LedgerSMB user discussion

ario | 18 May 2013 10:18

voucher

I tried to enter a prepayment done to somebody for future work, but get
a 'no overpayment account specified' error in 'Cash|Payment'.

Ok, INAA, but I take it an account in the CoA is required with the
'Overpayment' flag set.

Should this be a newly created assett account for this purpose
(prepayments) only, to check later for zero balance?

Then, in this specific case, should the 'Overpayment' flag be set on the
'Payables', or on the 'Receivables' line in the 'Edit Account' screen?

I think a separate account per person or group would be appropriate, no?

Thanks for your time

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Bob Miller | 17 May 2013 19:16

defaulting to pdf

Hello,

This is just a comment, no need for action.

When I first installed the new version of ledger I had to mess with some
code in io.pl (and I think rp.pl?) to make it so that PDF was the
default setting when emailing invoices and statements.  Sloppy though
they were, when I upgraded recently those changes I made got written
over.  On thinking about it, that isn't really unexpected behaviour, but
it sure would be useful if there was a better way to set those defaults.
Maybe a feature plan for 1.5 or something?

Thanks for reading...
--

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ario | 17 May 2013 16:12

payments processing fails in 1.3.29

Hello, I didn't find this problem in the list of fixed bugs for 1.3.32,
so I'm afraid it's me that is doing something wrong or what.

I try to process a payment by going to Cash|Receipt/Payment|<Customer
Name>|Continue.
Then on any invoice line I check the check-box at the right of the
invoice for which I just received/did a payment, and press 'Update'.
What happens then is that the invoice being 'updated' has disappeared
from the screen, so posting doesn't seem an option anymore either.
I'm also a bit weary about hitting 'Post' without 'Update' first.

Did I miss something?

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Giovanni Biscuolo | 14 May 2013 11:54

sequence settings numbering problem

hi all,

I'm using LedgerSMB v. 1.3.25 (Debian package "ledgersmb 1.3.25-1: all"
currently in jessie - testing - repo) and I'm facing a problem with special
values in sequence settings (System | Defaults menu)

if I set the value of any "Number" (e.g. Sales Order Number) in System|Defaults to 

  <?lsmb YYMMDD ?> 0001

when I post that document (e.g. Sales Order) I get a sequence like this:

  <?lsmb YYMMDD ?> 0002 

it seems the placeholder for YYMMDD is not replaced with the date, the
special template code does not work (sequence numbering works well)

the sequence numbering special values are documented in user manual section
6.5.1, and YYMMDD is one of those; I've tested with date also but it doesn't
work too

any hint to fix this please?
in Italy we should issue invoices with a unique numbering starting from 1
every year and we must include the year in invoice numbering

thanks in advance
Giovanni

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Zev Steen | 7 May 2013 17:17

Removing attached files and links

LedgerSMB allows you to attach an image or a link to sales receipts, purchases, purchase orders, etc.

Is there a way to remove the link or image once it is added? For example if the wrong one was added?

Thank you.

--
Zev Steen

Fat Owls

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Brian Wolf | 2 May 2013 03:29

Best practice: add users

One of our clients has two databases. They've added several users / 
employees In one of the databases, and therefore those users are 
PostgreSQL login roles.  They now want to begin to use the second 
database, and "carry over" some of the users / employees.

Can someone explain clearly best practice for adding users / employees, 
particularly when a login role may already exist?

Thanks.
Brian

Brian Wolf
Phone: 410.367.2958
Email: brian@...
Try out Activus Secure Payments^(TM), our recurring payments application.
Demo at http://demo.activustech.com

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David | 1 May 2013 08:52

tax included on sales invoices

I've just converted from 1.2.21 to 1.3.31
I can't find anywhere to pre-set "tax included" for a given customer. Do 
you have to do it for each sales invoice, or did I miss something?

thanks

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Amy Marcus | 30 Apr 2013 22:00

WINDOWS INSTALLATION OF LEDGERSMB

I have followed instructions to install Ledgersmb on my laptop for Windows.

I am stuck at

cpan Module::Install I did this and I beleive it worked
perl Makefile.PL ?? is this a command?
make
do not use make install at this point. ??

The only difference between Windows and Linux at that point is that you have to run the appropriate shebang utility (in dists/win32) for your version of Perl. ??

Can someone explain what I do next?

Thank you

Amy

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Chris Travers | 30 Apr 2013 11:26

Received a feature request for address display on invoice screen

Hi all;

I received a feature request for displaying the customer's address (or at least city, state, and country) on the invoice screen.

Before I look at whether to do this as a custom piece of work or merge the feature in I wanted to ask:

How many other people here would find this useful? If there are a number I will go ahead and merge the changes in, and provide CSS hooks to show or hide.

Otherwise I can do this as a customization.

This does not require significant re-writing to make work, and is not particularly likely to introduce bugs so I am not too worried about merging it in during a standard stable branch. The APIs required to pull the information are already in place and used elsewhere.

Best Wishes,

Chris Travers

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Zev Steen | 29 Apr 2013 17:18

Re: handheld scanner integration for LedgerSMB

Does anyone have experience integrating handheld scanners into Ledger?

The specific application is for receiving and shipping. I would like to have a scanner that will allow people in our warehouse to scan items as they are shipped and received and mark them as SHIPPED or RECEIVED in the Ledger system.

I can see this done in any of several ways:

1. Use a smartphone to access Ledger via the web with an app that will scan the barcode of each item and allow the user to decide the SHIP or RECEIVE and the quantity of the item to use with that action. It should use the Bar Code to match the items sent or received to the item in our inventory. (I added a field for UPC/Bar Code to our installation of Ledger)

2. Use a wireless scanner with memory upload it to a PC periodically. The PC will have a script that will update LedgerSMB.

3. (Least preferable) have a wired scanner (or wireless) that will scan items and send the information directly to the PC which will upload it to Ledger.

Does anyone have any experience with this or suggestions that are different than mine?

Thanks.

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Amy Marcus | 29 Apr 2013 07:50

Windows installation Tutorial of ledgersmB

Hi again,

I ran the command cpan Module::Install and it seemed to work.

The next item was perl Makefile.PL

make
do not use make install at this point.

I entered that in the command prompt but it did something so quick I dont know what it did.

The shebang thing I am unsure about too.

I also tried yo login to database and it says host not found

Thank you.

Amy

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