General invoice issues

[dberinati]

How do I get the thing to sort employees first by employee and then within by date? As of now, it's a mess, with payroll record dates all over the place, thereby spreading the employee categories all over the labor part of the invoice. It looks like GS is using the record number as a sort basis, but even if I change them, the invoice is still screwed.

The customers don't like this and I don't either. They, and I, have a hard time grouping employee hourlies. And as mentioned in previous posts, sorting anything by date, even when prefs is checked for that, doesn't hold from one opening to another. In addition, running totals on the checking accounts are false.

DonB (MacBook Pro/10.5.4)

[Dennis]

What do you want to sort by date-- Labor Hours? Reports? Printed Forms? If you can be more specific, we will have a better chance of being able to help you.

Goldenseal "remembers" the set of records for each data entry window. When you come back, it will have the same found items, and the same sort order. We haven't heard of any problems in that. Or am I misunderstanding your complaint?

We haven't heard of any problems in checkbook running totals. Keep in mind that it is a "theoretical" running total, based on whatever starting balance you type in, and whatever checks and deposits have been entered so far. Your actual checkbook balance will nearly always be different, since checks often clear out of order, and there may be some transactions that you haven't yet entered into Goldenseal.

[dberinati]

On the printed invoice under T&M:
First, employees by name,
Second, hours worked, sort by date

Like this:

1. Joe Blow 8.5 hrs 9/1/08
2. Joe Blow 8.0 hrs 9/2/08
3. etc
   
   
4. Frank Zappa 10.0 hrs 9/1/08
5. Frank Zappa 8.0 hrs 9/2/08
6. etc
   
   
7. Bob Dylan 7.0 hrs 9/1/08
8. Bob Dylan 6.0 hrs 9/2/08
9. etc.

What I've been ending up with is the employees interspersed with each other and the 'dates worked' out of chronological order.
Thanks -

[Dennis]

We don't have any interface to set up a specific sorting order in printed forms.

I looked through the other places where we print tables of data, and didn't find anything else that would make sense to sort. Draw billing and Billing Statements are chronological. Estimates and Progress billing gets the order from the Category System.

The table setup dialog for Printed Forms is already rather cluttered, so I don't think it makes sense to add setup for sorting there-- especially because it won't be used much.

I guess we could probably hard-code the T&M Bill form to do some sorting, perhaps with a checkbox in Preferences or something.

One option to consider would be Reports--Projects--Itemized T&M. You can sort reports, or use breakdowns to separate things.