Thank you @Patch for taking the time to respond to my latest comments as I probably came across a bit grumpy. It’s not really about the Summary Page but the fact that a vast number of requests over the years, some by me and many by other people always seem to meet considerable resistance to change.
For example the Previous, Next Buttons for scrolling through transactions - I am astonished at the resistance put up to a simple method of navigation that many other programs use (successfully I might add). The battle I had to put up to get my status of quotes and orders into the ideas category was unbelievable (considering that invoices have statuses) and even one of the users commenting on the issue said he couldn’t understand why there was such resistance to implementing a simple filter to make it easier to handle a sales funnel. I have come to the conclusion that the problem is some people are accountants and other people are business owners and their use of the software is very different as result.
Yes I could probably do a workaround in the Server version. But this misses the point. The question is not should aged receivables go on the balance sheet which is where I think you and Tut are looking at the question from. Yes you are technically right - it is not a BS field. But that’s not the question I am asking.
The question is should aged receivables go on the Dashboard page (which just happens to be the BS and P&L view). My opinion (backed up a number of other people in my original post and no doubt elsewhere on the forum) - is that yes - the aged receivables etc does need to be on the Dashboard. The whole point of a dashboard page (as far as accounting is concerned) is to show the operational status of a business and overdue invoices as per cash flow is a actually quite a big part of this operational view.
The key things the majority of business wants on hand is bank balance, cash balances, receivables (with aged), payables (with aged) as well as VAT returns values. We have all this with the sole exception of aged transactions. All of the above constitute the operational status view.
What Lubos did is he removed the operational view (which businesses use daily) and replaced it with a financial snapshot which is generally more relevant for quarterly and annually usage and mainly for accountants. He fixed a lot of the issues relating to this change as many people (myself included) complained that viewing bank balances, receivables and payables suddenly was a lot harder - it was still there, but not as visible as before and these were the main things people want to look at each day. Because he addressed most of these issues, we don’t need to go back to the old summary page.
I happen to agree with you @Patch in that I prefer the new summary view because it now contains all the information of the business whilst taking up less space and I like the ability to drill down. So yes - I fully agree with you that the new summary page works better (now that all the original problems with the transition are resolved). I don’t want to go back to the old view, I simply want to improve the current view with functionality that was lost and was actually used by many people. What Lubos did was make it possible for us to customise the view of the summary page to make things like bank balances and other items of operational interest stand out better. All I want is to somehow add the aged receivables back to the operational view where it used to be.
I appreciate that you may not use this, but I suspect as far as businesses go, you are probably in the minority on this as most businesses value having that view. I don’t use it a lot, but I still argue that it is something that should be as visible as viewing your bank balance on the summary page. I am sure that Lubos would be happy to include a button to enable/disable showing aged receivables/payments for those people who don’t want to see that on the summary page.