Reassociate already existing transactions with a bill/invoice
For example, you have a bill or invoice and payment relating to it gets recorded by some method other than the Business, Process Payment options, perhaps as a result of importing bank data. Rather than deleting the transaction and remaking it through the Business menu, why not just click some option to reassociate it with the invoice/bill, and let it mark that invoice/bill as payed if it's for the right amount. This can be a real time saver when you have a large number of transactions like this.
Jonathan
shared this idea
Implemented in SVN trunk, r21383.
-
J
commented
In GnuCash 2.6.3 this seems to work fine for Invoices. But i have not found a way to make this work for Bills. Am I just not looking in the right place, or could this please be implemented for Bills as well?
-
Admincstim
(Core Developer, GnuCash)
commented
It will be in any 2.5.0 and 2.6.0 series, but they are not yet scheduled for release - maybe in January or February.
-
Alex Kotchnev
commented
Very nice - any idea of what version this might be released ?
-
Hajo
commented
If I can be of any help please drop a mail.
-
Burt
commented
I will happily sponsor this feature for $600. My contribution to Gnucash for having served me for 8 years. Please let me know
-
Hajo
commented
Sounds good. Please also see my Feature Request "clearing" which describes a more general approach than just invoice/payment matching.
-
Michael
commented
Hi, agreed. At the moment, i have a workaround of looking at my bank transactions, and if I see an invoice payment (or part payment) then I manually pay the invoice so that when I import the bank transactions it will auto reconcile. While not terrible, it does add considerable time to the process. Would be great to be able to point at a bank transaction and associate with an invoice. I wrote a small XML script that does this. All I do is put a token in a string field of the transaction imported and then add the invoice lot number via the script.