r19825 - gnucash-docs/trunk/help/C - Updated help content to GnuCash 2.4, improved markup and tagging.
Cristian Marchi
cmarchi at code.gnucash.org
Thu Nov 18 07:50:08 EST 2010
Author: cmarchi
Date: 2010-11-18 07:50:08 -0500 (Thu, 18 Nov 2010)
New Revision: 19825
Trac: http://svn.gnucash.org/trac/changeset/19825
Added:
gnucash-docs/trunk/help/C/figures/Main-window-callouts.png
gnucash-docs/trunk/help/C/figures/Main-window-callouts.xcf
Modified:
gnucash-docs/trunk/help/C/Help_ch_GUIMenus.xml
gnucash-docs/trunk/help/C/Help_ch_GettingStarted.xml
Log:
Updated help content to GnuCash 2.4, improved markup and tagging.
Modified: gnucash-docs/trunk/help/C/Help_ch_GUIMenus.xml
===================================================================
--- gnucash-docs/trunk/help/C/Help_ch_GUIMenus.xml 2010-11-17 21:38:28 UTC (rev 19824)
+++ gnucash-docs/trunk/help/C/Help_ch_GUIMenus.xml 2010-11-18 12:50:08 UTC (rev 19825)
@@ -1,12 +1,14 @@
<!--
(Do not remove this comment block.)
Version: 2.0.x
- Last modified: December 7th 2009
+ Last modified: November 18th 2010
+ modified: December 7th 2009
modified: April 23th 2007
modified: August 12th 2006
modified: February 28th 2005
Maintainers:
+ Cristian Marchi <cri79 at libero.it>
Alex Aycinena <alex.aycinena at gmail.com>
Chris Lyttle <chris at wilddev.net>
Neil Williams <linux at codehelp.co.uk>
@@ -33,33 +35,91 @@
<sect2 id="Main-window">
<title>Main <application>&app;</application> Window</title>
- <para>Access to commonly used sub-windows and account tools is through
+ <para>You can access commonly used sub-windows and tools through
this window.</para>
- <para>The contents and options within the various sub-menus of the
- various sections of the main <application>&app;</application> window will vary dependent on the
- active display window.</para>
+ <figure id="Help_Main_WindowCallouts">
+ <title>The Main <application>&app;</application> Window</title>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="figures/Main-window-callouts.png" format="PNG"
+ srccredit="Cristian Marchi" ></imagedata>
+ </imageobject>
+ <textobject>
+ <phrase><application>&app;</application> main window parts</phrase>
+ </textobject>
+ <caption><para>The parts in which the
+ main <application>&app;</application> window is divided.</para></caption>
+ </mediaobject>
+ </figure>
+
<para>When you start <application>&app;</application>, after a couple of windows (Splash
screen, Tip of the Day) the main window will be displayed. This
- window is very similar to a typical browser: the window titlebar
- displays the open file, with the Menubar below, followed by the
- Toolbar, then a row of Tabs listing the open Reports, Registers,
- and the Tree of Accounts. Below these is the major display space
- containing the currently selected Tab. At the bottom is a row
- with a financial summary, then the status bar, which contains a
- description of the active menu item and a progress bar.</para>
+ window is divided into the following sections (see <xref linkend="Help_Main_WindowCallouts"/> for reference):</para>
- <para>The Tree of Accounts is labeled "Accounts" in the Tab bar,
+ <variablelist>
+ <varlistentry><term>Titlebar</term>
+ <listitem>
+ <para>Displays the name of the currently opened file and the active tab’s name</para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>Menubar</term>
+ <listitem>
+ <para>Displays the available menu entries</para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>Toolbar</term>
+ <listitem>
+ <para>Displays the available <emphasis>Toolbar</emphasis> buttons</para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>Tab bar</term>
+ <listitem>
+ <para>Lists the open reports, registers
+ and tree of accounts</para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>Main pane</term>
+ <listitem>
+ <para>The major display space showing the
+ content of the currently selected tab</para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>Summarybar</term>
+ <listitem>
+ <para>Displays a financial summary</para>
+ </listitem>
+ </varlistentry>
+ <varlistentry><term>Statusbar</term>
+ <listitem>
+ <para>Gives a description of the active menu item
+ and shows a progress bar</para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+
+
+ <note>
+ <para>The contents and options within the various sub-menus of the
+ different sections of the main <application>&app;</application> window will vary upon the
+ active display window.</para>
+ </note>
+
+ <para>The tree of accounts is labeled <guilabel>Accounts</guilabel> in the <firstterm>Tab bar</firstterm>,
and displays all your accounts and their balances, grouped
according to standard accounting practice.</para>
- <para>To open an additional view of the Tree of Accounts go to <guilabel>View ->
- New Accounts Page</guilabel>. This will open the account tree in the existing
- window.</para>
+ <tip>
+ <para>To open an additional view of the tree of accounts go to <menuchoice><guimenu>View</guimenu>
+ <guimenuitem>New Accounts Page</guimenuitem></menuchoice>. This will open the account tree in the existing
+ window.</para>
+ </tip>
- <para>To open a new window with a Tree of Accounts view go to <guilabel>Windows
- -> New Window with Page</guilabel>.</para>
+ <tip>
+ <para>To open a new window with a tree of accounts view, go to <menuchoice><guimenu>Windows</guimenu>
+ <guimenuitem>New Window with Page</guimenuitem></menuchoice>.</para>
+ </tip>
</sect2>
</sect1>
@@ -93,68 +153,77 @@
<sect2 id="AccTree-menus">
<title>Account Tree - Menus</title>
- <para>The Menu bar for the Accounts Tree window contains the following
- options;
+ <para>The <firstterm>Menubar</firstterm> for the Accounts Tree window contains the following
+ options:
- <itemizedlist>
+ <variablelist>
+ <varlistentry><term>File</term>
<listitem>
- <para><emphasis role="bold">File</emphasis> - <xref linkend="AccTree-file-menu"></xref></para>
+ <para><xref linkend="AccTree-file-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Edit</term>
<listitem>
- <para><emphasis role="bold">Edit</emphasis> - <xref
+ <para><xref
linkend="AccTree-edit-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>View</term>
<listitem>
- <para><emphasis role="bold">View</emphasis> - <xref
+ <para><xref
linkend="AccTree-view-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Actions</term>
<listitem>
- <para><emphasis role="bold">Action</emphasis> - <xref
+ <para><xref
linkend="AccTree-actions-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Business</term>
<listitem>
- <para><emphasis role="bold">Business</emphasis> - <xref
+ <para><xref
linkend="AccTree-business-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Reports</term>
<listitem>
- <para><emphasis role="bold">Reports</emphasis> - <xref
+ <para><xref
linkend="AccTree-reports-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Tools</term>
<listitem>
- <para><emphasis role="bold">Tools</emphasis> - <xref
+ <para><xref
linkend="AccTree-tools-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Windows</term>
<listitem>
- <para><emphasis role="bold">Windows</emphasis> - <xref
+ <para><xref
linkend="AccTree-windows-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Help</term>
<listitem>
- <para><emphasis role="bold">Help</emphasis> - <xref
+ <para><xref
linkend="AccTree-help-menu"></xref></para>
</listitem>
-
- </itemizedlist>
+ </varlistentry>
+ </variablelist>
</para>
<sect3 id="AccTree-file-menu">
- <title>Account Tree - File Menu</title>
+ <title>Account Tree - <guimenu>File</guimenu> Menu</title>
<para>The following table describes the options in the File Menu.</para>
- <para>Clicking on the File option of the Menu bar will "pull down" a menu of options
- described in the File Menu table.</para>
+ <para>Clicking on the <guimenu>File</guimenu> option of the <emphasis>Menubar</emphasis> will <quote>pull down</quote> a menu of options
+ described in <xref linkend="AccTree-FileMenu"/>.</para>
- <table frame="topbot" >
- <title>Access to file and account operations and printing.</title>
+ <table frame="topbot" id="AccTree-FileMenu">
+ <title>Account Tree - <guimenu>File</guimenu> Menu - Access to file, account operations and printing.</title>
<tgroup align="left" cols="3">
<colspec colname="c1" ></colspec>
@@ -172,51 +241,44 @@
<tbody>
<row>
- <entry><para>New -></para></entry>
+ <entry><para><menuchoice><guisubmenu>New</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Selects the New Account, Budget and file options sub-menu
- </para></entry>
+ </para></entry>
</row>
<row>
- <entry namest="c2">New File</entry>
+ <entry namest="c2"><guimenuitem>New File</guimenuitem></entry>
<entry namest="c3">
<para>Creates a new data file (Starts with new Accounts and data.)
- </para></entry>
+ </para></entry>
</row>
<row>
- <entry namest="c2">New Accounts Page</entry>
+ <entry namest="c2"><guimenuitem>New Budget</guimenuitem></entry>
<entry namest="c3">
- <para>Creates an copy of the Account tree</para></entry>
- </row>
-
- <row>
- <entry namest="c2">New Budget</entry>
-
- <entry namest="c3">
<para>Starts the Creates a New budget assistant.</para></entry>
</row>
<row>
- <entry namest="c2">New Account...</entry>
+ <entry namest="c2"><guimenuitem>New Account...</guimenuitem></entry>
<entry namest="c3">
<para>Creates a New Account and opens the account properties.</para></entry>
</row>
<row>
- <entry namest="c2">New Account Hierarchy ...</entry>
+ <entry namest="c2"><guimenuitem>New Account Hierarchy ...</guimenuitem></entry>
<entry namest="c3">
<para>Starts the Creates a New Account Hierarchy sequence.</para></entry>
</row>
<row>
- <entry><para>Open -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Open</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Selects the Open sub-menu options described below</para></entry>
@@ -224,7 +286,7 @@
<row>
<entry namest="c2">
- <para>Open ...</para></entry>
+ <para><guimenuitem>Open ...</guimenuitem></para></entry>
<entry namest="c3">
<para>Starts the "Open another data file" process.</para></entry>
@@ -232,7 +294,7 @@
<row>
<entry namest="c2">
- <para>Open Budget</para></entry>
+ <para><guimenuitem>Open Budget</guimenuitem></para></entry>
<entry namest="c3">
<para>Opens an existing budget.</para></entry>
@@ -240,25 +302,52 @@
<row>
<entry namest="c2">
- <para>Open Account</para></entry>
+ <para>
+ <menuchoice>
+ <shortcut>
+ <keycombo>
+ <keycap>Alt</keycap>
+ <keycap>F</keycap>
+ </keycombo>,
+ <keycap>O</keycap>,
+ <keycap>A</keycap>
+ </shortcut>
+ <guimenuitem>Open Account</guimenuitem>
+ </menuchoice>
+ </para>
+ </entry>
<entry namest="c3">
<para>When an account is selected in the Account Tree opens
- the register for that account. (Shortcut Alt-F,O,A) </para></entry>
+ the register for that account.</para></entry>
</row>
<row>
<entry namest="c2">
- <para>Open Sub-Accounts</para></entry>
+ <para>
+ <menuchoice>
+ <shortcut>
+ <keycombo>
+ <keycap>Alt</keycap>
+ <keycap>F</keycap>
+ </keycombo>,
+ <keycap>O</keycap>,
+ <keycap>A</keycap>
+ </shortcut>
+ <guimenuitem>Open Subaccounts</guimenuitem>
+ </menuchoice>
+ </para>
+ </entry>
<entry namest="c3">
<para>When an account is selected in the Account Tree opens
a General Ledger register for that account and all
- sub-accounts. (Shortcut Alt-F,O,A)</para></entry>
+ sub-accounts.</para></entry>
</row>
+ <!-- TODO: Check the above keyboard shortcut. -->
<row>
- <entry><para>Import -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Import</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Opens the Import sub-menu to import files from other
@@ -267,7 +356,7 @@
<row>
<entry namest="c2">
- <para>Import QIF ...</para></entry>
+ <para><guimenuitem>Import QIF ...</guimenuitem></para></entry>
<entry namest="c3">
<para>Starts the QIF file Import process.</para></entry>
@@ -275,7 +364,7 @@
<row>
<entry namest="c2">
- <para>Import OFX/QFX ...</para></entry>
+ <para><guimenuitem>Import OFX/QFX ...</guimenuitem></para></entry>
<entry namest="c3">
<para>Starts the OFX/QFX file Import process.</para></entry>
@@ -283,40 +372,108 @@
<row>
<entry namest="c2">
- <para>Replay <application>&app;</application> .log file...</para></entry>
+ <para><guimenuitem>Import CSV/Fixed-Width ...</guimenuitem></para></entry>
<entry namest="c3">
+ <para>Starts the CSV/Fixed-Width file Import process.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Replay &app; .log file...</guimenuitem></para></entry>
+
+ <entry namest="c3">
<para>Starts the replaying of a <application>&app;</application> log file. Used for
data recovery from "crashes".</para></entry>
</row>
<row>
- <entry><para>Save (Ctrl-S)</para></entry>
+ <entry namest="c2">
+ <para><guimenuitem>Import MT940</guimenuitem></para></entry>
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import MT942</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import DTAUS</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import DTAUS and send</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+ <!-- TODO: Are the above descriptions really supposed to be blank? -->
+
+ <row>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
<entry nameend="c3" namest="c2">
- <para>Saves the currently open file. Menu shortcut Ctrl-S</para></entry>
+ <para>Saves the currently open file.</para></entry>
</row>
<row>
- <entry><para>Save As ... (Shift+Ctrl+S)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Shift</keycap><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save As...</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
- <para>Saves the currently opened file with a different name.
