gnucash-docs maint: Multiple changes pushed
Geert Janssens
gjanssens at code.gnucash.org
Sun Feb 5 12:29:27 EST 2017
Updated via https://github.com/Gnucash/gnucash-docs/commit/0c8c66f9 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/bb035fb3 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/f91adcc9 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/fd9acaf5 (commit)
from https://github.com/Gnucash/gnucash-docs/commit/29dd3415 (commit)
commit 0c8c66f966356cff43032b202e86a07c23ffdd4a
Author: Geert Janssens <geert at kobaltwit.be>
Date: Sun Feb 5 18:28:41 2017 +0100
Update Italian guide translation following the merge of business chapters
diff --git a/guide/it/Makefile.am b/guide/it/Makefile.am
index 647abef..2578de0 100644
--- a/guide/it/Makefile.am
+++ b/guide/it/Makefile.am
@@ -29,11 +29,7 @@ COMPONENTS = \
${top_srcdir}/guide/C/ch_capgain.xml \
${top_srcdir}/guide/C/ch_currency.xml \
${top_srcdir}/guide/C/ch_dep.xml \
- ${top_srcdir}/guide/C/ch_bus_intro.xml \
- ${top_srcdir}/guide/C/ch_bus_setup.xml \
- ${top_srcdir}/guide/C/ch_bus_ar.xml \
- ${top_srcdir}/guide/C/ch_bus_ap.xml \
- ${top_srcdir}/guide/C/ch_bus_pay.xml \
+ ${top_srcdir}/guide/C/ch_bus_features.xml \
${top_srcdir}/guide/C/ch_budgets.xml \
${top_srcdir}/guide/C/ch_oth_assets.xml \
${top_srcdir}/guide/C/ch_python_bindings.xml \
diff --git a/guide/it/gnucash-guide.xml b/guide/it/gnucash-guide.xml
index 88b31ec..f36f506 100644
--- a/guide/it/gnucash-guide.xml
+++ b/guide/it/gnucash-guide.xml
@@ -16,16 +16,12 @@
<!ENTITY chapter10 SYSTEM "ch_reports.xml">
<!ENTITY chapter11 SYSTEM "ch_capgain.xml">
<!ENTITY chapter12 SYSTEM "ch_currency.xml">
-<!ENTITY chapter13 SYSTEM "ch_bus_intro.xml">
-<!ENTITY chapter14 SYSTEM "ch_bus_setup.xml">
-<!ENTITY chapter15 SYSTEM "ch_bus_ar.xml">
-<!ENTITY chapter16 SYSTEM "ch_bus_ap.xml">
-<!ENTITY chapter17 SYSTEM "ch_bus_pay.xml">
-<!ENTITY chapter18 SYSTEM "ch_budgets.xml">
-<!ENTITY chapter19 SYSTEM "ch_oth_assets.xml">
-<!ENTITY chapter20 SYSTEM "ch_dep.xml">
-<!ENTITY chapter21 SYSTEM "ch_python_bindings.xml">
-<!ENTITY chapter22 SYSTEM "ch_import_business_data.xml">
+<!ENTITY chapter13 SYSTEM "ch_bus_features.xml">
+<!ENTITY chapter14 SYSTEM "ch_budgets.xml">
+<!ENTITY chapter15 SYSTEM "ch_oth_assets.xml">
+<!ENTITY chapter16 SYSTEM "ch_dep.xml">
+<!ENTITY chapter17 SYSTEM "ch_python_bindings.xml">
+<!ENTITY chapter18 SYSTEM "ch_import_business_data.xml">
<!ENTITY gnc-gloss SYSTEM "gnc-glossary.xml">
<!ENTITY appendixa SYSTEM "appendixa.xml">
<!ENTITY appendixb SYSTEM "appendixb.xml">
@@ -674,23 +670,7 @@
use of <application>GnuCash</application> in business accounting: <itemizedlist>
<listitem>
- <para><xref linkend="chapter_bus_intro"/></para>
- </listitem>
-
- <listitem>
- <para><xref linkend="chapter_bus_setup"/></para>
- </listitem>
-
- <listitem>
- <para><xref linkend="chapter_bus_ar"/></para>
- </listitem>
-
- <listitem>
- <para><xref linkend="chapter_bus_ap"/></para>
- </listitem>
-
- <listitem>
- <para><xref linkend="chapter_bus_pay"/></para>
+ <para><xref linkend="chapter_bus_features"/></para>
</listitem>
<listitem>
@@ -719,10 +699,10 @@
you might want to know:</para>
<itemizedlist>
- <listitem>
- <para><xref linkend="appendixa"/> - Guida per gli ex utenti di <trademark class="registered">Quicken</trademark>, MS Money o altri utilizzatori di file <acronym>QIF</acronym></para>
- </listitem>
-
+ <listitem>
+ <para><xref linkend="appendixa"/> - Guida per gli ex utenti di <trademark class="registered">Quicken</trademark>, MS Money o altri utilizzatori di file <acronym>QIF</acronym></para>
+ </listitem>
+
<listitem>
<para><xref linkend="appendixb"/></para>
</listitem>
@@ -2805,7 +2785,16 @@ Translators:
<para>Ripetere quindi queste operazioni per ogni voce presente nell’estratto conto della banca, verificando che l’importo corrisponda con quello in <application>&app;</application> e marcando le transazioni in <application>&app;</application> quando sono riconciliate.</para>
- <para>In basso nella finestra di riconciliazione viene riportata la <guilabel>Differenza</guilabel>, che dovrebbe visualizzare €0,00 quando la riconciliazione è terminata. Se riporta qualche altro valore, o si è dimenticata una o più transazioni oppure alcuni importi potrebbero essere errati in <application>&app;</application> (o, più difficilmente, la banca ha fatto un errore).</para>
+ <tip>
+ <para>You can check or uncheck the reconcile status of all transactions in
+ either pane by clicking on a transaction in the required pane then clicking
+ <keycap>Ctrl-A</keycap> followed by <keycap>space</keycap>. This will toggle
+ the reconcile status of all transactions in the pane to either checked or
+ unchecked state. This procedure can be repeated to achieve the desired status
+ for the transactions in the pane.</para>
+ </tip>
+
+ <para>In basso nella finestra di riconciliazione viene riportata la <guilabel>Differenza</guilabel>, che dovrebbe visualizzare €0,00 quando la riconciliazione è terminata. Se riporta qualche altro valore, o si è dimenticata una o più transazioni oppure alcuni importi potrebbero essere errati in <application>&app;</application> (o, più difficilmente, la banca ha fatto un errore).</para>
<note><para>Under some circumstances, it may be difficult or impossible to determine why an account will not reconcile. If you are unable to correct the discrepancy between your books and a statement, <application>GnuCash</application> includes a <guibutton>Balance</guibutton> button on the <emphasis>Toolbar</emphasis> that will automatically create a balancing entry for you in the amount that cannot be reconciled.</para>
<para>To use this, carry out the full reconciliation (marking all transactions that you can identify) and then click this button. <application>GnuCash</application> will create a balancing entry for the remaining discrepancy that uses the <emphasis>Special Accounts:Orphan-XXX</emphasis> account (where "XXX" represents your currency). The Reconcile window will close; re-opening it will allow you to check the newly-created balancing entry and finish the process.</para></note>
@@ -9664,12 +9653,10 @@ Income:Investments:Dividend:Boom:0694.HK (HKD)
(translators put your name and email here)
-->
-<chapter id="chapter_bus_intro">
- <title>Business Introduction</title>
-
-<!-- <sect1 id="bus-intro">
+<chapter id="chapter_bus_features">
+ <title>Business Features</title>
+ <sect1 id="bus-intro">
<title>Introduction to Business Features</title>
--->
<para>Le necessità contabili di un’impresa sono evidentemente differenti da quelle di un singolo individuo. Le imprese devono gestire i clienti (che sono debitori di denaro), i fornitori o venditori (che sono creditori), i libri paga dei dipendenti, una legislazione delle imposte più complessa, ecc... <application>&app;</application> offre delle funzioni dedicate all’impresa per venire incontro a queste necessità .</para>
<para><emphasis>Accounts Receivable</emphasis> (A/R) are used by businesses to record sales for
@@ -9686,57 +9673,45 @@ Income:Investments:Dividend:Boom:0694.HK (HKD)
do not pay or get paid right away. For most home users, A/R and A/P are
too complicated to be worthwhile.
</para>
-
-<!-- </sect1>
--->
-</chapter>
-
-<!--
- (Do not remove this comment block.)
- Version: 1.0.0
- Last modified: Sep 19th 2015
- Maintainers:
- Chris Good <chris.good at ozemail.com.au>
- Author:
- Chris Good <chris.good at ozemail.com.au>
- updated [FirstName LastName] <name at company.com>
- Translators:
- (translators put your name and email here)
--->
-
-<chapter id="chapter_bus_setup">
- <title>Business Setup</title>
+ </sect1>
+ <sect1 id="bus_setup">
+ <title>Business Setup</title>
<para>To set up <application>GnuCash</application> to handle accounts receivable or accounts payable
for a company, these preliminary steps must be done.
<itemizedlist>
<listitem><para>Build an appropriate Account Hierarchy.</para></listitem>
<listitem><para>Set up Tax Tables.</para></listitem>
- <listitem><para>Register the company in <application>GnuCash</application>.</para></listitem>
+ <listitem><para>Enter the company information in <application>GnuCash</application>.</para></listitem>
<listitem><para>Set Business Preferences.</para></listitem>
<listitem><para>Set up Billing Terms.</para></listitem>
</itemizedlist>
</para>
-
- <sect1 id="bus-setupacct">
+
+ <sect2 id="bus-setupacct">
<title>Impostare i conti</title>
<para>Esistono diversi modi per configurare una struttura dei conti per un’impresa; si può iniziare con quella fornita dall’assistente per l’impostazione di una nuova struttura dei conti oppure crearne manualmente una nuova. Per accedere alle strutture già pronte fornite con il programma, avviare <application>&app;</application> e selezionare <menuchoice><guimenu>File</guimenu><guimenuitem>Nuovo file</guimenuitem></menuchoice> dal menu e procedere fino a quando viene visualizzata la lista delle strutture disponibili, da cui si potrà selezionare quella relativa all’impresa.</para>
- <para>La struttura preimpostata non coinciderà esattamente con le proprie necessità ; sarà necessario apportare delle modifiche per renderla utilizzabile al meglio per la situazione particolare. Questa struttura rimane comunque un ottimo punto di partenza per la gestione di un’impresa.</para>
+ <para>The prebuilt Business Account hierarchy will not meet your needs
+ exactly. You will need make adjustments to the hierarchy so that it will
+ meet your particular needs. It should be close enough, however, that it
+ is recommended you begin with it.</para>
<para>To use <application>GnuCash</application>’s integrated accounts
- receivable system, you must first set up an account (usually a
- sub-account under Assets) defined with account type
- <emphasis>A/Receivable</emphasis>. It is within this account that the
- integrated A/R system will place transactions.
+ receivable system, you must first set up a special account (usually a
+ sub-account under Assets) to hold transactions for receivables. This account
+ must be defined with account type <emphasis>A/Receivable</emphasis>.
+ <application>GnuCash</application> will use this account to place transactions
+ related to the integrated accounts receivable system.
</para>
<para>To use <application>GnuCash</application>’s integrated accounts
payable system, you must first set up an account (usually a
- sub-account under Liabilities) defined with account type
- <emphasis>A/Payable</emphasis>. It is within this account that the
- integrated A/P system will place transactions.
+ sub-account under Liabilities) to hold transactions for payables.
+ This account must be defined with account type <emphasis>A/Payable</emphasis>.
+ <application>GnuCash</application> will use this account to place transactions
+ related to the integrated accounts payable system.
</para>
<literallayout>
@@ -9763,7 +9738,8 @@ Basic A/R and A/P Account Hierarchy:
customer. <application>GnuCash</application> keeps track of customers internally and provides
per-customer reports based on the internal tracking. The same applies to A/P and vendors.
</para>
-
+ </note>
+ <note>
<para>
If you deal with customers in more than one currency you will need a separate
<emphasis>Accounts Receivable</emphasis> account for each currency.
@@ -9773,20 +9749,17 @@ Basic A/R and A/P Account Hierarchy:
If you deal with vendors in more than one currency you will need a separate
<emphasis>Accounts Payable</emphasis> account for each currency.
</para>
-
+ </note>
+ <note>
<para>Transactions involving an Accounts Receivable or Accounts Payable account should not be
- added, changed or deleted in any way other than by using
- <itemizedlist>
- <listitem><para>post/unpost bill/invoice/voucher or</para></listitem>
- <listitem><para>process payment</para></listitem>
- </itemizedlist>
- </para>
-
+ added, changed or deleted in any way other than by using Post/Unpost
+ Bill/Invoice/Voucher or Process Payment!
+ </para>
</note>
- </sect1>
+ </sect2>
- <sect1 id="bus-setuptaxtables">
- <title>Tax Tables</title>
+ <sect2 id="bus-setuptaxtables">
+ <title>Setting up Tax Tables</title>
<para>Tax Tables can used to determine the tax for customer invoices (or vendor bills).
</para>
@@ -9854,13 +9827,10 @@ Basic A/R and A/P Account Hierarchy:
<para><guilabel>Name</guilabel> This is the tax table name.</para>
</listitem>
<listitem>
- <para><guilabel>Type</guilabel> Either <guilabel>Percent %</guilabel>
- or <guilabel>Value $
-</guilabel>.</para>
+ <para><guilabel>Type</guilabel> Either <guilabel>Percent %</guilabel> or <guilabel>Value $</guilabel>.</para>
</listitem>
<listitem>
- <para><guilabel>Value
-</guilabel>This is the percentage or value depending on <guilabel>Type</guilabel>.</para>
+ <para><guilabel>Value</guilabel> This is the percentage or value depending on <guilabel>Type</guilabel>.</para>
</listitem>
<listitem>
<para><guilabel>Account</guilabel> This is the account to which tax will be posted.
@@ -9875,20 +9845,20 @@ Basic A/R and A/P Account Hierarchy:
<para><emphasis>If unsure about tax law requirements, get professional advise. </emphasis></para>
</listitem>
</itemizedlist>
- </sect1>
+ </sect2>
- <sect1 id="bus-setupcname">
- <title>Registrare la propria impresa</title>
+ <sect2 id="bus-setupcname">
+ <title>Enter Company Information</title>
- <para>After you have built the account structure and defined your tax tables, register the <application>GnuCash</application>
- file as belonging to your company. To register your company, select the <guilabel>Business</guilabel> tab
- in the <guilabel>Book Options</guilabel> window accessible by selecting
+ <para>After you have built the account structure and defined your tax tables, designate your
+ company in the <application>GnuCash</application> file. To do this, select the <guilabel>Business</guilabel> tab
+ in the <guilabel>Book Options</guilabel> window, which can be accessed from
<menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem>
</menuchoice>.
</para>
<figure pgwide="1">
- <title>Registrare la propria impresa</title>
+ <title>Entering Company Information</title>
<screenshot id="bus-co-reg">
<mediaobject>
<imageobject role="html">
@@ -9899,7 +9869,7 @@ Basic A/R and A/P Account Hierarchy:
</imageobject>
<textobject>
- <phrase>Registrare la propria impresa</phrase>
+ <phrase>Company Information</phrase>
</textobject>
</mediaobject>
@@ -9922,20 +9892,20 @@ Basic A/R and A/P Account Hierarchy:
</listitem>
</itemizedlist>
- </sect1>
+ </sect2>
- <sect1 id="bus_setup_pref">
- <title>Business Preferences</title>
+ <sect2 id="bus_setup_pref">
+ <title>Setting Business Preferences</title>
<para>Set options on the Business tab of the <application>GnuCash</application> preferences, which is
accessed via <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>
(<menuchoice><guimenu>GnuCash</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice> on Mac OS X).
See Help manual chapter 10.3.3 Business Book Options Tab.
</para>
- </sect1>
+ </sect2>
- <sect1 id="bus-setupterms">
- <title>Billing Terms</title>
+ <sect2 id="bus-setupterms">
+ <title>Setting Billing Terms</title>
<para>Billing Terms can be used to determine the payment due date and be a
guide for determining discount for early payment of invoices (or vendor bills).
@@ -9948,7 +9918,7 @@ Basic A/R and A/P Account Hierarchy:
</para>
<para>
Discount for early invoice payment is not implemented. There are 2 ways this may be done, although neither is recommended, and
- professional advise should be used to confirm that regulations are being complied with:
+ professional advice should be used to confirm that regulations are being complied with:
<itemizedlist>
<listitem>
<para>After creating and posting a payment which pays the invoice in full, manually edit the payment transaction (usually strongly discouraged)
@@ -10063,1018 +10033,937 @@ Basic A/R and A/P Account Hierarchy:
</itemizedlist>
</listitem>
</itemizedlist>
- </sect1>
-
-</chapter>
-
-<!--
- (Do not remove this comment block.)
- Version: 2.0.0
- Last modified: July 9th 2006
- Maintainers:
- Chris Lyttle <chris at wilddev.net>
- Author:
- Jon Lapham <lapham at extracta.com.br>
- updated Patrick Schweiger <pks at spiffykitty.com>
- Originally designed by Carol Champagne.
- Translators:
- (translators put your name and email here)
--->
-
-<!--
-A lot of the following text is duplicated in the GnuCash help. The text here in the guide should be
-corrected to be less describing of the interface and more tutorial oriented
--->
-
-<chapter id="chapter_bus_ar">
- <title>Crediti correnti</title>
-
- <para>Per crediti correnti si intendono quei prodotti o servizi forniti dalla propria società e per i quali non è ancora stato ricevuto il pagamento.</para>
-
- <sect1 id="bus-ar-setup1">
- <title>Configurazione iniziale</title>
-
- <para>Perform set up tasks listed in <xref linkend="chapter_bus_setup"/>.
- </para>
-
+ </sect2>
</sect1>
-
- <sect1 id="bus-ar-components1">
- <title>Componenti del sistema</title>
-
- <para><application>&app;</application> fornisce un sistema integrato di gestione dei crediti correnti. Le transazioni generate dal sistema dei crediti correnti vengono inserite nel conto dei crediti correnti. Generalmente non si lavora direttamente con questa tipologia di conti ma si utilizzano le quattro applicazioni disponibili dal menu secondario in <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Cliente</guisubmenu></menuchoice>. Questi quattro componenti sono:</para>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Cliente</guilabel> è un singolo o una società a cui sono stati venduti prodotti o servizi in credito.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Fattura</guilabel> rappresenta il documento cartaceo inviato al cliente per richiedere il pagamento. Essa contiene una lista dettagliata degli oggetti venduti.</para>
- <para>In addition, GnuCash also has support for <guilabel>Credit Notes</guilabel>
- which represent the inverse of Invoices. A credit note is usually handed to
- a customer to correct items that were incorrectly invoiced or returned.</para>
- <para>Both document types will be set up using the same menu items. Credit notes were introduced starting with
- <application>GnuCash</application> stable release 2.6.0.
+ <sect1 id="bus_ar">
+ <title>Crediti correnti</title>
+ <para>Per crediti correnti si intendono quei prodotti o servizi forniti dalla propria società e per i quali non è ancora stato ricevuto il pagamento.</para>
+
+ <sect2 id="bus-ar-components1">
+ <title>Componenti del sistema</title>
+
+ <para>Transactions generated by the A/R system are recorded within the Accounts
+ Receivable account. <emphasis>You should not work directly with this account.</emphasis>
+ Instead, you will work with the four integrated <application>GnuCash</application> A/R application
+ components available through the <menuchoice><guimenu>Business</guimenu>
+ <guisubmenu>Customer</guisubmenu></menuchoice> sub-menu. These four components are:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Cliente</guilabel> è un singolo o una società a cui sono stati venduti prodotti o servizi in credito.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Fattura</guilabel> rappresenta il documento cartaceo inviato al cliente per richiedere il pagamento. Essa contiene una lista dettagliata degli oggetti venduti.</para>
+ <para>In addition, GnuCash also has support for <guilabel>Credit Notes</guilabel>
+ which represent the inverse of Invoices. A credit note is usually handed to
+ a customer to correct items that were incorrectly invoiced or returned.</para>
+ <para>Both document types will be set up using the same menu items. Credit notes were introduced starting with
+ <application>GnuCash</application> stable release 2.6.0.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Lavoro</guilabel> (opzionale) qui vengono registrati i lavori relativi al cliente. Un <emphasis>lavoro</emphasis> in <application>&app;</application> è un meccanismo attraverso il quale è possibile raggruppare diverse fatture relative a un particolare cliente.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Procedura di pagamento</guilabel> permette di registrare i pagamenti ricevuti da un cliente.</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2 id="bus-ar-customers1">
+ <title>Cliente</title>
+
+ <para>Per cliente si intende un singolo o una società alla quale vengono venduti beni o servizi. Il cliente deve essere registrato nel sistema dei crediti correnti.</para>
+
+ <sect3 id="bus-ar-custnew2">
+ <title>Registrare un nuovo cliente</title>
+
+ <para>To register a new customer, enter the menu <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
+ <guimenuitem>New Customer</guimenuitem></menuchoice>. Fill in customer information, such as
+ Company Name, Address, Phone, Fax, etc.</para>
+
+ <screenshot id="bus-ar-custnew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_custnew.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Finestra di registrazione di un nuovo cliente</phrase>
+ </textobject>
+
+ <caption><para>Finestra di registrazione di un nuovo cliente</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ </sect3>
+
+ <sect3 id="bus-ar-custfind2">
+ <title>Trovare e modificare un cliente</title>
+
+ <para>Per trovare un cliente, utilizzare la funzione <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Cliente</guisubmenu><guimenuitem>Trova cliente</guimenuitem></menuchoice>. È poi possibile selezionare, dalla finestra dei risultati, un cliente da <guilabel>Visualizzare o modificare</guilabel>. Questa finestra è anche utilizzata per selezionare un cliente quando si crea una nuova fattura e quando si procede a un pagamento.</para>
+
+ <screenshot id="bus-ar-custfind">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_custfind.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Finestra di ricerca del cliente</phrase>
+ </textobject>
+
+ <caption><para>Finestra di ricerca del cliente</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Se dalla ricerca vengono restituiti molti elementi corrispondenti, è possibile filtrare i risultati eseguendo una ulteriore ricerca tra questi ultimi. Il gruppo dei risultati attuali viene analizzato quando è selezionata l’opzione <guilabel>Perfeziona la ricerca attiva</guilabel>. <application>&app;</application> rende disponibile questa opzione solamente dopo che è stata eseguita con successo la ricerca iniziale.</para>
+
+ <para>Se il cliente che si sta cercando non è stato trovato con il criterio di ricerca inserito, è possibile cambiare il criterio di ricerca e selezionando l’opzione <guilabel>Nuova ricerca</guilabel> seguita dal pulsante <guibutton>Trova</guibutton>. Il passo più importante è la selezione dell’opzione <guilabel>Nuova ricerca</guilabel>. Se il venditore non è tra i risultati della ricerca originale e si effettua una ricerca tra i risultati ottenuti, il venditore non verrà trovato anche se il criterio di ricerca è stato cambiato.</para>
+
+ <note>
+ <para>Per visualizzare una lista dei clienti attivi, si imposti il criterio di ricerca a <guilabel>corrisponde all’espressione regolare</guilabel> e inserire un singolo punto <keycap>.</keycap> nel campo del testo da ricercare. Assicurarsi che non sia selezionata l’opzione <guilabel>Cerca solo tra i dati selezionati</guilabel>, poi premere <guibutton>Trova</guibutton>. L’espressione regolare <guilabel>.</guilabel> significa trova tutto.</para>
+ </note>
+ </sect3>
+ </sect2>
+
+ <sect2 id="bus-ar-invoices1">
+ <title>Fattura</title>
+
+ <para>Una fattura è il documento cartaceo che si invia a un cliente per richiedere il pagamento di prodotti o servizi prestati. <application>&app;</application> è in grado di creare e di registrare le fatture.</para>
+
+ <para>A credit note is the paperwork you send to a customer to correct
+ products or services rendered that were incorrectly invoiced. <application>GnuCash</application> can generate and track
+ credit notes via the same menu entries as invoices.</para>
+
+ <note>
+ <para>This section applies to both invoices and
+ credit notes. In order to avoid repeating everything twice and to keep
+ the text easier to read it will refer only to invoices. You can apply
+ it equally to credit notes. Only where the behavior of credit notes
+ differs from invoices this will be explicitly mentioned.</para>
+ </note>
+
+ <sect3 id="bus-ar-invoicenew2">
+ <title>Registrare un nuovo cliente</title>
+
+ <para>To send an invoice to a customer you must first create the new
+ document. To create an invoice use <menuchoice><guimenu>Business</guimenu>
+ <guisubmenu>Customer</guisubmenu><guimenuitem>New Invoice</guimenuitem></menuchoice>. The
+ New Invoice window must be filled in appropriately.</para>
+
+ <screenshot id="bus-ar-invoicenew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoicenew.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Creazione di una nuova fattura</phrase>
+ </textobject>
+
+ <caption><para>Creazione di una nuova fattura</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Quando si preme il pulsante <guibutton>OK</guibutton>, verrà aperta la finestra di <guilabel>Modifica fattura</guilabel>.</para>
+ </sect3>
+
+ <sect3 id="bus-ar-invoiceedit2">
+ <title>Modificare una fattura</title>
+
+ <para>From the Edit Invoice window you can enter an itemized list of
+ goods and services you sold on this invoice in a manner similar to how the account
+ register works. For credit notes you enter an itemized list of goods and
+ services you refunded instead.</para>
+
+ <screenshot id="bus-ar-invoiceedit">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoiceedit.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Finestra di modifica della fattura</phrase>
+ </textobject>
+
+ <caption><para>Finestra di modifica della fattura</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Quando sono state inserite tutte le voci, si può <guilabel>Emettere</guilabel> e stampare la fattura.</para>
+ </sect3>
+
+ <sect3 id="bus-ar-invoicepost2">
+ <title>Emettere una fattura</title>
+
+ <para>Quando è terminata la fase di modifica di una fattura e si è pronti a stamparla, è necessario <guilabel>Emettere</guilabel> la fattura. Non è necessario emettere la fattura immediatamente; in fatti, la fattura deve essere emessa solamente quando si è pronti a stamparla. L’emissione di una fattura prevede l’inserimento automatico delle transazioni necessarie nel conto dei crediti correnti.</para>
+
+ <screenshot id="bus-ar-invoicepost">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoicepost.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Finestra di emissione della fattura</phrase>
+ </textobject>
+
+ <caption><para>Finestra di emissione della fattura</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ </sect3>
+
+ <sect3 id="bus-ar-invoicefind2">
+ <title>Trovare una fattura</title>
+
+ <para>To find an existing invoice, use the <menuchoice><guimenu>Business</guimenu>
+ <guisubmenu>Customer</guisubmenu><guimenuitem>Find Invoice</guimenuitem></menuchoice>
+ menu item. From the results of the search, you can select an invoice
+ to edit or view.</para>
+
+ <note>
+ <para>Prima di poter modificare una fattura emessa, sarà necessario <guilabel>Annullarla</guilabel>.</para>
+ </note>
+
+ <para>Uno degli obiettivi di progetto del sistema di gestione dei crediti correnti presente in <application>&app;</application>, era quello di fornire diverse strade per raggiungere una stessa posizione a seconda del metodo con cui si idealizza il problema:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>si può cercare prima il cliente, e poi visualizzare le fatture a esso associate;</para>
+ </listitem>
+
+ <listitem>
+ <para>si può cercare una fattura per numero o per nome della società ;</para>
+ </listitem>
+
+ <listitem>
+ <para>si possono visualizzare le fatture associate a un <guilabel>lavoro cliente</guilabel>.</para>
+ </listitem>
+ </itemizedlist>
+ </sect3>
+
+ <sect3 id="bus-ar-invoiceprint2">
+ <title>Stampare una fattura</title>
+
+ <para>Dopo aver emesso una fattura, può essere utile stamparla e inviarla al cliente. Per stampare una fattura, utilizzare la voce del menu principale <menuchoice><guimenu>File</guimenu><guimenuitem>Stampa fattura</guimenuitem></menuchoice>.</para>
+
+ <screenshot id="bus-ar-invoiceprint">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoiceprint.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Risultato di stampa della fattura</phrase>
+ </textobject>
+
+ <caption><para>Risultato di stampa della fattura</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <note>
+ <para>È possibile modificare l’aspetto della fattura inserendo, per esempio, il logo della società ecc... Per le istruzioni su come farlo, vedere la <xref linkend="bus-ar-invoicechange"/>.</para>
+ </note>
+
+ <para>Le fatture possono essere anche stampate dalla finestra principale selezionando la voce del menu <menuchoice><guimenu>Resoconti</guimenu><guisubmenu>Resoconto impresa</guisubmenu><guimenuitem>Fattura stampabile</guimenuitem></menuchoice>. La finestra del resoconto avviserà che non è stata selezionata una fattura valida per la stampa. Per selezionarla procedere come segue:</para>
+
+ <orderedlist>
+ <listitem>
+ <para>Utilizzare il pulsante <guibutton>Opzioni</guibutton> della <emphasis>barra degli strumenti</emphasis> o selezionare <menuchoice><guimenu>Modifica</guimenu><guimenuitem>Opzioni resoconto</guimenuitem></menuchoice> dal menu principale.</para>
+ </listitem>
+
+ <listitem>
+ <para>Selezionare la scheda <guilabel>Generale</guilabel> della finestra delle opzioni del resoconto.</para>
+ </listitem>
+
+ <listitem>
+ <para>Premere il pulsante <guibutton>Seleziona</guibutton> a fianco del campo del <guilabel>Numero fattura</guilabel>.</para>
+ </listitem>
+
+ <listitem>
+ <para>Cercare la fattura come al solito.</para>
+ </listitem>
+ </orderedlist>
+
+ <para>È inoltre possibile stampare le fatture direttamente dalla finestra della procedura di pagamento. Consultare la <xref linkend="bus-ar-payment1"/> per le istruzioni su come procedere.</para>
+ </sect3>
+
+ <sect3 id="bus-ar-invoicestarting2">
+ <title>Assegnare un numero iniziale alla fattura</title>
+
+ <para><application>&app;</application> parte automaticamente con il numero 1 e ne incrementa poi il valore. È possibile inserire manualmente un numero di fattura nella casella di testo ogni volta che viene creata un nuova fattura, ma questa operazione può essere ripetitiva e prima o poi si arriverà a inserire dei numeri duplicati.</para>
+
+ <para>You can change the starting invoice number if it is important you.
