* [ANN] Org Invoice 1.0.0
@ 2008-11-26 18:01 Peter Jones
2008-11-26 20:21 ` Oliver Charles
` (3 more replies)
0 siblings, 4 replies; 14+ messages in thread
From: Peter Jones @ 2008-11-26 18:01 UTC (permalink / raw)
To: emacs-orgmode
[-- Attachment #1: Type: text/plain, Size: 731 bytes --]
All,
I thought I'd share some elisp that I'm using in conjunction with
org-mode for helping me prepare invoices.
The attached file is useful for producing an org mode dblock that groups
headings by date and calculates billing information based on your hourly
rate. It also has a clean API for other elisp packages to use.
I currently have another elisp file that submits the invoice data to my
private invoicing system, and I'm working on another that submits to
FreshBooks (a web-based accounting package that one of my clients uses).
At some point in the future, if there's enough interest I'll post this
to Worg with a tutorial.
To those org-mode users in the US that are celebrating Thanksgiving,
have a Happy Holidays!
[-- Attachment #2: org-invoice.el --]
[-- Type: application/emacs-lisp, Size: 16297 bytes --]
[-- Attachment #3: Type: text/plain, Size: 65 bytes --]
--
Peter Jones, http://pmade.com
pmade inc. Louisville, CO US
[-- Attachment #4: Type: text/plain, Size: 204 bytes --]
_______________________________________________
Emacs-orgmode mailing list
Remember: use `Reply All' to send replies to the list.
Emacs-orgmode@gnu.org
http://lists.gnu.org/mailman/listinfo/emacs-orgmode
^ permalink raw reply [flat|nested] 14+ messages in thread* Re: [ANN] Org Invoice 1.0.0
2008-11-26 18:01 [ANN] Org Invoice 1.0.0 Peter Jones
@ 2008-11-26 20:21 ` Oliver Charles
2008-12-06 19:36 ` Mark A. Hershberger
` (2 subsequent siblings)
3 siblings, 0 replies; 14+ messages in thread
From: Oliver Charles @ 2008-11-26 20:21 UTC (permalink / raw)
To: Peter Jones; +Cc: emacs-orgmode
Wow, great work - this looks really useful! I'm gonna have a play now :)
Thanks for posting!
- Ollie
On Wed, Nov 26, 2008 at 6:01 PM, Peter Jones <mlists@pmade.com> wrote:
> All,
>
> I thought I'd share some elisp that I'm using in conjunction with
> org-mode for helping me prepare invoices.
>
> The attached file is useful for producing an org mode dblock that groups
> headings by date and calculates billing information based on your hourly
> rate. It also has a clean API for other elisp packages to use.
>
> I currently have another elisp file that submits the invoice data to my
> private invoicing system, and I'm working on another that submits to
> FreshBooks (a web-based accounting package that one of my clients uses).
>
> At some point in the future, if there's enough interest I'll post this
> to Worg with a tutorial.
>
> To those org-mode users in the US that are celebrating Thanksgiving,
> have a Happy Holidays!
>
>
> --
> Peter Jones, http://pmade.com
> pmade inc. Louisville, CO US
>
> _______________________________________________
> Emacs-orgmode mailing list
> Remember: use `Reply All' to send replies to the list.
> Emacs-orgmode@gnu.org
> http://lists.gnu.org/mailman/listinfo/emacs-orgmode
>
>
^ permalink raw reply [flat|nested] 14+ messages in thread* Re: [ANN] Org Invoice 1.0.0
2008-11-26 18:01 [ANN] Org Invoice 1.0.0 Peter Jones
2008-11-26 20:21 ` Oliver Charles
@ 2008-12-06 19:36 ` Mark A. Hershberger
2008-12-06 21:34 ` Peter Jones
2008-12-11 0:49 ` [ANN] Org Invoice 1.0.0 Oliver Charles
2008-12-11 11:38 ` Ulf Stegemann
3 siblings, 1 reply; 14+ messages in thread
From: Mark A. Hershberger @ 2008-12-06 19:36 UTC (permalink / raw)
To: emacs-orgmode
Peter Jones <mlists@pmade.com> writes:
> I thought I'd share some elisp that I'm using in conjunction with
> org-mode for helping me prepare invoices.