- Menu shortcut Shift+Ctrl+S</para>
+ <para>Saves the currently opened file with a different name.</para>
<warning><para>Do NOT store your data file in ~/.gnucash/books. </para></warning>
</entry>
</row>
<row>
- <entry><para>Export -></para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Shift</keycap><keycap>Ctrl</keycap><keycap>P</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Page Setup...</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
- <para>Exports ...</para></entry>
+ <para>Let you choose the paper size, layout and margins for printing.</para>
+ </entry>
</row>
+ <row>
+ <entry><para><menuchoice><guisubmenu>Export</guisubmenu><guimenuitem/></menuchoice></para></entry>
+ <entry nameend="c3" namest="c2">
+ <para>Opens the Export sub-menu.</para></entry>
+ </row>
+
<row>
<entry namest="c2">
- <para>Export Accounts</para></entry>
+ <para><guisubmenu>Export Accounts</guisubmenu></para></entry>
<entry namest="c3" >
<para>Exports your account hierarchy to a new file. Does not
@@ -324,24 +481,36 @@
</row>
<row>
- <entry><para>Properties (Alt+Return)</para></entry>
-
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Alt</keycap><keycap>Enter</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Properties</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Sets options for this <application>&app;</application> data file.</para></entry>
</row>
<row>
- <entry><para>Recently opened files</para></entry>
+ <entry><para><guimenuitem>Recently opened files</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Numbered list of most recently opened <application>&app;</application> data files.</para></entry>
</row>
<row>
- <entry><para>Quit (Ctrl+Q)</para></entry>
-
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>Q</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Quit</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
- <para>Exits <application>&app;</application>. Menu shortcut Ctrl-Q</para></entry>
+ <para>Exits <application>&app;</application>.</para></entry>
</row>
</tbody>
</tgroup>
@@ -349,10 +518,10 @@
</sect3>
<sect3 id="AccTree-edit-menu">
- <title>Account Tree - Edit Menu</title>
+ <title>Account Tree - <guimenu>Edit</guimenu> Menu</title>
<table frame="topbot" id="AccTree-EditMenu">
- <title>Account Tree - Edit Menu - Access to file and account editing
+ <title>Account Tree - <guimenu>Edit</guimenu> Menu - Access to file and account editing
operations and preferences.</title>
<tgroup align="left" cols="2">
@@ -371,7 +540,14 @@
<tbody>
<row>
- <entry><para>Edit Account (Ctrl+E)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>E</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Edit Account</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Modify name or characteristic of selected account. <xref linkend="acct-edit"></xref></para>
@@ -379,22 +555,36 @@
</row>
<row>
- <entry><para>Delete Account ...</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycap>Delete</keycap>
+ </shortcut>
+ <guimenuitem>Delete Account...</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Remove an account. See <xref linkend="acct-delete"></xref></para></entry>
</row>
<row>
- <entry><para>Renumber Sub-account ...</para></entry>
+ <entry><para><guimenuitem>Renumber Subaccounts...</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
- <para>Starts the Renumber Account assistant. See
+ <para>Starts the Renumber Account assistant. See
<xref linkend="chart-renumber"></xref>.</para></entry>
</row>
<row>
- <entry><para>Find ... (Ctrl+F)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>F</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Find...</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Set criteria for a search for a specific transaction.
@@ -403,7 +593,7 @@
</row>
<row>
- <entry><para>Preferences</para></entry>
+ <entry><para><guimenuitem>Preferences</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Customize <application>&app;</application> for location, style, and numerous other preferences.
@@ -411,14 +601,14 @@
</row>
<row>
- <entry><para>Style Sheets</para></entry>
+ <entry><para><guimenuitem>Style Sheets</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Modify/customize Style Sheets. See <xref linkend="change-style"></xref>.</para></entry>
</row>
<row>
- <entry><para>Tax Report Options</para></entry>
+ <entry><para><guimenuitem>Tax Report Options</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Set tax characteristics on account(s) (US). Assign tax form and
@@ -432,10 +622,10 @@
</sect3>
<sect3 id="AccTree-view-menu">
- <title>Account Tree - View Menu</title>
+ <title>Account Tree - <guimenu>View</guimenu> Menu</title>
<table frame="topbot" id="AccTree-ViewMenu">
- <title>Account Tree - View Menu - Changes display window view.</title>
+ <title>Account Tree - <guimenu>View</guimenu> Menu - Changes display window view.</title>
<tgroup align="left" cols="2">
<colspec colname="c1" ></colspec>
@@ -451,45 +641,58 @@
<tbody>
<row>
- <entry><para>Toolbar</para></entry>
+ <entry><para><guimenuitem>Toolbar</guimenuitem></para></entry>
- <entry><para>Check-box to Enable/Disable display of Toolbar.</para></entry>
+ <entry><para>Check-box to enable/disable display of <emphasis>Toolbar</emphasis>.</para></entry>
</row>
<row>
- <entry><para>Summary Bar</para></entry>
+ <entry><para><guimenuitem>Summarybar</guimenuitem></para></entry>
- <entry><para>Check-box to Enable/Disable display of Summary Bar.</para></entry>
+ <entry><para>Check-box to enable/disable display of <emphasis>Summarybar</emphasis> .</para></entry>
</row>
<row>
- <entry><para>Status Bar</para></entry>
+ <entry><para><guimenuitem>Statusbar</guimenuitem></para></entry>
- <entry><para>Check-box to Enable/Disable display of Status Bar.</para></entry>
+ <entry><para>Check-box to enable/disable display of <emphasis>Statusbar</emphasis>.</para></entry>
</row>
<row>
- <entry><para>Filter by ...</para></entry>
+ <entry><para><guimenuitem>Filter by ...</guimenuitem></para></entry>
<entry><para>Set filter for accounts displayed in the Account Tree
display.</para></entry>
</row>
<row>
- <entry><para>Refresh (Ctrl+R)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>R</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Refresh</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry><para>Repaint the display screen.</para></entry>
</row>
+
+ <row>
+ <entry><para><guimenuitem>New Accounts Page</guimenuitem></para></entry>
+
+ <entry><para>Open a new tab that display the account tree.</para></entry>
+ </row>
</tbody>
</tgroup>
</table>
</sect3>
<sect3 id="AccTree-actions-menu">
- <title>Account Tree - Actions Menu</title>
+ <title>Account Tree - <guimenu>Actions</guimenu> Menu</title>
<table frame="topbot" id="AccTree-ActionsMenu">
- <title>Actions Menu - Setup scheduled transactions, repair accounts,
+ <title>Account Tree - <guimenu>Actions</guimenu> Menu - Setup scheduled transactions, repair accounts,
perform stock splits, transfer and reconcile transactions.</title>
<tgroup align="left" cols="3">
@@ -508,15 +711,15 @@
<tbody>
<row>
- <entry><para>Online Actions -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Online Actions</guisubmenu><guimenuitem></guimenuitem></menuchoice></para></entry>
- <entry align="center" nameend="c3" namest="c2">If Online Banking was enabled for <application>&app;</application>
- the following sub-menus will be displayed</entry>
+ <entry align="center" nameend="c3" namest="c2">This menu item (and sub-menu) is shown only if Online Banking
+ was enabled for <application>&app;</application></entry>
</row>
<row>
<entry namest="c2">
- <para>Get Balance</para></entry>
+ <para><guimenuitem>Get Balance</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -524,7 +727,7 @@
<row>
<entry namest="c2">
- <para>Get Transactions </para></entry>
+ <para><guimenuitem>Get Transactions</guimenuitem></para></entry>
<entry namest="c3">
<para>Download transactions from online accounts</para></entry>
@@ -532,7 +735,7 @@
<row>
<entry namest="c2">
- <para>Issue Transaction ... </para></entry>
+ <para><guimenuitem>Issue Transaction...</guimenuitem></para></entry>
<entry namest="c3">
<para>Upload transaction(s) to online account ??</para></entry>
@@ -540,22 +743,31 @@
<row>
<entry namest="c2">
- <para>Direct Debit ... </para></entry>
+ <para><guimenuitem>Internal Transaction...</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
+
<row>
- <entry><para>Scheduled Transactions -></para></entry>
+ <entry namest="c2">
+ <para><guimenuitem>Direct Debit...</guimenuitem></para></entry>
+ <entry namest="c3">
+ <para></para></entry>
+ </row>
+
+ <row>
+ <entry><para><menuchoice><guisubmenu>Scheduled Transactions</guisubmenu><guimenuitem/></menuchoice></para></entry>
+
<entry align="center" nameend="c3" namest="c2">Scheduled
Transactions sub-menus</entry>
</row>
<row>
<entry namest="c2">
- <para>Scheduled Transaction Editor</para></entry>
+ <para><guimenuitem>Scheduled Transaction Editor</guimenuitem></para></entry>
<entry namest="c3">
<para>Invoke tool to edit scheduled transactions.
@@ -564,7 +776,7 @@
<row>
<entry namest="c2">
- <para>Since Last Run...</para></entry>
+ <para><guimenuitem>Since Last Run...</guimenuitem></para></entry>
<entry namest="c3">
<para>Display Scheduled transactions since last running of
@@ -573,7 +785,7 @@
<row>
<entry namest="c2">
- <para>Mortgage & Loan Repayment Setup</para></entry>
+ <para><guimenuitem>Mortgage & Loan Repayment...</guimenuitem></para></entry>
<entry namest="c3">
<para>Starts the Mortgage & Loan Repayment assistant for
@@ -590,21 +802,21 @@
</row>-->
<row>
- <entry><para>Transfer...</para></entry>
+ <entry><para><guimenuitem>Transfer...</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Starts the Transfer assistant for transfer between accounts.</para></entry>
</row>
<row>
- <entry><para>Reconcile...</para></entry>
+ <entry><para><guimenuitem>Reconcile...</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Starts the Account Reconcile assistant. <xref linkend="tool-reconcile"></xref></para></entry>
</row>
<row>
- <entry><para>Stock Split...</para></entry>
+ <entry><para><guimenuitem>Stock Split...</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Starts the Stock Split assistant. Additional details <xref
@@ -612,17 +824,24 @@
</row>
<row>
- <entry><para>View Lots...</para></entry>
+ <entry><para><guimenuitem>View Lots...</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Opens the "Lots in Account" form.
<!-- Additional details <xref linkend="view-lots"></xref> -->
- </para></entry>
+ </para></entry>
</row>
<row>
+ <entry><para><guimenuitem>Auto clear...</guimenuitem></para></entry>
+
+ <entry nameend="c3" namest="c2">
+ <para>Opens the auto-clear screen where you can fill up the automatic clear information.</para></entry>
+ </row>
+
+ <row>
<entry align="left">
- <para>Check & Repair -></para></entry>
+ <para><menuchoice><guisubmenu>Check & Repair</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Check & Repair Submenus</para></entry>
@@ -630,7 +849,7 @@
<row>
<entry namest="c2">
- <para>Check & Repair Account</para></entry>
+ <para><guimenuitem>Check & Repair Account</guimenuitem></para></entry>
<entry namest="c3">
<para>Check for and repair unbalanced transactions and
@@ -639,7 +858,7 @@
<row>
<entry namest="c2">
- <para>Check & Repair Sub-accounts</para></entry>
+ <para><guimenuitem>Check & Repair Subaccounts</guimenuitem></para></entry>
<entry namest="c3">
<para>Check for and repair unbalanced transactions and
@@ -648,7 +867,7 @@
<row>
<entry namest="c2">
- <para>Check & Repair All</para></entry>
+ <para><guimenuitem>Check & Repair All</guimenuitem></para></entry>
<entry namest="c3">
<para>Check for and repair unbalanced transactions and
@@ -656,7 +875,7 @@
</row>
<row>
- <entry><para>Reset Warnings...</para></entry>
+ <entry><para><guimenuitem>Reset Warnings...</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para><application>&app;</application> gives warnings when certain operations are attempted,
@@ -666,11 +885,11 @@
me again" and "Remember and don't ask me again this session" allow
disabling the warnings. This option permits reseting the warnings to the default,
IE make the warning happen. Warnings may be selectivly enabled.