+ Use <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice>, access
+ the <guilabel>Counters</guilabel> tab, change the <guilabel>Invoice number</guilabel> value to be
+ one less than your desired starting invoice number and click the <guibutton>OK</guibutton> button or the
+ <guibutton>Apply</guibutton> button.</para>
+ </sect3>
+ </sect2>
+
+ <sect2 id="bus-ar-jobs1">
+ <title>Lavori per un cliente</title>
+
+ <para>Customer Jobs are used to group multiple invoices and credit notes to the same
+ customer. Use of the Customer Jobs feature is optional. The feature is
+ useful when you have multiple <guilabel>jobs</guilabel> for the same customer, and would like
+ to view all the invoices and credit notes related to a single job.</para>
+
+ <screenshot id="bus-ar-jobnew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_jobnew.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Nuovo lavoro per un cliente</phrase>
+ </textobject>
+
+ <caption><para>Nuovo lavoro per un cliente</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>To use customer jobs, you must create them using the <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
+ <guimenuitem>New Job</guimenuitem></menuchoice> menu item. You will see the <guilabel>New
+ Job</guilabel> window.</para>
+
+ <para>To edit an existing customer job, use the <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
+ <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
+ search results, and click the <guilabel>View/Edit Job</guilabel>
+ button.</para>
+
+ <para>To select from the invoices and credit notes associated with a given job, use <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu><guimenuitem>Find
+ Job</guimenuitem></menuchoice> menu item. Select the desired job in the
+ search results and click the <guilabel>View Invoices</guilabel> button. A
+ window listing invoices and credit notes associated with this job appears. Select an
+ invoice or credit note and click the <guilabel>View Invoice</guilabel> button to open an
+ invoice editor in the main application window.</para>
+ </sect2>
+
+ <sect2 id="bus-ar-payment1">
+ <title>Procedere al pagamento</title>
+
+ <para>Verosimilmente, si riceverà il pagamento dai clienti per i quali è stata emessa una fattura. Per registrarlo, si utilizza la procedura di pagamento raggiungibile dal menu <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Cliente</guisubmenu><guimenuitem>Procedura di Pagamento</guimenuitem></menuchoice>.</para>
+
+ <screenshot id="bus-ar-payment">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_payment.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Procedere al pagamento</phrase>
+ </textobject>
+
+ <caption><para>Finestra della procedura di pagamento</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ </sect2>
+
+ <sect2 id="bus-ar-invoicechange">
+ <title>Cambiare l’aspetto della fattura</title>
+
+ <para>Lo stile predefinito per le fatture, come mostrato nella <xref linkend="bus-ar-invoiceprint2"/>, à piuttosto spoglio. Esso prevede che la parte superiore del documento sia vuota, in modo che la fattura possa essere stampata su carta intestata. È però possibile modificare l’aspetto delle fatture.</para>
+
+ <para>Utilizzare la voce <menuchoice><guimenu>File</guimenu><guimenuitem>Proprietà </guimenuitem></menuchoice> per inserire le informazioni relative alla propria società nella scheda <guilabel>Impresa</guilabel> della finestra <guilabel>Opzioni libro</guilabel>. Alcune delle informazioni inserite verranno stampate sul lato destro delle fatture.</para>
+
+ <para>Per aggiungere uno sfondo, uno striscione di intestazione e un logo personalizzati alle fatture, occorre modificare il foglio di stile. Per farlo, andare in <menuchoice><guimenu>Modifica</guimenu><guimenuitem>Fogli di stile</guimenuitem></menuchoice> e selezionare il pulsante <guibutton>Nuovo</guibutton> nella finestra di <guilabel>Selezione del foglio di stile HTML</guilabel> che si aprirà . Verrà poi presentata una finestra come questa:</para>
+
+ <screenshot id="bus-ar-invoicechange1">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoicechange1.png" format="PNG" srccredit="Cristian Marchi"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Finestra del nuovo foglio di stile</phrase>
+ </textobject>
+
+ <caption><para>La finestra del nuovo foglio di stile.</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Dare un <guilabel>Nome</guilabel> al nuovo foglio di stile (ad esempio <guilabel>Fattura personalizzata</guilabel>) e selezionare il <guilabel>Modello</guilabel> denominato <guilabel>Elaborato</guilabel>. Alla pressione del pulsante <guibutton>OK</guibutton> verrà aperta la finestra delle <guilabel>Proprietà dei fogli stile HTML</guilabel>. Questa contiene cinque schede: <guilabel>Colori</guilabel>, <guilabel>Stili</guilabel>, <guilabel>Generali</guilabel>, <guilabel>Immagini</guilabel> e <guilabel>Tabelle</guilabel>. La prima scheda relativa ai colori permette di variare la colorazione delle varie sezioni che compongono la fattura. La sezione deegli stili permette di impostare gli stili e le dimensioni dei caratteri. La scheda delle impostazioni generali è dedicata alle informazioni del redattore e del destinatario e permette di abilitare i collegamenti. La scheda delle immagini permette di importare delle immagini nel foglio di stile. Infine, la schede delle tabelle, permette di configurare la spaziatura tra le tabelle che formano la fattura.</para>
+
+ <para>Per inserire un logo della società , uno striscione di intestazione e una immagine di sfondo, è possibile utilizzare un’applicazione di grafica come <application>GIMP</application> o <application>OpenOffice Draw</application> per creare l’immagine e salvarla in formato <acronym>GIF</acronym> o <acronym>PNG</acronym>. A questo punto è possibile importarle nel foglio di stile utilizzando la sezione <guilabel>Immagini</guilabel> descritta in precedenza.</para>
+
+ <para>Qui sotto è visualizzato un esempio in cui sono state importate tutte e tre le immagini.</para>
+
+ <screenshot id="bus-ar-invoicechange2">
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/bus_ar_invoicechange2.png" format="PNG" srccredit="Cristian Marchi" width="510"/>
+ </imageobject>
+
+ <imageobject role="fo">
+ <imagedata fileref="figures/bus_ar_invoicechange2.png" format="PNG" srccredit="Cristian Marchi"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Esempio di fogli di stile HTML</phrase>
+ </textobject>
+
+ <caption><para>La finestra del foglio di stile <acronym>HTML</acronym> con un esempio di immagine di sfondo, striscione di intestazione e logo.</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <note>
+ <para>Le immagini sono inserite nella fattura con i criteri seguenti: l’<guilabel>Immagine di sfondo</guilabel> è adattata per essere inserita come sfondo, lo <guilabel>Striscione di intestazione</guilabel> viene inserito al di sopra del testo della fattura e il <guilabel>Logo</guilabel> è posizionato nell’angolo in alto a sinistra della fattura a fianco dello striscione di intestazione. Sarà probabilmente necessario provare immagini di dimensioni diverse prima di ottenere una bella fattura. Vengono forniti alcuni suggerimenti su questo argomento: il logo dovrebbe essere di circa 1 cm quadrato mentre lo striscione di intestazione dovrebbe essere largo 15 cm e alto 1cm.</para>
+ </note>
+
+ <para>Avendo configurato il foglio di stile, al momento della stampa della fattura sarà possibile selezionarlo dal menu <guimenu>Opzioni</guimenu>. Più sotto è riportata la fattura ottenuta dopo aver utilizzato il foglio di stile descritto precedentemente.</para>
+
+ <screenshot id="bus-ar-invoicechange3">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoicechange3.png" format="PNG" srccredit="Patrick Schweiger"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>Esempio di fogli di stile HTML</phrase>
+ </textobject>
+
+ <caption><para>La fattura che si ottiene con le immagini selezionate nel foglio di stile.</para></caption>
+ </mediaobject>
+ </screenshot>
+ </sect2>
+ </sect1>
+ <sect1 id="bus_ap">
+ <title>Debiti correnti</title>
+ <para>Accounts Payable (or A/P) refers to the accounting of products or services which a company has
+ bought and needs to pay for.</para>
+
+ <sect2 id="bus-ap-components1">
+ <title>Componenti del sistema</title>
+ <para><application>&app;</application> ha un sistema integrato di gestione dei debiti correnti. Le transazioni generate da esso vengono inserite nel conto dei debiti correnti, come registrazione di ciò che avviene. Generalmente non si lavora con questo conto ma si utilizzano i quattro componenti dell’applicazione integrata in <application>&app;</application> per i debiti correnti. Questi componenti sono disponibili nel menu secondario <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Venditore</guisubmenu></menuchoice>. Essi sono:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Venditore</guilabel> è un singolo o società dal quale si acquistano prodotti o servizi in credito.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Ricevuta</guilabel> è il documento che il venditore invia per richiedere il pagamento. La ricevuta contiene un elenco di ciò che è stato acquistato.</para>
+ <para>In addition, GnuCash also has support for <guilabel>Credit Notes</guilabel>
+ which represent the inverse of Bills. A credit note is usually received from
+ a vendor to correct items that were erroneously billed or returned.
+ </para>
+ <para>Both document types will be set up using the same menu items.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Lavoro</guilabel> (opzionale) è dove vengono registrati i <guilabel>lavori venditore</guilabel>. I lavori sono degli strumenti con i quali è possibile raggruppare le ricevute di un singolo venditore.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Procedura di pagamento</guilabel> permette di registrare i pagamenti in favore di un venditore verso cui si è debitori.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>La sezione seguente tratta individualmente i componenti dell’applicazione per i debiti correnti.</para>
+ </sect2>
+
+ <sect2 id="bus-ap-vendors1">
+ <title>Venditore</title>
+ <para>Un venditore è un singolo o una società dalla quale si acquista uno o più beni o servizi. I venditori devono essere inseriti nel sistema dei debiti correnti.</para>
+
+ <sect3 id="bus-ap-vendornew2">
+ <title>Registrare un nuovo cliente</title>
+ <para>To register a new vendor, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>
+ New Vendor</guimenuitem></menuchoice> menu item. Fill in general information about the vendor, such as Company Name, Address, Phone,
+ Fax, etc. Below is a list of the other options: </para> <para>La finestra di registrazione di un nuovo venditore assomiglia a questa:</para>
+ <screenshot id="bus-ap-vendornew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_vendornew.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Finestra di registrazione di un nuovo venditore</phrase>
+ </textobject>
+ <caption>
+ <para>Finestra di registrazione di un nuovo venditore</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ </sect3>
+
+ <sect3 id="bus-ap-vendorfind2">
+ <title>Trovare e modificare un cliente</title>
+
+ <para>To search for an existing vendor, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>
+ Find Vendor</guimenuitem></menuchoice> window. You select a vendor to <guibutton>View/Edit</guibutton> from the results of the search.
+ This window is also used to look up a vendor when entering bills and processing payments.
+ </para>
+ <screenshot id="bus-ar-vendorfind">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_vendorfind.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Finestra di ricerca del venditore</phrase>
+ </textobject>
+ <caption>
+ <para>Finestra di ricerca del venditore</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Se dalla ricerca vengono restituiti molti elementi corrispondenti, è possibile filtrare i risultati eseguendo una ulteriore ricerca tra questi ultimi. Il gruppo dei risultati attuali viene analizzato quando è selezionata l’opzione <guilabel>Perfeziona la ricerca attiva</guilabel>. <application>&app;</application> rende disponibile questa opzione solamente dopo che è stata eseguita con successo la ricerca iniziale.</para>
+
+ <para>Se il venditore che si sta cercando non è stato trovato con il criterio di ricerca inserito, è possibile cambiare il criterio di ricerca e selezionando l’opzione <guilabel>Nuova ricerca</guilabel> seguita dal pulsante <guibutton>Trova</guibutton>. Il passo più importante è la selezione dell’opzione <guilabel>Nuova ricerca</guilabel>. Se il venditore non è tra i risultati della ricerca originale e si effettua una ricerca tra i risultati ottenuti, il venditore non verrà trovato anche se il criterio di ricerca è stato cambiato.</para>
+
+ <note>
+ <para>Per visualizzare un elenco dei venditori attivi, impostare il criterio di ricerca a <guilabel>corrisponde all’espressione regolare</guilabel> e inserire un singolo punto <quote>.</quote> nel campo del testo da ricercare. Assicurarsi che non sia selezionata l’opzione <guilabel>Cerca solo tra i dati selezionati</guilabel>, poi premere <guibutton>Trova</guibutton>. L’espressione regolare <quote>.</quote> significa <quote>fai corrispondere a qualsiasi cosa</quote>.</para>
+ </note>
+ </sect3>
+ </sect2>
+
+ <sect2 id="bus-ap-bills1">
+ <title>Ricevuta</title>
+ <para>Una ricevuta è la richiesta di pagamento che si riceve da un venditore. <application>&app;</application> è in gradi di gestire le ricevute.</para>
+
+ <para>A credit note is the document you receive from a vendor to correct
+ products or services rendered that you were incorrectly charged for on a bill. <application>GnuCash</application> can generate and track
+ credit notes via the same menu entries as bills.</para>
+
+ <note>
+ <para>This section applies to both bills and
+ credit notes. In order to avoid repeating everything twice and to keep
+ the text easier to read it will refer only to bills. You can apply
+ it equally to credit notes. Only where the behaviour of credit notes
+ differs from bills this will be explicitly mentioned.</para>
+ </note>
+
+ <sect3 id="bus-ap-billnew2">
+ <title>Registrare un nuovo cliente</title>
+ <para>Quando si riceve una ricevuta da un venditore e la si vuole immettere in <application>&app;</application>, è necessario creare una nuova ricevuta. Per farlo è disponibile la voce <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Venditore</guisubmenu><guimenuitem>Nuova ricevuta</guimenuitem></menuchoice>. Apparirà una finestra in cui sono presenti diversi campi da completare.</para>
+ <screenshot id="bus-ap-billnew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_billnew.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Finestra per la creazione di una nuova ricevuta</phrase>
+ </textobject>
+ <caption>
+ <para>Finestra per la creazione di una nuova ricevuta</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Alla pressione del pulsante <guibutton>OK</guibutton> verrà aperta la finestra di <guilabel>Modifica ricevuta</guilabel>.</para>
+ </sect3>
+
+ <sect3 id="bus-ap-billedit2">
+ <title>Modificare una fattura</title>
+ <para>From the Edit Bill window you can enter an itemized list of
+ goods and services you purchased, in a manner similar to how the account
+ register works. For credit notes you enter an itemized list of goods and
+ services the vendor refunded instead.
+ </para>
+ <screenshot id="bus-ap-billedit">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_billedit.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Finestra di modifica della ricevuta</phrase>
+ </textobject>
+ <caption>
+ <para>Finestra di modifica della ricevuta</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Quando si è terminata l’immissione di tutte le voci, si può <guilabel>Emettere</guilabel> la ricevuta.</para>
+ </sect3>
+
+ <sect3 id="bus-ap-billpost2">
+ <title>Emettere una fattura</title>
+ <para>Quando si è terminata la fase di modifica di una ricevuta, la si deve <guilabel>Emettere</guilabel>. Non è necessario emetterla subito, è possibile infatti chiudere la finestra di modifica e ritornarvi in seguito. Prima o poi però la ricevuta dovrà essere emessa. L’emissione di una ricevuta comporta l’inserimento delle necessarie transazioni nel conto per i debiti correnti. La finestra di emissione della ricevuta richiede l’inserimento di alcune informazioni:</para>
+
+ <screenshot id="bus-ap-billpost">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_billpost.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Finestra di emissione della ricevuta</phrase>
+ </textobject>
+ <caption>
+ <para>Finestra di emissione della ricevuta</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ </sect3>
+
+ <sect3 id="bus-ap-billfind2">
+ <title>Trovare una fattura</title>
+ <para>To find an existing bill, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>Find Bill</guimenuitem></menuchoice> menu item. From the results of the search, you can select a bill to edit, or view.</para>
+ <note>
+ <para>Prima di poter modificare una ricevuta emessa, è necessario <guilabel>Ritirarla</guilabel>.</para>
+ </note>
+
+ <note>
+ <para>Esistono altri modi per accedere a una ricevuta esistente simili a quelli utili per accedere alle fatture per i clienti. Consultare <xref linkend="bus-ar-invoicefind2"/> per avere maggiori informazioni.</para>
+ </note>
+ </sect3>
+ </sect2>
+
+ <sect2 id="bus-ap-jobs1">
+ <title>Lavori per un venditore</title>
+ <para>Vendor Jobs are used to group multiple bills and credit notes from a single vendor. Use of the vendor jobs feature is optional.
+ The feature is useful when you have multiple <guilabel>jobs</guilabel> for the same vendor, and would like to view all the bills and
+ credit notes for a single job.
</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Lavoro</guilabel> (opzionale) qui vengono registrati i lavori relativi al cliente. Un <emphasis>lavoro</emphasis> in <application>&app;</application> è un meccanismo attraverso il quale è possibile raggruppare diverse fatture relative a un particolare cliente.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Procedura di pagamento</guilabel> permette di registrare i pagamenti ricevuti da un cliente.</para>
- </listitem>
- </itemizedlist>
- </sect1>
-
- <sect1 id="bus-ar-customers1">
- <title>Cliente</title>
-
- <para>Per cliente si intende un singolo o una società alla quale vengono venduti beni o servizi. Il cliente deve essere registrato nel sistema dei crediti correnti.</para>
-
- <sect2 id="bus-ar-custnew2">
- <title>Registrare un nuovo cliente</title>
-
- <para>To register a new customer, enter the menu <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
- <guimenuitem>New Customer</guimenuitem></menuchoice>. Fill in customer information, such as
- Company Name, Address, Phone, Fax, etc.</para>
-
- <screenshot id="bus-ar-custnew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_custnew.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Finestra di registrazione di un nuovo cliente</phrase>
- </textobject>
-
- <caption><para>Finestra di registrazione di un nuovo cliente</para></caption>
- </mediaobject>
- </screenshot>
-
- </sect2>
-
- <sect2 id="bus-ar-custfind2">
- <title>Trovare e modificare un cliente</title>
-
- <para>Per trovare un cliente, utilizzare la funzione <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Cliente</guisubmenu><guimenuitem>Trova cliente</guimenuitem></menuchoice>. È poi possibile selezionare, dalla finestra dei risultati, un cliente da <guilabel>Visualizzare o modificare</guilabel>. Questa finestra è anche utilizzata per selezionare un cliente quando si crea una nuova fattura e quando si procede a un pagamento.</para>
-
- <screenshot id="bus-ar-custfind">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_custfind.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Finestra di ricerca del cliente</phrase>
- </textobject>
-
- <caption><para>Finestra di ricerca del cliente</para></caption>
- </mediaobject>
- </screenshot>
-
- <para>Se dalla ricerca vengono restituiti molti elementi corrispondenti, è possibile filtrare i risultati eseguendo una ulteriore ricerca tra questi ultimi. Il gruppo dei risultati attuali viene analizzato quando è selezionata l’opzione <guilabel>Perfeziona la ricerca attiva</guilabel>. <application>&app;</application> rende disponibile questa opzione solamente dopo che è stata eseguita con successo la ricerca iniziale.</para>
-
- <para>Se il cliente che si sta cercando non è stato trovato con il criterio di ricerca inserito, è possibile cambiare il criterio di ricerca e selezionando l’opzione <guilabel>Nuova ricerca</guilabel> seguita dal pulsante <guibutton>Trova</guibutton>. Il passo più importante è la selezione dell’opzione <guilabel>Nuova ricerca</guilabel>. Se il venditore non è tra i risultati della ricerca originale e si effettua una ricerca tra i risultati ottenuti, il venditore non verrà trovato anche se il criterio di ricerca è stato cambiato.</para>
-
- <note>
- <para>Per visualizzare una lista dei clienti attivi, si imposti il criterio di ricerca a <guilabel>corrisponde all’espressione regolare</guilabel> e inserire un singolo punto <keycap>.</keycap> nel campo del testo da ricercare. Assicurarsi che non sia selezionata l’opzione <guilabel>Cerca solo tra i dati selezionati</guilabel>, poi premere <guibutton>Trova</guibutton>. L’espressione regolare <guilabel>.</guilabel> significa trova tutto.</para>
- </note>
- </sect2>
+ <para>To use vendor jobs, you must create them using the
+ <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Job</guimenuitem>
+ </menuchoice> menu item. You will see the <guilabel>New Job</guilabel> window.
+ </para>
+
+ <screenshot id="bus-ap-jobnew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_jobnew.png" srccredit="Jon Lapham" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Nuovo lavoro venditore</phrase>
+ </textobject>
+ <caption>
+ <para>Nuovo lavoro venditore</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>To edit an existing vendor job, use the <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
+ <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
+ search results, and click the <guilabel>View/Edit Job</guilabel>
+ button.</para>
+
+ <para>To select from the bills associated with a given job, use <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
+ <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
+ search results and click the <guilabel>View Invoices</guilabel> button. A
+ window listing bills and credit notes associated with this job appears. Select a
+ bill or credit note and click the <guilabel>View Invoice</guilabel> button to open a
+ bill editor in the main application window.</para>
+ </sect2>
+
+ <sect2 id="bus-ap-payment1">
+ <title>Procedere al pagamento</title>
+ <para>Prima o poi sarà necessario pagare le ricevute. Per farlo, si utilizza l’applicazione per il pagamento raggiungibile nel menu <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Venditore</guisubmenu><guimenuitem>Procedura di pagamento</guimenuitem></menuchoice>.</para>
+
+ <para>Più sotto è riportata la finestra di pagamento dei crediti correnti in <application>&app;</application>.</para>
+ <screenshot id="bus-ap-payment">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_payment.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Procedere al pagamento</phrase>
+ </textobject>
+ <caption>
+ <para>Finestra della procedura di pagamento</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ </sect2>
</sect1>
-
- <sect1 id="bus-ar-invoices1">
- <title>Fattura</title>
-
- <para>Una fattura è il documento cartaceo che si invia a un cliente per richiedere il pagamento di prodotti o servizi prestati. <application>&app;</application> è in grado di creare e di registrare le fatture.</para>
-
- <para>A credit note is the paperwork you send to a customer to correct
- products or services rendered that were incorrectly invoiced. <application>GnuCash</application> can generate and track
- credit notes via the same menu entries as invoices.</para>
-
- <note>
- <para>This section applies to both invoices and
- credit notes. In order to avoid repeating everything twice and to keep
- the text easier to read it will refer only to invoices. You can apply
- it equally to credit notes. Only where the behaviour of credit notes
- differs from invoices this will be explicitly mentioned.</para>
- </note>
-
- <sect2 id="bus-ar-invoicenew2">
- <title>Registrare un nuovo cliente</title>
-
- <para>To send an invoice to a customer you must first create the new
- document. To create an invoice use <menuchoice><guimenu>Business</guimenu>
- <guisubmenu>Customer</guisubmenu><guimenuitem>New Invoice</guimenuitem></menuchoice>. The
- New Invoice window must be filled in appropriately.</para>
-
- <screenshot id="bus-ar-invoicenew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoicenew.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Creazione di una nuova fattura</phrase>
- </textobject>
-
- <caption><para>Creazione di una nuova fattura</para></caption>
- </mediaobject>
- </screenshot>
-
- <para>Quando si preme il pulsante <guibutton>OK</guibutton>, verrà aperta la finestra di <guilabel>Modifica fattura</guilabel>.</para>
- </sect2>
-
- <sect2 id="bus-ar-invoiceedit2">
- <title>Modificare una fattura</title>
-
- <para>From the Edit Invoice window you can enter an itemized list of
- goods and services you sold on this invoice in a manner similar to how the account
- register works. For credit notes you enter an itemized list of goods and
- services you refunded instead.</para>
-
- <screenshot id="bus-ar-invoiceedit">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoiceedit.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Finestra di modifica della fattura</phrase>
- </textobject>
-
- <caption><para>Finestra di modifica della fattura</para></caption>
- </mediaobject>
- </screenshot>
-
- <para>Quando sono state inserite tutte le voci, si può <guilabel>Emettere</guilabel> e stampare la fattura.</para>
- </sect2>
-
- <sect2 id="bus-ar-invoicepost2">
- <title>Emettere una fattura</title>
-
- <para>Quando è terminata la fase di modifica di una fattura e si è pronti a stamparla, è necessario <guilabel>Emettere</guilabel> la fattura. Non è necessario emettere la fattura immediatamente; in fatti, la fattura deve essere emessa solamente quando si è pronti a stamparla. L’emissione di una fattura prevede l’inserimento automatico delle transazioni necessarie nel conto dei crediti correnti.</para>
-
- <screenshot id="bus-ar-invoicepost">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoicepost.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Finestra di emissione della fattura</phrase>
- </textobject>
-
- <caption><para>Finestra di emissione della fattura</para></caption>
- </mediaobject>
- </screenshot>
-
- </sect2>
-
- <sect2 id="bus-ar-invoicefind2">
- <title>Trovare una fattura</title>
-
- <para>To find an existing invoice, use the <menuchoice><guimenu>Business</guimenu>
- <guisubmenu>Customer</guisubmenu><guimenuitem>Find Invoice</guimenuitem></menuchoice>
- menu item. From the results of the search, you can select an invoice
- to edit or view.</para>
-
- <note>
- <para>Prima di poter modificare una fattura emessa, sarà necessario <guilabel>Annullarla</guilabel>.</para>
- </note>
-
- <para>Uno degli obiettivi di progetto del sistema di gestione dei crediti correnti presente in <application>&app;</application>, era quello di fornire diverse strade per raggiungere una stessa posizione a seconda del metodo con cui si idealizza il problema:</para>
-
- <itemizedlist>
- <listitem>
- <para>si può cercare prima il cliente, e poi visualizzare le fatture a esso associate;</para>
- </listitem>
-
- <listitem>
- <para>si può cercare una fattura per numero o per nome della società ;</para>
- </listitem>
-
- <listitem>
- <para>si possono visualizzare le fatture associate a un <guilabel>lavoro cliente</guilabel>.</para>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="bus-ar-invoiceprint2">
- <title>Stampare una fattura</title>
-
- <para>Dopo aver emesso una fattura, può essere utile stamparla e inviarla al cliente. Per stampare una fattura, utilizzare la voce del menu principale <menuchoice><guimenu>File</guimenu><guimenuitem>Stampa fattura</guimenuitem></menuchoice>.</para>
-
- <screenshot id="bus-ar-invoiceprint">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoiceprint.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Risultato di stampa della fattura</phrase>
- </textobject>
-
- <caption><para>Risultato di stampa della fattura</para></caption>
- </mediaobject>
- </screenshot>
-
- <note>
- <para>È possibile modificare l’aspetto della fattura inserendo, per esempio, il logo della società ecc... Per le istruzioni su come farlo, vedere la <xref linkend="bus-ar-invoicechange"/>.</para>
- </note>
-
- <para>Le fatture possono essere anche stampate dalla finestra principale selezionando la voce del menu <menuchoice><guimenu>Resoconti</guimenu><guisubmenu>Resoconto impresa</guisubmenu><guimenuitem>Fattura stampabile</guimenuitem></menuchoice>. La finestra del resoconto avviserà che non è stata selezionata una fattura valida per la stampa. Per selezionarla procedere come segue:</para>
-
- <orderedlist>
- <listitem>
- <para>Utilizzare il pulsante <guibutton>Opzioni</guibutton> della <emphasis>barra degli strumenti</emphasis> o selezionare <menuchoice><guimenu>Modifica</guimenu><guimenuitem>Opzioni resoconto</guimenuitem></menuchoice> dal menu principale.</para>
- </listitem>
-
- <listitem>
- <para>Selezionare la scheda <guilabel>Generale</guilabel> della finestra delle opzioni del resoconto.</para>
- </listitem>
-
- <listitem>
- <para>Premere il pulsante <guibutton>Seleziona</guibutton> a fianco del campo del <guilabel>Numero fattura</guilabel>.</para>
- </listitem>
-
- <listitem>
- <para>Cercare la fattura come al solito.</para>
- </listitem>
- </orderedlist>
-
- <para>È inoltre possibile stampare le fatture direttamente dalla finestra della procedura di pagamento. Consultare la <xref linkend="bus-ar-payment1"/> per le istruzioni su come procedere.</para>
- </sect2>
-
- <sect2 id="bus-ar-invoicestarting2">
- <title>Assegnare un numero iniziale alla fattura</title>
-
- <para><application>&app;</application> parte automaticamente con il numero 1 e ne incrementa poi il valore. È possibile inserire manualmente un numero di fattura nella casella di testo ogni volta che viene creata un nuova fattura, ma questa operazione può essere ripetitiva e prima o poi si arriverà a inserire dei numeri duplicati.</para>
-
- <para>You can change the starting invoice number if it is important you.
