wish: add a note field into payee

Bug #1932193 reported by Bastien Boucherat
8
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

For now, the payee details only contains the following: Name, default payment and category.

But payees are usually companies, for which we have a reference number, contact email, postal address, phone number of customer service, frequency of billing (every month, trimester, year) IBAN when applicable, etc. It would be very useful to be able to add those information to the payee description.

As a quick fix, just the possibility to have a note area whereas we can enter anything would be very nice !

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

What you describe is not a personal usage, most people won't need nor want to input their carrefour or decathlon details, because... they don't care having this for doing their accounting

There was a same request in the past, #1807111, but I still don't see what it brings to most users to have this additional data into their file at all.

if the only purpose is to be able to see the detail when manage payee, a side file, spreadsheet ,cloud file or whatever will enable the exact same

Changed in homebank:
status: New → Incomplete
Revision history for this message
Bastien Boucherat (bastouneb) wrote :

Well, for paying my electricity bill, it requires that I enter my client ID in the payment through my bank. I do the payment with homebank opened on the side to record it, so having my client ID directly in payee info would be so much friendlier. Of course, this is my personal opinion.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

ok, adding a note for payees like in accounts is not that much to do
so I will.

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
status: Incomplete → Confirmed
summary: - Wish - Have more details for payees
+ wish: add a note field into payee
Maxime DOYEN (mdoyen)
tags: added: data-structure
Revision history for this message
Bastien Boucherat (bastouneb) wrote :

Great, thank you ! :)

Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.6
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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