- </para></entry>
+ </para></entry>
</row>
<row>
- <entry><para>Rename Page</para></entry>
+ <entry><para><guimenuitem>Rename Page</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Open the form to rename the current page/tab.</para></entry>
@@ -682,10 +901,10 @@
</sect3>
<sect3 id="AccTree-business-menu">
- <title id="usage">Account Tree - Business Menu</title>
+ <title id="usage">Account Tree - <guimenu>Business</guimenu> Menu</title>
<table frame="topbot" id="AccTree-BusinessMenu">
- <title>Business Menu - Access small business features of <application>&app;</application>.</title>
+ <title>Account Tree - <guimenu>Business</guimenu> Menu - Access small business features of <application>&app;</application>.</title>
<tgroup align="left" cols="3">
<colspec colname="c1" ></colspec>
@@ -703,7 +922,7 @@
<tbody>
<row>
- <entry><para>Customer -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Customer</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Select customer related activities.</para></entry>
@@ -711,7 +930,7 @@
<row>
<entry namest="c2">
- <para>New Customer...</para></entry>
+ <para><guimenuitem>New Customer...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the form to create a new customer.</para></entry>
@@ -719,7 +938,7 @@
<row>
<entry namest="c2">
- <para>Find Customer...</para></entry>
+ <para><guimenuitem>Find Customer...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the assistant to search for a customer.</para></entry>
@@ -727,7 +946,7 @@
<row>
<entry namest="c2">
- <para>New Invoice...</para></entry>
+ <para><guimenuitem>New Invoice...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the form to create a new invoice.</para></entry>
@@ -735,7 +954,7 @@
<row>
<entry namest="c2">
- <para>Find Invoice...</para></entry>
+ <para><guimenuitem>Find Invoice...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the assistant to search for a invoice.</para></entry>
@@ -743,7 +962,7 @@
<row>
<entry namest="c2">
- <para>New Job...</para></entry>
+ <para><guimenuitem>New Job...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the form to create a new job.</para></entry>
@@ -751,7 +970,7 @@
<row>
<entry namest="c2">
- <para>Find Job...</para></entry>
+ <para><guimenuitem>Find Job...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the assistant to search for a job.</para></entry>
@@ -759,7 +978,7 @@
<row>
<entry namest="c2">
- <para>Process Payment...</para></entry>
+ <para><guimenuitem>Process Payment...</guimenuitem></para></entry>
<entry namest="c3">
<para>Starts the Process Payment assistant. Requires an account of type
@@ -767,7 +986,7 @@
</row>
<row>
- <entry><para>Vendor -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Vendor</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Select vendor related activities.</para></entry>
@@ -775,7 +994,7 @@
<row>
<entry namest="c2">
- <para>New Vendor...</para></entry>
+ <para><guimenuitem>New Vendor...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the form to create a new vendor.</para></entry>
@@ -783,7 +1002,7 @@
<row>
<entry namest="c2">
- <para>Find Vendor...</para></entry>
+ <para><guimenuitem>Find Vendor...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the assistant to search for a vendor.</para></entry>
@@ -791,7 +1010,7 @@
<row>
<entry namest="c2">
- <para>New Bill...</para></entry>
+ <para><guimenuitem>New Bill...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the form to create a new bill.</para></entry>
@@ -799,7 +1018,7 @@
<row>
<entry namest="c2">
- <para>Find Bill...</para></entry>
+ <para><guimenuitem>Find Bill...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the assistant to search for a bill.</para></entry>
@@ -807,7 +1026,7 @@
<row>
<entry namest="c2">
- <para>New Job...</para></entry>
+ <para><guimenuitem>New Job...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the form to create a new job.</para></entry>
@@ -815,7 +1034,7 @@
<row>
<entry namest="c2">
- <para>Find Job...</para></entry>
+ <para><guimenuitem>Find Job...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the assistant to search for a job.</para></entry>
@@ -823,7 +1042,7 @@
<row>
<entry namest="c2">
- <para>Process Payment...</para></entry>
+ <para><guimenuitem>Process Payment...</guimenuitem></para></entry>
<entry namest="c3">
<para>Starts the Process Payment assistant. Requires an account of type
@@ -831,7 +1050,7 @@
</row>
<row>
- <entry><para>Employee -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Employee</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Select employee related activities.</para></entry>
@@ -839,7 +1058,7 @@
<row>
<entry namest="c2">
- <para>New Employee...</para></entry>
+ <para><guimenuitem>New Employee...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the form to create a new employee.</para></entry>
@@ -847,7 +1066,7 @@
<row>
<entry namest="c2">
- <para>Find Employee...</para></entry>
+ <para><guimenuitem>Find Employee...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the assistant to search for a employee.</para></entry>
@@ -855,7 +1074,7 @@
<row>
<entry namest="c2">
- <para>New Expense Voucher...</para></entry>
+ <para><guimenuitem>New Expense Voucher...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the form to create a new expense voucher.</para></entry>
@@ -863,7 +1082,7 @@
<row>
<entry namest="c2">
- <para>Find Expense Voucher...</para></entry>
+ <para><guimenuitem>Find Expense Voucher...</guimenuitem></para></entry>
<entry namest="c3">
<para>Start the assistant to search for a expense voucher.</para></entry>
@@ -871,7 +1090,7 @@
<row>
<entry namest="c2">
- <para>Process Payment...</para></entry>
+ <para><guimenuitem>Process Payment...</guimenuitem></para></entry>
<entry namest="c3">
<para>Starts the Process Payment assistant. Requires an account of type
@@ -879,74 +1098,41 @@
</row>
<row>
- <entry><para>Tax Table Editor</para></entry>
+ <entry><para><guimenuitem>Sales Tax Table</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>View and edit the list of tax tables.</para></entry>
</row>
<row>
- <entry><para>Billing Terms Editor</para></entry>
+ <entry><para><guimenuitem>Billing Terms Editor</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>View and edit the list of Billing Terms.</para></entry>
</row>
<row>
- <entry><para>Bills Due Reminder</para></entry>
+ <entry><para><guimenuitem>Bills Due Reminder</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>View and edit the list of Bills Due Reminder.</para></entry>
</row>
- <row>
- <entry><para>Export -></para></entry>
-
- <entry namest="c2" nameend="c3">
- <para></para></entry>
- </row>
- <row>
- <entry namest="c2">
- <para>QSF Invoice...</para></entry>
-
- <entry namest="c3">
- <para>Export one or more Invoice(s) to QSF.</para></entry>
- </row>
- <row>
- <entry namest="c2">
- <para>QSF Customer...</para></entry>
-
- <entry namest="c3">
- <para>Export one or more Customer(s) to QSF.</para></entry>
- </row>
- <row>
- <entry namest="c2">
- <para>QSF Vendor...</para></entry>
-
- <entry namest="c3">
- <para>Export one or more Vendor(s) to QSF.</para></entry>
- </row>
- <row>
- <entry namest="c2">
- <para>QSF Employee...</para></entry>
-
- <entry namest="c3">
- <para>Export one or more Employee(s) to QSF.</para></entry>
- </row>
</tbody>
</tgroup>
</table>
</sect3>
<sect3 id="AccTree-reports-menu">
- <title>Account Tree - Reports Menu</title>
+ <title>Account Tree - <guimenu>Reports</guimenu> Menu</title>
<para>This is only a brief listing of each of the available reports and
- graphs. Each report or graph may be customized by the
- <guilabel>Options</guilabel> Icon and the "Stylesheet" used.</para>
+ graphs. Each report or graph may be customized by selecting a different
+ <firstterm>Stylesheet</firstterm> or by pressing the <guibutton>Options</guibutton>
+ button in the <emphasis>Toolbar</emphasis>.</para>
<table frame="topbot" id="AccTree-ReportsMenu">
- <title>Reports Menu - Access <application>&app;</application> Reports and Charts.</title>
+ <title>Account Tree - <guimenu>Reports</guimenu> Menu - Access <application>&app;</application> Reports and Charts.</title>
<tgroup align="left" cols="3">
<colspec colname="c1" ></colspec>
@@ -963,25 +1149,25 @@
</thead>
<tbody>
+
<row>
- <entry namest="c1">
- <para>Account Summary</para></entry>
+ <entry><para><menuchoice><guisubmenu>Assets & Liabilities</guisubmenu><guimenuitem/></menuchoice></para></entry>
- <entry nameend="c3" namest="c2">
- <para>Report showing the balance of selected
- accounts.</para></entry>
+ <entry align="center" nameend="c3" namest="c2">
+ <para></para></entry>
</row>
<row>
- <entry><para>Assets & Liabilities -></para></entry>
+ <entry namest="c2">
+ <para><guimenuitem>Advanced Portfolio</guimenuitem></para></entry>
- <entry align="center" nameend="c3" namest="c2">
+ <entry namest="c3">
<para></para></entry>
</row>
<row>
<entry namest="c2">
- <para>Advanced Portfolio</para></entry>
+ <para><guimenuitem>Asset Barchart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -989,7 +1175,7 @@
<row>
<entry namest="c2">
- <para>Asset Bar chart</para></entry>
+ <para><guimenuitem>Asset Piechart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -997,7 +1183,7 @@
<row>
<entry namest="c2">
- <para>Asset Pie chart</para></entry>
+ <para><guimenuitem>Average Balance</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1005,15 +1191,15 @@
<row>
<entry namest="c2">
- <para>Average Balance</para></entry>
+ <para><guimenuitem>Balance Sheet</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
- <row>
+ <row>
<entry namest="c2">
- <para>Balance Sheet</para></entry>
+ <para><guimenuitem>Balance Sheet using eguile-gnc</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1021,7 +1207,7 @@
<row>
<entry namest="c2">
- <para>General Journal</para></entry>
+ <para><guimenuitem>General Journal</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1029,7 +1215,7 @@
<row>
<entry namest="c2">
- <para>General Ledger</para></entry>
+ <para><guimenuitem>General Ledger</guimenuitem></para></entry>
<entry namest="c3">
<!-- <para>See <xref linkend="general-ledger-report"></xref></para>-->
@@ -1038,7 +1224,7 @@
<row>
<entry namest="c2">
- <para>Investment Portfolio</para></entry>
+ <para><guimenuitem>Investment Portfolio</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1046,7 +1232,7 @@
<row>
<entry namest="c2">
- <para>Liability Bar chart</para></entry>
+ <para><guimenuitem>Liability Barchart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1054,7 +1240,7 @@
<row>
<entry namest="c2">
- <para>Liability Pie chart</para></entry>
+ <para><guimenuitem>Liability Piechart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1062,7 +1248,7 @@
<row>
<entry namest="c2">
- <para>Net Worth Bar chart</para></entry>
+ <para><guimenuitem>Net Worth Barchart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1070,14 +1256,14 @@
<row>
<entry namest="c2">
- <para>Price Scatter plot</para></entry>
+ <para><guimenuitem>Price Scatterplot</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
<row>
- <entry><para>Business Reports -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Business Reports</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para></para></entry>
@@ -1085,7 +1271,7 @@
<row>
<entry namest="c2">
- <para>Customer Report</para></entry>
+ <para><guimenuitem>Customer Report</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1093,7 +1279,7 @@
<row>
<entry namest="c2">
- <para>Easy Invoice</para></entry>
+ <para><guimenuitem>Easy Invoice</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1101,7 +1287,7 @@
<row>
<entry namest="c2">
- <para>Employee Report</para></entry>
+ <para><guimenuitem>Employee Report</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1109,7 +1295,7 @@
<row>
<entry namest="c2">
- <para>Fancy Invoice</para></entry>
+ <para><guimenuitem>Fancy Invoice</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1117,7 +1303,7 @@
<row>
<entry namest="c2">
- <para>Payable Aging</para></entry>
+ <para><guimenuitem>Job Report</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1125,7 +1311,7 @@
<row>
<entry namest="c2">
