Record Name in One Item Reports

Feature

Starting with Goldenseal 3.9, you can add the record name, address, and other info from the source transaction, as part of a "one item" report such as the Bill of Materials.

Suggested By

Requested by many users of our small business accounting software.

How to Use

The feature is a bit complicated to add, since it requires some new calculators, plus changes to the report layout.

To set up a calculator to get a record's address info for a report, follow these steps:

1. Choose Calculations from the Options menu, and choose Lists from the submenu.
2. Click the New button.
3. Enter a descriptive name into the Name field.
4. Enter Company info into the Source popup field.
5. Enter Current Record Address into the Field popup field.
6. Click OK.
7. You can use a similar approach for Current Record Name, or any of the other Current Record calculators.

To import some common pre-set calculators, follow these steps:

1. Click this link to download a text file with new calculator info.
2. Save the file on your hard drive.
3. In Goldenseal, choose Import from the File menu, and choose Other Update from the submenu.
4. Locate the file that you saved at step 2.
5. Goldenseal will import calculators for the current record's name, address, phone, amount and a few other items.

To add record info to a "one item" report layout, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Reports from the submenu.
2. Locate the "one item" report you'd like to change.
3. Click on the Calculator tool (fourth row right, in the tool palette on the left side of the window).
4. Click in the layout, and drag a rectangle where you'd like the field to appear.
5. Enter Lists into the Type popup field, at the top of the Calculated Fields dialog.
6. If you imported the pre-set calculators, choose Report Record Name or one of the other similar items. If you created your own calculators, look for whatever name you gave to the new calculators.
7. Repeat steps 3 to 6 for any additional fields you want to add.
8. Close the Custom Layout window, and save changes.

Technical Details

We will be adding the new calculators to the "stock" calculators in Starter Files, for new users. But prior users will need to set up their own calculators, or else import them.

NOTE-- We haven't yet decided whether to add the new calculators to the "stock" report layouts. The problem is that they'll give error messages to any users with older data, who haven't added the calculators.