2 Suggestions


Jeff | email Jul 2 2018, 10:08 AM
Hi,

On the accounting screen, when I click on "New" I see the date field is empty. I think it might be helpful to have that auto-fill with today's date. More often than not I have to put today's date there. (I like how clicking in the next box fills it with the date. Same with the "amount" boxes).

Also, in "Scheduled Entries" it would be great if we could change the starting date, as well as "advance notice." As it is they are grayed out.

I'm sure there are good reasons for this but I thought I'd mention them.

Thanks.
Stephane Grenier | email Jul 3 2018, 09:37 PM
Hi Jeff,

Firstly thank you for the suggestions, they are always appreciated. And please find the responses below:

1. On the accounting screen, when I click on "New" I see the date field is empty. I think it might be helpful to have that auto-fill with today's date. More often than not I have to put today's date there. (I like how clicking in the next box fills it with the date. Same with the "amount" boxes).

We actually looked at this a number of times, mainly because it's been suggested before. The main issue we found in testing it is that it can be very annoying when you don't want to enter in today's date. In those cases it's doubles your work. Now normally you would assume that most people enter in the amounts on the day they are paid, but in fact most people enter in their data in batches. That is they queue things up over a period of several days to a week and do all the data entry at once rather than do it every day. Even many larger companies actually do this too, which I personally found surprising. And when that happens it actually makes it a lot more annoying then the convenience it gives you.

That being said I don't know if it's still the same today, we don't measure those types of statistics in the software for privacy reasons, but the last time we tested we found it actually turned out to be more annoying than helpful for most people. I assumed the same as you and was quite surprised by the results. So much that we've tried it a few times with the same results. We are looking at adding it as an option (preference) but it's not yet available.

2. Also, in "Scheduled Entries" it would be great if we could change the starting date, as well as "advance notice." As it is they are grayed out.

This is actually not possible because it leads to all kinds of very complex issues and lots of potential data errors that you may not be aware of. Here's just a few examples of interesting scenarios.

A. You have a Start Date of Jan 1, 2016 with a Monthly frequency and an Advance Notice of 2 weeks and you want to change the Start Date to Jan 2, 2016 with a Monthly Frequency and an Advance Notice of 1 month. Should the software generate accounting entries from the Start date since the Date Due's are all going to be different? If you say no then from when? Seeing as it's July 3, 2018 this means that no August 2, 2018 suggested entry will ever be generated for you! That could be a missed rent. And that's just a simple change, what if we change it to Jan 12, 2017 with a weekly frequency and an advance notice of 1 week. Basically it gets into all kinds of very complex scenarios that can result in either a ton of new suggested entries generated or even worse is that some entries will not be generated depending on how the values are changed. This is why we force you to create new Scheduled Entries if you want to change the scheduling values, it just makes it very explicit and no entries can be missed. It also has the nicety of saving you from having a ton of duplicate entries in most cases.

Now depending on your previous answer, should it generate from the new date or from the new start date, what happens if you accidentaly change the start date from Jan 1, 2018 to Jan 1, 2019 (typed a 9 instead of an 8). If you said it must generate from the new start then that means if you fix it right after back to Jan 1, 2018 that no entries will be generated until Jan 1, 2019 since all entries have been marked as generated up to Jan 1, 2019. And if you say it should re-generate them all then you will have a lot of duplication, and in fact that would be the same as re-creating the entry anyways.

It just gets very very very complicated and leads to all kinds of weird issues if you enable the editing of these values. I just showed you a few simple scenarios, it can actually get a lot more involved and complicated as you start working through the different options.

Regards,
Stephan Grenier
Founder
LandlordMax Software Inc.
http://www.LandlordMax.com
http://www.FollowSteph.com


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