In line with David’s suggestion, I highly recommend turning on Transaction Journal view and Double-Line mode if you aren’t using them already.
It takes up more real estate on your screen, but you are always seeing all info for a transaction. With this, you will see a note field just below the description. It is very useful in such cases for ‘purpose’ notes where the ‘description’ might be best suited for ‘payee’. You can then run Find operations filtering on the notes field and create register reports from the result. (and possibly the transaction report can use this as well, I haven’t tested) If you need more analysis, you can then export or copy/paste the resulting report to a spreadsheet. There is a thread or two explaining ‘jobs' very well from this past year. Do a search in the archives. The feature is extremely limited. It was not designed to aggregate all transactions related to a job, but really to facilitate billing an entire vendor invoice to a customer. (best I recall) You can’t mark individual line items to different customers, for example. I do remember from the threads that the person who wrote the code for them acknowledged the term ‘jobs’ probably wasn’t the best choice in hindsight as everyone seems to think they are something other than they are. Specific to your question, while you can create a job for a vendor bill, that is a different job than you create for customers, even if they have the same name. (2 independent lists of jobs) Regards, Adrien > On Jan 10, 2019, at 10:53 PM, David T. via gnucash-user > <[email protected]> wrote: > > > Andrew, > I hope Gnucash will give you years of accounting bliss... > I can't answer the first question, since I do not use business features. > The second sounds like you're asking for something like Quicken's Classes, > which is a common request that no one has implemented in Gnucash. Yet? > Without creating separate accounts, you might simply use unique descriptions > (e.g., "African Safari 2019-01-12") and then use the latest version of the > Transaction Report to retrieve all items for that event. Otherwise, I have no > suggestions. > Cheers,David T. > > > On Fri, Jan 11, 2019 at 9:56, Andrew Cross<[email protected]> wrote: > So I have finally managed to implement gnu cash and am settled that it is > going to do what I need it too. I am finally done with Quicken! However, > there is something that I am struggling to understand. When I create job > for a vendor bill, can I also use this job when I create a customer invoice? > It seems that I cannot. > > > > Also, let's say I am leading tours and I have expenses related to four > different tours. I need to track the income and expenses for these tours > separately. How do I go about tracking the income and expenses for each > individual tour without setting up separate accounts for each tour? > > > > Thanks in advance for any advice. > > > > Andrew > > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