- <para>Printable Invoice</para></entry>
+ <para><guimenuitem>Payable Aging</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1133,7 +1319,7 @@
<row>
<entry namest="c2">
- <para>Receivable Aging</para></entry>
+ <para><guimenuitem>Printable Invoice</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1141,30 +1327,38 @@
<row>
<entry namest="c2">
- <para>Vendor Report</para></entry>
+ <para><guimenuitem>Receivable Aging</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
<row>
- <entry><para>Income & Expense -></para></entry>
+ <entry namest="c2">
+ <para><guimenuitem>Tax Report</guimenuitem></para></entry>
- <entry align="center" nameend="c3" namest="c2">
+ <entry namest="c3">
<para></para></entry>
</row>
<row>
<entry namest="c2">
- <para>Budget Report</para></entry>
+ <para><guimenuitem>Vendor Report</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
<row>
+ <entry><para><menuchoice><guisubmenu>Income & Expense</guisubmenu><guimenuitem/></menuchoice></para></entry>
+
+ <entry align="center" nameend="c3" namest="c2">
+ <para></para></entry>
+ </row>
+
+ <row>
<entry namest="c2">
- <para>Cash Flow</para></entry>
+ <para><guimenuitem>Cash Flow</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1172,7 +1366,7 @@
<row>
<entry namest="c2">
- <para>Equity Statement</para></entry>
+ <para><guimenuitem>Equity Statement</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1180,7 +1374,7 @@
<row>
<entry namest="c2">
- <para>Expense Bar chart</para></entry>
+ <para><guimenuitem>Expense Barchart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1188,7 +1382,7 @@
<row>
<entry namest="c2">
- <para>Expense Pie chart</para></entry>
+ <para><guimenuitem>Expense Piechart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1196,7 +1390,7 @@
<row>
<entry namest="c2">
- <para>Expense vs Day of Week</para></entry>
+ <para><guimenuitem>Expenses vs Day of Week</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1204,7 +1398,7 @@
<row>
<entry namest="c2">
- <para>Income Bar chart</para></entry>
+ <para><guimenuitem>Income & Expense Chart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1212,7 +1406,7 @@
<row>
<entry namest="c2">
- <para>Income & Expense Chart</para></entry>
+ <para><guimenuitem>Income Barchart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1220,7 +1414,7 @@
<row>
<entry namest="c2">
- <para>Income Pie chart</para></entry>
+ <para><guimenuitem>Income Piechart</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1228,7 +1422,7 @@
<row>
<entry namest="c2">
- <para>Income Statement</para></entry>
+ <para><guimenuitem>Income Statement</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1236,7 +1430,7 @@
<row>
<entry namest="c2">
- <para>Income vs Day of Week</para></entry>
+ <para><guimenuitem>Income vs Day of Week</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1244,15 +1438,23 @@
<row>
<entry namest="c2">
- <para>Trial Balance</para></entry>
+ <para><guimenuitem>Trial Balance</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
<row>
+ <entry namest="c2">
+ <para><guimenuitem>Profit & loss</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para></para></entry>
+ </row>
+
+ <row>
<entry namest="c1">
- <para>Sample & Custom -></para></entry>
+ <para><menuchoice><guimenu>Sample & Custom</guimenu><guisubmenu></guisubmenu></menuchoice></para></entry>
<entry namest="c2" nameend="c3">
<para></para></entry>
@@ -1260,7 +1462,7 @@
<row>
<entry namest="c2">
- <para>Custom Multicolumn Report</para></entry>
+ <para><guimenuitem>Welcome Sample Report</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1268,7 +1470,7 @@
<row>
<entry namest="c2">
- <para>Sample Graphs</para></entry>
+ <para><guimenuitem>Custom Multicolumn Report</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
@@ -1276,24 +1478,34 @@
<row>
<entry namest="c2">
- <para>Sample Report With Examples</para></entry>
+ <para><guimenuitem>Sample Report With Examples</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
<row>
- <entry namest="c2">
- <para>Welcome Sample Report</para></entry>
+ <entry namest="c1">
+ <para><guimenuitem>Account Summary</guimenuitem></para></entry>
- <entry namest="c3">
- <para></para></entry>
+ <entry nameend="c3" namest="c2">
+ <para>Report showing the balance of selected
+ accounts.</para></entry>
</row>
<row>
<entry namest="c1">
- <para>Tax Schedule Report & TXF Export</para></entry>
+ <para><guimenuitem>Custom Reports</guimenuitem></para></entry>
+ <entry nameend="c3" namest="c2">
+ <para>Open the screen to manage the user created reports.</para></entry>
+ </row>
+
+
+ <row>
+ <entry namest="c1">
+ <para><guimenuitem>Tax Schedule Report & TXF Export</guimenuitem></para></entry>
+
<entry namest="c2" nameend="c3">
<para>Create a Tax report (US) and/or export data for tax
preparation software. (TXF)</para></entry>
@@ -1301,7 +1513,7 @@
<row>
<entry namest="c1">
- <para>Transaction Report</para></entry>
+ <para><guimenuitem>Transaction Report</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para></para></entry>
@@ -1312,10 +1524,10 @@
</sect3>
<sect3 id="AccTree-tools-menu">
- <title>Account Tree - Tools Menu</title>
+ <title>Account Tree - <guimenu>Tools</guimenu> Menu</title>
<table frame="topbot" id="AccTree-ToolsMenu">
- <title>Tools Menu - Access to miscellaneous tools and editors</title>
+ <title>Account Tree - <guimenu>Tools</guimenu> Menu - Access to miscellaneous tools and editors</title>
<tgroup cols="2">
<thead>
@@ -1328,35 +1540,44 @@
<tbody>
<row>
- <entry><para>Online Banking Setup ...</para></entry>
+ <entry><para><guimenuitem>Online Banking Setup ...</guimenuitem></para></entry>
- <entry><para>Starts "On-line" banking setup assistant, if <application>&app;</application> was built to support on-line banking.
- <xref linkend="tools-on-line-banking"></xref></para></entry>
+ <entry>
+ <para>Starts the Online banking setup assistant, if <application>&app;</application> was built to support on-line banking.
+ <xref linkend="tools-on-line-banking"></xref></para>
+ </entry>
</row>
<row>
- <entry><para>Price Editor</para></entry>
+ <entry><para><guimenuitem>Price Editor</guimenuitem></para></entry>
<entry><para>Tool to enter or modify Stock/Fund prices. Details at
<xref linkend="tool-price"></xref></para></entry>
</row>
<row>
- <entry><para>Security Editor</para></entry>
+ <entry><para><guimenuitem>Security Editor</guimenuitem></para></entry>
<entry><para>Tool to enter or modify Stock or commodities. Details
at <xref linkend="tool-security-edit"></xref></para></entry>
</row>
<row>
- <entry><para>Financial Calculator</para></entry>
+ <entry><para><guimenuitem>Financial Calculator</guimenuitem></para></entry>
<entry><para>Details at <xref linkend="tool-calc"></xref></para></entry>
</row>
<row>
- <entry><para>General Ledger</para></entry>
+ <entry><para><guimenuitem>Close Book</guimenuitem></para></entry>
+ <entry><para>Open a screen where you can enter the required information to close
+ the current accounting book.</para></entry>
+ </row>
+
+ <row>
+ <entry><para><guimenuitem>General Ledger</guimenuitem></para></entry>
+
<entry><para>See <xref linkend="general-ledger"></xref></para></entry>
</row>
</tbody>
@@ -1365,10 +1586,10 @@
</sect3>
<sect3 id="AccTree-windows-menu">
- <title>Account Tree - Windows Menu</title>
+ <title>Account Tree - <guimenu>Windows</guimenu> Menu</title>
<table frame="topbot" id="AccTree-WindowsMenu">
- <title>Account Tree - Windows Menu</title>
+ <title>Account Tree - <guimenu>Windows</guimenu> Menu</title>
<tgroup cols="2">
<thead>
@@ -1381,33 +1602,26 @@
<tbody>
<row>
- <entry><para>New Window</para></entry>
+ <entry><para><guimenuitem>New Window</guimenuitem></para></entry>
- <entry><para>Opens a new <application>&app;</application> window, window is empty.</para></entry>
+ <entry><para>Opens a new <application>&app;</application> empty window.</para></entry>
</row>
<row>
- <entry><para>New Window with Page</para></entry>
+ <entry><para><guimenuitem>New Window with Page</guimenuitem></para></entry>
- <entry><para>Opens the current tab in a new window, moves the tab to the new
- window.</para></entry>
+ <entry><para>Moves the current tab into a new window.</para></entry>
</row>
-
- <row>
- <entry><para></para></entry>
-
- <entry><para></para></entry>
- </row>
</tbody>
</tgroup>
</table>
</sect3>
<sect3 id="AccTree-help-menu">
- <title>Help Menu</title>
+ <title><guimenu>Help</guimenu> Menu</title>
<table frame="topbot" id="AccTree-HelpMenu">
- <title>Account Tree - Help Menu - Access to this help and the Tutorial
+ <title>Account Tree - <guimenu>Help</guimenu> Menu - Access to this help and the Tutorial
and Concepts Guide.</title>
<tgroup cols="2">
@@ -1421,27 +1635,28 @@
<tbody>
<row>
- <entry><para>Tutorial & Concepts Guide</para></entry>
+ <entry><para><guimenuitem>Tutorial & Concepts Guide</guimenuitem></para></entry>
<entry><para>Explanation of accounting principles and how to apply them in <application>&app;</application></para></entry>
</row>
<row>
- <entry><para>Tips Of The Day</para></entry>
+ <entry><para><guimenuitem>Tips Of The Day</guimenuitem></para></entry>
- <entry><para>Short notes about features you might otherwise miss</para></entry>
+ <entry><para>Shows short notes about features you might otherwise miss.</para></entry>
</row>
<row>
- <entry><para>Contents</para></entry>
+ <entry><para><guimenuitem>Contents</guimenuitem></para></entry>
- <entry><para>What you are reading now</para></entry>
+ <entry><para>Open this document.</para></entry>
</row>
<row>
- <entry><para>About</para></entry>
+ <entry><para><guimenuitem>About</guimenuitem></para></entry>
- <entry><para>The version, license and credits</para></entry>
+ <entry><para>Show the information screen with <application>&app;</application>
+ version, license and credits</para></entry>
</row>
</tbody>
</tgroup>
@@ -1452,27 +1667,28 @@
</sect2>
<sect2 id="AccTree-toolbar">
- <title>Account Tree - Tool Bar Icons/Buttons</title>
+ <title>Account Tree - <emphasis>Toolbar</emphasis> Icons/Buttons</title>
<para></para>
- <para>The <application>&app;</application> main Window has a number of Icons/Buttons in tool bar
+ <para>The <application>&app;</application> main Window has a number of buttons in the <emphasis>Toolbar</emphasis>
to quickly access some common functions used with the specific active
- tab. The Tool Bar can be hidden or shown by selecting the Toolbar item
- on the View menu. The specific options displayed in the tool bar varies
- by the functions available to the "active tab".</para>
+ tab. The <emphasis>Toolbar</emphasis> can be hidden or shown by selecting
+ <menuchoice><guimenu>View</guimenu><guimenuitem>Toolbar</guimenuitem></menuchoice>.
+ The specific options displayed in the <emphasis>Toolbar</emphasis> vary
+ with the functions available to the "active tab".</para>
- <para>A brief description of the function of an icon is displayed when
+ <para>A brief description of the function of a <emphasis>Toolbar</emphasis> button is displayed when
the mouse pointer is placed over the icon for a couple of
seconds.</para>
<table frame="topbot" id="AccTree-ToolBarIcons">
- <title>Account Tree - Window Tool Bar</title>
+ <title>Account Tree - Window <emphasis>Toolbar</emphasis></title>
<tgroup cols="2">
<thead>
<row>
- <entry><para>Tool Bar Icons</para></entry>
+ <entry><para><emphasis>Toolbar</emphasis> Buttons</para></entry>
<entry><para>Description</para></entry>
</row>
@@ -1480,40 +1696,58 @@
<tbody>
<row>
- <entry><para>Save</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guibutton>Save</guibutton>
+ </menuchoice>
+ </para></entry>
<entry><para>Perform a save on the data file, commit all transactions
to the data file.</para></entry>
</row>
<row>
- <entry><para>Close</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>W</keycap></keycombo>
+ </shortcut>
+ <guibutton>Close</guibutton>
+ </menuchoice>
+ </para></entry>
- <entry><para>This icon is not available for the first Accounts tab,
- it is available for additional Account Tree displays.</para></entry>
+ <entry><para>Close the currently active account page</para>
+ <note>
+ <para>This icon is not available for the first accounts tab.