- Use <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice>, access
- the <guilabel>Counters</guilabel> tab, change the <guilabel>Invoice number</guilabel> value to be
- one less than your desired starting invoice number and click the <guibutton>OK</guibutton> button or the
- <guibutton>Apply</guibutton> button.</para>
- </sect2>
- </sect1>
-
- <sect1 id="bus-ar-jobs1">
- <title>Lavori per un cliente</title>
-
- <para>Customer Jobs are used to group multiple invoices and credit notes to the same
- customer. Use of the Customer Jobs feature is optional. The feature is
- useful when you have multiple <guilabel>jobs</guilabel> for the same customer, and would like
- to view all the invoices and credit notes related to a single job.</para>
-
- <screenshot id="bus-ar-jobnew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_jobnew.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Nuovo lavoro per un cliente</phrase>
- </textobject>
-
- <caption><para>Nuovo lavoro per un cliente</para></caption>
- </mediaobject>
- </screenshot>
-
- <para>To use customer jobs, you must create them using the <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
- <guimenuitem>New Job</guimenuitem></menuchoice> menu item. You will see the <guilabel>New
- Job</guilabel> window.</para>
-
- <para>To edit an existing customer job, use the <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
- <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
- search results, and click the <guilabel>View/Edit Job</guilabel>
- button.</para>
-
- <para>To select from the invoices and credit notes associated with a given job, use <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu><guimenuitem>Find
- Job</guimenuitem></menuchoice> menu item. Select the desired job in the
- search results and click the <guilabel>View Invoices</guilabel> button. A
- window listing invoices and credit notes associated with this job appears. Select an
- invoice or credit note and click the <guilabel>View Invoice</guilabel> button to open an
- invoice editor in the main application window.</para>
- </sect1>
-
- <sect1 id="bus-ar-payment1">
- <title>Procedere al pagamento</title>
-
- <para>Verosimilmente, si riceverà il pagamento dai clienti per i quali è stata emessa una fattura. Per registrarlo, si utilizza la procedura di pagamento raggiungibile dal menu <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Cliente</guisubmenu><guimenuitem>Procedura di Pagamento</guimenuitem></menuchoice>.</para>
-
- <screenshot id="bus-ar-payment">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_payment.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Procedere al pagamento</phrase>
- </textobject>
-
- <caption><para>Finestra della procedura di pagamento</para></caption>
- </mediaobject>
- </screenshot>
-
- </sect1>
-
- <sect1 id="bus-ar-invoicechange">
- <title>Cambiare l’aspetto della fattura</title>
-
- <para>Lo stile predefinito per le fatture, come mostrato nella <xref linkend="bus-ar-invoiceprint2"/>, à piuttosto spoglio. Esso prevede che la parte superiore del documento sia vuota, in modo che la fattura possa essere stampata su carta intestata. È però possibile modificare l’aspetto delle fatture.</para>
-
- <para>Utilizzare la voce <menuchoice><guimenu>File</guimenu><guimenuitem>Proprietà </guimenuitem></menuchoice> per inserire le informazioni relative alla propria società nella scheda <guilabel>Impresa</guilabel> della finestra <guilabel>Opzioni libro</guilabel>. Alcune delle informazioni inserite verranno stampate sul lato destro delle fatture.</para>
-
- <para>Per aggiungere uno sfondo, uno striscione di intestazione e un logo personalizzati alle fatture, occorre modificare il foglio di stile. Per farlo, andare in <menuchoice><guimenu>Modifica</guimenu><guimenuitem>Fogli di stile</guimenuitem></menuchoice> e selezionare il pulsante <guibutton>Nuovo</guibutton> nella finestra di <guilabel>Selezione del foglio di stile HTML</guilabel> che si aprirà . Verrà poi presentata una finestra come questa:</para>
-
- <screenshot id="bus-ar-invoicechange1">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoicechange1.png" format="PNG" srccredit="Cristian Marchi"/>
- </imageobject>
-
- <textobject>
- <phrase>Finestra del nuovo foglio di stile</phrase>
- </textobject>
-
- <caption><para>La finestra del nuovo foglio di stile.</para></caption>
- </mediaobject>
- </screenshot>
-
- <para>Dare un <guilabel>Nome</guilabel> al nuovo foglio di stile (ad esempio <guilabel>Fattura personalizzata</guilabel>) e selezionare il <guilabel>Modello</guilabel> denominato <guilabel>Elaborato</guilabel>. Alla pressione del pulsante <guibutton>OK</guibutton> verrà aperta la finestra delle <guilabel>Proprietà dei fogli stile HTML</guilabel>. Questa contiene cinque schede: <guilabel>Colori</guilabel>, <guilabel>Stili</guilabel>, <guilabel>Generali</guilabel>, <guilabel>Immagini</guilabel> e <guilabel>Tabelle</guilabel>. La prima scheda relativa ai colori permette di variare la colorazione delle varie sezioni che compongono la fattura. La sezione deegli stili permette di impostare gli stili e le dimensioni dei caratteri. La scheda delle impostazioni generali è dedicata alle informazioni del redattore e del destinatario e permette di abilitare i collegamenti. La scheda delle immagini permette di importare delle immagini nel foglio di stile. Infine, la schede delle tabelle, permette di configurare la spaziatura tra le tabelle che formano la fattura.</para>
-
- <para>Per inserire un logo della società , uno striscione di intestazione e una immagine di sfondo, è possibile utilizzare un’applicazione di grafica come <application>GIMP</application> o <application>OpenOffice Draw</application> per creare l’immagine e salvarla in formato <acronym>GIF</acronym> o <acronym>PNG</acronym>. A questo punto è possibile importarle nel foglio di stile utilizzando la sezione <guilabel>Immagini</guilabel> descritta in precedenza.</para>
-
- <para>Qui sotto è visualizzato un esempio in cui sono state importate tutte e tre le immagini.</para>
-
- <screenshot id="bus-ar-invoicechange2">
- <mediaobject>
- <imageobject role="html">
- <imagedata fileref="figures/bus_ar_invoicechange2.png" format="PNG" srccredit="Cristian Marchi" width="510"/>
- </imageobject>
-
- <imageobject role="fo">
- <imagedata fileref="figures/bus_ar_invoicechange2.png" format="PNG" srccredit="Cristian Marchi"/>
- </imageobject>
-
- <textobject>
- <phrase>Esempio di fogli di stile HTML</phrase>
- </textobject>
-
- <caption><para>La finestra del foglio di stile <acronym>HTML</acronym> con un esempio di immagine di sfondo, striscione di intestazione e logo.</para></caption>
- </mediaobject>
- </screenshot>
-
- <note>
- <para>Le immagini sono inserite nella fattura con i criteri seguenti: l’<guilabel>Immagine di sfondo</guilabel> è adattata per essere inserita come sfondo, lo <guilabel>Striscione di intestazione</guilabel> viene inserito al di sopra del testo della fattura e il <guilabel>Logo</guilabel> è posizionato nell’angolo in alto a sinistra della fattura a fianco dello striscione di intestazione. Sarà probabilmente necessario provare immagini di dimensioni diverse prima di ottenere una bella fattura. Vengono forniti alcuni suggerimenti su questo argomento: il logo dovrebbe essere di circa 1 cm quadrato mentre lo striscione di intestazione dovrebbe essere largo 15 cm e alto 1cm.</para>
- </note>
-
- <para>Avendo configurato il foglio di stile, al momento della stampa della fattura sarà possibile selezionarlo dal menu <guimenu>Opzioni</guimenu>. Più sotto è riportata la fattura ottenuta dopo aver utilizzato il foglio di stile descritto precedentemente.</para>
-
- <screenshot id="bus-ar-invoicechange3">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoicechange3.png" format="PNG" srccredit="Patrick Schweiger"/>
- </imageobject>
-
- <textobject>
- <phrase>Esempio di fogli di stile HTML</phrase>
- </textobject>
-
- <caption><para>La fattura che si ottiene con le immagini selezionate nel foglio di stile.</para></caption>
- </mediaobject>
- </screenshot>
- </sect1>
-</chapter>
-
-<!--
- (Do not remove this comment block.)
- Originally designed by Carol Champagne.
- Version: 2.0.0
- Last modified: Sep 19th 2015
- Maintainers:
- Chris Lyttle <chris at wilddev.net>
- Author:
- Jon Lapham <lapham at extracta.com.br>
- updated Patrick Schweiger <pks at spiffykitty.com>
- Chris Good <chris.good at ozemail.com.au>
- Translators:
- (translators put your name and email here)
--->
-
-<!--
-A lot of the following text is duplicated in the GnuCash help. The text here in the guide should be
-corrected to be less describing of the interface and more tutorial oriented
--->
-
-<chapter id="chapter_bus_ap">
- <title>Debiti correnti</title>
- <para>Accounts Payable (or A/P) refers to the accounting of products or services which a company has
- bought and needs to pay for.
- </para>
-
- <sect1 id="bus-ap-setup1">
- <title>Configurazione iniziale</title>
- <para>Perform set up tasks listed in <xref linkend="chapter_bus_setup"/>.
- </para>
- </sect1>
-
- <sect1 id="bus-ap-components1">
- <title>Componenti del sistema</title>
- <para><application>&app;</application> ha un sistema integrato di gestione dei debiti correnti. Le transazioni generate da esso vengono inserite nel conto dei debiti correnti, come registrazione di ciò che avviene. Generalmente non si lavora con questo conto ma si utilizzano i quattro componenti dell’applicazione integrata in <application>&app;</application> per i debiti correnti. Questi componenti sono disponibili nel menu secondario <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Venditore</guisubmenu></menuchoice>. Essi sono:</para>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Venditore</guilabel> è un singolo o società dal quale si acquistano prodotti o servizi in credito.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Ricevuta</guilabel> è il documento che il venditore invia per richiedere il pagamento. La ricevuta contiene un elenco di ciò che è stato acquistato.</para>
- <para>In addition, GnuCash also has support for <guilabel>Credit Notes</guilabel>
- which represent the inverse of Bills. A credit note is usually received from
- a vendor to correct items that were erroneously billed or returned.
+ <sect1 id="bus_payroll">
+ <title>Libro paga</title>
+ <para>Payroll is a financial record of wages, net pay, paid vacations, and deductions for an employee. This section demonstrates how to track payroll using <application>GnuCash</application>.</para>
+ <sect2 id="bus-payroll-concepts">
+ <title>Concetti base</title>
+ <para>Il libro paga consiste nella registrazione finanziaria di salario, retribuzione netta, ferie e trattenute per un dipendente: fondamentalmente tutto ciò che è relativo al conferimento di denaro e benefici a un dipendente. La tenuta del libro paga è una delle pratiche più complesse della contabilità poiché nel pagamento degli stipendi sono coinvolti molti conti, persone e agenzie.</para>
+ <para>Il libro paga è generalmente contabilizzato come un’uscita. A volte i contabili <quote>accumulano</quote> le uscite del libro paga in un conto delle passività a breve termine. Questo accorgimento risulta utile per il libro paga delle imposte che potrebbero dover essere pagate in un momento diverso rispetto ai dipendenti. Il dipendente potrebbe essere pagato ogni due settimane mentre le tasse ogni trimestre. Questo capitolo illustra il caso in cui i salari vengono pagati immediatamente mentre le tasse vengono accumulate in un conto delle passività .</para>
+ <note>
+ <para><application>&app;</application> non fornisce un sistema integrato di gestione del libro paga. Anche se è possibile registrare le uscite del libro paga in <application>&app;</application>, i calcoli delle imposte e delle deduzioni devono essere realizzati al di fuori del programma.</para>
+ </note>
+ </sect2>
+
+ <sect2 id="bus-payroll-acct">
+ <title>Impostare i conti</title>
+
+ <para>Le legislazioni locali in materia di imposte devono essere considerate al momento della creazione dei conti. Dato che esistono diversi modi con cui vengono calcolate le imposte sul libro paga a seconda del paese in cui ci si trova, in questa sezione verrà presentato solamente un semplice schema. Partendo da questo, sarà necessario sviluppare una struttura più complessa che si adatti alle proprie necessità particolari.</para>
+ <para>Assume that you must pay 2 taxes, Tax1 and Tax2, and that each has an employee contribution and an employer contribution.</para>
+ <para>Gli stipendi dei dipendenti e queste due tasse sono conti per le uscite. Le imposte della società sono passività . I conti delle passività per le imposte servono per accumulare le imposte trattenute a tutti i dipendenti. Le imposte saranno poi pagate alla relativa agenzia governativa.</para>
+ <para>
+ <literallayout>
+ Simple Payroll Account Layout:
+
+ -Assets
+ --Checking
+ -Liabilities
+ --Tax1 (short term <quote>Immagazzinamento</quote> account)
+ --Tax2 (short term <quote>Immagazzinamento</quote> account)
+ -Expenses
+ --Salaries
+ --Tax1
+ --Tax2
+ </literallayout>
+
+ <note>
+ <para>Si resista alla tentazione di creare dei sottoconti per registrare i salari per ogni dipendente: si verrebbe a creare una lista ingestibile di conti. Si pensi, per esempio, alla lista che si avrebbe dopo diversi anni di attività e vari dipendenti licenziati e assunti. È molto più semplice registrare tutti gli stipendi in un unico conto (per esempio <emphasis>Uscite:Stipendi</emphasis>) e utilizzare i resoconti per visualizzare le informazioni suddivise per dipendente.</para>
+
+ <para>The Transaction report can be used to sort and total by description or
+ memo (but not by part of them).
+ </para>
+
+ <para>To report salary transactions for a specific employee where the
+ employee name or code is entered in the transaction description or memo,
+ use the <guilabel>Find Transaction</guilabel> assistant
+ (<menuchoice><guimenu>Edit</guimenu><guimenuitem>Find</guimenuitem>
+ </menuchoice>) to select the transactions, and then report on them
+ using <menuchoice><guimenu>Reports</guimenu><guimenuitem>Account Report
+ </guimenuitem></menuchoice>. Further formatting or analysis may be done
+ by copying and pasting the report into a spreadsheet. See
+ <ulink type="help" url="ghelp:gnucash-help?tool-find-txn">Find
+ Transaction</ulink> in the <application>GnuCash</application> Help Manual.</para>
+ </note>
</para>
- <para>Both document types will be set up using the same menu items.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Lavoro</guilabel> (opzionale) è dove vengono registrati i <guilabel>lavori venditore</guilabel>. I lavori sono degli strumenti con i quali è possibile raggruppare le ricevute di un singolo venditore.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Procedura di pagamento</guilabel> permette di registrare i pagamenti in favore di un venditore verso cui si è debitori.</para>
- </listitem>
- </itemizedlist>
-
- <para>La sezione seguente tratta individualmente i componenti dell’applicazione per i debiti correnti.</para>
- </sect1>
-
- <sect1 id="bus-ap-vendors1">
- <title>Venditore</title>
- <para>Un venditore è un singolo o una società dalla quale si acquista uno o più beni o servizi. I venditori devono essere inseriti nel sistema dei debiti correnti.</para>
-
- <sect2 id="bus-ap-vendornew2">
- <title>Registrare un nuovo cliente</title>
- <para>To register a new vendor, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>
- New Vendor</guimenuitem></menuchoice> menu item. Fill in general information about the vendor, such as Company Name, Address, Phone,
- Fax, etc. Below is a list of the other options: </para> <para>La finestra di registrazione di un nuovo venditore assomiglia a questa:</para>
- <screenshot id="bus-ap-vendornew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_vendornew.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Finestra di registrazione di un nuovo venditore</phrase>
- </textobject>
- <caption>
- <para>Finestra di registrazione di un nuovo venditore</para>
- </caption>
- </mediaobject>
- </screenshot>
- </sect2>
-
- <sect2 id="bus-ap-vendorfind2">
- <title>Trovare e modificare un cliente</title>
-
- <para>To search for an existing vendor, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>
- Find Vendor</guimenuitem></menuchoice> window. You select a vendor to <guibutton>View/Edit</guibutton> from the results of the search.
- This window is also used to look up a vendor when entering bills and processing payments.
- </para>
- <screenshot id="bus-ar-vendorfind">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_vendorfind.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Finestra di ricerca del venditore</phrase>
- </textobject>
- <caption>
- <para>Finestra di ricerca del venditore</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <para>Se dalla ricerca vengono restituiti molti elementi corrispondenti, è possibile filtrare i risultati eseguendo una ulteriore ricerca tra questi ultimi. Il gruppo dei risultati attuali viene analizzato quando è selezionata l’opzione <guilabel>Perfeziona la ricerca attiva</guilabel>. <application>&app;</application> rende disponibile questa opzione solamente dopo che è stata eseguita con successo la ricerca iniziale.</para>
-
- <para>Se il venditore che si sta cercando non è stato trovato con il criterio di ricerca inserito, è possibile cambiare il criterio di ricerca e selezionando l’opzione <guilabel>Nuova ricerca</guilabel> seguita dal pulsante <guibutton>Trova</guibutton>. Il passo più importante è la selezione dell’opzione <guilabel>Nuova ricerca</guilabel>. Se il venditore non è tra i risultati della ricerca originale e si effettua una ricerca tra i risultati ottenuti, il venditore non verrà trovato anche se il criterio di ricerca è stato cambiato.</para>
-
- <note>
- <para>Per visualizzare un elenco dei venditori attivi, impostare il criterio di ricerca a <guilabel>corrisponde all’espressione regolare</guilabel> e inserire un singolo punto <quote>.</quote> nel campo del testo da ricercare. Assicurarsi che non sia selezionata l’opzione <guilabel>Cerca solo tra i dati selezionati</guilabel>, poi premere <guibutton>Trova</guibutton>. L’espressione regolare <quote>.</quote> significa <quote>fai corrispondere a qualsiasi cosa</quote>.</para>
- </note>
- </sect2>
-</sect1>
-
- <sect1 id="bus-ap-bills1">
- <title>Ricevuta</title>
- <para>Una ricevuta è la richiesta di pagamento che si riceve da un venditore. <application>&app;</application> è in gradi di gestire le ricevute.</para>
-
- <para>A credit note is the document you receive from a vendor to correct
- products or services rendered that you were incorrectly charged for on a bill. <application>GnuCash</application> can generate and track
- credit notes via the same menu entries as bills.</para>
-
- <note>
- <para>This section applies to both bills and
- credit notes. In order to avoid repeating everything twice and to keep
- the text easier to read it will refer only to bills. You can apply
- it equally to credit notes. Only where the behaviour of credit notes
- differs from bills this will be explicitly mentioned.</para>
- </note>
-
- <sect2 id="bus-ap-billnew2">
- <title>Registrare un nuovo cliente</title>
- <para>Quando si riceve una ricevuta da un venditore e la si vuole immettere in <application>&app;</application>, è necessario creare una nuova ricevuta. Per farlo è disponibile la voce <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Venditore</guisubmenu><guimenuitem>Nuova ricevuta</guimenuitem></menuchoice>. Apparirà una finestra in cui sono presenti diversi campi da completare.</para>
- <screenshot id="bus-ap-billnew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_billnew.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Finestra per la creazione di una nuova ricevuta</phrase>
- </textobject>
- <caption>
- <para>Finestra per la creazione di una nuova ricevuta</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <para>Alla pressione del pulsante <guibutton>OK</guibutton> verrà aperta la finestra di <guilabel>Modifica ricevuta</guilabel>.</para>
- </sect2>
-
- <sect2 id="bus-ap-billedit2">
- <title>Modificare una fattura</title>
- <para>From the Edit Bill window you can enter an itemized list of
- goods and services you purchased, in a manner similar to how the account
- register works. For credit notes you enter an itemized list of goods and
- services the vendor refunded instead.
- </para>
- <screenshot id="bus-ap-billedit">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_billedit.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Finestra di modifica della ricevuta</phrase>
- </textobject>
- <caption>
- <para>Finestra di modifica della ricevuta</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <para>Quando si è terminata l’immissione di tutte le voci, si può <guilabel>Emettere</guilabel> la ricevuta.</para>
- </sect2>
-
- <sect2 id="bus-ap-billpost2">
- <title>Emettere una fattura</title>
- <para>Quando si è terminata la fase di modifica di una ricevuta, la si deve <guilabel>Emettere</guilabel>. Non è necessario emetterla subito, è possibile infatti chiudere la finestra di modifica e ritornarvi in seguito. Prima o poi però la ricevuta dovrà essere emessa. L’emissione di una ricevuta comporta l’inserimento delle necessarie transazioni nel conto per i debiti correnti. La finestra di emissione della ricevuta richiede l’inserimento di alcune informazioni:</para>
-
- <screenshot id="bus-ap-billpost">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_billpost.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Finestra di emissione della ricevuta</phrase>
- </textobject>
- <caption>
- <para>Finestra di emissione della ricevuta</para>
- </caption>
- </mediaobject>
- </screenshot>
- </sect2>
-
- <sect2 id="bus-ap-billfind2">
- <title>Trovare una fattura</title>
- <para>To find an existing bill, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>Find Bill</guimenuitem></menuchoice> menu item. From the results of the search, you can select a bill to edit, or view.</para>
- <note>
- <para>Prima di poter modificare una ricevuta emessa, è necessario <guilabel>Ritirarla</guilabel>.</para>
- </note>
-
- <note>
- <para>Esistono altri modi per accedere a una ricevuta esistente simili a quelli utili per accedere alle fatture per i clienti. Consultare <xref linkend="bus-ar-invoicefind2"/> per avere maggiori informazioni.</para>
- </note>
- </sect2>
-</sect1>
-
- <sect1 id="bus-ap-jobs1">
- <title>Lavori per un venditore</title>
- <para>Vendor Jobs are used to group multiple bills and credit notes from a single vendor. Use of the vendor jobs feature is optional.
- The feature is useful when you have multiple <guilabel>jobs</guilabel> for the same vendor, and would like to view all the bills and
- credit notes for a single job.
- </para>
- <para>To use vendor jobs, you must create them using the
- <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Job</guimenuitem>
- </menuchoice> menu item. You will see the <guilabel>New Job</guilabel> window.
- </para>
-
- <screenshot id="bus-ap-jobnew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_jobnew.png" srccredit="Jon Lapham" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Nuovo lavoro venditore</phrase>
- </textobject>
- <caption>
- <para>Nuovo lavoro venditore</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <para>To edit an existing vendor job, use the <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
- <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
- search results, and click the <guilabel>View/Edit Job</guilabel>
- button.</para>
-
- <para>To select from the bills associated with a given job, use <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
- <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
- search results and click the <guilabel>View Invoices</guilabel> button. A
- window listing bills and credit notes associated with this job appears. Select a
- bill or credit note and click the <guilabel>View Invoice</guilabel> button to open a
- bill editor in the main application window.</para>
- </sect1>
-
- <sect1 id="bus-ap-payment1">
- <title>Procedere al pagamento</title>
- <para>Prima o poi sarà necessario pagare le ricevute. Per farlo, si utilizza l’applicazione per il pagamento raggiungibile nel menu <menuchoice><guimenu>Impresa</guimenu><guisubmenu>Venditore</guisubmenu><guimenuitem>Procedura di pagamento</guimenuitem></menuchoice>.</para>
-
- <para>Più sotto è riportata la finestra di pagamento dei crediti correnti in <application>&app;</application>.</para>
- <screenshot id="bus-ap-payment">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_payment.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Procedere al pagamento</phrase>
- </textobject>
- <caption>
- <para>Finestra della procedura di pagamento</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- </sect1>
-
-</chapter>
-
-<!--
- (Do not remove this comment block.)
- Version: 2.0.0
- Last modified: July 9th 2006
- Maintainers:
- Chris Lyttle <chris at wilddev.net>
- Author:
- Jon Lapham <lapham at extracta.com.br>
- updated Patrick Schweiger <pks at spiffykitty.com>
- Originally designed by Carol Champagne.
- Translators:
- (translators put your name and email here)
--->
- <chapter id="chapter_bus_pay">
- <title>Libro paga</title>
- <para>Il libro paga consiste nella registrazione finanziaria di salario, retribuzione netta, ferie e trattenute per un dipendente. Questo capitolo mostra come tenere un libro paga utilizzando <application>&app;</application>.</para>
- <sect1 id="bus-pay-concepts1">
- <title>Concetti base</title>
- <para>Il libro paga consiste nella registrazione finanziaria di salario, retribuzione netta, ferie e trattenute per un dipendente: fondamentalmente tutto ciò che è relativo al conferimento di denaro e benefici a un dipendente. La tenuta del libro paga è una delle pratiche più complesse della contabilità poiché nel pagamento degli stipendi sono coinvolti molti conti, persone e agenzie.</para>
- <para>Il libro paga è generalmente contabilizzato come un’uscita. A volte i contabili <quote>accumulano</quote> le uscite del libro paga in un conto delle passività a breve termine. Questo accorgimento risulta utile per il libro paga delle imposte che potrebbero dover essere pagate in un momento diverso rispetto ai dipendenti. Il dipendente potrebbe essere pagato ogni due settimane mentre le tasse ogni trimestre. Questo capitolo illustra il caso in cui i salari vengono pagati immediatamente mentre le tasse vengono accumulate in un conto delle passività .</para>
- <note>
- <para><application>&app;</application> non fornisce un sistema integrato di gestione del libro paga. Anche se è possibile registrare le uscite del libro paga in <application>&app;</application>, i calcoli delle imposte e delle deduzioni devono essere realizzati al di fuori del programma.</para>
- </note>
- </sect1>
-
- <sect1 id="bus-pay-acct1">
- <title>Impostare i conti</title>
-
- <para>Le legislazioni locali in materia di imposte devono essere considerate al momento della creazione dei conti. Dato che esistono diversi modi con cui vengono calcolate le imposte sul libro paga a seconda del paese in cui ci si trova, in questa sezione verrà presentato solamente un semplice schema. Partendo da questo, sarà necessario sviluppare una struttura più complessa che si adatti alle proprie necessità particolari.</para>
- <para>Si assuma di dover pagare due tasse, Imposta1 e Imposta2, e che ognuna di esse sia composta da un contributo fornito dal dipendente e un contributo fornito dalla società .</para>
- <para>Gli stipendi dei dipendenti e queste due tasse sono conti per le uscite. Le imposte della società sono passività . I conti delle passività per le imposte servono per accumulare le imposte trattenute a tutti i dipendenti. Le imposte saranno poi pagate alla relativa agenzia governativa.</para>
- <para>
- <literallayout>
-Semplice struttura dei conti per il libro paga:
-
--AttivitÃ
- -Conto corrente
--PassivitÃ
- -Imposta1 (conto di <quote>Immagazzinamento</quote> a breve termine)
- -Imposta2 (conto di <quote>Immagazzinamento</quote> a breve termine)
--Uscite
- -Stipendi
- -Imposta1
- -Imposta2
- </literallayout>
-
- <note>
- <para>Si resista alla tentazione di creare dei sottoconti per registrare i salari per ogni dipendente: si verrebbe a creare una lista ingestibile di conti. Si pensi, per esempio, alla lista che si avrebbe dopo diversi anni di attività e vari dipendenti licenziati e assunti. È molto più semplice registrare tutti gli stipendi in un unico conto (per esempio <emphasis>Uscite:Stipendi</emphasis>) e utilizzare i resoconti per visualizzare le informazioni suddivise per dipendente.</para>
-
- <para>The Transaction report can be used to sort and total by description or
- memo (but not by part of them).