Very nice. I was looking for something like this.
Now, if I can just figure out how to integrate invoicing and ledger....
Mark.
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: [ANN] Org Invoice 1.0.0
2008-12-06 19:36 ` Mark A. Hershberger
@ 2008-12-06 21:34 ` Peter Jones
2008-12-06 21:54 ` Tim O'Callaghan
2008-12-07 20:23 ` Mark A. Hershberger
0 siblings, 2 replies; 14+ messages in thread
From: Peter Jones @ 2008-12-06 21:34 UTC (permalink / raw)
To: emacs-orgmode
mah@everybody.org (Mark A. Hershberger) writes:
> Now, if I can just figure out how to integrate invoicing and ledger....
Is ledger an application, or some additional org functionality you want?
--
Peter Jones, http://pmade.com
pmade inc. Louisville, CO US
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: Re: [ANN] Org Invoice 1.0.0
2008-12-06 21:34 ` Peter Jones
@ 2008-12-06 21:54 ` Tim O'Callaghan
2008-12-07 20:23 ` Mark A. Hershberger
1 sibling, 0 replies; 14+ messages in thread
From: Tim O'Callaghan @ 2008-12-06 21:54 UTC (permalink / raw)
To: emacs-orgmode
I think he means:
http://www.newartisans.com/software/ledger.html
Tim.
2008/12/6 Peter Jones <mlists@pmade.com>:
> mah@everybody.org (Mark A. Hershberger) writes:
>> Now, if I can just figure out how to integrate invoicing and ledger....
>
> Is ledger an application, or some additional org functionality you want?
>
> --
> Peter Jones, http://pmade.com
> pmade inc. Louisville, CO US
>
>
>
> _______________________________________________
> Emacs-orgmode mailing list
> Remember: use `Reply All' to send replies to the list.
> Emacs-orgmode@gnu.org
> http://lists.gnu.org/mailman/listinfo/emacs-orgmode
>
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: [ANN] Org Invoice 1.0.0
2008-12-06 21:34 ` Peter Jones
2008-12-06 21:54 ` Tim O'Callaghan
@ 2008-12-07 20:23 ` Mark A. Hershberger
2008-12-07 22:25 ` Org and Ledger (was: Re: [ANN] Org Invoice 1.0.0) Carsten Dominik
1 sibling, 1 reply; 14+ messages in thread
From: Mark A. Hershberger @ 2008-12-07 20:23 UTC (permalink / raw)
To: emacs-orgmode
Peter Jones <mlists@pmade.com> writes:
> mah@everybody.org (Mark A. Hershberger) writes:
>> Now, if I can just figure out how to integrate invoicing and ledger....
>
> Is ledger an application, or some additional org functionality you want?
http://www.newartisans.com/software/ledger.html (Thanks, Tim, for the
link.)
A new tax year is starting up and I'm looking at how I do accounting
again — along with all the regrets about the past being less than
perfect.
Adapting my usage of Org for invoicing to work with org-invoice would
help a lot. Integrating it with ledger would help that much more.
Mark.
^ permalink raw reply [flat|nested] 14+ messages in thread
* Org and Ledger (was: Re: [ANN] Org Invoice 1.0.0)
2008-12-07 20:23 ` Mark A. Hershberger
@ 2008-12-07 22:25 ` Carsten Dominik
2008-12-07 22:51 ` Russell Adams
2008-12-08 16:58 ` Org and Ledger Mark A. Hershberger
0 siblings, 2 replies; 14+ messages in thread
From: Carsten Dominik @ 2008-12-07 22:25 UTC (permalink / raw)
To: Mark A. Hershberger; +Cc: emacs-orgmode
Hi Mark,
John Wiegley also asked me recently if there would be a path for
intergating
Org with ledger in some way, because apparently this has been brought
up on the ledger mailing list. I have never used ledger, and so I
have no picture in my head of what would be useful. Maybe we should
have a discussion of ideas here?
