Recurring Invoices and Invoice Printing?


J

Jelecos

I've been staring at a trial versin of SBA2006 for a few weeks now... I
looked and looked, read and read, checked online, sifted the help file and
the discussion groups - it was pretty obvious at this point that the system
couldn't do recurring invoices. at first i was in denial...thought maybe
there was a 'different way' - but, alas, there's not.

so...what i'd like to know... is HOW CAN ANYONE RELEASE AN "ACCOUNTING"
PACKAGE WITHOUT RECURRING INVOICE/PAYMENT FUNCTIONALITY AND EXPECT ANYONE TO
BUY IT? LET ALONE COMPETE WITH QB?

another issue - once i've gone through the painstaking process of creating
100 new invoices.... WHY CAN'T I PRINT THEM ALL AT ONCE? how about a 'queue
for printing' checkbox?

This product was touted to partners (which we are) as the 'answer to QB'....
I'm wondering if anyone on the development/product team bothered to install
even a single copy - QB is bad, but at least they've thought through the
basic functionality required to operate a business.

Anything but SBA at this point...

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http://www.microsoft.com/office/com...-f354f314d50f&dg=microsoft.public.sba.general
 
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A

Allan Martin

Jelecos said:
I've been staring at a trial versin of SBA2006 for a few weeks now... I
looked and looked, read and read, checked online, sifted the help file and
the discussion groups - it was pretty obvious at this point that the
system
couldn't do recurring invoices. at first i was in denial...thought maybe
there was a 'different way' - but, alas, there's not.

You can set up recurring invoices they just can't be posted automatically.


so...what i'd like to know... is HOW CAN ANYONE RELEASE AN "ACCOUNTING"
PACKAGE WITHOUT RECURRING INVOICE/PAYMENT FUNCTIONALITY AND EXPECT ANYONE
TO
BUY IT? LET ALONE COMPETE WITH QB?

another issue - once i've gone through the painstaking process of creating
100 new invoices.... WHY CAN'T I PRINT THEM ALL AT ONCE? how about a
'queue
for printing' checkbox?

No queue but you can highlight multiple invoices from the invoice list and
print. This feature does have its limits since only one word template can be
used at a time.

This product was touted to partners (which we are) as the 'answer to
QB'....
I'm wondering if anyone on the development/product team bothered to
install
even a single copy - QB is bad, but at least they've thought through the
basic functionality required to operate a business.
I agree QB is bad for MS partners.
 
J

James Grant {MSFT}

Hi,

Make sure you have installed the latest service pack to your installation
of Small Business Accounting, with that update you will see the inclusion
of Memorized Transactions which address your need for recurring invoices.

To locate the service pack, go to:

http://www.microsoft.com/downloads/details.aspx?FamilyId=93929CAC-37F3-4EE1-
931B-807703037E89&displaylang=en

To print multiple invoices, go to your Invoice List, you should be able to
highlight multiple invoices in the list by highlighting an invoice and then
moving to the last invoice you would like to highlight while holding down
your shift key (If the invoices you would like to print do not appear in
consecutive order, click on each one you would like to print with CTRL key
pushed), this should highlight a group of invoices, right-click and choose
Print Icon.

Thanks,

James Grant

Microsoft Online Support Engineer

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--------------------
From: "Allan Martin" <[email protected]>
References: <[email protected]>
Subject: Re: Recurring Invoices and Invoice Printing?
Date: Thu, 13 Oct 2005 11:02:23 -0400
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Jelecos said:
I've been staring at a trial versin of SBA2006 for a few weeks now... I
looked and looked, read and read, checked online, sifted the help file and
the discussion groups - it was pretty obvious at this point that the
system
couldn't do recurring invoices. at first i was in denial...thought maybe
there was a 'different way' - but, alas, there's not.

You can set up recurring invoices they just can't be posted automatically.


so...what i'd like to know... is HOW CAN ANYONE RELEASE AN "ACCOUNTING"
PACKAGE WITHOUT RECURRING INVOICE/PAYMENT FUNCTIONALITY AND EXPECT ANYONE
TO
BUY IT? LET ALONE COMPETE WITH QB?

another issue - once i've gone through the painstaking process of creating
100 new invoices.... WHY CAN'T I PRINT THEM ALL AT ONCE? how about a
'queue
for printing' checkbox?

No queue but you can highlight multiple invoices from the invoice list and
print. This feature does have its limits since only one word template can
be
used at a time.

This product was touted to partners (which we are) as the 'answer to
QB'....
I'm wondering if anyone on the development/product team bothered to
install
even a single copy - QB is bad, but at least they've thought through the
basic functionality required to operate a business.
I agree QB is bad for MS partners.

