I just spent a few hours working on PBooks and I took these notes:
* Would it be helpful when viewing the ledger to have the start default to the start of the accounting period? It would help me.
* Creating invoices through PBooks is the way to go so that you don’t have to split payments based on revenue source - i.e. some invoices include hosting and professional services.
* Absolutely need a way to isolate entries which need to be posted to the ledger
* Found myself going back and forth between the journal and the ledger, having to fix entries and then repost to the ledger. Not fun.
I mostly spent the time entering data from bank statements and double checking the running balance. I also made several split transactions based on deposits, which reminds me, I want to share with prospective pbooks users how helpful photocopies of deposits are. When I was entering the bank transactions, I would look at a deposit and wonder, “Huh, I wonder what that was?” Several times the photocopy I made of the deposit was incredibly useful, reminding me that the deposit was made up of four or five items.
Everything ran OK, I hit and fixed a couple of small bugs, but in the end I’m quite pleased with how the software is performing.
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