- </para>
-
- <para>
- To report on the Salaries transactions for a specific employee where the
- employee name or code is entered in the transaction description or memo,
- use the <guilabel>Find Transaction</guilabel> assistant
- (<menuchoice><guimenu>Edit</guimenu><guimenuitem>Find</guimenuitem>
- </menuchoice>) to select the transactions, and then report on them
- using <menuchoice><guimenu>Reports</guimenu><guimenuitem>Account Report
- </guimenuitem></menuchoice>. Further formatting or analysis may be done
- by copying and pasting the report into a spreadsheet. See
- <ulink type="help" url="ghelp:gnucash-help?tool-find-txn">Find
- Transaction</ulink> in the <application>GnuCash</application> Help Manual.
- </para>
- </note>
- </para>
-
- </sect1>
-
- <sect1 id="bus-pay-protocol1">
- <title>Codice di calcolo</title>
- <para><application>&app;</application> non possiede un sistema integrato per la gestione del libro paga. <application>&app;</application> permette di registrare le uscite del libro paga, ma è necessario implementare un codice di calcolo per il libro paga ed eseguire i relativi calcoli con un programma diverso da <application>&app;</application>, per esempio in un foglio di calcolo. In questa sezione viene illustrato un codice di calcolo di questo tipo che è possibile utilizzare come modello.</para>
-
- <sect2 id="bus-pay-protocolone2">
- <title>Passo 1: Elenco delle deduzioni</title>
- <para>Il primo passo per la realizzazione del codice di calcolo consiste nella creazione di una lista di tutte le possibili tasse e deduzioni per ogni dipendente. Ogni voce deve contenere le definizioni e le formule necessarie a calcolarne il valore. Una volta stabilito il codice, questo deve essere cambiato solamente quando il libro paga o la legislazione sulle imposte cambiano.</para>
-
- <para>Nello scenario proposto, l’elenco sarà come questo:</para>
- <itemizedlist spacing="compact">
- <listitem>
- <para><emphasis>D_STIPENDIO_LORDO</emphasis> - Stipendio lordo del dipendente</para>
- </listitem>
- <listitem>
- <para><emphasis>D_IMPOSTA1</emphasis> - Contributo del dipendente all’imposta1 (X% di D_STIPENDIO_LORDO)</para>
- </listitem>
- <listitem>
- <para><emphasis>D_IMPOSTA2</emphasis> - Contributo del dipendente all’imposta2 (X% di D_STIPENDIO_LORDO)</para>
- </listitem>
- <listitem>
- <para><emphasis>S_IMPOSTA1</emphasis> - Contributo della società all’imposta1 (X% di D_STIPENDIO_LORDO)</para>
- </listitem>
- <listitem>
- <para><emphasis>S_IMPOSTA2</emphasis> - Contributo della società all’imposta2 (X% di D_STIPENDIO_LORDO)</para>
- </listitem>
- </itemizedlist>
- <note>
- <para>Lo stipendio netto del dipendente (D_STIPENDIO-NETTO) è definito come D_STIPENDIO_LORDO - D_IMPOSTA1 - D_IMPOSTA2 e non è necessario inserirlo in questa lista dato che può essere calcolato dagli elementi già noti.</para>
- </note>
- <para>Inserire le formule corrette per calcolare le deduzioni corrispondenti alle voci della lista. A volte le formule possono essere complesse mentre altre volte si tratta solamente di guardare la tabella XYZ delle leggi in materia.</para>
- <para>Si noti che con le definizioni più sopra è possibile calcolare dei valori di un certo interesse. Per esempio è possibile conoscere il costo totale per la società : D_STIPENDIO_LORDO + S_IMPOSTA1 + S_IMPOSTA2.</para>
- </sect2>
-
- <sect2 id="bus-pay-protocoltwo2">
- <title>Passo 2: Creare lo schema della transazione</title>
- <para>Quando si inserisce un libro paga in <application>&app;</application>, conviene farlo con una singola transazione suddivisa che coinvolge i conti appropriati di uscite e passività . Per poter controllare i dettagli del libro paga in un secondo momento, aprire la transazione suddivisa.</para>
- <para>Con l’elenco delle deduzioni descritto precedentemente, è possibile creare uno schema per la transazione suddivisa di un impiegato. Ogni elemento della lista è collegato a un conto di <application>&app;</application>.</para>
-
- <para>
- <table>
- <title>Schema della transazione</title>
- <tgroup cols="3">
- <thead>
- <row>
-<entry>Conto</entry><entry>Aumento</entry><entry>Diminuzione</entry>
- </row>
- </thead>
- <tbody>
- <row>
-<entry>Attività :Conto corrente</entry><entry/><entry>D_STIPENDIO-NETTO</entry>
- </row>
- <row>
-<entry>Uscite:Stipendi</entry><entry>D_STIPENDIO_LORDO</entry><entry/>
- </row>
- <row>
-<entry>Passività :Imposta1</entry><entry/><entry>D_IMPOSTA1</entry>
- </row>
- <row>
-<entry>Passività :Imposta2</entry><entry/><entry>D_IMPOSTA2</entry>
- </row>
- <row>
-<entry>Uscite:Imposta1</entry><entry>S_IMPOSTA1</entry><entry/>
- </row>
- <row>
-<entry>Passività :Imposta1</entry><entry/><entry>S_IMPOSTA1</entry>
- </row>
- <row>
-<entry>Uscite:Imposta2</entry><entry>S_IMPOSTA2</entry><entry/>
- </row>
- <row>
-<entry>Passività :Imposta2</entry><entry/><entry>S_IMPOSTA2</entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </para>
-
- <para>Si noti come i componenti di S_IMPOSTA1 e S_IMPOSTA2 abbiano delle ricadute sia sul conto delle passività che su quello delle uscite. La parte di competenza della società per ogni imposta è contabilizzata alla data del libro paga, ma rimane una passività fino al momento del versamento.</para>
- </sect2>
-
- <sect2 id="bus-pay-protocolthree2">
- <title>Passo 3: Pagare il dipendente</title>
- <para>Andare nel conto da cui verrà pagato il dipendente, per esempio il proprio conto <emphasis>Attività :Conto corrente</emphasis>. Aprire una transazione suddivisa e inserire il valore reale utilizzando come guida lo schema della transazione descritta più sopra. Ripetere il procedimento per tutti i dipendenti.</para>
- <tip>
- <para>Questo processo manuale è tedioso, specialmente se si ha a che fare con un elevato numero di dipendenti.</para>
- <para>Uno strumento fornito da <application>&app;</application> che può essere di aiuto in questa transazione è quello che permette di duplicare una transazione (utilizzare il pulsante <guibutton>Duplica</guibutton> sulla <emphasis>barra degli strumenti</emphasis>). Questo permette di evitare l’inserimento di tutte le suddivisioni nella transazione per ogni dipendente. Sarà comunque necessario variare secondo necessità gli importi della busta paga del dipendente, ma non occorrerà più creare da zero le suddivisioni necessarie.</para>
- <para>Se le transazioni del libro paga non cambiano significativamente tra una scadenza e l’altra, è possibile utilizzare la funzione di duplicazione della transazione per creare una copia della busta paga più recente di un dipendente ed utilizzarla per l’attuale stipendio. Se questo processo viene eseguito con una certa cadenza costante, leggere il capitolo sulle transazioni pianificate per risparmiare ancora più tempo!</para>
- </tip>
- </sect2>
-
- <sect2 id="bus-pay-protocolfour2">
- <title>Passo 4: Pagare il governo</title>
- <para>L’ultima operazione da compiere è relativa alle tasse governative. Il conto delle passività ha raccolta le tasse spettanti alle varie agenzie governative; queste devono essere pagate periodicamente inviando, per esempio, un assegno agli uffici competenti. Per registrare il pagamento in <application>&app;</application> è sufficiente inserire una transazione a due conti dal (per esempio) il conto corrente per pagare la passività derivante dalle imposte. La transazione avviene esclusivamente tra il conto corrente e il conto delle passività ; nell’operazione non viene coinvolto alcun conto delle uscite. Il conto delle uscite è addebitato nel momento in cui viene registrata la passività relativa alle imposte.</para>
- </sect2>
-
- </sect1>
-
- <sect1 id="bus-pay-example1">
- <title>Esempio</title>
- <para>Utilizzando la struttura dei conti vista precedentemente, verrà mostrato un esempio. Si assuma di avere due dipendenti (D1 e D2) ognuno dei quali guadagna €1000 di stipendio lordo al mese. Il contributo del dipendente all’imposta1 e all’imposta2 è rispettivamente del 10% e del 5%. Il contributo della società all’imposta1 e all’imposta2 è del 15% e del 10% ognuna sullo stipendio lordo dei dipendenti.</para>
- <para>Iniziando con €50.000 sul conto bancario e, prima della creazione del libro paga, la struttura dei conti si presenta in questo modo:</para>
- <screenshot id="bus-pay-ex1">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_pay_ex1.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Libro paga - Esempio 1</phrase>
- </textobject>
- <caption>
- <para>Impostazione iniziale del libro paga</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <sect2 id="bus-pay-exampleprotocol2">
- <title>Realizzare il codice di calcolo</title>
- <para>La lista delle detrazioni per il Dipendente 1:</para>
- <itemizedlist>
- <listitem>
- <para><emphasis>D_STIPENDIO_LORDO</emphasis> - stipendio lordo del dipendente - <emphasis>€1.000</emphasis></para>
- </listitem>
- <listitem>
- <para><emphasis>D_IMPOSTA1</emphasis> - Contributo del dipendente all’imposta1 - <emphasis>€100</emphasis> (10% si D_STIPENDIO_LORDO)</para>
- </listitem>
- <listitem>
- <para><emphasis>D_IMPOSTA2</emphasis> - Contributo del dipendente all’imposta2 - <emphasis>€50</emphasis> (5% di D_STIPENDIO_LORDO)</para>
- </listitem>
- <listitem>
- <para><emphasis>S_IMPOSTA1</emphasis> - Contributo della società all’imposta1 - <emphasis>€150</emphasis> (15% di D_STIPENDIO_LORDO)</para>
- </listitem>
- <listitem>
- <para><emphasis>S_IMPOSTA2</emphasis> - Contributo della società all’imposta2 - <emphasis>€100</emphasis> (10% di D_STIPENDIO_LORDO)</para>
- </listitem>
- </itemizedlist>
-
- <para>
- <table>
- <title>Schema della transazione per il Dipendente 1</title>
- <tgroup cols="3">
- <thead>
- <row>
-<entry>Conto</entry><entry>Aumento</entry><entry>Diminuzione</entry>
- </row>
- </thead>
- <tbody>
- <row>
-<entry>Attività :Conto corrente</entry><entry/><entry>€850 (D_STIPENDIO-NETTO)</entry>
- </row>
- <row>
-<entry>Uscite:Stipendi</entry><entry>€1000 (D_STIPENDIO_LORDO)</entry><entry/>
- </row>
- <row>
-<entry>Passività :Imposta1</entry><entry/><entry>€100 (D_IMPOSTA1)</entry>
- </row>
- <row>
-<entry>Passività :Imposta2</entry><entry/><entry>€50 (D_IMPOSTA2)</entry>
- </row>
- <row>
-<entry>Uscite:Imposta1</entry><entry>€150 (S_IMPOSTA1)</entry><entry/>
- </row>
- <row>
-<entry>Passività :Imposta1</entry><entry/><entry>€150 (S_IMPOSTA1)</entry>
- </row>
- <row>
-<entry>Uscite:Imposta2</entry><entry>€100 (S_IMPOSTA2)</entry><entry/>
- </row>
- <row>
-<entry>Passività :Imposta2</entry><entry/><entry>€100 (S_IMPOSTA2)</entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </para>
-
- </sect2>
-
-
- <sect2 id="bus-pay-examplepay2">
- <title>Pagare un dipendente</title>
-
- <para>inserire ora la prima transazione suddivisa per il Dipendente1 nel conto corrente. La transazione suddivisa appare così:</para>
-
- <screenshot id="bus-pay-ex2">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_pay_ex2.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Libro paga - Esempio 2</phrase>
- </textobject>
- <caption>
- <para>Transazione suddivisa per il Dipendente1</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <tip>
- <para>Quando si pagano i dipendenti, inserire solamente il nome del dipendente nel campo della <guilabel>descrizione</guilabel>. Se si decide di utilizzare <application>&app;</application> anche per la stampa degli assegni, l’assegno verrà creato con il nome corretto del dipendente a cui si riferisce. Per registrare altre informazioni nella transazione oltre al nome del dipendente, utilizzare il campo delle note, disponibile quando si visualizza il registro nella modalità a <guilabel>doppia linea</guilabel>.</para>
- </tip>
- <para>Si ripeta la procedura descritta anche per il secondo dipendente; al termine la struttura dei conti assomiglierà a questa:</para>
-
- <screenshot id="bus-pay-ex3">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_pay_ex3.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Libro paga - esempio 3</phrase>
- </textobject>
- <caption>
- <para>La struttura dei conti dopo aver pagato gli stipendi</para>
- </caption>
- </mediaobject>
- </screenshot>
- </sect2>
- <sect2 id="bus-pay-examplegovt2">
- <title>Pagare il governo</title>
- <para>I conti <emphasis>Passività :Imposta1</emphasis> e <emphasis>Passività :Imposta2</emphasis> permettono di tenere traccia dell’importo da versare alle agenzie governative competenti per ognuna. Al momento del pagamento di queste agenzie, si dovrà inserire una transazione dal conto corrente ai rispettivi conti delle passività ; nel processo non viene coinvolto alcun conto delle uscite. La finestra principale dei conti assomiglierà a questa:</para>
-
- <screenshot id="bus-pay-ex4">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_pay_ex4.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Libro paga - esempio 4</phrase>
- </textobject>
- <caption>
- <para>I conti dopo aver pagato le imposte governative</para>
- </caption>
- </mediaobject>
+ </sect2>
+
+ <sect2 id="bus-payroll-protocol">
+ <title>Payroll Protocol Sample</title>
+ <para><application>&app;</application> non possiede un sistema integrato per la gestione del libro paga. <application>&app;</application> permette di registrare le uscite del libro paga, ma è necessario implementare un codice di calcolo per il libro paga ed eseguire i relativi calcoli con un programma diverso da <application>&app;</application>, per esempio in un foglio di calcolo. In questa sezione viene illustrato un codice di calcolo di questo tipo che è possibile utilizzare come modello.</para>
+
+ <sect3 id="bus-pay-protocol-1">
+ <title>Passo 1: Elenco delle deduzioni</title>
+ <para>Il primo passo per la realizzazione del codice di calcolo consiste nella creazione di una lista di tutte le possibili tasse e deduzioni per ogni dipendente. Ogni voce deve contenere le definizioni e le formule necessarie a calcolarne il valore. Una volta stabilito il codice, questo deve essere cambiato solamente quando il libro paga o la legislazione sulle imposte cambiano.</para>
+
+ <para>Nello scenario proposto, l’elenco sarà come questo:</para>
+ <itemizedlist spacing="compact">
+ <listitem>
+ <para><emphasis>D_STIPENDIO_LORDO</emphasis> - Stipendio lordo del dipendente</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>D_IMPOSTA1</emphasis> - Contributo del dipendente all’imposta1 (X% di D_STIPENDIO_LORDO)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>D_IMPOSTA2</emphasis> - Contributo del dipendente all’imposta2 (X% di D_STIPENDIO_LORDO)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>S_IMPOSTA1</emphasis> - Contributo della società all’imposta1 (X% di D_STIPENDIO_LORDO)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>S_IMPOSTA2</emphasis> - Contributo della società all’imposta2 (X% di D_STIPENDIO_LORDO)</para>
+ </listitem>
+ </itemizedlist>
+ <note>
+ <para>Lo stipendio netto del dipendente (D_STIPENDIO-NETTO) è definito come D_STIPENDIO_LORDO - D_IMPOSTA1 - D_IMPOSTA2 e non è necessario inserirlo in questa lista dato che può essere calcolato dagli elementi già noti.</para>
+ </note>
+ <para>Inserire le formule corrette per calcolare le deduzioni corrispondenti alle voci della lista. A volte le formule possono essere complesse mentre altre volte si tratta solamente di guardare la tabella XYZ delle leggi in materia.</para>
+ <para>Si noti che con le definizioni più sopra è possibile calcolare dei valori di un certo interesse. Per esempio è possibile conoscere il costo totale per la società : D_STIPENDIO_LORDO + S_IMPOSTA1 + S_IMPOSTA2.</para>
+ </sect3>
+
+ <sect3 id="bus-pay-protocol-2">
+ <title>Passo 2: Creare lo schema della transazione</title>
+ <para>Quando si inserisce un libro paga in <application>&app;</application>, conviene farlo con una singola transazione suddivisa che coinvolge i conti appropriati di uscite e passività . Per poter controllare i dettagli del libro paga in un secondo momento, aprire la transazione suddivisa.</para>
+ <para>Con l’elenco delle deduzioni descritto precedentemente, è possibile creare uno schema per la transazione suddivisa di un impiegato. Ogni elemento della lista è collegato a un conto di <application>&app;</application>.</para>
+
+ <para>
+ <table>
+ <title>Schema della transazione</title>
+ <tgroup cols="3">
+ <thead>
+ <row>
+ <entry>Conto</entry><entry>Aumento</entry><entry>Diminuzione</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>Attività :Conto corrente</entry><entry/><entry>D_STIPENDIO-NETTO</entry>
+ </row>
+ <row>
+ <entry>Uscite:Stipendi</entry><entry>D_STIPENDIO_LORDO</entry><entry/>
+ </row>
+ <row>
+ <entry>Passività :Imposta1</entry><entry/><entry>D_IMPOSTA1</entry>
+ </row>
+ <row>
+ <entry>Passività :Imposta2</entry><entry/><entry>D_IMPOSTA2</entry>
+ </row>
+ <row>
+ <entry>Uscite:Imposta1</entry><entry>S_IMPOSTA1</entry><entry/>
+ </row>
+ <row>
+ <entry>Passività :Imposta1</entry><entry/><entry>S_IMPOSTA1</entry>
+ </row>
+ <row>
+ <entry>Uscite:Imposta2</entry><entry>S_IMPOSTA2</entry><entry/>
+ </row>
+ <row>
+ <entry>Passività :Imposta2</entry><entry/><entry>S_IMPOSTA2</entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ </para>
+
+ <para>Si noti come i componenti di S_IMPOSTA1 e S_IMPOSTA2 abbiano delle ricadute sia sul conto delle passività che su quello delle uscite. La parte di competenza della società per ogni imposta è contabilizzata alla data del libro paga, ma rimane una passività fino al momento del versamento.</para>
+ </sect3>
+
+ <sect3 id="bus-pay-protocol-3">
+ <title>Passo 3: Pagare il dipendente</title>
+ <para>Andare nel conto da cui verrà pagato il dipendente, per esempio il proprio conto <emphasis>Attività :Conto corrente</emphasis>. Aprire una transazione suddivisa e inserire il valore reale utilizzando come guida lo schema della transazione descritta più sopra. Ripetere il procedimento per tutti i dipendenti.</para>
+ <tip>
+ <para>Questo processo manuale è tedioso, specialmente se si ha a che fare con un elevato numero di dipendenti.</para>
+ <para>Uno strumento fornito da <application>&app;</application> che può essere di aiuto in questa transazione è quello che permette di duplicare una transazione (utilizzare il pulsante <guibutton>Duplica</guibutton> sulla <emphasis>barra degli strumenti</emphasis>). Questo permette di evitare l’inserimento di tutte le suddivisioni nella transazione per ogni dipendente. Sarà comunque necessario variare secondo necessità gli importi della busta paga del dipendente, ma non occorrerà più creare da zero le suddivisioni necessarie.</para>
+ <para>Se le transazioni del libro paga non cambiano significativamente tra una scadenza e l’altra, è possibile utilizzare la funzione di duplicazione della transazione per creare una copia della busta paga più recente di un dipendente ed utilizzarla per l’attuale stipendio. Se questo processo viene eseguito con una certa cadenza costante, leggere il capitolo sulle transazioni pianificate per risparmiare ancora più tempo!</para>
+ </tip>
+ </sect3>
+
+ <sect3 id="bus-pay-protocol-4">
+ <title>Passo 4: Pagare il governo</title>
+ <para>L’ultima operazione da compiere è relativa alle tasse governative. Il conto delle passività ha raccolta le tasse spettanti alle varie agenzie governative; queste devono essere pagate periodicamente inviando, per esempio, un assegno agli uffici competenti. Per registrare il pagamento in <application>&app;</application> è sufficiente inserire una transazione a due conti dal (per esempio) il conto corrente per pagare la passività derivante dalle imposte. La transazione avviene esclusivamente tra il conto corrente e il conto delle passività ; nell’operazione non viene coinvolto alcun conto delle uscite. Il conto delle uscite è addebitato nel momento in cui viene registrata la passività relativa alle imposte.</para>
+ </sect3>
+
+ </sect2>
+
+ <sect2 id="bus-payroll-example">
+ <title>Business Payroll Example</title>
+ <para>Using the account setup seen previously, let’s go through an example. Assume that there are 2 employees (E1 and E2) who each earn $1000 per month gross salary. The employee contribution to Tax1 and Tax2 are 10% and 5% respectively. The company contribution to Tax1 and Tax2 are 15% and 10% each on top of the employee’s gross salary.</para>
+ <para>Starting with $50k in the bank, and before doing any payroll, the account hierarchy looks like this:</para>
+ <screenshot id="bus-pay-ex1">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_pay_ex1.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Libro paga - Esempio 1</phrase>
+ </textobject>
+ <caption>
+ <para>Impostazione iniziale del libro paga</para>
+ </caption>
+ </mediaobject>
</screenshot>
-
- </sect2>
- </sect1>
-
- </chapter>
+
+ <para>The deductions list for employee 1 are:</para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis>D_STIPENDIO_LORDO</emphasis> - stipendio lordo del dipendente - <emphasis>€1.000</emphasis></para>
+ </listitem>
+ <listitem>
+ <para><emphasis>D_IMPOSTA1</emphasis> - Contributo del dipendente all’imposta1 - <emphasis>€100</emphasis> (10% si D_STIPENDIO_LORDO)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>D_IMPOSTA2</emphasis> - Contributo del dipendente all’imposta2 - <emphasis>€50</emphasis> (5% di D_STIPENDIO_LORDO)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>S_IMPOSTA1</emphasis> - Contributo della società all’imposta1 - <emphasis>€150</emphasis> (15% di D_STIPENDIO_LORDO)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>S_IMPOSTA2</emphasis> - Contributo della società all’imposta2 - <emphasis>€100</emphasis> (10% di D_STIPENDIO_LORDO)</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>
+ <table>
+ <title>Schema della transazione per il Dipendente 1</title>
+ <tgroup cols="3">
+ <thead>
+ <row>
+ <entry>Conto</entry><entry>Aumento</entry><entry>Diminuzione</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>Attività :Conto corrente</entry><entry/><entry>€850 (D_STIPENDIO-NETTO)</entry>
+ </row>
+ <row>
+ <entry>Uscite:Stipendi</entry><entry>€1000 (D_STIPENDIO_LORDO)</entry><entry/>
+ </row>
+ <row>
+ <entry>Passività :Imposta1</entry><entry/><entry>€100 (D_IMPOSTA1)</entry>
+ </row>
+ <row>
+ <entry>Passività :Imposta2</entry><entry/><entry>€50 (D_IMPOSTA2)</entry>
+ </row>
+ <row>
+ <entry>Uscite:Imposta1</entry><entry>€150 (S_IMPOSTA1)</entry><entry/>
+ </row>
+ <row>
+ <entry>Passività :Imposta1</entry><entry/><entry>€150 (S_IMPOSTA1)</entry>
+ </row>
+ <row>
+ <entry>Uscite:Imposta2</entry><entry>€100 (S_IMPOSTA2)</entry><entry/>
+ </row>
+ <row>
+ <entry>Passività :Imposta2</entry><entry/><entry>€100 (S_IMPOSTA2)</entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ </para>
+
+ <para>From the checking account, enter the split transaction for employee 1. It should look like this:</para>
+
+ <screenshot id="bus-pay-ex2">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_pay_ex2.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Libro paga - Esempio 2</phrase>
+ </textobject>
+ <caption>
+ <para>Transazione suddivisa per il Dipendente1</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <tip>
+ <para>Quando si pagano i dipendenti, inserire solamente il nome del dipendente nel campo della <guilabel>descrizione</guilabel>. Se si decide di utilizzare <application>&app;</application> anche per la stampa degli assegni, l’assegno verrà creato con il nome corretto del dipendente a cui si riferisce. Per registrare altre informazioni nella transazione oltre al nome del dipendente, utilizzare il campo delle note, disponibile quando si visualizza il registro nella modalità a <guilabel>doppia linea</guilabel>.</para>
+ </tip>
+ <para>Si ripeta la procedura descritta anche per il secondo dipendente; al termine la struttura dei conti assomiglierà a questa:</para>
+
+ <screenshot id="bus-pay-ex3">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_pay_ex3.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Libro paga - esempio 3</phrase>
+ </textobject>
+ <caption>
+ <para>La struttura dei conti dopo aver pagato gli stipendi</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Now, you will enter the company contributions. The <emphasis>Liabilities:Tax1</emphasis> and
+ <emphasis>Liabilities:Tax2</emphasis> accounts track how much you must pay to the
+ government for each tax type. When it is time to pay these agencies, you will
+ make a transaction from the checking account to these liability accounts.
