Hello again ACCOUNTS advisors.
Some of you may have already noticed that in the just-released version 1.02c of ACCOUNTS, I made a change to the right-click menu option “View as Journal Entry” in the register windows. If the transaction you are right-clicking over is actually a journal entry, it changes to “Edit Journal Entry”, and if the transaction is your Opening Balances transaction (entered via Actions -> Opening Balances) it changes to “Edit Opening Balances”. In both cases, if you pick that menu option you get to actually edit and save changes, not just view a non-journal entry transaction as if it were one.
I think that change is obviously good. My first question after that, then, is whether with this now made available, both journal entries and opening balances transactions should become non-editable in the register. To me, that makes a fair bit of sense, because many of them won’t be editable in effect anyways, because they may include both fund accounts and non-fund accounts, and you cannot save changes to any transaction like that in the register. (The Number field would be left editable, as with Bill and Bill Payment transactions in the register, because for technical reasons if there is no editable field at all in a row, you can’t click into it or even right-click in it to pop up the menu!)
I think that I should also add an additional right-click menu option “Edit Bill” when you right-click on a register transaction that is a Bill, or “Edit Bill Payment” for a bill payment. (This would save having to go and find those transactions in the Bill List or Bill Payment List windows, if an edit was required.) Do you agree?
The final question, which I am less clear on, is whether for transactions that appear to be cheques, deposits, or credit card charges (in a register for a Credit Card account), I should add a right-click menu option for “Edit as Cheque”, “Edit as Deposit”, or “Edit as Credit Card Charge”. It makes sense at first look, but on the other hand, there is really nothing gained by doing that – all of the same fields are available for editing those types of transactions in either the register, or the register splits window, and with basically the same field names. And it’s not as if the presentation is in any way significantly different (as when editing a journal entry or opening balances transaction, where you change to viewing things as Debits and Credits). So, do you think I should add “Edit as Cheque” etc.?
Thanks for your thoughts on this.