Anything but SBA at this point...

----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow
this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/office/community/en-us/default.mspx?mid=4725d881-1e
0b-4270-aeed-f354f314d50f&dg=microsoft.public.sba.general
 
R

rb_keys

Based on my experience "Memorized Transactions" function is nothing more than
a reminder note. Is there no way to automatically create invoices???? This
must be a commonly requested feature for many small businessess... I would
think that a company that has clients for which services are regularly
performed and that are required to pay on a monthly basis should be able to
have those payments, along with a cumulative balances, accounted for, WITHOUT
the user having to in any way input this information.

My situation is that my girlfriend teaches dance classes (a typical "small
business), and has 200 students, each with different recurring monthly
payments, based on which classes they take. I suppose that she could "save
and new" every single customer's monthly payments every month, but that would
mean 200 unnecessary "save a new" clicks. What I feel is missing is a
mechanism to look at a client's profile and to see which classes they are
enrolled in, and the amount and recurrence interval at which they must pay. I
think this connection is a simple one to make, given that I've already tried
something like that on MS-Access.
 
A

Allan Martin

rb_keys said:
Based on my experience "Memorized Transactions" function is nothing more
than
a reminder note.
Get more experience. It is a hell of lot more than just a reminder note.


Is there no way to automatically create invoices???? This
 
R

rb_keys

Granted that I am a novice, but why take it personally? I know that it is
more than just a reminder note, but recurring charges are still not
automated. What if a business had 1000 clients? Would the owner of such a
business be required to "save a new" for each client every month? That
wouldn't make sense. If my experience is lacking, please tell me where I am
wrong in this. Don't just tell me that I lack experience, unless you're just
trying to be obnoxious. I was writing in hopes of receiving help from
microsoft... maybe they could fix the problem. I noticed that in another bbs
thread, another person had said that quickbooks was able to do the recurring
payments, and that sba wasn't. That's all.
 
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A

Allan Martin

rb_keys said:
Granted that I am a novice, but why take it personally? I know that it is
more than just a reminder note, but recurring charges are still not
automated. What if a business had 1000 clients? Would the owner of such a
business be required to "save a new" for each client every month? That
wouldn't make sense. If my experience is lacking, please tell me where I
am
wrong in this. Don't just tell me that I lack experience, unless you're
just
trying to be obnoxious. I was writing in hopes of receiving help from
microsoft... maybe they could fix the problem. I noticed that in another
bbs
thread, another person had said that quickbooks was able to do the
recurring
payments, and that sba wasn't. That's all.
Sorry, experience was the wrong word. Chill dude get a life.
 
R

rb_keys

Haha. Who is the person who needs a life? The one who needs help to use the
software or the one who scours a BBS looking for "inexperienced" people to
criticize? Does it make you feel better about yourself?
 
A

Allan Martin

rb_keys said:
Haha. Who is the person who needs a life? The one who needs help to use
the
software or the one who scours a BBS looking for "inexperienced" people to
criticize? Does it make you feel better about yourself?
Your still not chilling.
 
R

rb_keys

I was wondering if it would be possible in the next update to include
flexibility in the memorized documents to include frequencies such as once
every 4 weeks, etc.
 
A

Allan Martin

rb_keys said:
I was wondering if it would be possible in the next update to include
flexibility in the memorized documents to include frequencies such as once
every 4 weeks, etc.
What not just ask that SBA become a QuickBooks Clone.
 
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R

rb_keys

Allan,

Per your advice, I am trying to "chill." Do me a favor and take yor own pill.

Obviously my post wasn't for you. Please speak only when addressed ;)
 
R

rb_keys

Here is a good quote from someone with a life:

"I do not believe that this will always be the case, I am certain that the
enthusiasm I saw in the faces of the young men and women from Microsoft at
the show was an indication of what SBA will someday become."
-Allan Martin, professional bbs comment critic

Yes, a young (or perhaps 40, single) man, gleaming with enthusiasm over his
new darling software, SBA. So Allan, where does that SBA software box sleep
 
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N

Network Professional

This Allan Martin guy needs to grow up. rb_keys had a legitiment question
that is what I'm hearing from all my customers. Everytime he tried to
explain his position, Mr. Martin replied with the same childish response,
"Take a chill pill." Are you a Professional of a Valley Girl?

Anyway, Microsoft is obviously in a new arena that they know nothing about.
I setup a BETA server in my lab that's running SBA and there is no way I will
recommend it to any of my customers. Sorry Microsoft, try again!!! Next
time you should try adding what EVERY other accounting program has, RECURRING
INVOICES.
 

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