+ No expense accounts are involved. The main account will then appear like this:</para>
+
+ <screenshot id="bus-pay-ex4">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_pay_ex4.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Libro paga - esempio 4</phrase>
+ </textobject>
+ <caption>
+ <para>I conti dopo aver pagato le imposte governative</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ </sect2>
+ </sect1>
+</chapter>
<!--
(Do not remove this comment block.)
diff --git a/help/it/gnucash-help.xml b/help/it/gnucash-help.xml
index ca7730c..eee3dcb 100644
--- a/help/it/gnucash-help.xml
+++ b/help/it/gnucash-help.xml
@@ -6773,15 +6773,24 @@
<varlistentry>
<term><guilabel>R</guilabel></term>
<listitem>
- <para>Shows a green tick if the transaction will be
+ <para>Shows a check if the transaction will be
reconciled when done.</para>
</listitem>
</varlistentry>
</variablelist>
- <para>To mark a transaction as reconciled just click on it and a green checkmark will appear
+ <para>To mark a transaction as reconciled just click on it and a checkmark will appear
on the relevant <guilabel>R</guilabel> column.</para>
+ <tip>
+ <para>You can check or uncheck the reconcile status of all transactions in
+ either pane by clicking on a transaction in the required pane then clicking
+ <keycap>Ctrl-A</keycap> followed by <keycap>space</keycap>. This will toggle
+ the reconcile status of all transactions in the pane to either checked or
+ unchecked state. This procedure can be repeated to achieve the desired status
+ for the transactions in the pane.</para>
+ </tip>
+
<note>
<para>Under each pane a <guilabel>Total</guilabel> for
reconciled transactions is shown.</para>
commit bb035fb3497e145f1f5d1ae2f6a65021bcaa7b76
Author: David Thomas <sunfish62 at yahoo.com>
Date: Sat Jan 28 15:05:08 2017 +0500
Golly. Keep missing things!
diff --git a/guide/C/Makefile.am b/guide/C/Makefile.am
index 843b331..ccc5196 100644
--- a/guide/C/Makefile.am
+++ b/guide/C/Makefile.am
@@ -24,7 +24,7 @@ entities = \
ch_capgain.xml \
ch_currency.xml \
ch_dep.xml \
- ch_bus_intro.xml \
+ ch_bus_features.xml \
ch_budgets.xml \
ch_oth_assets.xml \
ch_python_bindings.xml \
commit f91adcc9e63b82a861a380b57527bd06c115197f
Author: David Thomas <sunfish62 at yahoo.com>
Date: Sat Jan 28 14:47:20 2017 +0500
Commit to rename to ch_bus_features.xml
diff --git a/guide/C/ch_bus_intro.xml b/guide/C/ch_bus_features.xml
similarity index 100%
rename from guide/C/ch_bus_intro.xml
rename to guide/C/ch_bus_features.xml
diff --git a/guide/C/gnucash-guide.xml b/guide/C/gnucash-guide.xml
index 98b5627..39cdbcd 100644
--- a/guide/C/gnucash-guide.xml
+++ b/guide/C/gnucash-guide.xml
@@ -21,7 +21,7 @@
<!ENTITY chapter10 SYSTEM "ch_reports.xml">
<!ENTITY chapter11 SYSTEM "ch_capgain.xml">
<!ENTITY chapter12 SYSTEM "ch_currency.xml">
-<!ENTITY chapter13 SYSTEM "ch_bus_intro.xml">
+<!ENTITY chapter13 SYSTEM "ch_bus_features.xml">
<!ENTITY chapter14 SYSTEM "ch_budgets.xml">
<!ENTITY chapter15 SYSTEM "ch_oth_assets.xml">
<!ENTITY chapter16 SYSTEM "ch_dep.xml">
commit fd9acaf5756e50537eb7e1ffae50516bb99f488f
Author: David Thomas <sunfish62 at yahoo.com>
Date: Sat Jan 28 14:03:28 2017 +0500
Bug 777318 - Restructure Business Features Chapters.
diff --git a/guide/C/Makefile.am b/guide/C/Makefile.am
index 9faa529..843b331 100644
--- a/guide/C/Makefile.am
+++ b/guide/C/Makefile.am
@@ -25,10 +25,6 @@ entities = \
ch_currency.xml \
ch_dep.xml \
ch_bus_intro.xml \
- ch_bus_setup.xml \
- ch_bus_ar.xml \
- ch_bus_ap.xml \
- ch_bus_pay.xml \
ch_budgets.xml \
ch_oth_assets.xml \
ch_python_bindings.xml \
diff --git a/guide/C/ch_bus_ap.xml b/guide/C/ch_bus_ap.xml
deleted file mode 100644
index 95be8f9..0000000
--- a/guide/C/ch_bus_ap.xml
+++ /dev/null
@@ -1,296 +0,0 @@
-<!--
- (Do not remove this comment block.)
- Originally designed by Carol Champagne.
- Version: 2.0.0
- Last modified: Sep 19th 2015
- Maintainers:
- Chris Lyttle <chris at wilddev.net>
- Author:
- Jon Lapham <lapham at extracta.com.br>
- updated Patrick Schweiger <pks at spiffykitty.com>
- Chris Good <chris.good at ozemail.com.au>
- Translators:
- (translators put your name and email here)
--->
-
-<!--
-A lot of the following text is duplicated in the GnuCash help. The text here in the guide should be
-corrected to be less describing of the interface and more tutorial oriented
--->
-
-<chapter id="chapter_bus_ap">
- <title>Accounts Payable</title>
- <para>Accounts Payable (or A/P) refers to the accounting of products or services which a company has
- bought and needs to pay for.
- </para>
-
- <sect1 id="bus-ap-setup1">
- <title>Initial Setup</title>
- <para>Perform set up tasks listed in <xref linkend="chapter_bus_setup" />.
- </para>
- </sect1>
-
- <sect1 id="bus-ap-components1">
- <title>System Components</title>
- <para><application>&app;</application> has an integrated accounts payable system. The transactions generated by the A/P system are placed within the Accounts Payable account,
- as a record of what occurs. Generally you do not directly work with this account but use the four integrated <application>&app;</application> A/P application components.
- The A/P components are available from the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu></menuchoice> sub-menu. These A/P components are:
- </para>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Vendors</guilabel> are people or companies from which you buy products or services on credit.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Bills</guilabel> represent the physical bills vendors send to request payment from you. A bill contains an itemized list of things you purchased.</para>
- <para>In addition, GnuCash also has support for <guilabel>Credit Notes</guilabel>
- which represent the inverse of Bills. A credit note is usually received from
- a vendor to correct items that were erroneously billed or returned.
- </para>
- <para>Both document types will be set up using the same menu items.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Jobs</guilabel> (optional) is where you register Vendor Jobs. Jobs are mechanism by which you can group multiple bills from a particular vendor.
- </para>
- </listitem>
-
- <listitem>
- <para><guilabel>Process Payments</guilabel> is where you register payments to a vendor to whom you owe money.</para>
- </listitem>
- </itemizedlist>
-
- <para>The following sections introduce the individual Accounts Payable application components.</para>
- </sect1>
-
- <sect1 id="bus-ap-vendors1">
- <title>Vendors</title>
- <para>A vendor is a company or person from whom you purchase goods or services. Vendors must be registered within the A/P system.</para>
-
- <sect2 id="bus-ap-vendornew2">
- <title>New</title>
- <para>To register a new vendor, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>
- New Vendor</guimenuitem></menuchoice> menu item. Fill in general information about the vendor, such as Company Name, Address, Phone,
- Fax, etc. Below is a list of the other options: </para> <para>This is what the New Vendor registration window looks like:
- </para>
- <screenshot id="bus-ap-vendornew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_vendornew.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>New Vendor Registration Window</phrase>
- </textobject>
- <caption>
- <para>New Vendor Registration Window</para>
- </caption>
- </mediaobject>
- </screenshot>
- </sect2>
-
- <sect2 id="bus-ap-vendorfind2">
- <title>Find and Edit</title>
-
- <para>To search for an existing vendor, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>
- Find Vendor</guimenuitem></menuchoice> window. You select a vendor to <guibutton>View/Edit</guibutton> from the results of the search.
- This window is also used to look up a vendor when entering bills and processing payments.
- </para>
- <screenshot id="bus-ar-vendorfind">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_vendorfind.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Find Vendor Window</phrase>
- </textobject>
- <caption>
- <para>Find Vendor Window</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <para>If many vendors match the search criteria you provide, the
- search can be refined by running an additional search within the current
- results. The current result set is searched when the <guilabel>Refine
- Current Search</guilabel> radio button is selected. In fact, <application>&app;</application>
- selects this option for you after you run the initial search.</para>
-
- <para>If the vendor you are searching for does not match the supplied
- search criteria, change the search criteria, click the <guilabel>New
- Search</guilabel> radio button and then the <guibutton>Find</guibutton>
- button. The relevant step is the <guilabel>New Search</guilabel>
- selection. If the vendor is not in the result of the original search,
- and you only search within this set, the vendor cannot be found,
- regardless of new search criteria.
- </para>
-
- <note>
- <para>To return a list of all registered active vendors, set the search criterion to <guilabel>matches regex</guilabel>, and place a single dot <quote>.</quote> in the text field area. Make sure <guilabel>Search only active data</guilabel> is checked, then click <guibutton>Find</guibutton>. The regular expression <quote>.</quote> means to match anything.
- </para>
- </note>
- </sect2>
-</sect1>
-
- <sect1 id="bus-ap-bills1">
- <title>Bills</title>
- <para>A bill is a request for payment you receive from a vendor. <application>&app;</application> can track bills.</para>
-
- <para>A credit note is the document you receive from a vendor to correct
- products or services rendered that you were incorrectly charged for on a bill. <application>&app;</application> can generate and track
- credit notes via the same menu entries as bills.</para>
-
- <note>
- <para>This section applies to both bills and
- credit notes. In order to avoid repeating everything twice and to keep
- the text easier to read it will refer only to bills. You can apply
- it equally to credit notes. Only where the behaviour of credit notes
- differs from bills this will be explicitly mentioned.</para>
- </note>
-
- <sect2 id="bus-ap-billnew2">
- <title>New</title>
- <para>When you receive a bill from a vendor and want to enter it into <application>&app;</application>, you must create a new bill. To create a new bill use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Bill</guimenuitem></menuchoice> menu item, and fill in the resulting window appropriately.</para>
- <screenshot id="bus-ap-billnew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_billnew.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>New Bill Registration Window</phrase>
- </textobject>
- <caption>
- <para>New Bill Registration Window
- </para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <para>When you click the <guibutton>OK</guibutton> the <guilabel>Edit Bill</guilabel> opens.</para>
- </sect2>
-
- <sect2 id="bus-ap-billedit2">
- <title>Edit</title>
- <para>From the Edit Bill window you can enter an itemized list of
- goods and services you purchased, in a manner similar to how the account
- register works. For credit notes you enter an itemized list of goods and
- services the vendor refunded instead.
- </para>
- <screenshot id="bus-ap-billedit">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_billedit.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Edit Bill Window</phrase>
- </textobject>
- <caption>
- <para>Edit Bill Window</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <para>When you have finished entering all the items, <guilabel>Post</guilabel> the bill. </para>
- </sect2>
-
- <sect2 id="bus-ap-billpost2">
- <title>Post</title>
- <para>When you finish editing a bill, you should <guilabel>Post</guilabel> the bill. You do not have to post the bill,
- you can close it and return to it later. You have to post the bill eventually. Posting a bill places its transactions into an accounts payable account.
- The Post Bill window appears and asks you to enter information:
- </para>
-
- <screenshot id="bus-ap-billpost">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_billpost.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Post Bill Window</phrase>
- </textobject>
- <caption>
- <para>Post Bill Window</para>
- </caption>
- </mediaobject>
- </screenshot>
- </sect2>
-
- <sect2 id="bus-ap-billfind2">
- <title>Find</title>
- <para>To find an existing bill, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>Find Bill</guimenuitem></menuchoice> menu item. From the results of the search, you can select a bill to edit, or view.</para>
- <note>
- <para>Before you can edit a posted bill, you will need to <guilabel>Unpost</guilabel> it.</para>
- </note>
-
- <note>
- <para>There are other ways to access an existing bill. These are similar to accessing invoices for your customers. See <xref linkend="bus-ar-invoicefind2" /> for more information.</para>
- </note>
- </sect2>
-</sect1>
-
- <sect1 id="bus-ap-jobs1">
- <title>Vendor Jobs</title>
- <para>Vendor Jobs are used to group multiple bills and credit notes from a single vendor. Use of the vendor jobs feature is optional.
- The feature is useful when you have multiple <guilabel>jobs</guilabel> for the same vendor, and would like to view all the bills and
- credit notes for a single job.
- </para>
- <para>To use vendor jobs, you must create them using the
- <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Job</guimenuitem>
- </menuchoice> menu item. You will see the <guilabel>New Job</guilabel> window.
- </para>
-
- <screenshot id="bus-ap-jobnew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_jobnew.png" srccredit="Jon Lapham" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>New Vendor Job</phrase>
- </textobject>
- <caption>
- <para>New Vendor Job</para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <para>To edit an existing vendor job, use the <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
- <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
- search results, and click the <guilabel>View/Edit Job</guilabel>
- button.</para>
-
- <para>To select from the bills associated with a given job, use <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
- <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
- search results and click the <guilabel>View Invoices</guilabel> button. A
- window listing bills and credit notes associated with this job appears. Select a
- bill or credit note and click the <guilabel>View Invoice</guilabel> button to open a
- bill editor in the main application window.</para>
- </sect1>
-
- <sect1 id="bus-ap-payment1">
- <title>Process Payment</title>
- <para>Eventually, you need to pay your bills. To do so, use the Process Payment application found in
- <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>Process Payment</guimenuitem>
- </menuchoice>.
- </para>
-
- <para>Below is the <application>&app;</application> Accounts Receivable payment window.</para>
- <screenshot id="bus-ap-payment">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ap_payment.png" srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Process Payment</phrase>
- </textobject>
- <caption>
- <para>Process Payment Window
- </para>
- </caption>
- </mediaobject>
- </screenshot>
-
- </sect1>
-
-</chapter>
diff --git a/guide/C/ch_bus_ar.xml b/guide/C/ch_bus_ar.xml
deleted file mode 100644
index 9fa556d..0000000
--- a/guide/C/ch_bus_ar.xml
+++ /dev/null
@@ -1,542 +0,0 @@
-<!--
- (Do not remove this comment block.)
- Version: 2.0.0
- Last modified: July 9th 2006
- Maintainers:
- Chris Lyttle <chris at wilddev.net>
- Author:
- Jon Lapham <lapham at extracta.com.br>
- updated Patrick Schweiger <pks at spiffykitty.com>
- Originally designed by Carol Champagne.
- Translators:
- (translators put your name and email here)
--->
-
-<!--
-A lot of the following text is duplicated in the GnuCash help. The text here in the guide should be
-corrected to be less describing of the interface and more tutorial oriented
--->
-
-<chapter id="chapter_bus_ar">
- <title>Accounts Receivable</title>
-
- <para>Accounts Receivable (or A/R) refers to products or services provided
- by your company for which payment has not yet been received.</para>
-
- <sect1 id="bus-ar-setup1">
- <title>Initial Setup</title>
-
- <para>Perform set up tasks listed in <xref linkend="chapter_bus_setup" />.
- </para>
-
- </sect1>
-
- <sect1 id="bus-ar-components1">
- <title>System Components</title>
-
- <para><application>&app;</application> has an integrated accounts receivable system. The
- transactions generated by the A/R system are recorded within the Accounts
- Receivable account. You generally do not work directly with this account.
- You generally work with the four integrated <application>&app;</application> A/R application
- components available through the <menuchoice><guimenu>Business</guimenu>
- <guisubmenu>Customer</guisubmenu></menuchoice> sub-menu. These four components are:</para>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Customers</guilabel> are people or companies to whom
- you sell products or services on credit.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Invoices</guilabel> represent the physical invoice you
- send to a customer to request payment. This invoice contains an
- itemized list of things you sold.</para>
- <para>In addition, GnuCash also has support for <guilabel>Credit Notes</guilabel>
- which represent the inverse of Invoices. A credit note is usually handed to
- a customer to correct items that were incorrectly invoiced or returned.</para>
- <para>Both document types will be set up using the same menu items. Credit notes were introduced starting with
- <application>&app;</application> stable release 2.6.0.
- </para>
- </listitem>
-
- <listitem>
- <para><guilabel>Jobs</guilabel> (optional) is where you register
- Customer Jobs. Jobs are a mechanism by which you can group multiple
- invoices to a particular customer.</para>
- </listitem>
-
- <listitem>
- <para><guilabel>Process Payments</guilabel> is used to register
- payments you received from a customer.</para>
- </listitem>
- </itemizedlist>
- </sect1>
-
- <sect1 id="bus-ar-customers1">
- <title>Customers</title>
-
- <para>Customers are people or companies to whom you sell goods or
- services. They must be registered within the A/R system.</para>
-
- <sect2 id="bus-ar-custnew2">
- <title>New</title>
-
- <para>To register a new customer, enter the menu <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
- <guimenuitem>New Customer</guimenuitem></menuchoice>. Fill in customer information, such as
- Company Name, Address, Phone, Fax, etc.</para>
-
- <screenshot id="bus-ar-custnew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_custnew.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>New Customer Registration Window</phrase>
- </textobject>
-
- <caption><para>New Customer Registration Window</para></caption>
- </mediaobject>
- </screenshot>
-
- </sect2>
-
- <sect2 id="bus-ar-custfind2">
- <title>Find and Edit</title>
-
- <para>To search for an existing customer, use the <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
- <guimenuitem>Find Customer</guimenuitem></menuchoice> window. You select a customer to
- <guilabel>View/Edit</guilabel> from the results of the search. This
- window is also used to look up customers when creating invoices and
- processing payments.</para>
-
- <screenshot id="bus-ar-custfind">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_custfind.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>Find Customer Window</phrase>
- </textobject>
-
- <caption><para>Find Customer Window </para></caption>
- </mediaobject>
- </screenshot>
-
- <para>If many customers match the search criteria you provide, the
- search can be refined by running an additional search within the current
- results. The current result set is searched when the <guilabel>Refine
- Current Search</guilabel> radio button is selected. In fact, <application>&app;</application>
- selects this option for you after you run the initial search.</para>
-
- <para>If the customer you are searching for does not match the supplied
- search criteria, change the search criteria, click the <guilabel>New
- Search</guilabel> radio button and then the <guilabel>Find</guilabel>
- button. The relevant step is the <guilabel>New Search</guilabel>
- selection. If the customer is not in the result of the original search,
- and you only search within this set, the customer cannot be found,
- regardless of new search criteria.</para>
-
- <note>
- <para>To return a list of all registered active customers, set the
- search criterion to <guilabel>matches regex</guilabel>, and place a
- single dot "." in the text field area. Make sure <guilabel>Search only
- active data</guilabel> is checked, then click
- <guibutton>Find</guibutton>. The regular expression "." means to match
- anything.</para>
- </note>
- </sect2>
- </sect1>
-
- <sect1 id="bus-ar-invoices1">
- <title>Invoices</title>
-
- <para>An invoice is the paperwork you send to a customer to request
- payment for products or services rendered. <application>&app;</application> can generate and track
- invoices.</para>
-
- <para>A credit note is the paperwork you send to a customer to correct
- products or services rendered that were incorrectly invoiced. <application>&app;</application> can generate and track
- credit notes via the same menu entries as invoices.</para>
-
- <note>
- <para>This section applies to both invoices and
- credit notes. In order to avoid repeating everything twice and to keep
- the text easier to read it will refer only to invoices. You can apply
- it equally to credit notes. Only where the behaviour of credit notes
- differs from invoices this will be explicitly mentioned.</para>
- </note>
-
- <sect2 id="bus-ar-invoicenew2">
- <title>New</title>
-
- <para>To send an invoice to a customer you must first create the new
- document. To create an invoice use <menuchoice><guimenu>Business</guimenu>
- <guisubmenu>Customer</guisubmenu><guimenuitem>New Invoice</guimenuitem></menuchoice>. The
- New Invoice window must be filled in appropriately.</para>
-
- <screenshot id="bus-ar-invoicenew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoicenew.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>Creating a New Invoice</phrase>
- </textobject>
-
- <caption><para>Creating a New Invoice</para></caption>
- </mediaobject>
- </screenshot>
-
- <para>When you click the <guibutton>OK</guibutton> button, the
- <guilabel>Edit Invoice</guilabel> window opens.</para>
- </sect2>
-
- <sect2 id="bus-ar-invoiceedit2">
- <title>Edit</title>
-
- <para>From the Edit Invoice window you can enter an itemized list of
- goods and services you sold on this invoice in a manner similar to how the account
- register works. For credit notes you enter an itemized list of goods and
- services you refunded instead.</para>
-
- <screenshot id="bus-ar-invoiceedit">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoiceedit.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>Edit Invoice Window</phrase>
- </textobject>
-
- <caption><para>Edit Invoice Window </para></caption>
- </mediaobject>
- </screenshot>
-
- <para>When you have finished entering all the items, you can
- <guilabel>Post</guilabel> and print the invoice.</para>
- </sect2>
-
- <sect2 id="bus-ar-invoicepost2">
- <title>Post</title>
-
- <para>When you finish editing an invoice and are ready to print, you
- must <guilabel>Post</guilabel> the invoice. The invoice does not have to
- be posted immediately. In fact, you should only post an invoice when you
- are ready to print it. Posting an invoice places the transactions in an
- accounts receivable account.</para>
-
- <screenshot id="bus-ar-invoicepost">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoicepost.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>Post Invoice Window</phrase>
- </textobject>
-
- <caption><para>Post Invoice Window </para></caption>
- </mediaobject>
- </screenshot>
-
- </sect2>
-
- <sect2 id="bus-ar-invoicefind2">
- <title>Find</title>
-
- <para>To find an existing invoice, use the <menuchoice><guimenu>Business</guimenu>
- <guisubmenu>Customer</guisubmenu><guimenuitem>Find Invoice</guimenuitem></menuchoice>
- menu item. From the results of the search, you can select an invoice
- to edit or view.</para>
-
- <note>
- <para>Before you can edit a posted invoice, you will need to
- <guilabel>Unpost</guilabel> it.</para>
- </note>
-
- <para>One of the design goals in <application>&app;</application>’s Account Receivable system was
- to allow different processes to get to the same state, so you can reach
- an invoice from different directions based on the way you think about
- the problem:</para>
-
- <itemizedlist>
- <listitem>
- <para>You can search for the customer first, then list their
- invoices.</para>
- </listitem>
-
- <listitem>
- <para>You can search for invoices by number or by company
- name.</para>
- </listitem>
-
- <listitem>
- <para>You can list invoices associated with a customer job.</para>
- </listitem>
- </itemizedlist>
- </sect2>
-
- <sect2 id="bus-ar-invoiceprint2">
- <title>Print</title>
-
- <para>After you post an invoice, you should print it and send it to your
- customer. To print an invoice use <menuchoice><guimenu>File</guimenu>
- <guimenuitem>Print Invoice</guimenuitem></menuchoice> menu item.</para>
-
- <screenshot id="bus-ar-invoiceprint">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoiceprint.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>Invoice Print Output</phrase>
- </textobject>
-
- <caption><para>Invoice Print Output </para></caption>
- </mediaobject>
- </screenshot>
-
- <note>
- <para>You can modify the appearance of the invoice, IE: add a company
- logo, etc. To do so, see the <xref
- linkend="bus-ar-invoicechange" />.</para>
- </note>
-
- <para>Invoices can also be printed from the main window by selecting
- <menuchoice><guimenu>Reports</guimenu><guisubmenu>Business Reports</guisubmenu>
- <guimenuitem>Printable Invoice</guimenuitem></menuchoice> from the main menu. The
- resulting report window states that no valid invoice is selected. To
- select the invoice to print:</para>
-
- <orderedlist>
- <listitem>
- <para>Use the <guibutton>Options</guibutton> <emphasis>Toolbar</emphasis> button or select
- <menuchoice><guimenu>Edit</guimenu><guimenuitem>Report Options</guimenuitem></menuchoice> from
- the main menu.</para>
- </listitem>
-
- <listitem>
- <para>Select the <guilabel>General</guilabel> tab of the report
- options dialog.</para>
- </listitem>
-
- <listitem>
- <para>Click the <guibutton>Select</guibutton> button next to the
- <guilabel>Invoice Number</guilabel> field.</para>
- </listitem>
-
- <listitem>
- <para>Search for the invoice as usual.</para>
- </listitem>
- </orderedlist>
-
- <para>You can also print invoices from within the Process Payment
- dialog. See the <xref linkend="bus-ar-payment1" /> for instructions on
- how to do so.</para>
- </sect2>
-
- <sect2 id="bus-ar-invoicestarting2">
- <title>Assign Starting Invoice Number</title>
-
- <para>By default, <application>&app;</application> starts with invoice number 1 and increments from there. You can
- manually type an invoice number into the text box each time you create
- an invoice, but this gets tiring and sooner or later leads to duplicate
- numbers.</para>
-
- <para>You can change the starting invoice number if it is important you.
- Use <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice>, access
- the <guilabel>Counters</guilabel> tab, change the <guilabel>Invoice number</guilabel> value to be
- one less than your desired starting invoice number and click the <guibutton>OK</guibutton> button or the
- <guibutton>Apply</guibutton> button.</para>
- </sect2>
- </sect1>
-
- <sect1 id="bus-ar-jobs1">
- <title>Customer Jobs</title>
-
- <para>Customer Jobs are used to group multiple invoices and credit notes to the same
- customer. Use of the Customer Jobs feature is optional. The feature is
- useful when you have multiple <guilabel>jobs</guilabel> for the same customer, and would like
- to view all the invoices and credit notes related to a single job.</para>
-
- <screenshot id="bus-ar-jobnew">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_jobnew.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>New Customer Job</phrase>
- </textobject>
-
- <caption><para>New Customer Job </para></caption>
- </mediaobject>
- </screenshot>
-
- <para>To use customer jobs, you must create them using the <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
- <guimenuitem>New Job</guimenuitem></menuchoice> menu item. You will see the <guilabel>New
- Job</guilabel> window.</para>
-
- <para>To edit an existing customer job, use the <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
- <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
- search results, and click the <guilabel>View/Edit Job</guilabel>
- button.</para>
-
- <para>To select from the invoices and credit notes associated with a given job, use <menuchoice>
- <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu><guimenuitem>Find
- Job</guimenuitem></menuchoice> menu item. Select the desired job in the
- search results and click the <guilabel>View Invoices</guilabel> button. A
- window listing invoices and credit notes associated with this job appears. Select an
- invoice or credit note and click the <guilabel>View Invoice</guilabel> button to open an
- invoice editor in the main application window.</para>
- </sect1>
-
- <sect1 id="bus-ar-payment1">
- <title>Process Payment</title>
-
- <para>Eventually, you will receive payment from your customers for
- outstanding invoices. To register these payments, use the Process Payment
- application found in <menuchoice><guimenu>Business</guimenu>
- <guisubmenu>Customer</guisubmenu><guimenuitem>Process
- Payment</guimenuitem></menuchoice>.</para>
-
- <screenshot id="bus-ar-payment">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_payment.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>Process Payment</phrase>
- </textobject>
-
- <caption><para>Process Payment Window </para></caption>
- </mediaobject>
- </screenshot>
-
- </sect1>
-
- <sect1 id="bus-ar-invoicechange">
- <title>Changing the Invoice Appearance</title>
-
- <para>The default Invoice style, as shown in <xref
- linkend="bus-ar-invoiceprint2" />, is fairly barren. The default invoice
- style leaves the top part of the form blank, so you can print on company
- letterhead paper. There are some things you can do to change invoice
- appearance.</para>
-
- <para>Use <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice> to
- enter your Company informations in the <guilabel>Business</guilabel> tab of the <guilabel>Book Options</guilabel> window.
- Some of the entered informations are printed on the right side of invoices.</para>
-
- <para>To add a customized background, heading banner or logo to invoices,
- modify the invoice style sheets. To do this, go to <menuchoice><guimenu>Edit</guimenu>
- <guimenuitem>Style Sheets</guimenuitem></menuchoice> and select the <guibutton>New</guibutton>
- button in the <guilabel>Select HTML Style Sheet</guilabel> window that will appear.
- You will then see a window like this:</para>
-
- <screenshot id="bus-ar-invoicechange1">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoicechange1.png" format="PNG"
- srccredit="Cristian Marchi" />
- </imageobject>
-
- <textobject>
- <phrase>New Style Sheet Window</phrase>
- </textobject>
-
- <caption><para>The New Style Sheet window.</para></caption>
- </mediaobject>
- </screenshot>
-
- <para>Give a <guilabel>Name</guilabel> to the new style sheet (e.g. <guilabel>Custom Invoice</guilabel>) and select the
- <guilabel>Fancy</guilabel> <guilabel>Template</guilabel>. When you click the
- <guibutton>OK</guibutton> button, the <guilabel>HTML Style Sheet Properties</guilabel> window is
- displayed. This window presents you five sections listed in the left pane: <guilabel>Colors</guilabel>, <guilabel>Fonts</guilabel>,
- <guilabel>General</guilabel>, <guilabel>Images</guilabel>, and <guilabel>Tables</guilabel>. The <guilabel>Colors</guilabel>
- section allows you to change the colors of various items of the invoice. The <guilabel>Fonts</guilabel> section lets you
- set fonts type and dimensions. The <guilabel>General</guilabel> section allows you to set the <guilabel>Preparer</guilabel> and
- <guilabel>Prepared for</guilabel> information, and to <guilabel>Enable Links</guilabel>. The <guilabel>Images</guilabel> section allows you
- to import graphics into the style sheet. The <guilabel>Tables</guilabel> section allows you to
- adjust the spacing around the tables which make up the invoice.</para>
-
- <para>To include a company logo, banner heading and background image, use
- your favorite graphics application such as <application>The Gimp</application> or <application>OpenOffice Draw</application> to
- save the images in either <acronym>GIF</acronym> or <acronym>PNG</acronym> format. Then import them into the
- style sheet using the <guilabel>Images</guilabel> section described above.</para>
-
- <para>Below is an example that imports all three types of images.</para>
-
- <screenshot id="bus-ar-invoicechange2">
- <mediaobject>
- <imageobject role="html">
- <imagedata fileref="figures/bus_ar_invoicechange2.png" format="PNG"
- srccredit="Cristian Marchi" width="510"/>
- </imageobject>
-
- <imageobject role="fo">
- <imagedata fileref="figures/bus_ar_invoicechange2.png" format="PNG"
- srccredit="Cristian Marchi"/>
- </imageobject>
-
- <textobject>
- <phrase>HTML Style Sheets example</phrase>
- </textobject>
-
- <caption><para>The <acronym>HTML</acronym> Style Sheets window with an example Background
- Tile, Heading Banner, and Logo.</para></caption>
- </mediaobject>
- </screenshot>
-
- <note>
- <para>The images are placed in the invoice as follows. The
- <guilabel>Background Tile</guilabel> is tiled to become the background
- image, the <guilabel>Heading Banner</guilabel> goes to above the invoice
- text, and the <guilabel>Logo</guilabel> is placed in the upper left corner
- of the invoice to the left of the Heading Banner. You will probably have
- to try a few different sized images until you get the invoices to print
- nicely. Some sizing suggestions are that the Logo should be 1 square cm
- (~0.5 inch), and the Heading Banner should be 15 cm (~6 inches) wide and 1
- cm (~0.5 inch) tall.</para>
- </note>
-
- <para>With the style sheet configured, when you print the invoice, you
- select the style sheet to use from the <guimenu>Options</guimenu> menu.
