[GNC] So confused about Jobs

[Sabina Iseli-Otto]

Hello,

I think I might be misunderstanding how jobs work. I’ve gone through the list 
archives and the help information on the website but I think I might be missing 
something super-basic — too used to my old way of doing things! 

I would like to assign the cost of materials to specific jobs: to track them, 
not necessarily to have them appear on invoices for customers. 

I’m not sure if it matters, but so far, I have not been using GnuCash’s 
invoicing feature (making my own separately).

I think I need to add job costs directly to invoices for specific customers, is 
that right? 

If I add those job costs to invoices, will those job costs show up in a place 
where I can reconcile them against my statements?

Is there a better way to track individual job costs?

Thank you for your help!

Warm wishes from soon-to-be-sunny Alberta,
Sabina
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Re: [GNC] So confused about Jobs

[Rich Shepard]

On Mon, 5 Jul 2021, Sabina Iseli-Otto wrote:


I think I might be misunderstanding how jobs work. I’ve gone through the
list archives and the help information on the website but I think I might
be missing something super-basic — too used to my old way of doing things!


Sabina,

Jobs are assigned to customers/clients.


I would like to assign the cost of materials to specific jobs: to track
them, not necessarily to have them appear on invoices for customers.


That's do-able.


I’m not sure if it matters, but so far, I have not been using GnuCash’s
invoicing feature (making my own separately).


I run a professional services consultancy and I provide clients with letter
invoices so I don't use GnuCash's invoicing, either.


I think I need to add job costs directly to invoices for specific
customers, is that right?


If you want those job costs to be included on the invoice, yes.


If I add those job costs to invoices, will those job costs show up in a
place where I can reconcile them against my statements?


I don't know because I don't use the invoicing capabilities.


Is there a better way to track individual job costs?


Not if you want to keep all costs and payments in one place.

Others with much more pertinent experience and knowledge will help you more.

Stay well,

Rich
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Re: [GNC] Accounting for GST in Australia

[Nathan Ellery]

Hi Christopher,
Thanks so much for meeting with Nathan and Lynda past Saturday afternoon.
We have had the opportunity to put your ideas into the live program and I
can report that the GST is now accruing in the appropriate Account in the
chart of accounts.
For anyone else following this post, the one thing we hadn't done is to
ensure that when creating an invoice, in the column headed 'tax table' that
we entered 'GST collected on Sales'. This points to the Tax table section,
which is set up with these words on the left side of the screen and the
relevant liability account on the right side.
You did show us how to 'print' a complying Australian GST invoice, but we
are unable to find this back again. Can you please let us know how to do
this?
Thanks again for your assistance,


On Tue, Jun 22, 2021 at 4:17 PM Christopher Lam 
wrote:

> Welcome Nathan,
> Have you checked out the following?
> https://wiki.gnucash.org/wiki/Quickstart_Australian_BAS
>
> On Tue, 22 Jun 2021, 2:59 pm Nathan Ellery,  wrote:
>
>> Hi,
>> I have recently started using GnuCash and am having difficulty in
>> attributing GST to the GST accounts as set up in the chart of accounts. I
>> have included the relevant posting accounts in the tax table area, but new
>> entries aren't picking up the GST amount. What am I missing? Do you need
>> to
>> see screen shots of my setup to verify what I am experiencing?
>>
>> best regards
>>
>> Nathan Ellery
>> Building designer
>> Grandesign Pty Ltd 
>> m: 0417 951575
>> ___
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>

-- 
best regards

Nathan Ellery
Building designer
Grandesign Pty Ltd 
m: 0417 951575
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[GNC] OFX Imports to new account reversed

[David Carlson]

I have been using GnuCash for years with OFX imports correctly populating
bank and credit card accounts with deposits and withdrawals.

Today, using release 3.8 I set up a new credit card account, went online,
downloaded an OFX transaction file and proceeded to import it into
GnuCash.

Surprise, purchases were entered as payments.  I checked the raw OFX file
and it appears to be correct.  The account type is Credit Card under a
Liability top account.

What else can cause this?

-- 
David Carlson
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Re: [GNC] Accounting for GST in Australia

[Christopher Lam]

You're welcome.
Setting tax tables is not obvious; the wiki
https://wiki.gnucash.org/wiki/Quickstart_Australian_BAS is now amended.
It's still the "Income and GST Statement" and within Report Options >
Format > Report Format > Australia BAS.
C

On Tue, 6 Jul 2021 at 02:05, Nathan Ellery  wrote:

> Hi Christopher,
> Thanks so much for meeting with Nathan and Lynda past Saturday afternoon.
> We have had the opportunity to put your ideas into the live program and I
> can report that the GST is now accruing in the appropriate Account in the
> chart of accounts.
> For anyone else following this post, the one thing we hadn't done is to
> ensure that when creating an invoice, in the column headed 'tax table' that
> we entered 'GST collected on Sales'. This points to the Tax table section,
> which is set up with these words on the left side of the screen and the
> relevant liability account on the right side.
> You did show us how to 'print' a complying Australian GST invoice, but we
> are unable to find this back again. Can you please let us know how to do
> this?
> Thanks again for your assistance,
>
>
> On Tue, Jun 22, 2021 at 4:17 PM Christopher Lam 
> wrote:
>
>> Welcome Nathan,
>> Have you checked out the following?
>> https://wiki.gnucash.org/wiki/Quickstart_Australian_BAS
>>
>> On Tue, 22 Jun 2021, 2:59 pm Nathan Ellery,  wrote:
>>
>>> Hi,
>>> I have recently started using GnuCash and am having difficulty in
>>> attributing GST to the GST accounts as set up in the chart of accounts. I
>>> have included the relevant posting accounts in the tax table area, but
>>> new
>>> entries aren't picking up the GST amount. What am I missing? Do you need
>>> to
>>> see screen shots of my setup to verify what I am experiencing?
>>>
>>> best regards
>>>
>>> Nathan Ellery
>>> Building designer
>>> Grandesign Pty Ltd 
>>> m: 0417 951575
>>> ___
>>> gnucash-user mailing list
>>> gnucash-user@gnucash.org
>>> 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.
>>>
>>
>
> --
> best regards
>
> Nathan Ellery
> Building designer
> Grandesign Pty Ltd 
> m: 0417 951575
>
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