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…

[image] lubos: I think the difference in our thinking is that you want to give users flexibility of choice. Absolutely! One of the hallmarks of Manager has always been the freedom to activate only the tabs you need. [image] lubos: We know that if they create payer under Customers tab, it…

[image] Tut: Absolutely! One of the hallmarks of Manager has always been the freedom to activate only the tabs you need. On this basis if you don’t care about tracking receipts by customers or suppliers, you won’t enable customer or supplier tabs. [image] Tut: Definitely not! Your philos…

Thank you!! I guess we will continue to disagree about the need for the “other” payer/payee option. Your view seems to be that a receipt or payment can be like a cash register slip with no identification. Mine is that we need the ability to name the other party without having to predefine them. Thi…

Thanks a lot, this is certainly much better. Still there are some improvements to be made, but in that short time it’s like a miracle. However, I have to side with @Tut on the matter of having to address the receipt or payment to someone, even if they have no account. Consider this case: One of my…

I support entering customers and suppliers as the reporting consequences are so much better. For the walk in who the user does not want to enter data leave it blank or create a customer “Customer” and a supplier “Supplier” and select the generic entry for those cases

Thank you @lubos you have addressed the two most important prior deficiencies in Manager which in my opinion were accurate tax coding and enabling customers and suppliers to be linked to “cash” transactions. Could I suggest some small detail changes to further enhance Managers usability. When cr…

[image] Patch: When creating a new receipt, please use “Customer” as the default Payer not “Other”. Similarly when creating a new payment please use “Supplier” as the default Payee not other. The reason is two fold, these are the settings users will actually want in the vast majority of cash tra…

[image] Patch: When creating a new receipt, please use “Customer” as the default Payer not “Other”. I disagree for two reasons: The current implementation matches the old workflow by default. So users will only need to do something new (select a type) when they choose the new feature (using…

@Tut Do you really believe the old implementation is better than the new. Using free form contact entry per transaction and no linkage between transactions, to customers, or to suppliers other data. I strongly believe the new way is far better. And to achieve the benefits there is a consequence a…

[image] Patch: Do you really believe the old implementation is better than the new. That depends what you mean by “the old implementation.” If you mean the implementation we suffered under for years, no, it was not better. I was, after all, the one who initiated the idea that resulted in this…

Improvement to payment and receipt forms

Uncategorized

Topic		Replies	Views
Changing Receipt fields, adding client details + description of work etc Uncategorized	13	2319	July 30, 2020
Cash transactions not included on statements ideas	25	2611	December 15, 2024
Streamlining receipt of payments Uncategorized	4	1771	March 5, 2017
Receipt & Payment Form Change Uncategorized	11	2845	November 15, 2018
Changes required in payments & receipt vouchers, Invoices, and Payslips Uncategorized	9	2846	May 30, 2019

Improvement to payment and receipt forms

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