[GNC] multiple attachments

2021-01-25 Thread gnu Gord
Hi List,
I'm trying to find a replacement for Quicken and brand new to GnuCash, so
please excuse any protocol errors I may generate. ;)

I'm wondering if it's possible in GnuCash to attach multiple files to one
transaction record (like I can do in Quicken).

Most of the files I would want to attach will be pdf files so I could,
theoretically, use pdftk to combine them into one file but that's not
really the way I'd prefer. I'm able to attach one file but not a second or
third file, ETC.

Thanks in advance.
Gord
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Re: [GNC] multiple attachments

2021-01-25 Thread Adrien Monteleone
And in a round-about-way, with a link to a local web server, you can 
have a page with each individual document linked therein.


I also saw something recently on HN that purports to be a bit.ly like 
shortener but for multiple URLs. That might be of interest. (don't have 
the link handy, sorry)


Regards,
Adrien

On 1/25/21 5:24 PM, Geoff wrote:

Hi Gord

Welcome to the wonderful world of GnuCash :--)

As far as I can see a transaction can only have a single file linked to it.

There is a good alternative.  If you are prepared to file your documents 
into individual directories (or just create links to your documents from 
individual directories) you can use the "Linked Location" feature to 
browse to those directories directly from the GnuCash transaction.


Here is an example - GnuCash 4.4 / Windows 10

Step 1 - CREATE - Attachment gnc_linked_location01.jpg

A. Highlight your transaction.
B. From the Transaction menu (or right click) and choose "Manage 
Document Link..."
C. Click on the "Linked Location" button instead of the default "Linked 
File".
D. Type in the name of the directory prefixed by "file://" - in my 
example, "file://TXN001"
E. On Windows 10, the directory should be located under: 
C:\Users\\AppData\Roaming\GnuCash\data\

F. Click on OK


Step 2 - VIEW- Attachment gnc_linked_location02.jpg

A. Highlight your transaction.
B. From the Transaction menu (or right click) and choose "Open Linked 
Document"
C. A new Windows Explorer instance should open showing all your 
transaction documents in your transaction directory:

C:\Users\\AppData\Roaming\GnuCash\data\TXN001


Step 3 - MAINTAIN- Attachment gnc_linked_location03.jpg

A. Highlight your transaction.
B. From the Transaction menu (or right click) and choose "Manage 
Document Link..."
C. Note how it defaults to the "Linked File" option and shows the path 
to your directory.
D. To change the linked directory, you have to go back to Step 1, as 
GnuCash doesn't remember the Linked Location.



Other Locations - Attachment gnc_linked_location04.jpg

I should also mention that the Linked Location feature is not limited to 
directories on your file system.  It also supports the http protocol, so 
if you have a web server on your local network, or use Drop Box or other 
cloud storage providers, you can link your transactions to folders on 
those services.  See, for example:

https://help.dropbox.com/files-folders/share/share-with-others


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Re: [GNC] multiple attachments

2021-01-25 Thread Michael or Penny Novack

On 1/25/2021 3:39 PM, gnu Gord wrote:



Most of the files I would want to attach will be pdf files so I could,
theoretically, use pdftk to combine them into one file but that's not
really the way I'd prefer. I'm able to attach one file but not a second or
third file, ETC.


What are you trying to do? I mean what sort of documentation are you 
trying to associate with the transactions? What is the purpose?


Also, what sort of entity are the books for? Personal? Business? 
Organizational?


Of course gnucash having the ability does not mean has to be used. Thus 
I would consider it convenient in PERSONAL books, maybe even sole 
proprietorship business books, to be able to attach invoices or other 
supporting documentation to the transactions.


But gives me a queasy feeling if regular business or organizational 
books had the same person keep the books and had custody of that 
documentation and that was machine readable/attached. I'll let an 
accountant, preferably a forensic accountant explain why << if we have 
any reading this >>


Michael D Novack


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Re: [GNC] multiple attachments

2021-01-25 Thread Liz Dodd
On Mon, 25 Jan 2021 22:22:51 -0500
Michael or Penny Novack  wrote:

> What are you trying to do? I mean what sort of documentation are you 
> trying to associate with the transactions? What is the purpose?

I've used file attachment in the past, but it isn't really useful in my
workflow. I haven't scanned the documents when I enter the data, so
it's an additional step Gnucash > scanner > Gnucash.

Then when I send data to the accountant, the links aren't useful. 
I'm finding it more useful to file the scans under this format

/home/user/gnucash/Entity/Financial_year/type

where Type is income, expenditure, statements and other.
Then I copy Entity/financial_year/ to the CD for the accountant and all
the scans or emailed data is there for the accountant.

Liz
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