+ It is available for additional account tree displays.</para>
+ </note>
+ </entry>
</row>
<row>
- <entry><para>Open</para></entry>
+ <entry><para><guibutton>Open</guibutton></para></entry>
<entry><para>Open a transaction register of the selected account.</para></entry>
</row>
<row>
- <entry><para>Edit</para></entry>
+ <entry><para><guibutton>Edit</guibutton></para></entry>
<entry><para>Edit the characteristics for the selected account. <xref linkend="acct-edit"></xref>
</para></entry>
</row>
<row>
- <entry><para>New</para></entry>
+ <entry><para><guibutton>New</guibutton></para></entry>
<entry><para>Start the assistant for creating a new account. <xref linkend="acct-create"></xref></para></entry>
</row>
<row>
- <entry><para>Delete</para></entry>
+ <entry><para><guibutton>Delete</guibutton></para></entry>
<entry><para>Remove the selected account. <xref linkend="acct-delete"></xref></para></entry>
</row>
@@ -1521,56 +1755,58 @@
</tgroup>
</table>
</sect2>
-
+
<sect2 id="Common-Tab-bar">
- <title>Tab Bar</title>
+ <title>Tab bar</title>
- <para>The Tab Bar displays "file/notebook folder" style tabs for open
- transaction registers, and reports.</para>
+ <para>The <emphasis>Tab bar</emphasis> displays <quote>file/notebook folder</quote> style tabs for open
+ transaction registers, reports and the account tree.</para>
</sect2>
-
+
<sect2 id="AccTree-main-bar">
- <title>Account Tree - Display</title>
+ <title>Main pane - Account tree</title>
- <para>The Account Tree displays the list of your accounts in
+ <para>The account tree displays the list of your accounts in
hierarchical format. This enables you to organize your accounts by
- account type.</para>
+ type.</para>
- <para>The triangle shape beside the account name is used to open and
- close the account tree. When you click on the triangle, it changes from
- right pointing into a down pointing sign to indicate that the tree is
- opened. You will then see offset below the account name either a list of
- the sub account(s) or another triangle to the left of an account. This
- indicates another lower level of the account tree.</para>
+ <tip>
+ <para>The triangle shape (or plus sign) beside the account name is used to open and
+ close the account tree. When you click on the triangle (plus sign), it changes from
+ a rightward-pointing into a downward-pointing sign (minus sign) to indicate that the tree is
+ opened. You will then see offset below the account name either a list of
+ the sub account(s) or another triangle (plus sign) to the left of an account. This
+ indicates another lower level of the account tree.</para>
+ </tip>
- <para>The default display for the Account Tree Window is in Notebook
- mode. This is indicated by the tab in the Tab row of
+ <para>The default display for the account tree window is in Notebook
+ mode. This is indicated by the tab in the tab row of
the main window. Other tabs will appear beside this one when you open
- reports, Account Registers or additional Account Trees.</para>
+ reports, account registers or additional account trees.</para>
</sect2>
-
+
<sect2 id="Common-summary-bar">
- <title>Summary Bar</title>
+ <title>Summarybar</title>
- <para>The Summary Bar displays balances appropriate for the opened
+ <para>The <firstterm>Summarybar</firstterm> displays balances appropriate for the opened
account type at a glance. Usually accounts display today's account
balance, any balance for future dates, a balance for cleared items and
a reconciled balance. Stock accounts, however, display shares totals
- and their value. The Summary Bar can be hidden or shown by selecting
- the Summary Bar item on the View menu.</para>
+ and their value. The <emphasis>Summarybar</emphasis> can be hidden or shown by selecting
+ <menuchoice><guimenu>View</guimenu><guimenuitem>Summarybar</guimenuitem></menuchoice>.</para>
</sect2>
-
+
<sect2 id="Common-status-bar">
- <title>Status Bar</title>
+ <title>Statusbar</title>
- <para>The Status Bar displays tool-tips for the menus that give more
- explanation to a menu item. It also shows a progress bar when opening or
- saving a <application>&app;</application> data file or generating reports. The Status Bar can be
- hidden or shown by selecting the Status Bar item on the View
- menu.</para>
+ <para>The <firstterm>Statusbar</firstterm> displays informations about the currently highlighted menu item.
+ It also shows a progress bar when opening or
+ saving a <application>&app;</application> data file or generating reports. The <emphasis>Statusbar</emphasis> can be
+ hidden or shown by selecting the <guimenuitem>Statusbar</guimenuitem> item on the
+ <guimenu>View</guimenu> menu.</para>
</sect2>
</sect1>
@@ -1591,9 +1827,11 @@
on transactions and printing checks.</para>
<para>To open the Account Register Window for an account, select the
- account in the Account Tree then go to <guilabel>File -> Open Account</guilabel> or press
- Ctrl-O. This will open a new window with the Account Register. Pressing
- the Open button on the Tool Bar in the Account Tree Window or the Jump
+ account in the Account Tree then go to <menuchoice><guimenu>File</guimenu> <guimenuitem>Open
+ Account</guimenuitem></menuchoice> or press
+ <keycombo><keycap>Ctrl</keycap> <keycap>O</keycap></keycombo>. This will open
+ a new window with the Account Register. Pressing the <guibutton>Open</guibutton>
+ button on the <emphasis>Toolbar</emphasis> in the Account Tree Window or the <guibutton>Jump</guibutton>
button in the Account Register Window are alternate methods.</para>
@@ -1620,72 +1858,83 @@
<sect2 id="Trans-menus">
<title>Account Register Menus</title>
- <para>The Menu bar for the Transaction Register window contains the
+ <para>The <emphasis>Menubar</emphasis> for the Transaction Register window contains the
following options;</para>
- <itemizedlist>
+ <variablelist>
+ <varlistentry><term>File</term>
<listitem>
- <para><emphasis role="bold">File</emphasis> - <xref
+ <para><xref
linkend="Trans-file-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Edit</term>
<listitem>
- <para><emphasis role="bold">Edit</emphasis> - <xref
+ <para><xref
linkend="Trans-edit-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>View</term>
<listitem>
- <para><emphasis role="bold">View</emphasis> - <xref
+ <para><xref
linkend="Trans-view-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Transaction</term>
<listitem>
- <para><emphasis role="bold">Transaction</emphasis> - <xref
+ <para><xref
linkend="Trans-transaction-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Action</term>
<listitem>
- <para><emphasis role="bold">Action</emphasis> - <xref
+ <para><xref
linkend="Trans-actions-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Business</term>
<listitem>
- <para><emphasis role="bold">Business</emphasis> - <xref
+ <para><xref
linkend="Trans-business-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Reports</term>
<listitem>
- <para><emphasis role="bold">Reports</emphasis> - <xref
+ <para><xref
linkend="Trans-reports-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Tools</term>
<listitem>
- <para><emphasis role="bold">Tools</emphasis> - <xref
+ <para><xref
linkend="Trans-tools-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Windows</term>
<listitem>
- <para><emphasis role="bold">Windows</emphasis> - <xref
+ <para><xref
linkend="Trans-windows-menu"></xref></para>
</listitem>
-
+ </varlistentry>
+ <varlistentry><term>Help</term>
<listitem>
- <para><emphasis role="bold">Help</emphasis> - <xref
+ <para><xref
linkend="Trans-help-menu"></xref></para>
</listitem>
- </itemizedlist>
+ </varlistentry>
+ </variablelist>
<sect3 id="Trans-file-menu">
- <title>Account Register - File Menu</title>
+ <title>Account Register - <guimenu>File</guimenu> Menu</title>
<para>The following table describes the options in the File
Menu.</para>
- <para>Clicking on the File option of the Menu bar will "pull down" a
- menu of options described in the File Menu table.</para>
+ <para>Clicking on <guimenu>File</guimenu> in the <emphasis>Menubar</emphasis> will <quote>pull down</quote> a
+ menu of choices described in <xref linkend="Trans-FileMenu"/>.</para>
<table frame="topbot" id="Trans-FileMenu">
- <title>File Menu - Access to file and account operations and
+ <title>Account Register - <guimenu>File</guimenu> Menu - Access to file and account operations and
printing.</title>
<tgroup align="left" cols="3">
@@ -1704,7 +1953,7 @@
<tbody>
<row>
- <entry><para>New -></para></entry>
+ <entry><para><menuchoice><guimenu>New</guimenu><guisubmenu><guimenuitem/></guisubmenu></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Selects the New Account, Budget and file options
@@ -1713,7 +1962,7 @@
</row>
<row>
- <entry namest="c2">New File</entry>
+ <entry namest="c2"><guimenuitem>New File</guimenuitem></entry>
<entry namest="c3">
<para>Creates a new data file (Starts with new Accounts
@@ -1722,23 +1971,15 @@
</row>
<row>
- <entry namest="c2">New Accounts Page</entry>
+ <entry namest="c2"><guimenuitem>New Budget</guimenuitem></entry>
<entry namest="c3">
- <para>Creates an copy of the Account tree</para>
- </entry>
- </row>
-
- <row>
- <entry namest="c2">New Budget</entry>
-
- <entry namest="c3">
<para>Starts the Creates a New budget assistant.</para>
</entry>
</row>
<row>
- <entry><para>Open -></para></entry>
+ <entry><para><menuchoice><guimenu>Open</guimenu><guisubmenu/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Selects the Open sub-menu options described
@@ -1748,7 +1989,7 @@
<row>
<entry namest="c2">
- <para>Open ...</para>
+ <para><guimenuitem>Open ...</guimenuitem></para>
</entry>
<entry namest="c3">
@@ -1758,7 +1999,7 @@
<row>
<entry namest="c2">
- <para>Open Budget</para>
+ <para><guimenuitem>Open Budget</guimenuitem></para>
</entry>
<entry namest="c3">
@@ -1766,83 +2007,152 @@
</entry>
</row>
- <row>
- <entry><para>Import -></para></entry>
+ <row>
+ <entry><para><menuchoice><guisubmenu>Import</guisubmenu><guimenuitem/></menuchoice></para></entry>
- <entry align="center" nameend="c3" namest="c2">
- <para>Opens the Import sub-menu to import files from other
- financial programs.</para>
- </entry>
- </row>
+ <entry align="center" nameend="c3" namest="c2">
+ <para>Opens the Import sub-menu to import files from other
+ financial programs.</para></entry>
+ </row>
- <row>
- <entry namest="c2">
- <para>Import QIF ...</para>
- </entry>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import QIF ...</guimenuitem></para></entry>
- <entry namest="c3">
- <para>Starts the QIF file Import process.</para>
- </entry>
- </row>
+ <entry namest="c3">
+ <para>Starts the QIF file Import process.</para></entry>
+ </row>
- <row>
- <entry namest="c2">
- <para>Import OFX/QFX ...</para>
- </entry>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import OFX/QFX ...</guimenuitem></para></entry>
- <entry namest="c3">
- <para>Starts the OFX/QFX file Import process.</para>
- </entry>
- </row>
+ <entry namest="c3">
+ <para>Starts the OFX/QFX file Import process.</para></entry>
+ </row>
- <row>
- <entry namest="c2">
- <para>Replay <application>&app;</application> .log file...</para>
- </entry>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import CSV/Fixed-Width ...</guimenuitem></para></entry>
- <entry namest="c3">
- <para>Starts the replaying of a <application>&app;</application> log file. Used for
- data recovery from "crashes".</para>
- </entry>
- </row>
+ <entry namest="c3">
+ <para>Starts the CSV/Fixed-Width file Import process.</para></entry>
+ </row>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Replay &app; .log file...</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>Starts the replaying of a <application>&app;</application> log file. Used for
+ data recovery from "crashes".</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import MT940</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import MT942</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import DTAUS</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Import DTAUS and send</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+
<row>
- <entry><para>Save (Ctrl-S)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
<entry nameend="c3" namest="c2">
- <para>Saves the currently open file. Menu shortcut
- Ctrl-S</para>
+ <para>Saves the currently open file.</para>
</entry>
</row>
<row>
- <entry><para>Save As ... (Shift+Ctrl+S)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Shift</keycap><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save As...</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
<entry nameend="c3" namest="c2">
<para>Saves the currently opened file with a different
- name. Menu shortcut Shift+Ctrl+S</para>
+ name.</para>
<warning><para>Do NOT store your data file in ~/.gnucash/books. </para></warning>
</entry>
</row>
- <row>
- <entry><para>Print Checks ...</para></entry>
-
+ <row>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>P</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Print Checks...</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Starts the "Print Checks" assistant. See <xref linkend="print-check"></xref>.</para>
</entry>
</row>
<row>
- <entry><para>Export -></para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Shift</keycap><keycap>Ctrl</keycap><keycap>P</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Page Setup...</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
+ <para>Let you choose the paper size, layout and margins for printing.</para>
+ </entry>
+ </row>
+
+ <row>
+ <entry><para><menuchoice><guisubmenu>Export</guisubmenu><guimenuitem/></menuchoice></para></entry>
+
+ <entry nameend="c3" namest="c2">
<para>Exports ...</para></entry>
</row>
<row>
<entry namest="c2">
- <para>Export Accounts</para></entry>
+ <para><guimenuitem>Export Accounts</guimenuitem></para></entry>
<entry namest="c3" >
<para>Exports your account hierarchy to a new file. Does not
@@ -1850,7 +2160,14 @@
</row>
<row>
- <entry><para>Properties (Alt+Return)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Alt</keycap><keycap>Enter</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Properties</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Sets options for this <application>&app;</application> data file.</para>
@@ -1858,7 +2175,7 @@
</row>
<row>
- <entry><para>Recently opened files</para></entry>
+ <entry><para><guimenuitem>Recently opened files</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Numbered list of most recently opened <application>&app;</application> data
@@ -1867,21 +2184,38 @@
</row>
<row>
- <entry><para>Close</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>W</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Close</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+
<entry nameend="c3" namest="c2">
<para>Closes the current open account tree, transaction register or report.