- Carsten
On Dec 7, 2008, at 9:23 PM, Mark A. Hershberger wrote:
> Peter Jones <mlists@pmade.com> writes:
>
>> mah@everybody.org (Mark A. Hershberger) writes:
>>> Now, if I can just figure out how to integrate invoicing and
>>> ledger....
>>
>> Is ledger an application, or some additional org functionality you
>> want?
>
> http://www.newartisans.com/software/ledger.html (Thanks, Tim, for the
> link.)
>
> A new tax year is starting up and I'm looking at how I do accounting
> again — along with all the regrets about the past being less than
> perfect.
>
> Adapting my usage of Org for invoicing to work with org-invoice would
> help a lot. Integrating it with ledger would help that much more.
>
> Mark.
>
>
>
> _______________________________________________
> Emacs-orgmode mailing list
> Remember: use `Reply All' to send replies to the list.
> Emacs-orgmode@gnu.org
> http://lists.gnu.org/mailman/listinfo/emacs-orgmode
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: Org and Ledger (was: Re: [ANN] Org Invoice 1.0.0)
2008-12-07 22:25 ` Org and Ledger (was: Re: [ANN] Org Invoice 1.0.0) Carsten Dominik
@ 2008-12-07 22:51 ` Russell Adams
2008-12-08 16:58 ` Org and Ledger Mark A. Hershberger
1 sibling, 0 replies; 14+ messages in thread
From: Russell Adams @ 2008-12-07 22:51 UTC (permalink / raw)
To: emacs-orgmode
On Sun, Dec 07, 2008 at 11:25:32PM +0100, Carsten Dominik wrote:
> Hi Mark,
>
> John Wiegley also asked me recently if there would be a path for
> intergating
> Org with ledger in some way, because apparently this has been brought up
> on the ledger mailing list. I have never used ledger, and so I have no
> picture in my head of what would be useful. Maybe we should have a
> discussion of ideas here?
>
> - Carsten
Ledger rocks as a double entry accounting tool. I've been using it for
some basic accounting, expense reports, and more with latex & perl. I
even wrote a CSV importer (CSV2Ledger) that provides much of the
functionality I felt was missing from importers in other packages (ie:
Gnucash).
On the flip side, Ledger is exactly that, a double entry accounting
tool. Not more, or less. I'm faced with needing the ability to
integrate it into some business workflows (ie: expense reporting,
invoicing cycles, tax reporting, etc) which I'll have to write all of
the logic myself. I can use Ledger for the data, but I have to code
the workflows I require.
I've been struggling with this for several months, because I want to
avoid solutions like Quickbooks that provide a workflow coupled to an
accounting backend with proprietary formats in that other OS. I'm
certainly open to suggestions.
Thanks.
------------------------------------------------------------------
Russell Adams RLAdams@AdamsInfoServ.com
PGP Key ID: 0x1160DCB3 http://www.adamsinfoserv.com/
Fingerprint: 1723 D8CA 4280 1EC9 557F 66E8 1154 E018 1160 DCB3
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: Org and Ledger
2008-12-07 22:25 ` Org and Ledger (was: Re: [ANN] Org Invoice 1.0.0) Carsten Dominik
2008-12-07 22:51 ` Russell Adams
@ 2008-12-08 16:58 ` Mark A. Hershberger
1 sibling, 0 replies; 14+ messages in thread
From: Mark A. Hershberger @ 2008-12-08 16:58 UTC (permalink / raw)
To: emacs-orgmode; +Cc: Carsten Dominik
Carsten Dominik <dominik@science.uva.nl> writes:
> I have never used ledger, and so I have no picture in my head of
> what would be useful. Maybe we should have a discussion of ideas
> here?
I think Russell Adams gives a hint at the problem:
> I'm faced with needing the ability to integrate it into some business
> workflows (ie: expense reporting, invoicing cycles, tax reporting,
> etc) which I'll have to write all of the logic myself. I can use
> Ledger for the data, but I have to code the workflows I require.
With the introduction of org-invoice, I can begin to see my way through
this muddled mess.
