Receipts & Payments/New Payments after Upgrade

[Tut]

@Monman

Previously, I would just start typing the name of the ‘suppler/payee’ and preemptively up would jump any previously entered names - very quick and easy.

@Monman, this is already the subject of a bug report: Autocomplete for payer / payee missing - #7 by lubos.

You will notice that @Patch believes strongly that all customers/suppliers should be entered as such. That apparently works very well for @Patch. But you are an example of why I argued strenuously for inclusion of the Other category in payers/payees. (You simply do not need the Customers, Suppliers, Sales Invoices, or Purchase Invoices tabs.) I don’t know why the auto-complete feature was not included. Hopefully, that will be rectified soon.

@Patch

If you would like your supplier and customers names to come up in the list then enable those tabs and enter them once…Doing so will mean in the future you will have access to reports on your suppliers and customers even if all transactions are entered as cash sales/ purchases in Manager.

This is not true. Even after the change to payers/payees, only transactions processed through Accounts receivable/payable are included in Customer/Supplier Statements. This issue is discussed in this thread: Cash transactions not included on statements. I originally classified it as a bug. @lubos disagreed. We will see what happens.

@Monman

Is there any functionality to ‘add’ columns to the enquiry screens?

No.

@Monman

moving on to new payments, is there any way to have Manager preemptively recognise past ‘contacts’ as earlier versions, rather than have to set up ‘Supplier’ records for every one time Payee

Even when the bug is fixed, I believe you may have to “rebuild” the auto-complete list. The Payer and Payee fields are actually new, so they have no history. Understand that what happened before was not the program accessing some stored list of payers or payees. It was just an auto-complete feature that offered progressively narrow options as you started typing a name.

@Monman

The one ‘enhancement’ I’m waiting for that should be a no brainer has gone nowhere in 4 years …

Here you seem to contradict yourself. In this thread, you have said you have no use for customers/suppliers or invoices. But in the 4-year-old thread you quoted, you were asking for invoice amounts to be shown in the dropdown list when recording transactions against receipts.