<emphasis>In the initial Account tree this item is not
- available - it will be grayed out. </emphasis> Menu
- shortcut Ctrl-W</para>
+ available - it will be grayed out</emphasis>.</para>
</entry>
</row>
<row>
- <entry><para>Quit (Ctrl+Q)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>Q</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Quit</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+
<entry nameend="c3" namest="c2">
- <para>Exits <application>&app;</application>. Menu shortcut Ctrl-Q</para>
+ <para>Exits <application>&app;</application>.</para>
</entry>
</row>
</tbody>
@@ -1890,10 +2224,10 @@
</sect3>
<sect3 id="Trans-edit-menu">
- <title>Account Register - Edit Menu</title>
+ <title>Account Register - <guimenu>Edit</guimenu> Menu</title>
<table frame="topbot" id="Trans-EditMenu">
- <title>Account Register - Edit Menu - Access to file and account
+ <title>Account Register - <guimenu>Edit</guimenu> Menu - Access to file and account
editing operations and preferences.</title>
<tgroup align="left" cols="2">
@@ -1913,25 +2247,71 @@
<tbody>
<row>
- <entry><para>Paste</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>X</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Cut</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+
<entry nameend="c3" namest="c2">
- <para>Performs a standard Paste operation. Menu shortcut
- Ctrl-V</para>
+ <para>Performs a standard <emphasis>Cut</emphasis> operation.</para>
</entry>
</row>
+ <row>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>C</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Copy</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+ <entry nameend="c3" namest="c2">
+ <para>Performs a standard <emphasis>Copy</emphasis> operation.</para>
+ </entry>
+ </row>
+
<row>
- <entry><para>Edit Account</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>V</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Paste</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
<entry nameend="c3" namest="c2">
+ <para>Performs a standard <emphasis>Paste</emphasis> operation.</para>
+ </entry>
+ </row>
+
+ <row>
+ <entry><para><guimenuitem>Edit Account</guimenuitem></para></entry>
+
+ <entry nameend="c3" namest="c2">
<para>Open form to edit/modify account characteristics and parameters.
</para>
</entry>
</row>
<row>
- <entry><para>Find ... (Ctrl+F)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>F</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Find...</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Set criteria for a search for a specific
@@ -1941,7 +2321,7 @@
</row>
<row>
- <entry><para>Preferences</para></entry>
+ <entry><para><guimenuitem>Preferences</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Customize <application>&app;</application> for location, style, and numerous other preferences.
@@ -1950,7 +2330,7 @@
</row>
<row>
- <entry><para>Style Sheets</para></entry>
+ <entry><para><guimenuitem>Style Sheets</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Modify/customize Style Sheets.</para>
@@ -1958,7 +2338,7 @@
</row>
<row>
- <entry><para>Tax Report Options</para></entry>
+ <entry><para><guimenuitem>Tax Report Options</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Set tax characteristics on account(s) (US). Assign tax form and
@@ -1971,10 +2351,10 @@
</sect3>
<sect3 id="Trans-view-menu">
- <title>Account Register - View Menu</title>
+ <title>Account Register - <guimenu>View</guimenu> Menu</title>
<table frame="topbot" id="Trans-ViewMenu">
- <title>Account Register - View Menu - Changes <application>&app;</application> display Window
+ <title>Account Register - <guimenu>View</guimenu> Menu - Changes <application>&app;</application> display window
characteristics.
</title>
@@ -1995,62 +2375,62 @@
<tbody>
<row>
- <entry><para>Toolbar</para></entry>
+ <entry><para><guimenuitem>Toolbar</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
- <para>Check-box to Enable/Disable display of
- Toolbar.</para>
+ <para>Check-box to enable/disable display of
+ <emphasis>Toolbar</emphasis>.</para>
</entry>
</row>
<row>
- <entry><para>Summary Bar</para></entry>
+ <entry><para><guimenuitem>Summarybar</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
- <para>Check-box to Enable/Disable display of Summary
+ <para>Check-box to enable/disable display of Summary
Bar.</para>
</entry>
</row>
<row>
- <entry><para>Status Bar</para></entry>
+ <entry><para><guimenuitem>Statusbar</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
- <para>Check-box to Enable/Disable display of Status
+ <para>Check-box to enable/disable display of Status
Bar.</para>
</entry>
</row>
<row>
- <entry><para>Basic Ledger</para></entry>
+ <entry><para><guimenuitem>Basic Ledger</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>Radio button to select register display mode.</para></entry>
</row>
<row>
- <entry><para>Auto-Split Ledger</para></entry>
+ <entry><para><guimenuitem>Auto-Split Ledger</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>Radio button to select register display mode.</para></entry>
</row>
<row>
- <entry><para>Transaction Journal</para></entry>
+ <entry><para><guimenuitem>Transaction Journal</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>Radio button to select register display mode.</para></entry>
</row>
<row>
- <entry><para>Double Line</para></entry>
+ <entry><para><guimenuitem>Double Line</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
- <para>Check-box to Enable/Disable display of Double Line display.</para></entry>
+ <para>Check-box to enable/disable display of Double Line display.</para></entry>
</row>
<row>
- <entry><para>Sort by ...</para></entry>
+ <entry><para><guimenuitem>Sort by ...</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>Set the sort order of the transactions display. Requires "click" to
@@ -2059,7 +2439,7 @@
<row>
<entry namest="c2" >
- <para>Standard Order</para></entry>
+ <para><guilabel>Standard Order</guilabel></para></entry>
<entry namest="c3">
<para>Keep normal account order</para></entry>
@@ -2067,7 +2447,7 @@
<row>
<entry namest="c2" >
- <para>Date</para></entry>
+ <para><guilabel>Date</guilabel></para></entry>
<entry namest="c3" >
<para>Sort by date</para></entry>
@@ -2075,15 +2455,16 @@
<row>
<entry namest="c2" >
- <para>Date of Entry.</para></entry>
+ <para><guilabel>Date of Entry</guilabel></para></entry>
<entry namest="c3" >
<para>Sort by date of entry.</para></entry>
</row>
+ <!-- TODO Check if the above UI exists in GC 2.2.9 before backporting -->
<row>
<entry namest="c2" >
- <para>Statement Date</para></entry>
+ <para><guilabel>Statement Date</guilabel></para></entry>
<entry namest="c3" >
<para>Sort by the statement date (unreconciled items last).</para></entry>
@@ -2091,7 +2472,7 @@
<row>
<entry namest="c2" >
- <para>Number</para></entry>
+ <para><guilabel>Number</guilabel></para></entry>
<entry namest="c3" >
<para>Sort by number.</para></entry>
@@ -2099,7 +2480,7 @@
<row>
<entry namest="c2" >
- <para>Amount</para></entry>
+ <para><guilabel>Amount</guilabel></para></entry>
<entry namest="c3" >
<para>Sort by amount.</para></entry>
@@ -2107,7 +2488,7 @@
<row>
<entry namest="c2" >
- <para>Memo</para></entry>
+ <para><guilabel>Memo</guilabel></para></entry>
<entry namest="c3" >
<para>Sort by memo.</para></entry>
@@ -2115,7 +2496,7 @@
<row>
<entry namest="c2" >
- <para>Description</para></entry>
+ <para><guilabel>Description</guilabel></para></entry>
<entry namest="c3" >
<para>Sort by Description.</para></entry>
@@ -2123,43 +2504,55 @@
<row>
<entry namest="c2" >
- <para>Action</para></entry>
+ <para><guilabel>Action</guilabel></para></entry>
<entry namest="c3" >
- <para>Sort by action field</para></entry>
+ <para>Sort by action field.</para></entry>
</row>
<row>
<entry namest="c2" >
- <para>Notes</para></entry>
+ <para><guilabel>Notes</guilabel></para></entry>
<entry namest="c3" >
- <para>Sort by notes field</para></entry>
+ <para>Sort by notes field.</para></entry>
</row>
<row>
- <entry><para>Filter by ...</para></entry>
+ <entry><para><guimenuitem>Filter by ...</guimenuitem></para></entry>
<entry namest="c2" nameend="c3"><para>Set filtering for accounts displayed in the Account Tree or
transactions in Register display.</para></entry>
</row>
<row>
- <entry><para>Refresh (Ctrl+R)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>R</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Refresh</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry namest="c2" nameend="c3"><para>Repaint the display screen.</para>
</entry>
</row>
+ <row>
+ <entry><para><guimenuitem>New Accounts Page</guimenuitem></para></entry>
+
+ <entry><para>Open a new tab that display the account tree.</para></entry>
+ </row>
</tbody>
</tgroup>
</table>
</sect3>
<sect3 id="Trans-transaction-menu">
- <title>Account Register - Transaction Menu</title>
+ <title>Account Register - <guimenu>Transaction</guimenu> Menu</title>
<table frame="topbot" id="Trans-TransactionMenu">
- <title>Transaction Menu - .</title>
+ <title>Account Register - <guimenu>Transaction</guimenu> Menu - access to transaction tools.</title>
<tgroup align="left" cols="3">
<colspec colname="c1" ></colspec>
@@ -2177,43 +2570,47 @@
<tbody>
<row>
- <entry><para>Cut Transaction</para></entry>
+ <entry><para><guimenuitem>Cut Transaction</guimenuitem></para></entry>
<entry><para>Cut the selected transaction into the clipboard.</para></entry>
</row>
<row>
- <entry><para>Copy Transaction</para></entry>
+ <entry><para><guimenuitem>Copy Transaction</guimenuitem></para></entry>
<entry><para>Copy the selected transaction into the clipboard.</para></entry>
</row>
<row>
- <entry><para>Paste Transaction</para></entry>
+ <entry><para><guimenuitem>Paste Transaction</guimenuitem></para></entry>
<entry><para>Paste the selected transaction from the clipboard.</para></entry>
</row>
<row>
- <entry><para>Duplicate Transaction</para></entry>
- <entry><para></para></entry>
+ <entry><para><guimenuitem>Duplicate Transaction</guimenuitem></para></entry>
+ <entry><para>Insert in the register a copy of the selected transaction.</para></entry>
</row>
<row>
- <entry><para>Delete Transaction</para></entry>
+ <entry><para><guimenuitem>Delete Transaction</guimenuitem></para></entry>
<entry><para>Delete the selected transaction.</para></entry>
</row>
<row>
- <entry><para>Remove Transaction Splits</para></entry>
- <entry><para></para></entry>
+ <entry><para><guimenuitem>Remove Transaction Splits</guimenuitem></para></entry>
+ <entry><para>Remove all splits from the selected transaction.</para></entry>
</row>
<row>
- <entry><para>Enter Transaction</para></entry>
- <entry><para></para></entry>
+ <entry><para><guimenuitem>Enter Transaction</guimenuitem></para></entry>
+ <entry><para>Enter in the register the transaction you are currently working on.</para></entry>
</row>
<row>
- <entry><para>Cancel Transaction</para></entry>
+ <entry><para><guimenuitem>Cancel Transaction</guimenuitem></para></entry>
<entry><para></para></entry>
</row>
<row>
- <entry><para>Void Transaction</para></entry>
- <entry><para></para></entry>
+ <entry><para><guimenuitem>Void Transaction</guimenuitem></para></entry>
+ <entry><para>Void the selected transaction.</para></entry>
</row>
<row>
- <entry><para>Add Reversing Account</para></entry>
+ <entry><para><guimenuitem>Unvoid Transaction</guimenuitem></para></entry>
+ <entry><para>Unvoid the selected transaction.</para></entry>
+ </row>
+ <row>
+ <entry><para><guimenuitem>Add Reversing Account</guimenuitem></para></entry>
<entry><para></para></entry>
</row>
</tbody>
@@ -2222,10 +2619,10 @@
</sect3>
<sect3 id="Trans-actions-menu">
- <title>Account Register - Action Menu</title>
+ <title>Account Register - <guimenu>Actions</guimenu> Menu</title>
<table frame="topbot" id="Trans-ActionsMenu">
- <title>Actions Menu - Setup scheduled transactions, repair
+ <title>Account Register - <guimenu>Actions</guimenu> Menu - Setup scheduled transactions, repair
accounts, perform stock splits, transfer and reconcile
transactions.</title>
@@ -2244,84 +2641,119 @@
</thead>
<tbody>
- <row>
- <entry><para>Scheduled Transactions -></para></entry>
+ <row>
+ <entry><para><menuchoice><guisubmenu>Online Actions</guisubmenu><guimenuitem/></menuchoice></para></entry>
- <entry align="center" nameend="c3" namest="c2">Scheduled
- Transactions sub-menus</entry>
- </row>
+ <entry align="center" nameend="c3" namest="c2">This menu item (and sub-menu) is shown only if Online Banking
+ was enabled for <application>&app;</application></entry>
+ </row>
- <row>
- <entry namest="c2">
- <para>Scheduled Transaction Editor</para>
- </entry>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Get Balance</guimenuitem></para></entry>
- <entry namest="c3">
- <para>Invoke tool to edit scheduled transactions.