Ideally, when I generate an invoice, I could verify that all was correct
and invoke some sort of “send-to-client” function that would make an
entry in ledger's “Accounts Receivable” as well as emailing the invoice
to the client (or updating FreshBooks, or what have you).
Another idea is budgeting: Org and its tables seems like natural fit
for this. If I could easily tie org to ledger accounts, maybe I could
see when I'm spending more than is budgeted.
Or if I keep track of a “TO BUY” list in org and need to save money for
some big ticket item, maybe I could have Org query ledger to see how
much money I have saved.
Pie-in-the-sky ideas, and my use of ledger as-yet is non-existent, but
this would really help.
Mark.
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: [ANN] Org Invoice 1.0.0
2008-11-26 18:01 [ANN] Org Invoice 1.0.0 Peter Jones
2008-11-26 20:21 ` Oliver Charles
2008-12-06 19:36 ` Mark A. Hershberger
@ 2008-12-11 0:49 ` Oliver Charles
2008-12-11 4:23 ` Peter Jones
2008-12-11 11:38 ` Ulf Stegemann
3 siblings, 1 reply; 14+ messages in thread
From: Oliver Charles @ 2008-12-11 0:49 UTC (permalink / raw)
To: Peter Jones; +Cc: emacs-orgmode
Hi Peter,
I tried emailing you about this when it was first released, but I
didn't have any reply, so I'll try again (please forgive my rudeness
if I'm being ignored on purpose! ;)
've just been having a play - and not
having much luck getting any output. I use org-mode with odd-levels on
by default.
I've tried setting `org-invoice-default-level' to 3, but that doesn't
seem to change the situtation. I've tried these invoices:
With `org-invoice-default-level' set to *2*:
* Invoices
** An Invoice Header
*** [2008-11-25 Tue] An Invoice Item
:PROPERTIES:
:WORK: 0:10
:CLOCKSUM: 0:10
:END:
#+BEGIN: invoice
| Task / Date | Time | Price |
|-------------+------+-------|
| Total: | 0:00 | 0.00 |
#+END:
Any idea what I'm missing? If I can get this working with the default
org-mode setup, I can then start fiddling and changing this to suit my
setup (invoices start at level 3, etc)
On Wed, Nov 26, 2008 at 6:01 PM, Peter Jones <mlists@pmade.com> wrote:
> At some point in the future, if there's enough interest I'll post this
> to Worg with a tutorial.
Please do, this would be much appreciated!
-Ollie
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: [ANN] Org Invoice 1.0.0
2008-12-11 0:49 ` [ANN] Org Invoice 1.0.0 Oliver Charles
@ 2008-12-11 4:23 ` Peter Jones
2008-12-11 10:05 ` Oliver Charles
0 siblings, 1 reply; 14+ messages in thread
From: Peter Jones @ 2008-12-11 4:23 UTC (permalink / raw)
To: emacs-orgmode
"Oliver Charles" <oliver.g.charles@googlemail.com> writes:
> I tried emailing you about this when it was first released, but I
> didn't have any reply, so I'll try again (please forgive my rudeness
> if I'm being ignored on purpose! ;)
Oliver, I'm not ignoring you, your email must have found its way to my
spam folder. Sorry about that!
> 've just been having a play - and not
> having much luck getting any output. I use org-mode with odd-levels on
> by default.
>
> I've tried setting `org-invoice-default-level' to 3, but that doesn't
> seem to change the situtation. I've tried these invoices:
>
> With `org-invoice-default-level' set to *2*:
>
> * Invoices
> ** An Invoice Header
> *** [2008-11-25 Tue] An Invoice Item
> :PROPERTIES:
> :WORK: 0:10
> :CLOCKSUM: 0:10
> :END:
>
> #+BEGIN: invoice
> | Task / Date | Time | Price |
> |-------------+------+-------|
> | Total: | 0:00 | 0.00 |
> #+END:
>
> Any idea what I'm missing? If I can get this working with the default
> org-mode setup, I can then start fiddling and changing this to suit my
> setup (invoices start at level 3, etc)
Since you are using odd levels, set org-invoice-default-level to 2, and
use a structure like this:
* Invoices
*** An Invoice Header
***** [2008-11-25 Tue] An Invoice Item
:PROPERTIES:
:WORK: 0:10
:CLOCKSUM: 0:10
:END:
#+BEGIN: invoice
| Task / Date | Time | Price |
|-------------+------+-------|
| Total: | 0:00 | 0.00 |
#+END:
This is based on what I know about org-odd-levels-only, which isn't
much. org-invoice should correctly move up to the 3-star heading if you
set org-invoice-default-level to 2.