- Below is the resultant invoice after applying the style sheet demonstrated
- above.</para>
-
- <screenshot id="bus-ar-invoicechange3">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_ar_invoicechange3.png" format="PNG"
- srccredit="Patrick Schweiger" />
- </imageobject>
-
- <textobject>
- <phrase>HTML Style Sheets example</phrase>
- </textobject>
-
- <caption><para>The hideous invoice which results from the graphics
- selected in the style sheet.</para></caption>
- </mediaobject>
- </screenshot>
- </sect1>
-</chapter>
diff --git a/guide/C/ch_bus_intro.xml b/guide/C/ch_bus_intro.xml
index 8f26ff6..2fbc89e 100644
--- a/guide/C/ch_bus_intro.xml
+++ b/guide/C/ch_bus_intro.xml
@@ -11,12 +11,10 @@
(translators put your name and email here)
-->
-<chapter id="chapter_bus_intro">
- <title>Business Introduction</title>
-
-<!-- <sect1 id="bus-intro">
+<chapter id="chapter_bus_features">
+ <title>Business Features</title>
+ <sect1 id="bus-intro">
<title>Introduction to Business Features</title>
--->
<para>The accounting needs of a business are quite different from that of
a person. Businesses have customers that owe money, vendors which are owed
money, employee payroll, more complex tax laws, etc. <application>&app;</application> offers
@@ -36,7 +34,1464 @@
do not pay or get paid right away. For most home users, A/R and A/P are
too complicated to be worthwhile.
</para>
+ </sect1>
+ <sect1 id="bus_setup">
+ <title>Business Setup</title>
-<!-- </sect1>
--->
+ <para>To set up <application>&app;</application> to handle accounts receivable or accounts payable
+ for a company, these preliminary steps must be done.
+ <itemizedlist>
+ <listitem><para>Build an appropriate Account Hierarchy.</para></listitem>
+ <listitem><para>Set up Tax Tables.</para></listitem>
+ <listitem><para>Enter the company information in <application>&app;</application>.</para></listitem>
+ <listitem><para>Set Business Preferences.</para></listitem>
+ <listitem><para>Set up Billing Terms.</para></listitem>
+ </itemizedlist>
+ </para>
+
+ <sect2 id="bus-setupacct">
+ <title>Account Setup</title>
+
+ <para>There are many different ways to set up a business account
+ hierarchy. You can start with the Business Accounts setup which is
+ available from the New Account Hierarchy assistant, or you could build one
+ manually. To access the prebuilt Business Accounts, start <application>&app;</application> and
+ click on <menuchoice><guimenu>File</guimenu><guimenuitem>New File</guimenuitem></menuchoice> and
+ proceed until you see the list of available accounts, select Business
+ Accounts.</para>
+
+ <para>The prebuilt Business Account hierarchy will not meet your needs
+ exactly. You will need make adjustments to the hierarchy so that it will
+ meet your particular needs. It should be close enough, however, that it
+ is recommended you begin with it.</para>
+
+ <para>To use <application>&app;</application>’s integrated accounts
+ receivable system, you must first set up a special account (usually a
+ sub-account under Assets) to hold transactions for receivables. This account
+ must be defined with account type <emphasis>A/Receivable</emphasis>.
+ <application>&app;</application> will use this account to place transactions
+ related to the integrated accounts receivable system.
+ </para>
+
+ <para>To use <application>&app;</application>’s integrated accounts
+ payable system, you must first set up an account (usually a
+ sub-account under Liabilities) to hold transactions for payables.
+ This account must be defined with account type <emphasis>A/Payable</emphasis>.
+ <application>&app;</application> will use this account to place transactions
+ related to the integrated accounts payable system.
+ </para>
+
+ <literallayout>
+Basic A/R and A/P Account Hierarchy:
+
+-Assets
+ -Accounts Receivable
+ -Checking
+-Expenses
+ ...(as required)
+-Income
+ -Sales
+-Liabilities
+ -Accounts Payable
+ -Tax
+ -Tax on Purchases
+ -Tax on Sales
+ </literallayout>
+
+ <para>You need to add additional accounts to this hierarchy for it to be useful.</para>
+
+ <note>
+ <para>You do not need to create an individual A/R account for each
+ customer. <application>&app;</application> keeps track of customers internally and provides
+ per-customer reports based on the internal tracking. The same applies to A/P and vendors.
+ </para>
+ </note>
+ <note>
+ <para>
+ If you deal with customers in more than one currency you will need a separate
+ <emphasis>Accounts Receivable</emphasis> account for each currency.
+ </para>
+
+ <para>
+ If you deal with vendors in more than one currency you will need a separate
+ <emphasis>Accounts Payable</emphasis> account for each currency.
+ </para>
+ </note>
+ <note>
+ <para>Transactions involving an Accounts Receivable or Accounts Payable account should not be
+ added, changed or deleted in any way other than by using Post/Unpost
+ Bill/Invoice/Voucher or Process Payment!
+ </para>
+ </note>
+ </sect2>
+
+ <sect2 id="bus-setuptaxtables">
+ <title>Setting up Tax Tables</title>
+
+ <para>Tax Tables can used to determine the tax for customer invoices (or vendor bills).
+ </para>
+
+ <para> A tax table can be assigned to an invoice line or bill line.</para>
+
+ <para>Set up distinct tax tables for customers and vendors.</para>
+
+ <para> The default invoice line tax table can be assigned to each customer and the default bill
+ line tax table can be assigned to each vendor.
+ </para>
+
+ <para>The default tax table for new customers or new vendors can be specified in the <emphasis>Book Options </emphasis>
+ window which can be accessed by
+ <menuchoice><guimenu>File</guimenu>
+ <guisubmenu>Properties</guisubmenu>
+ <guimenuitem>Business tab.</guimenuitem>
+ </menuchoice>
+ </para>
+
+ <para>Tax Tables are maintained using the <emphasis>Sales Tax Table</emphasis> editor which is accessed via menu
+ <menuchoice><guimenu>Business</guimenu><guimenuitem>Sales Tax Table</guimenuitem></menuchoice>.
+ </para>
+
+ <figure pgwide="1">
+ <title>Tax Tables</title>
+ <screenshot id="bus-taxmain">
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/bus_tax_main.png" format="PNG"
+ srccredit="Chris Good" width="510px" />
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/bus_tax_main.png" format="PNG"
+ srccredit="Chris Good" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Sales Tax Tables Editor</phrase>
+ </textobject>
+
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <figure pgwide="1">
+ <title>New Sales Tax Table</title>
+ <screenshot id="bus-taxnew">
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/bus_tax_new.png" format="PNG"
+ srccredit="Chris Good" />
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/bus_tax_new.png" format="PNG"
+ srccredit="Chris Good" />
+ </imageobject>
+
+ <textobject>
+ <phrase>New Sales Tax Table</phrase>
+ </textobject>
+
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Name</guilabel> This is the tax table name.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Type</guilabel> Either <guilabel>Percent %</guilabel> or <guilabel>Value $</guilabel>.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Value</guilabel> This is the percentage or value depending on <guilabel>Type</guilabel>.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Account</guilabel> This is the account to which tax will be posted.
+ For tax collected from customers, this should probably be a Liability account as it must be payed to the government.
+ For tax paid to vendors, if tax laws allow tax paid to vendors to offset tax collected from customers, this should probably
+ also be a Liability account (even though it will usually have a debit balance)
+ so that the net tax owed to the government can be easily observed.
+ </para>
+ <para>If you set up Tax on Purchases and Tax on Sales as subaccounts of Liabilities:Tax then the net tax will be rolled up
+ and can be seen in the <application>&app;</application> Accounts tab.
+ </para>
+ <para><emphasis>If unsure about tax law requirements, get professional advise. </emphasis></para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2 id="bus-setupcname">
+ <title>Enter Company Information</title>
+
+ <para>After you have built the account structure and defined your tax tables, designate your
+ company in the <application>&app;</application> file. To do this, select the <guilabel>Business</guilabel> tab
+ in the <guilabel>Book Options</guilabel> window, which can be accessed from
+ <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem>
+ </menuchoice>.
+ </para>
+
+ <figure pgwide="1">
+ <title>Entering Company Information</title>
+ <screenshot id="bus-co-reg">
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/bus_co_reg.png" format="PNG"
+ srccredit="Chris Good" width="510px" />
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/bus_co_reg.png" format="PNG"
+ srccredit="Chris Good" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Company Information</phrase>
+ </textobject>
+
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <para>Here you can:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Enter the name of your company along with contact information
+ such as your phone number, fax number, e-mail address and website
+ URL.</para>
+ </listitem>
+
+ <listitem>
+ <para>Enter your company’s tax payer id number in the
+ <guilabel>Company ID</guilabel> field.</para>
+ </listitem>
+
+ <listitem>
+ <para>Select default tax tables applicable to your most common
+ customers and vendors.</para>
+ </listitem>
+ </itemizedlist>
+
+ </sect2>
+
+ <sect2 id="bus_setup_pref">
+ <title>Setting Business Preferences</title>
+ <para>Set options on the Business tab of the <application>&app;</application> preferences, which is
+ accessed via <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>
+ (<menuchoice><guimenu>GnuCash</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice> on Mac OS X).
+ See Help manual chapter 10.3.3 Business Book Options Tab.
+ </para>
+
+ </sect2>
+
+ <sect2 id="bus-setupterms">
+ <title>Setting Billing Terms</title>
+
+ <para>Billing Terms can be used to determine the payment due date and be a
+ guide for determining discount for early payment of invoices (or vendor bills).
+ </para>
+
+ <note>
+ <para>As of <application>&app;</application> 2.6.7, Billing Terms are only
+ partially supported. Date due is calculated using the Billing Terms
+ but discount amount is not.
+ </para>
+ <para>
+ Discount for early invoice payment is not implemented. There are 2 ways this may be done, although neither is recommended, and
+ professional advice should be used to confirm that regulations are being complied with:
+ <itemizedlist>
+ <listitem>
+ <para>After creating and posting a payment which pays the invoice in full, manually edit the payment transaction (usually strongly discouraged)
+ and split the payment to reduce it by the amount of the discount and a create a compensating split in an income (discount) account.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>Alternatively, after creating and posting a payment for the discounted amount, create a credit note for the discount using a specific negative
+ sales income (discount) account for the transfer account.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </para>
+ </note>
+
+ <para>You can specify the billing terms on each invoice/bill.
+ Invoice billing terms will default from the customer billing terms.
+ Bill billing terms will default from the vendor billing terms.
+ </para>
+
+ <para>Billing Terms are maintained using the Billing Terms Editor which is accessed via menu
+ <menuchoice><guimenu>Business</guimenu><guimenuitem>Billing Terms Editor</guimenuitem></menuchoice>.
+ </para>
+
+ <figure pgwide="1">
+ <title>Billing Terms Editor</title>
+ <screenshot id="bus-termsmain">
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/bus_terms_main.png" format="PNG"
+ srccredit="Chris Good" width="510px" />
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/bus_terms_main.png" format="PNG"
+ srccredit="Chris Good" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Billing Terms Editor</phrase>
+ </textobject>
+
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <figure pgwide="1">
+ <title>New Billing Term</title>
+ <screenshot id="bus-termsnew">
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/bus_terms_new.png" format="PNG"
+ srccredit="Chris Good" />
+ </imageobject>
+ <imageobject role="fo">
+ <imagedata fileref="figures/bus_terms_new.png" format="PNG"
+ srccredit="Chris Good" />
+ </imageobject>
+
+ <textobject>
+ <phrase>New Billing Term</phrase>
+ </textobject>
+
+ </mediaobject>
+ </screenshot>
+ </figure>
+
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Name</guilabel> The internal name of the billing term. For some examples of billing term names and descriptions see
+ <ulink url="http://wiki.gnucash.org/wiki/Terms" />.
+ </para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Description</guilabel> The description of the billing term, printed on invoices</para>
+ </listitem>
+ <listitem>
+ <para>There are 2 types of billing terms, with different information to be entered</para>
+ <itemizedlist>
+ <listitem>
+ <para>Type Days</para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Due Days</guilabel> The invoice or bill is due to be paid within this number of days after the post date</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Discount Days</guilabel> The number of days after the post date during which a discount will
+ be applied for early payment
+ </para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Discount %</guilabel> The percentage discount applied for early payment</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ <listitem>
+ <para>Type Proximo</para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Due Day</guilabel> The day of the month bills are due</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Discount Day</guilabel> The last day of the month for the early payment discount</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Discount %</guilabel> The discount percentage applied if paid early</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Cutoff Day</guilabel> The cutoff day for applying bills to the next month. After the
+ cutoff, bills are applied to the following month. Negative values
+ count backwards from the end of the month.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+ </sect1>
+ <sect1 id="bus_ar">
+ <title>Accounts Receivable</title>
+ <para>Accounts Receivable (or A/R) refers to products or services provided
+ by your company for which payment has not yet been received.</para>
+
+ <sect2 id="bus-ar-components1">
+ <title>System Components</title>
+
+ <para>Transactions generated by the A/R system are recorded within the Accounts
+ Receivable account. <emphasis>You should not work directly with this account.</emphasis>
+ Instead, you will work with the four integrated <application>&app;</application> A/R application
+ components available through the <menuchoice><guimenu>Business</guimenu>
+ <guisubmenu>Customer</guisubmenu></menuchoice> sub-menu. These four components are:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Customers</guilabel> are people or companies to whom
+ you sell products or services on credit.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Invoices</guilabel> represent the physical invoice you
+ send to a customer to request payment. This invoice contains an
+ itemized list of things you sold.</para>
+ <para>In addition, GnuCash also has support for <guilabel>Credit Notes</guilabel>
+ which represent the inverse of Invoices. A credit note is usually handed to
+ a customer to correct items that were incorrectly invoiced or returned.</para>
+ <para>Both document types will be set up using the same menu items. Credit notes were introduced starting with
+ <application>&app;</application> stable release 2.6.0.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Jobs</guilabel> (optional) is where you register
+ Customer Jobs. Jobs are a mechanism by which you can group multiple
+ invoices to a particular customer.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Process Payments</guilabel> is used to register
+ payments you received from a customer.</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2 id="bus-ar-customers1">
+ <title>Customers</title>
+
+ <para>Customers are people or companies to whom you sell goods or
+ services. They must be registered within the A/R system.</para>
+
+ <sect3 id="bus-ar-custnew2">
+ <title>New</title>
+
+ <para>To register a new customer, enter the menu <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
+ <guimenuitem>New Customer</guimenuitem></menuchoice>. Fill in customer information, such as
+ Company Name, Address, Phone, Fax, etc.</para>
+
+ <screenshot id="bus-ar-custnew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_custnew.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>New Customer Registration Window</phrase>
+ </textobject>
+
+ <caption><para>New Customer Registration Window</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ </sect3>
+
+ <sect3 id="bus-ar-custfind2">
+ <title>Find and Edit</title>
+
+ <para>To search for an existing customer, use the <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
+ <guimenuitem>Find Customer</guimenuitem></menuchoice> window. You select a customer to
+ <guilabel>View/Edit</guilabel> from the results of the search. This
+ window is also used to look up customers when creating invoices and
+ processing payments.</para>
+
+ <screenshot id="bus-ar-custfind">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_custfind.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Find Customer Window</phrase>
+ </textobject>
+
+ <caption><para>Find Customer Window </para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>If many customers match the search criteria you provide, the
+ search can be refined by running an additional search within the current
+ results. The current result set is searched when the <guilabel>Refine
+ Current Search</guilabel> radio button is selected. In fact, <application>&app;</application>
+ selects this option for you after you run the initial search.</para>
+
+ <para>If the customer you are searching for does not match the supplied
+ search criteria, change the search criteria, click the <guilabel>New
+ Search</guilabel> radio button and then the <guilabel>Find</guilabel>
+ button. The relevant step is the <guilabel>New Search</guilabel>
+ selection. If the customer is not in the result of the original search,
+ and you only search within this set, the customer cannot be found,
+ regardless of new search criteria.</para>
+
+ <note>
+ <para>To return a list of all registered active customers, set the
+ search criterion to <guilabel>matches regex</guilabel>, and place a
+ single dot "." in the text field area. Make sure <guilabel>Search only
+ active data</guilabel> is checked, then click
+ <guibutton>Find</guibutton>. The regular expression "." means to match
+ anything.</para>
+ </note>
+ </sect3>
+ </sect2>
+
+ <sect2 id="bus-ar-invoices1">
+ <title>Invoices</title>
+
+ <para>An invoice is the paperwork you send to a customer to request
+ payment for products or services rendered. <application>&app;</application> can generate and track
+ invoices.</para>
+
+ <para>A credit note is the paperwork you send to a customer to correct
+ products or services rendered that were incorrectly invoiced. <application>&app;</application> can generate and track
+ credit notes via the same menu entries as invoices.</para>
+
+ <note>
+ <para>This section applies to both invoices and
+ credit notes. In order to avoid repeating everything twice and to keep
+ the text easier to read it will refer only to invoices. You can apply
+ it equally to credit notes. Only where the behavior of credit notes
+ differs from invoices this will be explicitly mentioned.</para>
+ </note>
+
+ <sect3 id="bus-ar-invoicenew2">
+ <title>New</title>
+
+ <para>To send an invoice to a customer you must first create the new
+ document. To create an invoice use <menuchoice><guimenu>Business</guimenu>
+ <guisubmenu>Customer</guisubmenu><guimenuitem>New Invoice</guimenuitem></menuchoice>. The
+ New Invoice window must be filled in appropriately.</para>
+
+ <screenshot id="bus-ar-invoicenew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoicenew.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Creating a New Invoice</phrase>
+ </textobject>
+
+ <caption><para>Creating a New Invoice</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>When you click the <guibutton>OK</guibutton> button, the
+ <guilabel>Edit Invoice</guilabel> window opens.</para>
+ </sect3>
+
+ <sect3 id="bus-ar-invoiceedit2">
+ <title>Edit</title>
+
+ <para>From the Edit Invoice window you can enter an itemized list of
+ goods and services you sold on this invoice in a manner similar to how the account
+ register works. For credit notes you enter an itemized list of goods and
+ services you refunded instead.</para>
+
+ <screenshot id="bus-ar-invoiceedit">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoiceedit.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Edit Invoice Window</phrase>
+ </textobject>
+
+ <caption><para>Edit Invoice Window </para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>When you have finished entering all the items, you can
+ <guilabel>Post</guilabel> and print the invoice.</para>
+ </sect3>
+
+ <sect3 id="bus-ar-invoicepost2">
+ <title>Post</title>
+
+ <para>When you finish editing an invoice and are ready to print, you
+ must <guilabel>Post</guilabel> the invoice. The invoice does not have to
+ be posted immediately. In fact, you should only post an invoice when you
+ are ready to print it. Posting an invoice places the transactions in an
+ accounts receivable account.</para>
+
+ <screenshot id="bus-ar-invoicepost">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoicepost.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Post Invoice Window</phrase>
+ </textobject>
+
+ <caption><para>Post Invoice Window </para></caption>
+ </mediaobject>
+ </screenshot>
+
+ </sect3>
+
+ <sect3 id="bus-ar-invoicefind2">
+ <title>Find</title>
+
+ <para>To find an existing invoice, use the <menuchoice><guimenu>Business</guimenu>
+ <guisubmenu>Customer</guisubmenu><guimenuitem>Find Invoice</guimenuitem></menuchoice>
+ menu item. From the results of the search, you can select an invoice
+ to edit or view.</para>
+
+ <note>
+ <para>Before you can edit a posted invoice, you will need to
+ <guilabel>Unpost</guilabel> it.</para>
+ </note>
+
+ <para>One of the design goals in <application>&app;</application>’s Account Receivable system was
+ to allow different processes to get to the same state, so you can reach
+ an invoice from different directions based on the way you think about
+ the problem:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>You can search for the customer first, then list their
+ invoices.</para>
+ </listitem>
+
+ <listitem>
+ <para>You can search for invoices by number or by company
+ name.</para>
+ </listitem>
+
+ <listitem>
+ <para>You can list invoices associated with a customer job.</para>
+ </listitem>
+ </itemizedlist>
+ </sect3>
+
+ <sect3 id="bus-ar-invoiceprint2">
+ <title>Print</title>
+
+ <para>After you post an invoice, you should print it and send it to your
+ customer. To print an invoice use <menuchoice><guimenu>File</guimenu>
+ <guimenuitem>Print Invoice</guimenuitem></menuchoice> menu item.</para>
+
+ <screenshot id="bus-ar-invoiceprint">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoiceprint.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Invoice Print Output</phrase>
+ </textobject>
+
+ <caption><para>Invoice Print Output </para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <note>
+ <para>You can modify the appearance of the invoice, IE: add a company
+ logo, etc. To do so, see the <xref
+ linkend="bus-ar-invoicechange" />.</para>
+ </note>
+
+ <para>Invoices can also be printed from the main window by selecting
+ <menuchoice><guimenu>Reports</guimenu><guisubmenu>Business Reports</guisubmenu>
+ <guimenuitem>Printable Invoice</guimenuitem></menuchoice> from the main menu. The
+ resulting report window states that no valid invoice is selected. To
+ select the invoice to print:</para>
+
+ <orderedlist>
+ <listitem>
+ <para>Use the <guibutton>Options</guibutton> <emphasis>Toolbar</emphasis> button or select
+ <menuchoice><guimenu>Edit</guimenu><guimenuitem>Report Options</guimenuitem></menuchoice> from
+ the main menu.</para>
+ </listitem>
+
+ <listitem>
+ <para>Select the <guilabel>General</guilabel> tab of the report
+ options dialog.</para>
+ </listitem>
+
+ <listitem>
+ <para>Click the <guibutton>Select</guibutton> button next to the
+ <guilabel>Invoice Number</guilabel> field.</para>
+ </listitem>
+
+ <listitem>
+ <para>Search for the invoice as usual.</para>
+ </listitem>
+ </orderedlist>
+
+ <para>You can also print invoices from within the Process Payment
+ dialog. See the <xref linkend="bus-ar-payment1" /> for instructions on
+ how to do so.</para>
+ </sect3>
+
+ <sect3 id="bus-ar-invoicestarting2">
+ <title>Assign Starting Invoice Number</title>
+
+ <para>By default, <application>&app;</application> starts with invoice number 1 and increments from there. You can
+ manually type an invoice number into the text box each time you create
+ an invoice, but this gets tiring and sooner or later leads to duplicate
+ numbers.</para>
+
+ <para>You can change the starting invoice number if it is important you.
+ Use <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice>, access
+ the <guilabel>Counters</guilabel> tab, change the <guilabel>Invoice number</guilabel> value to be
+ one less than your desired starting invoice number and click the <guibutton>OK</guibutton> button or the
+ <guibutton>Apply</guibutton> button.</para>
+ </sect3>
+ </sect2>
+
+ <sect2 id="bus-ar-jobs1">
+ <title>Customer Jobs</title>
+
+ <para>Customer Jobs are used to group multiple invoices and credit notes to the same
+ customer. Use of the Customer Jobs feature is optional. The feature is
+ useful when you have multiple <guilabel>jobs</guilabel> for the same customer, and would like
+ to view all the invoices and credit notes related to a single job.</para>
+
+ <screenshot id="bus-ar-jobnew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_jobnew.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>New Customer Job</phrase>
+ </textobject>
+
+ <caption><para>New Customer Job </para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>To use customer jobs, you must create them using the <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
+ <guimenuitem>New Job</guimenuitem></menuchoice> menu item. You will see the <guilabel>New
+ Job</guilabel> window.</para>
+
+ <para>To edit an existing customer job, use the <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
+ <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
+ search results, and click the <guilabel>View/Edit Job</guilabel>
+ button.</para>
+
+ <para>To select from the invoices and credit notes associated with a given job, use <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu><guimenuitem>Find
+ Job</guimenuitem></menuchoice> menu item. Select the desired job in the
+ search results and click the <guilabel>View Invoices</guilabel> button. A
+ window listing invoices and credit notes associated with this job appears. Select an
+ invoice or credit note and click the <guilabel>View Invoice</guilabel> button to open an
+ invoice editor in the main application window.</para>
+ </sect2>
+
+ <sect2 id="bus-ar-payment1">
+ <title>Process Payment</title>
+
+ <para>Eventually, you will receive payment from your customers for
+ outstanding invoices. To register these payments, use the Process Payment
+ application found in <menuchoice><guimenu>Business</guimenu>
+ <guisubmenu>Customer</guisubmenu><guimenuitem>Process
+ Payment</guimenuitem></menuchoice>.</para>
+
+ <screenshot id="bus-ar-payment">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_payment.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>Process Payment</phrase>
+ </textobject>
+
+ <caption><para>Process Payment Window </para></caption>
+ </mediaobject>
+ </screenshot>
+
+ </sect2>
+
+ <sect2 id="bus-ar-invoicechange">
+ <title>Changing the Invoice Appearance</title>
+
+ <para>The default Invoice style, as shown in <xref
+ linkend="bus-ar-invoiceprint2" />, is fairly barren. The default invoice
+ style leaves the top part of the form blank, so you can print on company
+ letterhead paper. There are some things you can do to change invoice
+ appearance.</para>
+
+ <para>Use <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice> to
+ enter your Company informations in the <guilabel>Business</guilabel> tab of the <guilabel>Book Options</guilabel> window.
+ Some of the entered informations are printed on the right side of invoices.</para>
+
+ <para>To add a customized background, heading banner or logo to invoices,
+ modify the invoice style sheets. To do this, go to <menuchoice><guimenu>Edit</guimenu>
+ <guimenuitem>Style Sheets</guimenuitem></menuchoice> and select the <guibutton>New</guibutton>
+ button in the <guilabel>Select HTML Style Sheet</guilabel> window that will appear.
