[GNC] Billing employee expenses back to a customer

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[GNC] Billing employee expenses back to a customer

Matthew Pounsett
I'm entering an employee expense voucher that includes some receipts that
are billable back to a customer.  If I'm reading the documentation
correctly, I should be able to enter a customer name in the "Default
chargeback project - Customer" field, and then mark individual line items
as billable in order for them to show up in the customer account.

However, when I place the cursor in the customer field and try to type I
get system beeps, indicating that I can't type in that field.  And the Edit
button next to the field doesn't seem to do anything.

Have I missed a step somewhere?  I have not set up any Jobs.. do I need to
do that in order to bill back?

A side note.. the documentation text for the Customer and Job fields is
identical to each other in both the v2.6 and v3 docs.  It looks like the
Customer description was C&P into the Job description and then not updated.
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Re: [GNC] Billing employee expenses back to a customer

Matthew Pounsett
Sorry, I failed to note I'm seeing this issue in GnuCash 2.6.21 on MacOS
10.13.3

On 8 June 2018 at 20:41, Matthew Pounsett <[hidden email]> wrote:

> I'm entering an employee expense voucher that includes some receipts that
> are billable back to a customer.  If I'm reading the documentation
> correctly, I should be able to enter a customer name in the "Default
> chargeback project - Customer" field, and then mark individual line items
> as billable in order for them to show up in the customer account.
>
> However, when I place the cursor in the customer field and try to type I
> get system beeps, indicating that I can't type in that field.  And the Edit
> button next to the field doesn't seem to do anything.
>
> Have I missed a step somewhere?  I have not set up any Jobs.. do I need to
> do that in order to bill back?
>
> A side note.. the documentation text for the Customer and Job fields is
> identical to each other in both the v2.6 and v3 docs.  It looks like the
> Customer description was C&P into the Job description and then not updated.
>
>
>
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Re: [GNC] Billing employee expenses back to a customer

Christoph R
In reply to this post by Matthew Pounsett
Hi Matthew,

You need to first press the button “Edit Invoice”. Then you can change the customer.

Cheers,
Christoph

> Am 09.06.2018 um 02:41 schrieb Matthew Pounsett <[hidden email]>:
>
> I'm entering an employee expense voucher that includes some receipts that
> are billable back to a customer.  If I'm reading the documentation
> correctly, I should be able to enter a customer name in the "Default
> chargeback project - Customer" field, and then mark individual line items
> as billable in order for them to show up in the customer account.
>
> However, when I place the cursor in the customer field and try to type I
> get system beeps, indicating that I can't type in that field.  And the Edit
> button next to the field doesn't seem to do anything.
>
> Have I missed a step somewhere?  I have not set up any Jobs.. do I need to
> do that in order to bill back?
>
> A side note.. the documentation text for the Customer and Job fields is
> identical to each other in both the v2.6 and v3 docs.  It looks like the
> Customer description was C&P into the Job description and then not updated.
> _______________________________________________
> gnucash-user mailing list
> [hidden email]
> 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.
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Re: [GNC] Billing employee expenses back to a customer

Matthew Pounsett
On 9 June 2018 at 03:40, Christoph R <[hidden email]>
wrote:

> Hi Matthew,
>
> You need to first press the button “Edit Invoice”. Then you can change the
> customer.
>
> Aha!  Thanks!
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