--
Peter Jones, http://pmade.com
pmade inc. Louisville, CO US
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: Re: [ANN] Org Invoice 1.0.0
2008-12-11 4:23 ` Peter Jones
@ 2008-12-11 10:05 ` Oliver Charles
0 siblings, 0 replies; 14+ messages in thread
From: Oliver Charles @ 2008-12-11 10:05 UTC (permalink / raw)
To: Peter Jones; +Cc: emacs-orgmode
Excellent! Thank you very much, I wonder how I missed that :) Seems
like a great package, I'll try and give it some more extensive testing
later
On Thu, Dec 11, 2008 at 4:23 AM, Peter Jones <mlists@pmade.com> wrote:
> "Oliver Charles" <oliver.g.charles@googlemail.com> writes:
>> I tried emailing you about this when it was first released, but I
>> didn't have any reply, so I'll try again (please forgive my rudeness
>> if I'm being ignored on purpose! ;)
>
> Oliver, I'm not ignoring you, your email must have found its way to my
> spam folder. Sorry about that!
>
>> 've just been having a play - and not
>> having much luck getting any output. I use org-mode with odd-levels on
>> by default.
>>
>> I've tried setting `org-invoice-default-level' to 3, but that doesn't
>> seem to change the situtation. I've tried these invoices:
>>
>> With `org-invoice-default-level' set to *2*:
>>
>> * Invoices
>> ** An Invoice Header
>> *** [2008-11-25 Tue] An Invoice Item
>> :PROPERTIES:
>> :WORK: 0:10
>> :CLOCKSUM: 0:10
>> :END:
>>
>> #+BEGIN: invoice
>> | Task / Date | Time | Price |
>> |-------------+------+-------|
>> | Total: | 0:00 | 0.00 |
>> #+END:
>>
>> Any idea what I'm missing? If I can get this working with the default
>> org-mode setup, I can then start fiddling and changing this to suit my
>> setup (invoices start at level 3, etc)
>
> Since you are using odd levels, set org-invoice-default-level to 2, and
> use a structure like this:
>
> * Invoices
> *** An Invoice Header
> ***** [2008-11-25 Tue] An Invoice Item
> :PROPERTIES:
> :WORK: 0:10
> :CLOCKSUM: 0:10
> :END:
>
> #+BEGIN: invoice
> | Task / Date | Time | Price |
> |-------------+------+-------|
> | Total: | 0:00 | 0.00 |
> #+END:
>
> This is based on what I know about org-odd-levels-only, which isn't
> much. org-invoice should correctly move up to the 3-star heading if you
> set org-invoice-default-level to 2.
>
> --
> Peter Jones, http://pmade.com
> pmade inc. Louisville, CO US
>
>
>
> _______________________________________________
> Emacs-orgmode mailing list
> Remember: use `Reply All' to send replies to the list.
> Emacs-orgmode@gnu.org
> http://lists.gnu.org/mailman/listinfo/emacs-orgmode
>
^ permalink raw reply [flat|nested] 14+ messages in thread
* Re: [ANN] Org Invoice 1.0.0
2008-11-26 18:01 [ANN] Org Invoice 1.0.0 Peter Jones
` (2 preceding siblings ...)
2008-12-11 0:49 ` [ANN] Org Invoice 1.0.0 Oliver Charles
@ 2008-12-11 11:38 ` Ulf Stegemann
2008-12-11 15:14 ` Peter Jones
3 siblings, 1 reply; 14+ messages in thread
From: Ulf Stegemann @ 2008-12-11 11:38 UTC (permalink / raw)
To: emacs-orgmode
Hi Peter,
Peter Jones <mlists@pmade.com> wrote:
> I thought I'd share some elisp that I'm using in conjunction with
> org-mode for helping me prepare invoices.
