’s not nearly what is being asked for in this subject, but since all you are doing is …

@bwil , the ability to print cheques directly from payment is really something unheard of. I’m very interested, it will be appreciated if you care to share with me how to print cheque directly from payment. Thanks in advance.

Sure, here is my template. It is just a hack but it works for our purposes, except for the address issue. We just set the default theme for payment forms to this theme and it works well enough. Note that it doesn’t work using the built-in PDF generation, but it works fine printing directly out of…

This would speed up entry remarkably and allow simplification of the P&L. For instance, I could use ‘Utilities’ as an Expense account but then, as needed, look to see the total paid for electric, gas, water, phone. I generally don’t need to see them on a regular basis in financials but the need to s…

@KrisK , It is not at all clear what you are referring to. This topic began as a suggestion for improving receipt and payment forms. It has since digressed onto other topics. Now you seem to be referring to multi tiered charts of accounts.

I see no way in Payments/Receipts to attach a specific supplier or customer to the payment/receipt, only an account. So - I w3as referencing the very first poet: Linkage to customer/supplier subaccounts. Established customers don’t always buy on credit, making a sales invoice unnecessary. Likewise,…

[image] KrisK: I see no way in Payments/Receipts to attach a specific supplier or customer to the payment/receipt There isn’t one. That was the point of the topic and the recommended change. But it has nothing to do with the P&L statement.

Improvement to payment and receipt forms

VISA-MC December 17, 2018, 3:59am 15

@bwil I would love to see your check template. I also might be able to get you the address info to print on there.

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Improvement to payment and receipt forms

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