- See <xref linkend="sched-editor"></xref></para>
- </entry>
- </row>
+ <entry namest="c3">
+ <para></para></entry>
+ </row>
- <row>
- <entry namest="c2">
- <para>Since Last Run...</para>
- </entry>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Get Transactions</guimenuitem></para></entry>
- <entry namest="c3">
- <para>Display Scheduled transactions since last running of
- <application>&app;</application>. <xref linkend="trans-sched-slr"></xref></para>
- </entry>
- </row>
+ <entry namest="c3">
+ <para>Download transactions from online accounts</para></entry>
+ </row>
- <row>
- <entry namest="c2">
- <para>Mortgage & Loan Repayment ...</para>
- </entry>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Issue Transaction...</guimenuitem></para></entry>
- <entry namest="c3">
- <para>Starts the Mortgage & Loan Repayment assistant for
- setting up repayments. <xref linkend="trans-sched-loans"></xref></para>
- </entry>
- </row>
+ <entry namest="c3">
+ <para>Upload transaction(s) to online account ??</para></entry>
+ </row>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Internal Transaction...</guimenuitem></para></entry>
- <row>
- <entry><para>Transfer...</para></entry>
+ <entry namest="c3">
+ <para></para></entry>
+ </row>
- <entry nameend="c3" namest="c2">
- <para>Starts the Transfer assistant for transfer between
- accounts.</para>
- </entry>
- </row>
- <row>
- <entry><para>Reconcile...</para></entry>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Direct Debit...</guimenuitem></para></entry>
- <entry nameend="c3" namest="c2">
- <para>Starts the Account Reconcile assistant. <xref linkend="tool-reconcile"></xref></para>
- </entry>
- </row>
+ <entry namest="c3">
+ <para></para></entry>
+ </row>
- <row>
- <entry><para>Stock Split...</para></entry>
+ <row>
+ <entry><para><menuchoice><guisubmenu>Scheduled Transactions</guisubmenu><guimenuitem/></menuchoice></para></entry>
- <entry nameend="c3" namest="c2">
- <para>Starts the Stock Split assistant. Additional details
- <xref linkend="stock-split"></xref></para>
- </entry>
- </row>
+ <entry align="center" nameend="c3" namest="c2">Scheduled
+ Transactions sub-menus</entry>
+ </row>
- <row>
- <entry><para>Lot Viewer...</para></entry>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Scheduled Transaction Editor</guimenuitem></para></entry>
- <entry nameend="c3" namest="c2">
- <para>Starts the "Lots in Account" form.
- <!-- Additional details <xref linkend="lot-viewer"></xref> -->
- </para>
- </entry>
- </row>
+ <entry namest="c3">
+ <para>Invoke tool to edit scheduled transactions.
+ See <xref linkend="sched-editor"></xref></para></entry>
+ </row>
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Since Last Run...</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>Display Scheduled transactions since last running of
+ <application>&app;</application>. <xref linkend="trans-sched-slr"></xref></para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Mortgage & Loan Repayment...</guimenuitem></para></entry>
+
+ <entry namest="c3">
+ <para>Starts the Mortgage & Loan Repayment assistant for
+ setting up repayments. <xref linkend="trans-sched-loans"></xref></para>
+ </entry>
+ </row>
+
+ <row>
+ <entry><para><guimenuitem>Transfer...</guimenuitem></para></entry>
+
+ <entry nameend="c3" namest="c2">
+ <para>Starts the Transfer assistant for transfer between accounts.</para></entry>
+ </row>
+
+ <row>
+ <entry><para><guimenuitem>Reconcile...</guimenuitem></para></entry>
+
+ <entry nameend="c3" namest="c2">
+ <para>Starts the Account Reconcile assistant. <xref linkend="tool-reconcile"></xref></para></entry>
+ </row>
+ <row>
+ <entry><para><guimenuitem>Stock Split...</guimenuitem></para></entry>
+
+ <entry nameend="c3" namest="c2">
+ <para>Starts the Stock Split assistant. Additional details <xref
+ linkend="stock-split"></xref></para></entry>
+ </row>
+
+ <row>
+ <entry><para><guimenuitem>View Lots...</guimenuitem></para></entry>
+
+ <entry nameend="c3" namest="c2">
+ <para>Opens the "Lots in Account" form.
+ <!-- Additional details <xref linkend="view-lots"></xref> -->
+ </para></entry>
+ </row>
<row>
- <entry><para>Blank Transaction</para></entry>
+ <entry><para><guimenuitem>Blank Transaction</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Move to the blank transaction at the bottom of the register</para>
@@ -2329,20 +2761,21 @@
</row>
<row>
- <entry><para>Split Transaction</para></entry>
+ <entry><para><guimenuitem>Split Transaction</guimenuitem></para></entry>
- <entry namest="c2" nameend="c3"><para></para></entry>
+ <entry namest="c2" nameend="c3"><para>Expand the currently selected transaction
+ to show splits.</para></entry>
</row>
<row>
- <entry><para>Edit Exchange Rate</para></entry>
+ <entry><para><guimenuitem>Edit Exchange Rate</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>Edit the exchange rate for the current transaction.</para></entry>
</row>
<row>
- <entry><para>Schedule...</para></entry>
+ <entry><para><guimenuitem>Schedule...</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>Create a Scheduled Transaction with the current transaction as a
@@ -2350,14 +2783,14 @@
</row>
<row>
- <entry><para>Jump</para></entry>
+ <entry><para><guimenuitem>Jump</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>Jump to the corresponding transaction in the other account.</para></entry>
</row>
<row>
- <entry><para>Check & Repair -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Check & Repair</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Check & Repair Submenus</para>
@@ -2366,7 +2799,7 @@
<row>
<entry namest="c2">
- <para>All Transactions</para>
+ <para><guimenuitem>All Transactions</guimenuitem></para>
</entry>
<entry namest="c3">
@@ -2377,7 +2810,7 @@
<row>
<entry namest="c2">
- <para>This Transaction</para>
+ <para><guimenuitem>This Transaction</guimenuitem></para>
</entry>
<entry namest="c3">
@@ -2386,7 +2819,7 @@
</row>
<row>
- <entry><para>Reset Warnings...</para></entry>
+ <entry><para><guimenuitem>Reset Warnings...</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para><application>&app;</application> gives warnings when certain operations are attempted,
@@ -2400,7 +2833,7 @@
</entry>
</row>
<row>
- <entry><para>Rename Page</para></entry>
+ <entry><para><guimenuitem>Rename Page</guimenuitem></para></entry>
<entry namest="c2" nameend="c3">
<para>Open the form to rename the current page/tab.</para>
@@ -2411,807 +2844,68 @@
</table>
</sect3>
- <sect3 id="Trans-business-menu">
- <title>Account Register - Business Menu</title>
+ <sect3 id="Trans-business-menu">
+ <title>Account Register - <guimenu>Business</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Business</guimenu> menu are the same listed in <xref linkend="AccTree-BusinessMenu" />.</para>
+ </sect3>
- <table frame="topbot" id="Trans-BusinessMenu">
- <title>Business Menu - Access small business features of
- <application>&app;</application>.</title>
+ <sect3 id="Trans-reports-menu">
+ <title>Account Register - <guimenu>Reports</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Reports</guimenu> menu are the same listed in <xref linkend="AccTree-ReportsMenu" /> plus the
+ two types of report listed in the followin.</para>
+ <itemizedlist>
+ <listitem>
+ <para><guimenuitem>Account report</guimenuitem></para>
+ </listitem>
+ <listitem>
+ <para><guimenuitem>Account Transaction Report</guimenuitem></para>
+ </listitem>
+ </itemizedlist>
+ </sect3>
- <tgroup align="left" cols="3">
- <colspec colname="c1" ></colspec>
- <colspec colname="c2" ></colspec>
- <colspec colname="c3" ></colspec>
+ <sect3 id="Trans-tools-menu">
+ <title>Account Register - <guimenu>Tools</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Tools</guimenu> menu are the same listed in <xref linkend="AccTree-ToolsMenu" />.</para>
+ </sect3>
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
+ <sect3 id="Trans-windows-menu">
+ <title>Account Register - <guimenu>Windows</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Windows</guimenu> menu are the same listed in <xref linkend="AccTree-WindowsMenu" />.</para>
+ </sect3>
- <entry align="center" nameend="c3" namest="c2">
- <para>Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry><para>Customers -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para>Select customer related activities.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Customer...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new customer.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Customer...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a customer.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Invoice...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new invoice.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Invoice...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a invoice.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Job...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new job.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Job...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a job.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Process Payment...</para></entry>
-
- <entry namest="c3">
- <para>Starts the Process Payment assistant. Requires an account of type
- "A/Payable" before running assistant.</para></entry>
- </row>
-
- <row>
- <entry><para>Vendor -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para>Select vendor related activities.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Vendor...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new vendor.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Vendor...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a vendor.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Bill...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new bill.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Bill...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a bill.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Job...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new job.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Job...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a job.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Process Payment...</para></entry>
-
- <entry namest="c3">
- <para>Starts the Process Payment assistant. Requires an account of type
- "A/Payable" before running assistant.</para></entry>
- </row>
-
- <row>
- <entry><para>Employee -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para>Select employee related activities.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Employee...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new employee.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Employee...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a employee.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Expense Voucher...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new expense voucher.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Expense Voucher...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a expense voucher.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Process Payment...</para></entry>
-
- <entry namest="c3">
- <para>Starts the Process Payment assistant. Requires an account of type
- "A/Payable" before running assistant.</para></entry>
- </row>
-
- <row>
- <entry><para>Tax Table Editor</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>View and edit the list of tax tables.</para></entry>
- </row>
-
- <row>
- <entry><para>Billing Terms Editor</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>View and edit the list of Billing Terms.</para></entry>
- </row>
-
- <row>
- <entry><para>Bills Due Reminder</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>View and edit the list of Bills Due Reminder.</para></entry>
- </row>
-
- <row>
- <entry><para>Export -></para></entry>
-
- <entry namest="c2" nameend="c3">
- <para></para></entry>
- </row>
- <row>
- <entry namest="c2">
- <para>QSF Invoice...</para></entry>
-
- <entry namest="c3">
- <para>Export one or more Invoice(s) to QSF.</para></entry>
- </row>
- <row>
- <entry namest="c2">
- <para>QSF Customer...</para></entry>
-
- <entry namest="c3">
- <para>Export one or more Customer(s) to QSF.</para></entry>
- </row>
- <row>
- <entry namest="c2">
- <para>QSF Vendor...</para></entry>
-
- <entry namest="c3">
- <para>Export one or more Vendor(s) to QSF.</para></entry>
- </row>
- <row>
- <entry namest="c2">
- <para>QSF Employee...</para></entry>
-
- <entry namest="c3">
- <para>Export one or more Employee(s) to QSF.</para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </sect3>
-
- <sect3 id="Trans-reports-menu">
- <title>Account Register - Reports Menu</title>
-
- <para>This is only a brief listing of the available reports and graphs. Each report
- may be customized by the <guilabel>Options</guilabel> Icon and the "Stylesheet" used.
- </para>
-
- <table frame="topbot" id="Trans-ReportsMenu">
- <title>Reports Menu - Access <application>&app;</application> Reports and Charts.</title>
-
- <tgroup align="left" cols="3">
- <colspec colname="c1" ></colspec>
- <colspec colname="c2" ></colspec>
- <colspec colname="c3" ></colspec>
-
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para>Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry namest="c1">
- <para>Account Summary</para></entry>
-
- <entry nameend="c3" namest="c2">
- <para>Report showing the balance of selected
- accounts.</para></entry>
- </row>
-
- <row>
- <entry><para>Assets & Liabilities -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Advanced Portfolio</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Asset Bar chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Asset Pie chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Average Balance</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Balance Sheet</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>General Journal</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>General Ledger</para></entry>
-
- <entry namest="c3">
- <para>See <xref linkend="general-ledger"></xref></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Investment Portfolio</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Liability Bar chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Liability Pie chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Net Worth Bar chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Price Scatter plot</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry><para>Business Reports -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Customer Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Easy Invoice</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Employee Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Fancy Invoice</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Payable Aging</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Printable Invoice</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Receivable Aging</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Vendor Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry><para>Income & Expense -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Budget Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Cash Flow</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Equity Statement</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Expense Bar chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Expense Pie chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Expense vs Day of Week</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income Bar chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income & Expense Chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income Pie chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income Statement</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income vs Day of Week</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Trial Balance</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c1">
- <para>Sample & Custom -></para></entry>
-
- <entry><para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Custom Multicolumn Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Sample Graphs</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Sample Report With Examples</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Welcome Sample Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c1">
- <para>Tax Schedule Report & TXF Export</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>Create a Tax report (US) and/or export data for tax
- preparation software. (TXF)</para></entry>
- </row>
-
- <row>
- <entry namest="c1">
- <para>Transaction Report</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c1">
- <para>Account Report</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c1">
- <para>Account Transaction Report</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para></para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </sect3>
-
- <sect3 id="Trans-tools-menu">
- <title>Account Register - Tools Menu</title>
-
- <table frame="topbot" id="Trans-ToolsMenu">
- <title>Tools Menu - Access to miscellaneous tools and
- editors</title>
-
- <tgroup cols="2">
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
-
- <entry><para>Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry><para>Online Banking Setup ...</para></entry>
-
- <entry><para>Starts "On-line" banking setup assistant, if <application>&app;</application> was built to support on-line banking.
