Ok, and that’s a good point (but not how I use manager, as I have repeatedly stated).
Under that premise, if an entry is made via “new receipt” then (unless it’s unallocated/suspense) it will have an associated “linked” (via db entry, not hyperlink) income account, as per double entry accounting.
But as I explicitly stated,
hence
Note, I did mention chart of account which includes income accounts.
Let me rephrase it for more clarity then:
shouldn’t all of my bank transactions be linked to either an invoice or a chart of account or something?
It would be nice to be able to see (and traverse) that assigned (not guessed or assumed) link.
Since I like examples:
If I have an invoice, 2018-09-01 for $19999 for customer “Ebay” (fictitious), If I have a “new receipt” entry, the “edit” link takes me somewhere useful:
The second to last “edit” link takes me here:
the last edit link takes me here:
What would be handy is if that link (or a similarly placed link) could take you to a place that all elements of that transaction could be viewed. The current “edit” area is really not useful. What WOULD be more useful AND construct-able entirely from the information within that link, would be to go somewhere like:
Yes this is copied from the sales invoices screen, because that’s where this particular sale and receipt are linked. It could equally have been Purchase Invoices or something to do with inventories even (I think, I don’t se inventories, just me guessing there).
From here:
- you could still enter into the receipt directly and change anything to do with it, the date, the amount, the allocation of the customer (via accounts receivable), etc, OR
- you could enter into the invoice LINKED to that payment and make relevant changes to it instead.
Imagine if Sales Invoices didn’t take you to the area as depicted in my last screenshot? It would be annoying that if every time you wanted to find the sales receipt payment, you had to go fishing in bank accounts or elsewhere to marry them up. But you don’t need to, because the link is made for you and presented in a usable way.
I personally would see benefit if more entities that already have links, presented those links a productive and usable way instead of obfuscating or just ignoring them.
The worst example of not linking valuable data is the audit trail, but I’ve raised that before.
Databases are beautiful.