>
> The attached file is useful for producing an org mode dblock that groups
> headings by date and calculates billing information based on your hourly
> rate. It also has a clean API for other elisp packages to use.
yesterday, I had the time to have a quick look at org-invoice. It
already looks very interesting. Thank you for sharing this.
If you plan to expand your package I'd have suggestions for it:
Currently, times are always given as hours and rates as hourly rates.
This is fine for a collection of smaller tasks. For projects it's much
more common to use person days, -weeks or -months. So it would be nice
if one could choose between these calculation schemes (or if the best
scheme would be chosen automatically). NB that it's quite common that a
person day is not hourly rate times eight, so different rates would be
necessary, too. And while we are at it, a column that indicates the rate
used would be fine.
Another nice feature would be to have invoice items with a fixed price,
i.e. where the price is not calculated based on work or clock time.
Imagine e.g. hardware sold along with IT services or things like that.
Those things are rather ideas than feature requests but nevertheless, I
thought I'll let you know as I think org-invoice has quite a good
potential, e.g. I can imagine that it's not only handy for actual
invoices but also for project planning, cost estimates, bids and all
other things where a cost component is involved.
Ulf
^ permalink raw reply [flat|nested] 14+ messages in thread* Re: [ANN] Org Invoice 1.0.0
2008-12-11 11:38 ` Ulf Stegemann
@ 2008-12-11 15:14 ` Peter Jones
0 siblings, 0 replies; 14+ messages in thread
From: Peter Jones @ 2008-12-11 15:14 UTC (permalink / raw)
To: emacs-orgmode
Ulf Stegemann <ulf-news@zeitform.de> writes:
> If you plan to expand your package I'd have suggestions for it:
> Currently, times are always given as hours and rates as hourly rates.
> This is fine for a collection of smaller tasks. For projects it's much
> more common to use person days, -weeks or -months. So it would be nice
> if one could choose between these calculation schemes (or if the best
> scheme would be chosen automatically). NB that it's quite common that a
> person day is not hourly rate times eight, so different rates would be
> necessary, too. And while we are at it, a column that indicates the rate
> used would be fine.
>
> Another nice feature would be to have invoice items with a fixed price,
> i.e. where the price is not calculated based on work or clock time.
> Imagine e.g. hardware sold along with IT services or things like that.
>
> Those things are rather ideas than feature requests but nevertheless, I
> thought I'll let you know as I think org-invoice has quite a good
> potential, e.g. I can imagine that it's not only handy for actual
> invoices but also for project planning, cost estimates, bids and all
> other things where a cost component is involved.
Great ideas Ulf, thanks. I've started a TODO file for org-invoice
(using Org of course). I'll probably be adding new features to it after
the new year.
--
Peter Jones, http://pmade.com
pmade inc. Louisville, CO US
^ permalink raw reply [flat|nested] 14+ messages in thread
end of thread, other threads:[~2008-12-11 15:15 UTC | newest]
Thread overview: 14+ messages (download: mbox.gz / follow: Atom feed)
-- links below jump to the message on this page --
2008-11-26 18:01 [ANN] Org Invoice 1.0.0 Peter Jones
2008-11-26 20:21 ` Oliver Charles
2008-12-06 19:36 ` Mark A. Hershberger
2008-12-06 21:34 ` Peter Jones
2008-12-06 21:54 ` Tim O'Callaghan
2008-12-07 20:23 ` Mark A. Hershberger
2008-12-07 22:25 ` Org and Ledger (was: Re: [ANN] Org Invoice 1.0.0) Carsten Dominik
2008-12-07 22:51 ` Russell Adams
2008-12-08 16:58 ` Org and Ledger Mark A. Hershberger
2008-12-11 0:49 ` [ANN] Org Invoice 1.0.0 Oliver Charles
2008-12-11 4:23 ` Peter Jones
2008-12-11 10:05 ` Oliver Charles
2008-12-11 11:38 ` Ulf Stegemann
2008-12-11 15:14 ` Peter Jones
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