+ You will then see a window like this:</para>
+
+ <screenshot id="bus-ar-invoicechange1">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoicechange1.png" format="PNG"
+ srccredit="Cristian Marchi" />
+ </imageobject>
+
+ <textobject>
+ <phrase>New Style Sheet Window</phrase>
+ </textobject>
+
+ <caption><para>The New Style Sheet window.</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Give a <guilabel>Name</guilabel> to the new style sheet (e.g. <guilabel>Custom Invoice</guilabel>) and select the
+ <guilabel>Fancy</guilabel> <guilabel>Template</guilabel>. When you click the
+ <guibutton>OK</guibutton> button, the <guilabel>HTML Style Sheet Properties</guilabel> window is
+ displayed. This window presents you five sections listed in the left pane: <guilabel>Colors</guilabel>, <guilabel>Fonts</guilabel>,
+ <guilabel>General</guilabel>, <guilabel>Images</guilabel>, and <guilabel>Tables</guilabel>. The <guilabel>Colors</guilabel>
+ section allows you to change the colors of various items of the invoice. The <guilabel>Fonts</guilabel> section lets you
+ set fonts type and dimensions. The <guilabel>General</guilabel> section allows you to set the <guilabel>Preparer</guilabel> and
+ <guilabel>Prepared for</guilabel> information, and to <guilabel>Enable Links</guilabel>. The <guilabel>Images</guilabel> section allows you
+ to import graphics into the style sheet. The <guilabel>Tables</guilabel> section allows you to
+ adjust the spacing around the tables which make up the invoice.</para>
+
+ <para>To include a company logo, banner heading and background image, use
+ your favorite graphics application such as <application>The Gimp</application> or <application>OpenOffice Draw</application> to
+ save the images in either <acronym>GIF</acronym> or <acronym>PNG</acronym> format. Then import them into the
+ style sheet using the <guilabel>Images</guilabel> section described above.</para>
+
+ <para>Below is an example that imports all three types of images.</para>
+
+ <screenshot id="bus-ar-invoicechange2">
+ <mediaobject>
+ <imageobject role="html">
+ <imagedata fileref="figures/bus_ar_invoicechange2.png" format="PNG"
+ srccredit="Cristian Marchi" width="510"/>
+ </imageobject>
+
+ <imageobject role="fo">
+ <imagedata fileref="figures/bus_ar_invoicechange2.png" format="PNG"
+ srccredit="Cristian Marchi"/>
+ </imageobject>
+
+ <textobject>
+ <phrase>HTML Style Sheets example</phrase>
+ </textobject>
+
+ <caption><para>The <acronym>HTML</acronym> Style Sheets window with an example Background
+ Tile, Heading Banner, and Logo.</para></caption>
+ </mediaobject>
+ </screenshot>
+
+ <note>
+ <para>The images are placed in the invoice as follows. The
+ <guilabel>Background Tile</guilabel> is tiled to become the background
+ image, the <guilabel>Heading Banner</guilabel> goes to above the invoice
+ text, and the <guilabel>Logo</guilabel> is placed in the upper left corner
+ of the invoice to the left of the Heading Banner. You will probably have
+ to try a few different sized images until you get the invoices to print
+ nicely. Some sizing suggestions are that the Logo should be 1 square cm
+ (~0.5 inch), and the Heading Banner should be 15 cm (~6 inches) wide and 1
+ cm (~0.5 inch) tall.</para>
+ </note>
+
+ <para>With the style sheet configured, when you print the invoice, you
+ select the style sheet to use from the <guimenu>Options</guimenu> menu.
+ Below is the resultant invoice after applying the style sheet demonstrated
+ above.</para>
+
+ <screenshot id="bus-ar-invoicechange3">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ar_invoicechange3.png" format="PNG"
+ srccredit="Patrick Schweiger" />
+ </imageobject>
+
+ <textobject>
+ <phrase>HTML Style Sheets example</phrase>
+ </textobject>
+
+ <caption><para>The hideous invoice which results from the graphics
+ selected in the style sheet.</para></caption>
+ </mediaobject>
+ </screenshot>
+ </sect2>
+ </sect1>
+ <sect1 id="bus_ap">
+ <title>Accounts Payable</title>
+ <para>Accounts Payable (or A/P) refers to the accounting of products or services which a company has
+ bought and needs to pay for.</para>
+
+ <sect2 id="bus-ap-components1">
+ <title>System Components</title>
+ <para><application>&app;</application> has an integrated accounts payable system. The transactions generated by the A/P system are placed within the Accounts Payable account,
+ as a record of what occurs. Generally you do not directly work with this account but use the four integrated <application>&app;</application> A/P application components.
+ The A/P components are available from the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu></menuchoice> sub-menu. These A/P components are:
+ </para>
+
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Vendors</guilabel> are people or companies from which you buy products or services on credit.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Bills</guilabel> represent the physical bills vendors send to request payment from you. A bill contains an itemized list of things you purchased.</para>
+ <para>In addition, GnuCash also has support for <guilabel>Credit Notes</guilabel>
+ which represent the inverse of Bills. A credit note is usually received from
+ a vendor to correct items that were erroneously billed or returned.
+ </para>
+ <para>Both document types will be set up using the same menu items.</para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Jobs</guilabel> (optional) is where you register Vendor Jobs. Jobs are mechanism by which you can group multiple bills from a particular vendor.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para><guilabel>Process Payments</guilabel> is where you register payments to a vendor to whom you owe money.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>The following sections introduce the individual Accounts Payable application components.</para>
+ </sect2>
+
+ <sect2 id="bus-ap-vendors1">
+ <title>Vendors</title>
+ <para>A vendor is a company or person from whom you purchase goods or services. Vendors must be registered within the A/P system.</para>
+
+ <sect3 id="bus-ap-vendornew2">
+ <title>New</title>
+ <para>To register a new vendor, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>
+ New Vendor</guimenuitem></menuchoice> menu item. Fill in general information about the vendor, such as Company Name, Address, Phone,
+ Fax, etc. Below is a list of the other options: </para> <para>This is what the New Vendor registration window looks like:
+ </para>
+ <screenshot id="bus-ap-vendornew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_vendornew.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>New Vendor Registration Window</phrase>
+ </textobject>
+ <caption>
+ <para>New Vendor Registration Window</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ </sect3>
+
+ <sect3 id="bus-ap-vendorfind2">
+ <title>Find and Edit</title>
+
+ <para>To search for an existing vendor, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>
+ Find Vendor</guimenuitem></menuchoice> window. You select a vendor to <guibutton>View/Edit</guibutton> from the results of the search.
+ This window is also used to look up a vendor when entering bills and processing payments.
+ </para>
+ <screenshot id="bus-ar-vendorfind">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_vendorfind.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Find Vendor Window</phrase>
+ </textobject>
+ <caption>
+ <para>Find Vendor Window</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>If many vendors match the search criteria you provide, the
+ search can be refined by running an additional search within the current
+ results. The current result set is searched when the <guilabel>Refine
+ Current Search</guilabel> radio button is selected. In fact, <application>&app;</application>
+ selects this option for you after you run the initial search.</para>
+
+ <para>If the vendor you are searching for does not match the supplied
+ search criteria, change the search criteria, click the <guilabel>New
+ Search</guilabel> radio button and then the <guibutton>Find</guibutton>
+ button. The relevant step is the <guilabel>New Search</guilabel>
+ selection. If the vendor is not in the result of the original search,
+ and you only search within this set, the vendor cannot be found,
+ regardless of new search criteria.
+ </para>
+
+ <note>
+ <para>To return a list of all registered active vendors, set the search criterion to <guilabel>matches regex</guilabel>, and place a single dot <quote>.</quote> in the text field area. Make sure <guilabel>Search only active data</guilabel> is checked, then click <guibutton>Find</guibutton>. The regular expression <quote>.</quote> means to match anything.
+ </para>
+ </note>
+ </sect3>
+ </sect2>
+
+ <sect2 id="bus-ap-bills1">
+ <title>Bills</title>
+ <para>A bill is a request for payment you receive from a vendor. <application>&app;</application> can track bills.</para>
+
+ <para>A credit note is the document you receive from a vendor to correct
+ products or services rendered that you were incorrectly charged for on a bill. <application>&app;</application> can generate and track
+ credit notes via the same menu entries as bills.</para>
+
+ <note>
+ <para>This section applies to both bills and
+ credit notes. In order to avoid repeating everything twice and to keep
+ the text easier to read it will refer only to bills. You can apply
+ it equally to credit notes. Only where the behaviour of credit notes
+ differs from bills this will be explicitly mentioned.</para>
+ </note>
+
+ <sect3 id="bus-ap-billnew2">
+ <title>New</title>
+ <para>When you receive a bill from a vendor and want to enter it into <application>&app;</application>, you must create a new bill. To create a new bill use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Bill</guimenuitem></menuchoice> menu item, and fill in the resulting window appropriately.</para>
+ <screenshot id="bus-ap-billnew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_billnew.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>New Bill Registration Window</phrase>
+ </textobject>
+ <caption>
+ <para>New Bill Registration Window
+ </para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>When you click the <guibutton>OK</guibutton> the <guilabel>Edit Bill</guilabel> opens.</para>
+ </sect3>
+
+ <sect3 id="bus-ap-billedit2">
+ <title>Edit</title>
+ <para>From the Edit Bill window you can enter an itemized list of
+ goods and services you purchased, in a manner similar to how the account
+ register works. For credit notes you enter an itemized list of goods and
+ services the vendor refunded instead.
+ </para>
+ <screenshot id="bus-ap-billedit">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_billedit.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Edit Bill Window</phrase>
+ </textobject>
+ <caption>
+ <para>Edit Bill Window</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>When you have finished entering all the items, <guilabel>Post</guilabel> the bill. </para>
+ </sect3>
+
+ <sect3 id="bus-ap-billpost2">
+ <title>Post</title>
+ <para>When you finish editing a bill, you should <guilabel>Post</guilabel> the bill. You do not have to post the bill,
+ you can close it and return to it later. You have to post the bill eventually. Posting a bill places its transactions into an accounts payable account.
+ The Post Bill window appears and asks you to enter information:
+ </para>
+
+ <screenshot id="bus-ap-billpost">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_billpost.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Post Bill Window</phrase>
+ </textobject>
+ <caption>
+ <para>Post Bill Window</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ </sect3>
+
+ <sect3 id="bus-ap-billfind2">
+ <title>Find</title>
+ <para>To find an existing bill, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>Find Bill</guimenuitem></menuchoice> menu item. From the results of the search, you can select a bill to edit, or view.</para>
+ <note>
+ <para>Before you can edit a posted bill, you will need to <guilabel>Unpost</guilabel> it.</para>
+ </note>
+
+ <note>
+ <para>There are other ways to access an existing bill. These are similar to accessing invoices for your customers. See <xref linkend="bus-ar-invoicefind2" /> for more information.</para>
+ </note>
+ </sect3>
+ </sect2>
+
+ <sect2 id="bus-ap-jobs1">
+ <title>Vendor Jobs</title>
+ <para>Vendor Jobs are used to group multiple bills and credit notes from a single vendor. Use of the vendor jobs feature is optional.
+ The feature is useful when you have multiple <guilabel>jobs</guilabel> for the same vendor, and would like to view all the bills and
+ credit notes for a single job.
+ </para>
+ <para>To use vendor jobs, you must create them using the
+ <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Job</guimenuitem>
+ </menuchoice> menu item. You will see the <guilabel>New Job</guilabel> window.
+ </para>
+
+ <screenshot id="bus-ap-jobnew">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_jobnew.png" srccredit="Jon Lapham" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>New Vendor Job</phrase>
+ </textobject>
+ <caption>
+ <para>New Vendor Job</para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>To edit an existing vendor job, use the <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
+ <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
+ search results, and click the <guilabel>View/Edit Job</guilabel>
+ button.</para>
+
+ <para>To select from the bills associated with a given job, use <menuchoice>
+ <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
+ <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
+ search results and click the <guilabel>View Invoices</guilabel> button. A
+ window listing bills and credit notes associated with this job appears. Select a
+ bill or credit note and click the <guilabel>View Invoice</guilabel> button to open a
+ bill editor in the main application window.</para>
+ </sect2>
+
+ <sect2 id="bus-ap-payment1">
+ <title>Process Payment</title>
+ <para>Eventually, you need to pay your bills. To do so, use the Process Payment application found in
+ <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>Process Payment</guimenuitem>
+ </menuchoice>.
+ </para>
+
+ <para>Below is the <application>&app;</application> Accounts Receivable payment window.</para>
+ <screenshot id="bus-ap-payment">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_ap_payment.png" srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Process Payment</phrase>
+ </textobject>
+ <caption>
+ <para>Process Payment Window
+ </para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ </sect2>
+ </sect1>
+ <sect1 id="bus_payroll">
+ <title>Payroll</title>
+ <para>Payroll is a financial record of wages, net pay, paid vacations, and deductions for an employee. This section demonstrates how to track payroll using <application>&app;</application>.</para>
+ <sect2 id="bus-payroll-concepts">
+ <title>Basic Concepts</title>
+ <para>Payroll is a financial record of wages, net pay, paid vacations, and deductions for an employee. Basically, anything that relates to giving money or benefits to an employee. Payroll is one of the more complex tasks in accounting, because there are many different accounts, people, and agencies involved in paying salaries.</para>
+ <para>Payroll is typically accounted for as an expense. Sometimes accountants <quote>store</quote> some payroll expenses in a short term liability account. This is useful for things such as payroll taxes, which may be paid at a different time than the employee. The employee might get paid biweekly, while taxes are paid quarterly. This chapter presents a methodology which expenses payroll immediately for salaries, but stores taxes in liability accounts.</para>
+ <note>
+ <para><application>&app;</application> does not have an integrated payroll system. While you can track payroll expenses in <application>&app;</application>, the calculation of taxes and deductions has to be done outside of <application>&app;</application>.</para>
+ </note>
+ </sect2>
+
+ <sect2 id="bus-payroll-acct">
+ <title>Account Setup</title>
+
+ <para>Local tax law must be considered when setting up accounts. Because there are many different ways payroll taxes are handled throughout the world, this section presents a very simple structure. From this, you should be able to adapt your particular payroll deductions setup.</para>
+ <para>Assume that you must pay 2 taxes, Tax1 and Tax2, and that each has an employee contribution and an employer contribution.</para>
+ <para>The employee’s salary and these two taxes are expense accounts. The tax components are liability accounts. The tax liability accounts are where you accumulate the taxes withheld for all of your employees. The taxes are later paid to the appropriate government agency.</para>
+ <para>
+ <literallayout>
+ Simple Payroll Account Layout:
+
+ -Assets
+ --Checking
+ -Liabilities
+ --Tax1 (short term <quote>storage</quote> account)
+ --Tax2 (short term <quote>storage</quote> account)
+ -Expenses
+ --Salaries
+ --Tax1
+ --Tax2
+ </literallayout>
+
+ <note>
+ <para>Resist the temptation to create per-employee sub-accounts to track
+ individual salaries. Creating a sub-account for each employee leads to
+ unmanageably large lists of accounts. Imagine the account structure after
+ a few years of employees coming and going. It is much simpler to keep all
+ of your employees’ payroll records within a single account
+ (<emphasis>Expenses:Salaries</emphasis> for example) and use reports to
+ view per-employee information.
+ </para>
+
+ <para>The Transaction report can be used to sort and total by description or
+ memo (but not by part of them).
+ </para>
+
+ <para>To report salary transactions for a specific employee where the
+ employee name or code is entered in the transaction description or memo,
+ use the <guilabel>Find Transaction</guilabel> assistant
+ (<menuchoice><guimenu>Edit</guimenu><guimenuitem>Find</guimenuitem>
+ </menuchoice>) to select the transactions, and then report on them
+ using <menuchoice><guimenu>Reports</guimenu><guimenuitem>Account Report
+ </guimenuitem></menuchoice>. Further formatting or analysis may be done
+ by copying and pasting the report into a spreadsheet. See
+ <ulink type="help" url="ghelp:gnucash-help?tool-find-txn">Find
+ Transaction</ulink> in the <application>&app;</application> Help Manual.</para>
+ </note>
+ </para>
+ </sect2>
+
+ <sect2 id="bus-payroll-protocol">
+ <title>Payroll Protocol Sample</title>
+ <para><application>&app;</application> does not have an integrated payroll system. <application>&app;</application> can track your payroll expenses, but you need to develop a payroll protocol and perform the calculations outside of <application>&app;</application>, in a spreadsheet for example. In this section, one such protocol is presented. You can use the sample protocol as a model.</para>
+
+ <sect3 id="bus-pay-protocol-1">
+ <title>Step 1: Deductions list</title>
+ <para>The first step to the payroll protocol is to create a list of all the possible taxes and deductions for each employee. Each entry should include definitions and formulas for calculating each value. Once the protocol is established it needs to be changed only when payroll laws or tax rates change.</para>
+
+ <para>In the proposed scenario, such a list would look like this:</para>
+ <itemizedlist spacing="compact">
+ <listitem>
+ <para><emphasis>E_GROSS_SALARY</emphasis> - Employee gross salary</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>E_TAX1</emphasis> - Employee contribution to tax1 (X% of E_GROSS_SALARY)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>E_TAX2</emphasis> - Employee contribution to tax2 (X% of E_GROSS_SALARY)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>C_TAX1</emphasis> - Company contribution to tax1 (X% of E_GROSS_SALARY)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>C_TAX2</emphasis> - Company contribution to tax2 (X% of E_GROSS_SALARY)</para>
+ </listitem>
+ </itemizedlist>
+ <note>
+ <para>The employee’s net salary (E_NET_SALARY) is defined as E_GROSS_SALARY - E_TAX1 - E_TAX2 and need not be placed in this list since it is composed of items that already exist.</para>
+ </note>
+ <para>Place the actual formulas for calculating each deduction in this list. Sometimes these formulas are quite complex, and sometimes they simply say "look it up in table XYZ of the tax codes".</para>
+ <para>Notice that you can calculate some interesting values using the above definitions. One such value is the total cost to the company: E_GROSS_SALARY + C_TAX1 + C_TAX2.</para>
+ </sect3>
+
+ <sect3 id="bus-pay-protocol-2">
+ <title>Step 2: Create the Transaction Map</title>
+ <para>When you record payroll in <application>&app;</application>, do so with a single split transaction. This split transaction populates the appropriate expense and liability accounts. If you need to look the payroll details at a later time, open the split transaction.</para>
+ <para>With the deductions list from above, an employee split transaction map can be generated. Each of the items in the list is mapped to a <application>&app;</application> account.</para>
+
+ <para>
+ <table>
+ <title>Transaction Map</title>
+ <tgroup cols="3">
+ <thead>
+ <row>
+ <entry>Account</entry><entry>Increase</entry><entry>Decrease</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>Assets:Checking</entry><entry></entry><entry>E_NET_SALARY</entry>
+ </row>
+ <row>
+ <entry>Expenses:Salaries</entry><entry>E_GROSS_SALARY</entry><entry></entry>
+ </row>
+ <row>
+ <entry>Liabilities:Tax1</entry><entry></entry><entry>E_TAX1</entry>
+ </row>
+ <row>
+ <entry>Liabilities:Tax2</entry><entry></entry><entry>E_TAX2</entry>
+ </row>
+ <row>
+ <entry>Expenses:Tax1</entry><entry>C_TAX1</entry><entry></entry>
+ </row>
+ <row>
+ <entry>Liabilities:Tax1</entry><entry></entry><entry>C_TAX1</entry>
+ </row>
+ <row>
+ <entry>Expenses:Tax2</entry><entry>C_TAX2</entry><entry></entry>
+ </row>
+ <row>
+ <entry>Liabilities:Tax2</entry><entry></entry><entry>C_TAX2</entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ </para>
+
+ <para>Note that the C_TAX1 and C_TAX2 components have entries in the both the liability and expense accounts. The company component of each tax is expensed at the time of payroll, but remains a liability until taxes are due.</para>
+ </sect3>
+
+ <sect3 id="bus-pay-protocol-3">
+ <title>Step 3: Pay the Employee</title>
+ <para>Go to the account from which the employee will be paid, for example your <emphasis>Assets:Checking</emphasis> account. Open a split transaction and enter the real values using the Transaction Map above as a guide. Repeat this for all employees.</para>
+ <tip>
+ <para>This manual process is tedious, especially if you have a large number of employees.</para>
+ <para>One <application>&app;</application> tool you certainly want use when entering employee payroll is duplicate transaction (use the <guibutton>Duplicate</guibutton> <emphasis>Toolbar</emphasis> button). This saves you from having to enter all the transaction splits for each employee. You still need to change the amounts of money to match each employee’s real payroll values, but you will not have to build the split for each employee.</para>
+ <para>If payroll transactions do not change significantly every pay period, you can also use the duplicate transaction feature to duplicate each employee’s most recent payroll transaction for the current pay period. If you find you are doing so all the time, read about the Schedule Transactions feature and save even more time!</para>
+ </tip>
+ </sect3>
+
+ <sect3 id="bus-pay-protocol-4">
+ <title>Step 4: Pay the Government</title>
+ <para>The final thing to do is to pay the taxes to the government. The liability accounts have been collecting the taxes for various government agencies, and periodically you need to send a check to the government to pay this charge. To do so, you simply enter a 2 account transaction in (for example) your checking account to pay off the tax liability. The transaction is between the checking account and the liability account, no expense account is involved. The expense accounts are charged at the time the tax liability is recorded.</para>
+ </sect3>
+
+ </sect2>
+
+ <sect2 id="bus-payroll-example">
+ <title>Business Payroll Example</title>
+ <para>Using the account setup seen previously, let’s go through an example. Assume that there are 2 employees (E1 and E2) who each earn $1000 per month gross salary. The employee contribution to Tax1 and Tax2 are 10% and 5% respectively. The company contribution to Tax1 and Tax2 are 15% and 10% each on top of the employee’s gross salary.</para>
+ <para>Starting with $50k in the bank, and before doing any payroll, the account hierarchy looks like this:</para>
+ <screenshot id="bus-pay-ex1">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_pay_ex1.png"
+ srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Payroll Example 1</phrase>
+ </textobject>
+ <caption>
+ <para>Payroll Initial Setup
+ </para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>The deductions list for employee 1 are:</para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis>E_GROSS_SALARY</emphasis> - Employee gross salary - <emphasis>$1000</emphasis></para>
+ </listitem>
+ <listitem>
+ <para><emphasis>E_TAX1</emphasis> - Employee contribution to tax1 - <emphasis>$100</emphasis> (10% of E_GROSS_SALARY)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>E_TAX2</emphasis> - Employee contribution to tax2 - <emphasis>$50</emphasis> (5% of E_GROSS_SALARY)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>C_TAX1</emphasis> - Company contribution to tax1 - <emphasis>$150</emphasis> (15% of E_GROSS_SALARY)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis>C_TAX2</emphasis> - Company contribution to tax2 - <emphasis>$100</emphasis> (10% of E_GROSS_SALARY)</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>
+ <table>
+ <title>Transaction Map for Employee 1</title>
+ <tgroup cols="3">
+ <thead>
+ <row>
+ <entry>Account</entry><entry>Increase</entry><entry>Decrease</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>Assets:Checking</entry><entry></entry><entry>$850 (E_NET_SALARY)</entry>
+ </row>
+ <row>
+ <entry>Expenses:Salaries</entry><entry>$1000 (E_GROSS_SALARY)</entry><entry></entry>
+ </row>
+ <row>
+ <entry>Liabilities:Tax1</entry><entry></entry><entry>$100 (E_TAX1)</entry>
+ </row>
+ <row>
+ <entry>Liabilities:Tax2</entry><entry></entry><entry>$50 (E_TAX2)</entry>
+ </row>
+ <row>
+ <entry>Expenses:Tax1</entry><entry>$150 (C_TAX1)</entry><entry></entry>
+ </row>
+ <row>
+ <entry>Liabilities:Tax1</entry><entry></entry><entry>$150 (C_TAX1)</entry>
+ </row>
+ <row>
+ <entry>Expenses:Tax2</entry><entry>$100 (C_TAX2)</entry><entry></entry>
+ </row>
+ <row>
+ <entry>Liabilities:Tax2</entry><entry></entry><entry>$100 (C_TAX2)</entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ </para>
+
+ <para>From the checking account, enter the split transaction for employee 1. It should look like this:</para>
+
+ <screenshot id="bus-pay-ex2">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_pay_ex2.png"
+ srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Payroll Example 2</phrase>
+ </textobject>
+ <caption>
+ <para>Employee 1 Split Transaction
+ </para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <tip>
+ <para>When paying employees, enter only the employee name in the Description area. If you decide to use <application>&app;</application>’s check printing capabilities, the check is automatically made out to the correct employee. If you want to record other information in the transaction besides the employee name, use the Notes area, available when viewing the Register in double-line mode.</para>
+ </tip>
+ <para>Repeat this for the second employee, which leaves the account hierarchy looking like this:</para>
+
+ <screenshot id="bus-pay-ex3">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_pay_ex3.png"
+ srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Payroll Example 3</phrase>
+ </textobject>
+ <caption>
+ <para>Account Tree After Salaries Paid
+ </para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+
+ <para>Now, you will enter the company contributions. The <emphasis>Liabilities:Tax1</emphasis> and
+ <emphasis>Liabilities:Tax2</emphasis> accounts track how much you must pay to the
+ government for each tax type. When it is time to pay these agencies, you will
+ make a transaction from the checking account to these liability accounts.
+ No expense accounts are involved. The main account will then appear like this:</para>
+
+ <screenshot id="bus-pay-ex4">
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/bus_pay_ex4.png"
+ srccredit="Patrick Schweiger" format="PNG"/>
+ </imageobject>
+ <textobject>
+ <phrase>Payroll Example 4</phrase>
+ </textobject>
+ <caption>
+ <para>Accounts After Paying Government
+ </para>
+ </caption>
+ </mediaobject>
+ </screenshot>
+ </sect2>
+ </sect1>
</chapter>
diff --git a/guide/C/ch_bus_pay.xml b/guide/C/ch_bus_pay.xml
deleted file mode 100644
index ca13147..0000000
--- a/guide/C/ch_bus_pay.xml
+++ /dev/null
@@ -1,323 +0,0 @@
-<!--
- (Do not remove this comment block.)
- Version: 2.0.0
- Last modified: July 9th 2006
- Maintainers:
- Chris Lyttle <chris at wilddev.net>
- Author:
- Jon Lapham <lapham at extracta.com.br>
- updated Patrick Schweiger <pks at spiffykitty.com>
- Originally designed by Carol Champagne.
- Translators:
- (translators put your name and email here)
--->
- <chapter id="chapter_bus_pay">
- <title>Payroll</title>
- <para>Payroll is a financial record of wages, net pay, paid vacations, and deductions for an employee. This chapter demonstrates how to track payroll using <application>&app;</application></para>
- <sect1 id="bus-pay-concepts1">
- <title>Basic Concepts</title>
- <para>Payroll is a financial record of wages, net pay, paid vacations, and deductions for an employee. Basically, anything that relates to giving money or benefits to an employee. Payroll is one of the more complex tasks in accounting, because there are many different accounts, people, and agencies involved in paying salaries.</para>
- <para>Payroll is typically accounted for as an expense. Sometimes accountants <quote>store</quote> some payroll expenses in a short term liability account. This is useful for things such as payroll taxes, which may be paid at a different time than the employee. The employee might get paid biweekly, while taxes are paid quarterly. This chapter presents a methodology which expenses payroll immediately for salaries, but stores taxes in liability accounts.</para>
- <note>
- <para><application>&app;</application> does not have an integrated payroll system. While you can track payroll expenses in <application>&app;</application>, the calculation of taxes and deductions has to be done outside of <application>&app;</application>.</para>
- </note>
- </sect1>
-
- <sect1 id="bus-pay-acct1">
- <title>Account Setup</title>
-
- <para>Local tax law must be considered when setting up accounts. Because there are many different ways payroll taxes are handled throughout the world, this section presents a very simple structure. From this, you should be able to adapt your particular payroll deductions setup.</para>
- <para>Assume that you must pay 2 taxes, Tax1 and Tax2 and that each has an employee contributed and an employer contributed component.</para>
- <para>The employee’s salary and these two taxes are expense accounts. The tax components are liability accounts. The tax liability accounts are where you accumulate the taxes withheld for all of your employees. The taxes are later paid to the appropriate government agency.</para>
- <para>
- <literallayout>
-Simple Payroll Account Layout:
-
--Assets
- -Checking
--Liabilities
- -Tax1 (short term <quote>storage</quote> account)
- -Tax2 (short term <quote>storage</quote> account)
--Expenses
- -Salaries
- -Tax1
- -Tax2
- </literallayout>
-
- <note>
- <para>Resist the temptation to create per-employee sub-accounts to track
- individual salaries. Creating a sub-account for each employee leads to
- unmanageably large lists of accounts. Imagine the account structure after
- a few years of employees coming and going. It is much simpler to keep all
- of your employees’ payroll records within a single account
- (<emphasis>Expenses:Salaries</emphasis> for example) and use reports to
- view per-employee information.
- </para>
-
- <para>The Transaction report can be used to sort and total by description or
- memo (but not by part of them).
- </para>
-
- <para>
- To report on the Salaries transactions for a specific employee where the
- employee name or code is entered in the transaction description or memo,
- use the <guilabel>Find Transaction</guilabel> assistant
- (<menuchoice><guimenu>Edit</guimenu><guimenuitem>Find</guimenuitem>
- </menuchoice>) to select the transactions, and then report on them
- using <menuchoice><guimenu>Reports</guimenu><guimenuitem>Account Report
- </guimenuitem></menuchoice>. Further formatting or analysis may be done
- by copying and pasting the report into a spreadsheet. See
- <ulink type="help" url="ghelp:gnucash-help?tool-find-txn">Find
- Transaction</ulink> in the <application>&app;</application> Help Manual.
