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Sales, Swaps, Auction & Approvals/Auction Disc. : List of Invoices

 

Author
Postings
Patches

Liz

04 Mar 2015
12:58:57am

Auctions - Approvals
Is there a way of deleting really old invoices under "Auction-My Invoices" or a way to show just current invoices?

I have invoices showing from five years ago.

Thanks
Liz
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michael78651
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Moderator, MT Member

04 Mar 2015
01:12:40am
re: List of Invoices

You can filter invoices by the following time frames:

- last month
- last 6 months
- last 12 months
- all invoices

Go to your invoices, and the search selection bar appears at the top of the screen.

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"Author: Seasons of Fantasies and Dreams, The Whitechapel Fog"

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Cactusjack
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04 Mar 2015
02:12:40am
re: List of Invoices

re: List of Invoices

You can also filter by either ALL and OPEN Invoices. If you normally close your Invoices after receiving payment you will see only the unpaid (OPEN) Invoices instead of Pages and Pages of (ALL) Invoices. I keep my Invoice listings set at OPEN since I am generally only concerned about and tracking unpaid Invoices. Listing Invoices by OPEN should reduce most of the Invoice clutter.

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CapeStampMan
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Mike

04 Mar 2015
09:33:47am
re: List of Invoices

Liz,
I've asked that before, but like you, still have invoices from 5 years ago. Even deceased members, banned members and those that haven't even signed on to SOR for years. I'm sure you and Lee have invoice lists that are a mile long, without mentioning Grant, who had over 33M sold lots. Our buyers invoice list is also useless, but still it sits there.
Mike

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"It's been three years now, since I joined a support group for procrastinators. We haven't met yet..."
d1stamper
Members Picture


04 Mar 2015
08:02:58pm

Auctions - Approvals
re: List of Invoices

I do not understand the purpose of keeping all these invoices, why can they not be delete by the system after a period of time or the person being able to delete the invoices that they no longer need?

Doug

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Webpaper

In loving memory of Carol, my wife for 52 years.

04 Mar 2015
08:31:45pm
re: List of Invoices

There may be a requirement to keep them around for awhile. I'm thinking that people who file a Schedule "C" need them for tax records (filing a Schedule "C" makes all those purchases of reference materials deductible for one thing).

And buyers may want to maintain copies to prove purchases for capital gains or estate tax purposes. Keep in mind that if sold through an auction house sales over a certain amount are reported to the government, as are Paypal purchases over a certain amount per year. No point in creating problems for your heirs - no receipts and I believe that your cost basis is -0-.

Just my 2 cents

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michael78651
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Moderator, MT Member

04 Mar 2015
11:09:34pm
re: List of Invoices

Tax matters is a definite reason. Also, for me, the stamps that I am selling are not mine. I am selling them on consignment, so I need the invoices to remain for audit purposes from my consignor.

I would not be in favor of auto-deletion of invoices (federal and state tax filings can also include audits requiring 3 to 7 years records) for the reasons stated above. However, I don't see a problem with having the ability to manually delete invoices when an invoice is no longer needed.

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"Author: Seasons of Fantasies and Dreams, The Whitechapel Fog"

www.hipstamp.com/store/the-online-stamp-shop
        

 

Author/Postings
Patches

Liz

04 Mar 2015
12:58:57am

Auctions - Approvals

Is there a way of deleting really old invoices under "Auction-My Invoices" or a way to show just current invoices?

I have invoices showing from five years ago.

Thanks
Liz

Like
Login to Like
this post
Members Picture
michael78651

Moderator, MT Member
04 Mar 2015
01:12:40am

re: List of Invoices

You can filter invoices by the following time frames:

- last month
- last 6 months
- last 12 months
- all invoices

Go to your invoices, and the search selection bar appears at the top of the screen.

Like
Login to Like
this post

"Author: Seasons of Fantasies and Dreams, The Whitechapel Fog"

www.hipstamp.com/sto ...
Members Picture
Cactusjack

04 Mar 2015
02:12:40am

re: List of Invoices

re: List of Invoices

You can also filter by either ALL and OPEN Invoices. If you normally close your Invoices after receiving payment you will see only the unpaid (OPEN) Invoices instead of Pages and Pages of (ALL) Invoices. I keep my Invoice listings set at OPEN since I am generally only concerned about and tracking unpaid Invoices. Listing Invoices by OPEN should reduce most of the Invoice clutter.

Like
Login to Like
this post
Members Picture
CapeStampMan

Mike
04 Mar 2015
09:33:47am

re: List of Invoices

Liz,
I've asked that before, but like you, still have invoices from 5 years ago. Even deceased members, banned members and those that haven't even signed on to SOR for years. I'm sure you and Lee have invoice lists that are a mile long, without mentioning Grant, who had over 33M sold lots. Our buyers invoice list is also useless, but still it sits there.
Mike

Like 
1 Member
likes this post.
Login to Like.

"It's been three years now, since I joined a support group for procrastinators. We haven't met yet..."
Members Picture
d1stamper

04 Mar 2015
08:02:58pm

Auctions - Approvals

re: List of Invoices

I do not understand the purpose of keeping all these invoices, why can they not be delete by the system after a period of time or the person being able to delete the invoices that they no longer need?

Doug

Like 
1 Member
likes this post.
Login to Like.
Webpaper

In loving memory of Carol, my wife for 52 years.

04 Mar 2015
08:31:45pm

re: List of Invoices

There may be a requirement to keep them around for awhile. I'm thinking that people who file a Schedule "C" need them for tax records (filing a Schedule "C" makes all those purchases of reference materials deductible for one thing).

And buyers may want to maintain copies to prove purchases for capital gains or estate tax purposes. Keep in mind that if sold through an auction house sales over a certain amount are reported to the government, as are Paypal purchases over a certain amount per year. No point in creating problems for your heirs - no receipts and I believe that your cost basis is -0-.

Just my 2 cents

Like
Login to Like
this post

www.hipstamp.com/sto ...
Members Picture
michael78651

Moderator, MT Member
04 Mar 2015
11:09:34pm

re: List of Invoices

Tax matters is a definite reason. Also, for me, the stamps that I am selling are not mine. I am selling them on consignment, so I need the invoices to remain for audit purposes from my consignor.

I would not be in favor of auto-deletion of invoices (federal and state tax filings can also include audits requiring 3 to 7 years records) for the reasons stated above. However, I don't see a problem with having the ability to manually delete invoices when an invoice is no longer needed.

Like
Login to Like
this post

"Author: Seasons of Fantasies and Dreams, The Whitechapel Fog"

www.hipstamp.com/sto ...
        

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