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Bug 782455 - Modify Add Reversing Transaction feature
Summary: Modify Add Reversing Transaction feature
Status: RESOLVED FIXED
Alias: None
Product: GnuCash
Classification: Unclassified
Component: Engine (show other bugs)
Version: 2.6.x
Hardware: Other All
: Normal enhancement
Target Milestone: ---
Assignee: core
QA Contact: core
URL:
Whiteboard:
Keywords:
Depends on:
Blocks:
 
Reported: 2017-05-10 12:29 EDT by David
Modified: 2020-06-01 15:26 EDT (History)
7 users (show)

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Description David 2017-05-10 12:29:45 EDT
Per discussion on gnucash-user during the month of April 2017, the Add Reversing Transaction feature on the Transaction menu (when in an account register) could use modification.

Currently, when this option is selected in an account register, GnuCash immediately creates a new reversing transaction for the highlighted transaction. The reversing transaction is added with the current system date, and the cursor remains in the originally-selected transaction. There is no further interface or feedback given to the user. 

This can be problematic if the user is reversing a transaction some distance in the past, because the new transaction will be created off screen. In addition, the new transaction includes no indication of its origin or purpose as a reversing transaction, making it a challenge later to understand why this transaction was created.

It was suggested that it would be preferable for this new transaction (at least) to have some indication as to its purpose in the register. 

In its most simple implementation an explanatory note could be added programmatically to the reversing transaction.  The note could be formulated to insert "Reversing transaction for erroneous transaction of MM/DD/YYYY."

An alternative proposal would insert a dialog box in the process. This dialog would allow the user to enter the text that they wished for the note in the reversing transaction, with a default similar to the note above. Still others thought it might be helpful to be able to add a note to the original transaction as well; presumably this could be added to the dialog without great difficulty (although it may be more complicated if the erroneous transaction has been reconciled).

Adding a preference to the Business preferences tab might allow users to pre-configure their own texts for these notes, although such would not be required.
Comment 1 Christopher Lam 2020-04-19 10:34:12 EDT
This bug has been fixed in git-maint.

"Add Reversing Transaction" will now mimic "Duplicate Transaction" by asking for the new transaction date (but not a Num field), thereby allowing the user an opportunity to Cancel the action.

It will also jump to the new transaction; this had been coded since at least v2.0.0 but never actually worked.

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