- </para>
- </note>
- </para>
-
- </sect1>
-
- <sect1 id="bus-pay-protocol1">
- <title>Protocol</title>
- <para><application>&app;</application> does not have an integrated payroll system. <application>&app;</application> can track your payroll expenses, but you need to develop a payroll protocol and perform the calculations outside of <application>&app;</application>, in a spreadsheet for example. In this section, one such protocol is presented. You can use the sample protocol as a model.</para>
-
- <sect2 id="bus-pay-protocolone2">
- <title>Step 1: Deductions list</title>
- <para>The first step to the payroll protocol is to create a list of all the possible taxes and deductions for each employee. Each entry should include definitions and formulas for calculating each value. Once the protocol is established it needs to be changed only when payroll laws or tax rates change.</para>
-
- <para>In the proposed scenario, such a list would look like this:</para>
- <itemizedlist spacing="compact">
- <listitem>
- <para><emphasis>E_GROSS_SALARY</emphasis> - Employee gross salary</para>
- </listitem>
- <listitem>
- <para><emphasis>E_TAX1</emphasis> - Employee contribution to tax1 (X% of E_GROSS_SALARY)</para>
- </listitem>
- <listitem>
- <para><emphasis>E_TAX2</emphasis> - Employee contribution to tax2 (X% of E_GROSS_SALARY)</para>
- </listitem>
- <listitem>
- <para><emphasis>C_TAX1</emphasis> - Company contribution to tax1 (X% of E_GROSS_SALARY)</para>
- </listitem>
- <listitem>
- <para><emphasis>C_TAX2</emphasis> - Company contribution to tax2 (X% of E_GROSS_SALARY)</para>
- </listitem>
- </itemizedlist>
- <note>
- <para>The employee’s net salary (E_NET_SALARY) is defined as E_GROSS_SALARY - E_TAX1 - E_TAX2 and need not be placed in this list since it is composed of items that already exist.</para>
- </note>
- <para>Place the actual formulas for calculating each deduction in this list. Sometimes these formulas are quite complex, and sometimes they simply say "look it up in table XYZ of the tax codes".</para>
- <para>Notice that you can calculate some interesting values using the above definitions. One such value is the total cost to the company: E_GROSS_SALARY + C_TAX1 + C_TAX2.</para>
- </sect2>
-
- <sect2 id="bus-pay-protocoltwo2">
- <title>Step 2: Create the Transaction Map</title>
- <para>When you record payroll in <application>&app;</application>, do so with a single split transaction. This split transaction populates the appropriate expense and liability accounts. If you need to look the payroll details at a later time, open the split transaction.</para>
- <para>With the deductions list from above, an employee split transaction map can be generated. Each of the items in the list is mapped to a <application>&app;</application> account.</para>
-
- <para>
- <table>
- <title>Transaction Map</title>
- <tgroup cols="3">
- <thead>
- <row>
-<entry>Account</entry><entry>Increase</entry><entry>Decrease</entry>
- </row>
- </thead>
- <tbody>
- <row>
-<entry>Assets:Checking</entry><entry></entry><entry>E_NET_SALARY</entry>
- </row>
- <row>
-<entry>Expenses:Salaries</entry><entry>E_GROSS_SALARY</entry><entry></entry>
- </row>
- <row>
-<entry>Liabilities:Tax1</entry><entry></entry><entry>E_TAX1</entry>
- </row>
- <row>
-<entry>Liabilities:Tax2</entry><entry></entry><entry>E_TAX2</entry>
- </row>
- <row>
-<entry>Expenses:Tax1</entry><entry>C_TAX1</entry><entry></entry>
- </row>
- <row>
-<entry>Liabilities:Tax1</entry><entry></entry><entry>C_TAX1</entry>
- </row>
- <row>
-<entry>Expenses:Tax2</entry><entry>C_TAX2</entry><entry></entry>
- </row>
- <row>
-<entry>Liabilities:Tax2</entry><entry></entry><entry>C_TAX2</entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </para>
-
- <para>Note that the C_TAX1 and C_TAX2 components have entries in the both the liability and expense accounts. The company component of each tax is expensed at the time of payroll, but remains a liability until taxes are due.</para>
- </sect2>
-
- <sect2 id="bus-pay-protocolthree2">
- <title>Step 3: Pay the Employee</title>
- <para>Go to the account from which the employee will be paid, for example your <emphasis>Assets:Checking</emphasis> account. Open a split transaction and enter the real values using the Transaction Map above as a guide. Repeat this for all employees.</para>
- <tip>
- <para>This manual process is tedious, especially if you have a large number of employees.</para>
- <para>One <application>&app;</application> tool you certainly want use when entering employee payroll is duplicate transaction (use the <guibutton>Duplicate</guibutton> <emphasis>Toolbar</emphasis> button). This saves you from having to enter all the transaction splits for each employee. You still need to change the amounts of money to match each employee’s real payroll values, but you will not have to build the split for each employee.</para>
- <para>If payroll transactions do not change significantly every pay period, you can also use the duplicate transaction feature to duplicate each employee’s most recent payroll transaction for the current pay period. If you find you are doing so all the time, read about the Schedule Transactions feature and save even more time!</para>
- </tip>
- </sect2>
-
- <sect2 id="bus-pay-protocolfour2">
- <title>Step 4: Pay the Government</title>
- <para>The final thing to do is to pay the taxes to the government. The liability accounts have been collecting the taxes for various government agencies, and periodically you need to send a check to the government to pay this charge. To do so, you simply enter a 2 account transaction in (for example) your checking account to pay off the tax liability. The transaction is between the checking account and the liability account, no expense account is involved. The expense accounts are charged at the time the tax liability is recorded.</para>
- </sect2>
-
- </sect1>
-
- <sect1 id="bus-pay-example1">
- <title>Example</title>
- <para>Using the account setup seen previously, let’s go through an example. Assume that there are 2 employees (E1 and E2) which each earn $1000 per month gross salary. The employee contribution to Tax1 and Tax2 are 10% and 5% respectively. The company contribution to Tax1 and Tax2 are 15% and 10% each on top of the employees gross salary.</para>
- <para>Staring with $50k in the bank, and before doing any payroll, the account hierarchy looks like this:</para>
- <screenshot id="bus-pay-ex1">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_pay_ex1.png"
- srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Payroll Example 1</phrase>
- </textobject>
- <caption>
- <para>Payroll Initial Setup
- </para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <sect2 id="bus-pay-exampleprotocol2">
- <title>Build Protocol</title>
- <para>The deductions list for employee 1:</para>
- <itemizedlist>
- <listitem>
- <para><emphasis>E_GROSS_SALARY</emphasis> - Employee gross salary - <emphasis>$1000</emphasis></para>
- </listitem>
- <listitem>
- <para><emphasis>E_TAX1</emphasis> - Employee contribution to tax1 - <emphasis>$100</emphasis> (10% of E_GROSS_SALARY)</para>
- </listitem>
- <listitem>
- <para><emphasis>E_TAX2</emphasis> - Employee contribution to tax2 - <emphasis>$50</emphasis> (5% of E_GROSS_SALARY)</para>
- </listitem>
- <listitem>
- <para><emphasis>C_TAX1</emphasis> - Company contribution to tax1 - <emphasis>$150</emphasis> (15% of E_GROSS_SALARY)</para>
- </listitem>
- <listitem>
- <para><emphasis>C_TAX2</emphasis> - Company contribution to tax2 - <emphasis>$100</emphasis> (10% of E_GROSS_SALARY)</para>
- </listitem>
- </itemizedlist>
-
- <para>
- <table>
- <title>Transaction Map for Employee 1</title>
- <tgroup cols="3">
- <thead>
- <row>
-<entry>Account</entry><entry>Increase</entry><entry>Decrease</entry>
- </row>
- </thead>
- <tbody>
- <row>
-<entry>Assets:Checking</entry><entry></entry><entry>$850 (E_NET_SALARY)</entry>
- </row>
- <row>
-<entry>Expenses:Salaries</entry><entry>$1000 (E_GROSS_SALARY)</entry><entry></entry>
- </row>
- <row>
-<entry>Liabilities:Tax1</entry><entry></entry><entry>$100 (E_TAX1)</entry>
- </row>
- <row>
-<entry>Liabilities:Tax2</entry><entry></entry><entry>$50 (E_TAX2)</entry>
- </row>
- <row>
-<entry>Expenses:Tax1</entry><entry>$150 (C_TAX1)</entry><entry></entry>
- </row>
- <row>
-<entry>Liabilities:Tax1</entry><entry></entry><entry>$150 (C_TAX1)</entry>
- </row>
- <row>
-<entry>Expenses:Tax2</entry><entry>$100 (C_TAX2)</entry><entry></entry>
- </row>
- <row>
-<entry>Liabilities:Tax2</entry><entry></entry><entry>$100 (C_TAX2)</entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </para>
-
- </sect2>
-
-
- <sect2 id="bus-pay-examplepay2">
- <title>Pay an Employee</title>
-
- <para>Now, enter the first split transaction for employee 1 in the checking account. The split transaction looks like this:</para>
-
- <screenshot id="bus-pay-ex2">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_pay_ex2.png"
- srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Payroll Example 2</phrase>
- </textobject>
- <caption>
- <para>Employee 1 Split Transaction
- </para>
- </caption>
- </mediaobject>
- </screenshot>
-
- <tip>
- <para>When paying employees, enter only the employee name in the Description area. If you decide to use <application>&app;</application>’s check printing capabilities, the check is automatically made out to the correct employee. If you want to record other information in the transaction besides the employee name, use the Notes area, available when viewing the Register in double-line mode.</para>
- </tip>
- <para>Repeat this for the second employee, which leaves the account hierarchy looking like this:</para>
-
- <screenshot id="bus-pay-ex3">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_pay_ex3.png"
- srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Payroll Example 3</phrase>
- </textobject>
- <caption>
- <para>Account Tree After Salaries Paid
- </para>
- </caption>
- </mediaobject>
- </screenshot>
- </sect2>
- <sect2 id="bus-pay-examplegovt2">
- <title>Pay the Government</title>
- <para>The <emphasis>Liabilities:Tax1</emphasis> and <emphasis>Liabilities:Tax2</emphasis> accounts continue to track how much you must pay to the government agencies responsible for each. When it is time to pay these agencies, make a transaction from the checking account to the liability accounts. No expense accounts are involved. The main account will then appear like this for this example:</para>
-
- <screenshot id="bus-pay-ex4">
- <mediaobject>
- <imageobject>
- <imagedata fileref="figures/bus_pay_ex4.png"
- srccredit="Patrick Schweiger" format="PNG"/>
- </imageobject>
- <textobject>
- <phrase>Payroll Example 4</phrase>
- </textobject>
- <caption>
- <para>Accounts After Paying Government
- </para>
- </caption>
- </mediaobject>
- </screenshot>
-
- </sect2>
- </sect1>
-
- </chapter>
diff --git a/guide/C/ch_bus_setup.xml b/guide/C/ch_bus_setup.xml
deleted file mode 100644
index 38ff023..0000000
--- a/guide/C/ch_bus_setup.xml
+++ /dev/null
@@ -1,398 +0,0 @@
-<!--
- (Do not remove this comment block.)
- Version: 1.0.0
- Last modified: Sep 19th 2015
- Maintainers:
- Chris Good <chris.good at ozemail.com.au>
- Author:
- Chris Good <chris.good at ozemail.com.au>
- updated [FirstName LastName] <name at company.com>
- Translators:
- (translators put your name and email here)
--->
-
-<chapter id="chapter_bus_setup">
- <title>Business Setup</title>
-
- <para>To set up <application>&app;</application> to handle accounts receivable or accounts payable
- for a company, these preliminary steps must be done.
- <itemizedlist>
- <listitem><para>Build an appropriate Account Hierarchy.</para></listitem>
- <listitem><para>Set up Tax Tables.</para></listitem>
- <listitem><para>Register the company in <application>&app;</application>.</para></listitem>
- <listitem><para>Set Business Preferences.</para></listitem>
- <listitem><para>Set up Billing Terms.</para></listitem>
- </itemizedlist>
- </para>
-
- <sect1 id="bus-setupacct">
- <title>Account Setup</title>
-
- <para>There are many different ways to set up a business account
- hierarchy. You can start with the Business Accounts setup which is
- available from the New Account Hierarchy assistant, or you could build one
- manually. To access the prebuilt Business Accounts, start <application>&app;</application> and
- click on <menuchoice><guimenu>File</guimenu><guimenuitem>New File</guimenuitem></menuchoice> and
- proceed until you see the list of available accounts, select Business
- Accounts.</para>
-
- <para>The prebuilt Business Account hierarchy will not meet your needs
- exactly. You will need make adjustments for the hierarchy to function
- well with your particular situation. It should be close enough that it
- is recommended you begin with it.</para>
-
- <para>To use <application>&app;</application>’s integrated accounts
- receivable system, you must first set up an account (usually a
- sub-account under Assets) defined with account type
- <emphasis>A/Receivable</emphasis>. It is within this account that the
- integrated A/R system will place transactions.
- </para>
-
- <para>To use <application>&app;</application>’s integrated accounts
- payable system, you must first set up an account (usually a
- sub-account under Liabilities) defined with account type
- <emphasis>A/Payable</emphasis>. It is within this account that the
- integrated A/P system will place transactions.
- </para>
-
- <literallayout>
-Basic A/R and A/P Account Hierarchy:
-
--Assets
- -Accounts Receivable
- -Checking
--Expenses
- ...(as required)
--Income
- -Sales
--Liabilities
- -Accounts Payable
- -Tax
- -Tax on Purchases
- -Tax on Sales
- </literallayout>
-
- <para>You need to add additional accounts to this hierarchy for it to be useful.</para>
-
- <note>
- <para>You do not need to create an individual A/R account for each
- customer. <application>&app;</application> keeps track of customers internally and provides
- per-customer reports based on the internal tracking. The same applies to A/P and vendors.
- </para>
-
- <para>
- If you deal with customers in more than one currency you will need a separate
- <emphasis>Accounts Receivable</emphasis> account for each currency.
- </para>
-
- <para>
- If you deal with vendors in more than one currency you will need a separate
- <emphasis>Accounts Payable</emphasis> account for each currency.
- </para>
-
- <para>Transactions involving an Accounts Receivable or Accounts Payable account should not be
- added, changed or deleted in any way other than by using
- <itemizedlist>
- <listitem><para>post/unpost bill/invoice/voucher or</para></listitem>
- <listitem><para>process payment</para></listitem>
- </itemizedlist>
- </para>
-
- </note>
- </sect1>
-
- <sect1 id="bus-setuptaxtables">
- <title>Tax Tables</title>
-
- <para>Tax Tables can used to determine the tax for customer invoices (or vendor bills).
- </para>
-
- <para> A tax table can be assigned to an invoice line or bill line.</para>
-
- <para>Set up distinct tax tables for customers and vendors.</para>
-
- <para> The default invoice line tax table can be assigned to each customer and the default bill
- line tax table can be assigned to each vendor.
- </para>
-
- <para>The default tax table for new customers or new vendors can be specified in the <emphasis>Book Options </emphasis>
- window which can be accessed by
- <menuchoice><guimenu>File</guimenu>
- <guisubmenu>Properties</guisubmenu>
- <guimenuitem>Business tab.</guimenuitem>
- </menuchoice>
- </para>
-
- <para>Tax Tables are maintained using the <emphasis>Sales Tax Table</emphasis> editor which is accessed via menu
- <menuchoice><guimenu>Business</guimenu><guimenuitem>Sales Tax Table</guimenuitem></menuchoice>.
- </para>
-
- <figure pgwide="1">
- <title>Tax Tables</title>
- <screenshot id="bus-taxmain">
- <mediaobject>
- <imageobject role="html">
- <imagedata fileref="figures/bus_tax_main.png" format="PNG"
- srccredit="Chris Good" width="510px" />
- </imageobject>
- <imageobject role="fo">
- <imagedata fileref="figures/bus_tax_main.png" format="PNG"
- srccredit="Chris Good" />
- </imageobject>
-
- <textobject>
- <phrase>Sales Tax Tables Editor</phrase>
- </textobject>
-
- </mediaobject>
- </screenshot>
- </figure>
-
- <figure pgwide="1">
- <title>New Sales Tax Table</title>
- <screenshot id="bus-taxnew">
- <mediaobject>
- <imageobject role="html">
- <imagedata fileref="figures/bus_tax_new.png" format="PNG"
- srccredit="Chris Good" />
- </imageobject>
- <imageobject role="fo">
- <imagedata fileref="figures/bus_tax_new.png" format="PNG"
- srccredit="Chris Good" />
- </imageobject>
-
- <textobject>
- <phrase>New Sales Tax Table</phrase>
- </textobject>
-
- </mediaobject>
- </screenshot>
- </figure>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Name</guilabel> This is the tax table name.</para>
- </listitem>
- <listitem>
- <para><guilabel>Type</guilabel> Either <guilabel>Percent %</guilabel>
- or <guilabel>Value $
-</guilabel>.</para>
- </listitem>
- <listitem>
- <para><guilabel>Value
-</guilabel>This is the percentage or value depending on <guilabel>Type</guilabel>.</para>
- </listitem>
- <listitem>
- <para><guilabel>Account</guilabel> This is the account to which tax will be posted.
- For tax collected from customers, this should probably be a Liability account as it must be payed to the government.
- For tax paid to vendors, if tax laws allow tax paid to vendors to offset tax collected from customers, this should probably
- also be a Liability account (even though it will usually have a debit balance)
- so that the net tax owed to the government can be easily observed.
- </para>
- <para>If you set up Tax on Purchases and Tax on Sales as subaccounts of Liabilities:Tax then the net tax will be rolled up
- and can be seen in the <application>&app;</application> Accounts tab.
- </para>
- <para><emphasis>If unsure about tax law requirements, get professional advise. </emphasis></para>
- </listitem>
- </itemizedlist>
- </sect1>
-
- <sect1 id="bus-setupcname">
- <title>Company Registration</title>
-
- <para>After you have built the account structure and defined your tax tables, register the <application>&app;</application>
- file as belonging to your company. To register your company, select the <guilabel>Business</guilabel> tab
- in the <guilabel>Book Options</guilabel> window accessible by selecting
- <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem>
- </menuchoice>.
- </para>
-
- <figure pgwide="1">
- <title>Company Registration</title>
- <screenshot id="bus-co-reg">
- <mediaobject>
- <imageobject role="html">
- <imagedata fileref="figures/bus_co_reg.png" format="PNG"
- srccredit="Chris Good" width="510px" />
- </imageobject>
- <imageobject role="fo">
- <imagedata fileref="figures/bus_co_reg.png" format="PNG"
- srccredit="Chris Good" />
- </imageobject>
-
- <textobject>
- <phrase>Company Registration</phrase>
- </textobject>
-
- </mediaobject>
- </screenshot>
- </figure>
-
- <para>Here you can:</para>
-
- <itemizedlist>
- <listitem>
- <para>Enter the name of your company along with contact information
- such as your phone number, fax number, e-mail address and website
- URL.</para>
- </listitem>
-
- <listitem>
- <para>Enter your company’s tax payer id number in the
- <guilabel>Company ID</guilabel> field.</para>
- </listitem>
-
- <listitem>
- <para>Select default tax tables applicable to your most common
- customers and vendors.</para>
- </listitem>
- </itemizedlist>
-
- </sect1>
-
- <sect1 id="bus_setup_pref">
- <title>Business Preferences</title>
- <para>Set options on the Business tab of the <application>&app;</application> preferences, which is
- accessed via <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>
- (<menuchoice><guimenu>GnuCash</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice> on Mac OS X).
- See Help manual chapter 10.3.3 Business Book Options Tab.
- </para>
-
- </sect1>
-
- <sect1 id="bus-setupterms">
- <title>Billing Terms</title>
-
- <para>Billing Terms can be used to determine the payment due date and be a
- guide for determining discount for early payment of invoices (or vendor bills).
- </para>
-
- <note>
- <para>As of <application>&app;</application> 2.6.7, Billing Terms are only
- partially supported. Date due is calculated using the Billing Terms
- but discount amount is not.
- </para>
- <para>
- Discount for early invoice payment is not implemented. There are 2 ways this may be done, although neither is recommended, and
- professional advise should be used to confirm that regulations are being complied with:
- <itemizedlist>
- <listitem>
- <para>After creating and posting a payment which pays the invoice in full, manually edit the payment transaction (usually strongly discouraged)
- and split the payment to reduce it by the amount of the discount and a create a compensating split in an income (discount) account.
- </para>
- </listitem>
-
- <listitem>
- <para>Alternatively, after creating and posting a payment for the discounted amount, create a credit note for the discount using a specific negative
- sales income (discount) account for the transfer account.
- </para>
- </listitem>
- </itemizedlist>
- </para>
- </note>
-
- <para>You can specify the billing terms on each invoice/bill.
- Invoice billing terms will default from the customer billing terms.
- Bill billing terms will default from the vendor billing terms.
- </para>
-
- <para>Billing Terms are maintained using the Billing Terms Editor which is accessed via menu
- <menuchoice><guimenu>Business</guimenu><guimenuitem>Billing Terms Editor</guimenuitem></menuchoice>.
- </para>
-
- <figure pgwide="1">
- <title>Billing Terms Editor</title>
- <screenshot id="bus-termsmain">
- <mediaobject>
- <imageobject role="html">
- <imagedata fileref="figures/bus_terms_main.png" format="PNG"
- srccredit="Chris Good" width="510px" />
- </imageobject>
- <imageobject role="fo">
- <imagedata fileref="figures/bus_terms_main.png" format="PNG"
- srccredit="Chris Good" />
- </imageobject>
-
- <textobject>
- <phrase>Billing Terms Editor</phrase>
- </textobject>
-
- </mediaobject>
- </screenshot>
- </figure>
-
- <figure pgwide="1">
- <title>New Billing Term</title>
- <screenshot id="bus-termsnew">
- <mediaobject>
- <imageobject role="html">
- <imagedata fileref="figures/bus_terms_new.png" format="PNG"
- srccredit="Chris Good" />
- </imageobject>
- <imageobject role="fo">
- <imagedata fileref="figures/bus_terms_new.png" format="PNG"
- srccredit="Chris Good" />
- </imageobject>
-
- <textobject>
- <phrase>New Billing Term</phrase>
- </textobject>
-
- </mediaobject>
- </screenshot>
- </figure>
-
- <itemizedlist>
- <listitem>
- <para><guilabel>Name</guilabel> The internal name of the billing term. For some examples of billing term names and descriptions see
- <ulink url="http://wiki.gnucash.org/wiki/Terms" />.
- </para>
- </listitem>
- <listitem>
- <para><guilabel>Description</guilabel> The description of the billing term, printed on invoices</para>
- </listitem>
- <listitem>
- <para>There are 2 types of billing terms, with different information to be entered</para>
- <itemizedlist>
- <listitem>
- <para>Type Days</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Due Days</guilabel> The invoice or bill is due to be paid within this number of days after the post date</para>
- </listitem>
- <listitem>
- <para><guilabel>Discount Days</guilabel> The number of days after the post date during which a discount will
- be applied for early payment
- </para>
- </listitem>
- <listitem>
- <para><guilabel>Discount %</guilabel> The percentage discount applied for early payment</para>
- </listitem>
- </itemizedlist>
- </listitem>
- <listitem>
- <para>Type Proximo</para>
- <itemizedlist>
- <listitem>
- <para><guilabel>Due Day</guilabel> The day of the month bills are due</para>
- </listitem>
- <listitem>
- <para><guilabel>Discount Day</guilabel> The last day of the month for the early payment discount</para>
- </listitem>
- <listitem>
- <para><guilabel>Discount %</guilabel> The discount percentage applied if paid early</para>
- </listitem>
- <listitem>
- <para><guilabel>Cutoff Day</guilabel> The cutoff day for applying bills to the next month. After the
- cutoff, bills are applied to the following month. Negative values
- count backwards from the end of the month.
- </para>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </listitem>
- </itemizedlist>
- </sect1>
-
-</chapter>
diff --git a/guide/C/ch_oview.xml b/guide/C/ch_oview.xml
index e3d0626..f0395fa 100644
--- a/guide/C/ch_oview.xml
+++ b/guide/C/ch_oview.xml
@@ -376,23 +376,7 @@
use of <application>&app;</application> in business accounting: <itemizedlist>
<listitem>
- <para><xref linkend="chapter_bus_intro"></xref></para>
- </listitem>
-
- <listitem>
- <para><xref linkend="chapter_bus_setup"></xref></para>
- </listitem>
-
- <listitem>
- <para><xref linkend="chapter_bus_ar"></xref></para>
- </listitem>
-
- <listitem>
- <para><xref linkend="chapter_bus_ap"></xref></para>
- </listitem>
-
- <listitem>
- <para><xref linkend="chapter_bus_pay"></xref></para>
+ <para><xref linkend="chapter_bus_features"></xref></para>
</listitem>
<listitem>
@@ -421,12 +405,12 @@
you might want to know:</para>
<itemizedlist>
- <listitem>
- <para><xref linkend="appendixa"></xref> - Guide for former <trademark
- class="registered">Quicken</trademark>, MS Money or other <acronym>QIF</acronym>
+ <listitem>
+ <para><xref linkend="appendixa"></xref> - Guide for former <trademark
+ class="registered">Quicken</trademark>, MS Money or other <acronym>QIF</acronym>
users</para>
- </listitem>
-
+ </listitem>
+
<listitem>
<para><xref linkend="appendixb"></xref></para>
</listitem>
diff --git a/guide/C/gnucash-guide.xml b/guide/C/gnucash-guide.xml
index 858a574..98b5627 100644
--- a/guide/C/gnucash-guide.xml
+++ b/guide/C/gnucash-guide.xml
@@ -22,15 +22,11 @@
<!ENTITY chapter11 SYSTEM "ch_capgain.xml">
<!ENTITY chapter12 SYSTEM "ch_currency.xml">
<!ENTITY chapter13 SYSTEM "ch_bus_intro.xml">
-<!ENTITY chapter14 SYSTEM "ch_bus_setup.xml">
-<!ENTITY chapter15 SYSTEM "ch_bus_ar.xml">
-<!ENTITY chapter16 SYSTEM "ch_bus_ap.xml">
-<!ENTITY chapter17 SYSTEM "ch_bus_pay.xml">
-<!ENTITY chapter18 SYSTEM "ch_budgets.xml">
-<!ENTITY chapter19 SYSTEM "ch_oth_assets.xml">
-<!ENTITY chapter20 SYSTEM "ch_dep.xml">
-<!ENTITY chapter21 SYSTEM "ch_python_bindings.xml">
-<!ENTITY chapter22 SYSTEM "ch_import_business_data.xml">
+<!ENTITY chapter14 SYSTEM "ch_budgets.xml">
+<!ENTITY chapter15 SYSTEM "ch_oth_assets.xml">
+<!ENTITY chapter16 SYSTEM "ch_dep.xml">
+<!ENTITY chapter17 SYSTEM "ch_python_bindings.xml">
+<!ENTITY chapter18 SYSTEM "ch_import_business_data.xml">
<!ENTITY gnc-gloss SYSTEM "gnc-glossary.xml">
<!ENTITY appendixa SYSTEM "appendixa.xml">
<!ENTITY appendixb SYSTEM "appendixb.xml">
@@ -438,10 +434,6 @@
&chapter16;
&chapter17;
&chapter18;
-&chapter19;
-&chapter20;
-&chapter21;
-&chapter22;
</part>
<part>
<title>Appendices</title>
Summary of changes:
guide/C/Makefile.am | 6 +-
guide/C/ch_bus_ap.xml | 296 ------
guide/C/ch_bus_ar.xml | 542 -----------
guide/C/ch_bus_features.xml | 1497 ++++++++++++++++++++++++++++++
guide/C/ch_bus_intro.xml | 42 -
guide/C/ch_bus_pay.xml | 323 -------
guide/C/ch_bus_setup.xml | 398 --------
guide/C/ch_oview.xml | 28 +-
guide/C/gnucash-guide.xml | 20 +-
guide/it/Makefile.am | 6 +-
guide/it/gnucash-guide.xml | 2103 ++++++++++++++++++++-----------------------
help/it/gnucash-help.xml | 13 +-
12 files changed, 2518 insertions(+), 2756 deletions(-)
delete mode 100644 guide/C/ch_bus_ap.xml
delete mode 100644 guide/C/ch_bus_ar.xml
create mode 100644 guide/C/ch_bus_features.xml
delete mode 100644 guide/C/ch_bus_intro.xml
delete mode 100644 guide/C/ch_bus_pay.xml
delete mode 100644 guide/C/ch_bus_setup.xml
More information about the gnucash-changes
mailing list