RE: Predefined Transactions don't persist all data.

mysf — Thu, 20 May 2010 22:12:42 GMT

Hi Tony,

Thank you for the detailed description on how to replicate this problem.

I can confirm that the bank account selection box does not persist the information on the Predefined Payment Transaction and this will be fixed in the next software update due to be released next week some time.

Although I am unable to replicate the issues you are having with the Asset drop down and Account field. In all my tests, the Asset drop down held the information throughout the closed and re-opened forms and also the Account field kept the entered account when I tabbed through it.

Regards,

MySF

RE: Predefined Transactions don't persist all data.

tgilbert — Wed, 28 Apr 2010 19:33:34 GMT

Oops - I meant to add...

This is in 9.0.4. I'm sorry that I haven't tried it in 9.0.5 yet.

-t-

Predefined Transactions don't persist all data.

tgilbert — Wed, 28 Apr 2010 19:31:26 GMT

Hi,

I've found that Predefined Transactions are of limited use (and keep causing me mistakes) due to what I believe are a few minor bugs. Here are the steps to reproduce in the Sample Fund.

In the Sample Fund:

Add a second bank account (New_Bank) then

Click on Cash & Bank Accounts | Predefined Transactions
(to get the Predefined Transaction Manager)

Highlight “Cash Payment”

Click Add New

Select “Cash Payment” as the Transaction Type

Give the name (bug_test) and click “Enter Details”

Select “New_Bank” as the Paying From value and define a transaction to pay $100 to Jeremy Audit from New_Bank and allocate it Asset “Factory” and Account “5125 – Auditor’s Remuneration”.

Click Create.

In the Proceed? Window you will be prompted to confirm

CR New_Bank: 123 $100.00
DR 5125: Auditor’s Remuneration.

Click Yes.

Now highlight the Cash Payment in the All Predefined Transactions Tree, and click “View and Process”.

You will see that the Paying From is “CBA: 12345” not “New_Bank” as expected.

In addition, if you navigate through the fields using the TAB key (I find a mouse very cumbersome for data entry) to reach the SAVE button, you will see that the Account field loses its value during what I imagine is the OnLoseFocus event and becomes "-None-" instead of 5125. (This latter also happens on the equivalent Record Receipts dialog. *)

Obviously not a high priority, but here's hoping you can tidy this in a maintenance release some time. (And an accelerator on the Save and Exit buttons would be welcome everywhere! )

Regards,

TonyG

*The Receipts dialog fails to maintain the Asset selection of the predefined transaction too! For instance, define an Interest receipt with CASH as the asset and try to process it.

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RE: Predefined Transactions don't persist all data.

RE: Predefined Transactions don't persist all data.

Predefined Transactions don't persist all data.