- <xref linkend="tools-on-line-banking"></xref></para></entry>
- </row>
-
- <row>
- <entry><para>Price Editor</para></entry>
-
- <entry><para>Tool to enter or modify Stock/Fund prices. Details at
- <xref linkend="tool-price"></xref></para></entry>
- </row>
-
- <row>
- <entry><para>Security Editor</para></entry>
-
- <entry><para>Tool to enter or modify Stock or commodities. Details
- at <xref linkend="tool-security-edit"></xref></para></entry>
- </row>
-
- <row>
- <entry><para>Financial Calculator</para></entry>
-
- <entry><para>Details at <xref linkend="tool-calc"></xref></para></entry>
- </row>
-
- <row>
- <entry><para>General Ledger</para></entry>
-
- <entry><para>See <xref linkend="general-ledger"></xref></para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </sect3>
-
- <sect3 id="Trans-windows-menu">
- <title>Account Register - Windows Menu</title>
-
- <table frame="topbot" id="Trans-WindowsMenu">
- <title>Account Register - Windows Menu</title>
-
- <tgroup cols="2">
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
-
- <entry><para>Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry><para>New Window</para></entry>
-
- <entry><para>Opens a new <application>&app;</application> window, window is empty.</para></entry>
- </row>
-
- <row>
- <entry><para>New Window with Page</para></entry>
-
- <entry><para>Opens the current tab in a new window, moves the tab to the new
- window.</para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </sect3>
-
- <sect3 id="Trans-help-menu">
- <title>Help Menu</title>
-
- <table frame="topbot" id="Trans-HelpMenu">
- <title>Account Register - Help Menu - Access to this help and the
- Tutorial and Concepts Guide.</title>
-
- <tgroup cols="2">
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
-
- <entry><para>Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry><para>Tutorial & Concepts Guide</para></entry>
-
- <entry><para>Explanation of accounting principles and how to apply them in <application>&app;</application></para></entry>
- </row>
-
- <row>
- <entry><para>Tips Of The Day</para></entry>
-
- <entry><para>Short notes about features you might otherwise miss</para></entry>
- </row>
-
- <row>
- <entry><para>Contents</para></entry>
-
- <entry><para>What you are reading now</para></entry>
- </row>
-
- <row>
- <entry><para>About</para></entry>
-
- <entry><para>The version, license and credits</para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </sect3>
+ <sect3 id="Trans-help-menu">
+ <title>Account Register - <guimenu>Help</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Help</guimenu> menu are the same listed in <xref linkend="AccTree-HelpMenu" />.</para>
+ </sect3>
</sect2>
-
+
<sect2 id="Trans-toolbar">
- <title>Account Register - Tool Bar Icons/Buttons</title>
+ <title>Account Register - <emphasis>Toolbar</emphasis> Icons/Buttons</title>
- <para>The <application>&app;</application> main Window has a number of Icons/Buttons in the tool bar
+ <para>The <application>&app;</application> main Window has a number of
+ icons/buttons in the <emphasis>Toolbar</emphasis>
to quickly access some common functions used with the specific active
- tab. The Tool Bar can be hidden or shown by selecting the Toolbar item
- on the View menu. The specific options displayed in the tool bar varies
- by the functions available to the "active tab".</para>
+ tab. The <emphasis>Toolbar</emphasis> can be hidden or shown by selecting the
+ <guimenuitem>Toolbar</guimenuitem> item
+ on the <guimenu>View</guimenu> menu.</para>
- <para>A brief description of the function of an icon is displayed when
- the mouse pointer is placed over the icon for a couple of
+ <note>
+ <para>The specific options displayed in the <emphasis>Toolbar</emphasis> varies
+ by the functions available to the active tab.</para>
+ </note>
+
+ <para>A brief description of the function of a button is displayed when
+ the mouse pointer is placed over the button for a couple of
seconds.</para>
-<!-- Transaction Register Tool/Icons -->
-
<table frame="topbot" id="Trans-ToolBarIcons">
- <title>Account Register (Transaction Register) Window Tool Bar</title>
+ <title>Account Register (Transaction Register) Window <emphasis>Toolbar</emphasis> </title>
<tgroup cols="2">
<thead>
<row>
- <entry><para>Tool Bar Icons</para></entry>
+ <entry><para><emphasis>Toolbar</emphasis> Buttons</para></entry>
<entry><para>Description</para></entry>
</row>
@@ -3219,78 +2913,88 @@
<tbody>
<row>
- <entry><para>Save</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+
<entry><para>Perform a save on the data file, commit all transactions
to the data file.</para></entry>
</row>
<row>
- <entry><para>Close</para></entry>
+ <entry><para><guibutton>Close</guibutton></para></entry>
<entry><para>Close this register.</para></entry>
</row>
<row>
- <entry><para>Duplicate</para></entry>
+ <entry><para><guibutton>Duplicate</guibutton></para></entry>
<entry><para>Make a copy of the current transaction.</para></entry>
</row>
<row>
- <entry><para>Delete</para></entry>
+ <entry><para><guibutton>Delete</guibutton></para></entry>
<entry><para>Delete the current transaction in this register.</para></entry>
</row>
<row>
- <entry><para>Enter</para></entry>
+ <entry><para><guibutton>Enter</guibutton></para></entry>
<entry><para>Record the current transaction.</para></entry>
</row>
<row>
- <entry><para>Cancel</para></entry>
+ <entry><para><guibutton>Cancel</guibutton></para></entry>
<entry><para>Cancel the current transaction.</para></entry>
</row>
<row>
- <entry><para>Blank</para></entry>
+ <entry><para><guibutton>Blank</guibutton></para></entry>
<entry><para>Move to a blank transaction at bottom of register.</para></entry>
</row>
<row>
- <entry><para>Split</para></entry>
+ <entry><para><guibutton>Split</guibutton></para></entry>
<entry><para>Show all splits in the current transaction. Not highlighted if
- <guilabel>View -> Auto-Split Ledger</guilabel> already set.</para></entry>
+ <menuchoice><guimenu>View</guimenu><guimenuitem>Auto-Split
+ Ledger</guimenuitem></menuchoice> is enableb.</para></entry>
</row>
<row>
- <entry><para>Jump</para></entry>
+ <entry><para><guibutton>Jump</guibutton></para></entry>
<entry><para>Jump to the corresponding transaction in the other account</para>
</entry>
</row>
<row>
- <entry><para>Schedule</para></entry>
+ <entry><para><guibutton>Schedule</guibutton></para></entry>
<entry><para>Create a Scheduled Transaction with the current transaction as a
template.</para></entry>
</row>
<row>
- <entry><para>Transfer</para></entry>
+ <entry><para><guibutton>Transfer</guibutton></para></entry>
<entry><para>Start the transfer assistant to transfer funds from one account to
another.</para></entry>
</row>
<row>
- <entry><para>Reconcile</para></entry>
+ <entry><para><guibutton>Reconcile</guibutton></para></entry>
<entry><para>Start the Reconcile process for the selected account. <xref linkend="tool-reconcile"></xref>
</para>
@@ -3305,7 +3009,7 @@
<sect2 id="Common-tab-bar">
<title>Tab Bar</title>
- <para>The Tab Bar displays "notebook/file folder" style tabs for open
+ <para>The <emphasis>Tab bar</emphasis> displays "notebook/file folder" style tabs for open
transaction registers, account trees and reports.</para>
</sect2>
@@ -3315,36 +3019,34 @@
<para>The List of Transactions displays transactions you have entered
and a running balance. It also provides a blank transaction to enter
new transactions. The column headings vary according to what type of
- account you have opened. Common headings are Date, Description,
- Transfer and Balance.</para>
+ account you have opened. Common headings are <guilabel>Date</guilabel>,
+ <guilabel>Description</guilabel>, <guilabel>Transfer</guilabel>
+ and <guilabel>Balance</guilabel>.</para>
- <para>The View menu can be used to alter the appearance of the List of
+ <para>The <guimenu>View</guimenu> menu can be used to alter the appearance of the List of
Transactions. Possible changes are limiting the number of transactions
shown, using a different sort order and changing the style to more
- easily see transactions. The split button also provides quick access
+ easily see transactions. The <guibutton>Split</guibutton> button also provides quick access
to view all the parts of a transaction.</para>
</sect2>
<sect2 id="Trans-summary-bar2">
- <title>Summary Bar</title>
+ <title>Summarybar</title>
- <para>The Summary Bar displays balances appropriate for the opened
- account type at a glance. Usually accounts display today's account
- balance, any balance for future dates, a balance for cleared items and
- a reconciled balance. Stock accounts, however, display shares totals
- and their value. The Summary Bar can be hidden or shown by selecting
- the Summary Bar item on the View menu.</para>
+ <para>The <emphasis>Summarybar</emphasis> displays balances appropriate for the opened
+ account type at a glance. Usually accounts display <guilabel>Present</guilabel>
+ (today’s) account balance, any balance for <guilabel>Future</guilabel> dates,
+ a balance for <guilabel>Cleared</guilabel> items,
+ a <guilabel>Reconciled</guilabel> balance and a <guilabel>Projected Minimum</guilabel>
+ balance. Stock accounts, however, display shares totals
+ and their value. The <emphasis>Summarybar</emphasis> can be hidden or shown by selecting
+ the <menuchoice><guimenu>View</guimenu><guimenuitem>Summarybar</guimenuitem></menuchoice> item.</para>
</sect2>
-
- <sect2 id="Trans-status-bar">
- <title>Status Bar</title>
- <para>The Status Bar displays tool-tips for the menus that give more
- explanation to a menu item. It also shows a progress bar when opening or
- saving a <application>&app;</application> data file or generating reports. The Status Bar can be
- hidden or shown by selecting the Status Bar item on the View
- menu.</para>
+ <sect2 id="Trans-status-bar">
+ <title>Statusbar</title>
+ <para>The <emphasis>Statusbar</emphasis> works the same as described in <xref linkend="Common-status-bar" />.</para>
</sect2>
</sect1>
@@ -3361,15 +3063,17 @@
<title>Report Display Window</title>
<para>This window is shown whenever a report or chart is selected from
- the Reports menu.</para>
+ the <guimenu>Reports</guimenu> menu.</para>
- <para>To open the Report Window, select a report from the <guilabel>Menu Bar -> Reports</guilabel> list.
- This will open a new window with the report displayed.
- It provides a web browser type display with active links to account data.</para>
+ <para>To open the report window, select a report from the <guimenu>Reports</guimenu> item
+ in the <emphasis>Menubar</emphasis>. This will open a new window with the report displayed.
+ It provides a web browser type display with active links to account data.</para>
- <note><para>Depending on the report there may be a delay while the report is generated.
- An approximation of the progress to completion is displayed in the "Status Bar",
- if has not been opted out of displaying.</para></note>
+ <note>
+ <para>Depending on the report there may be a delay while the report is generated.
+ An approximation of the progress to completion is displayed in the <emphasis>Statusbar</emphasis>,
+ if has not been opted out of displaying.</para>
+ </note>
<figure>
<title>A "Report Window"</title>
@@ -3395,7 +3099,7 @@
<sect2 id="Report-menus">
<title>Report Menus</title>
- <para>The Menu bar for the Report window contains the
+ <para>The <emphasis>Menubar</emphasis> for the report window contains the
following options;</para>
<itemizedlist>
@@ -3446,16 +3150,16 @@
</itemizedlist>
<sect3 id="Report-file-menu">
- <title>Reports - File Menu</title>
+ <title>Reports - <guimenu>File</guimenu> Menu</title>
<para>The following table describes the options in the File
Menu.</para>
- <para>Clicking on the File option of the Menu bar will "pull down" a
- menu of options described in the File Menu table.</para>
+ <para>Clicking on the <guimenu>File</guimenu> option of the <emphasis>Menubar</emphasis> will <quote>pull down</quote> a
+ menu of options described in <xref linkend="Report-FileMenu"/>.</para>
<table frame="topbot" id="Report-FileMenu">
- <title>File Menu - Access to file and account operations and
+ <title>Report - <guimenu>File</guimenu> Menu - Access to file and account operations and
printing.</title>
<tgroup align="left" cols="3">
@@ -3474,7 +3178,7 @@
<tbody>
<row>
- <entry><para>New -></para></entry>
+ <entry><para><menuchoice><guisubmenu>New</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Selects the New Account, Budget and file options
@@ -3483,7 +3187,7 @@
</row>
<row>
- <entry namest="c2">New File</entry>
+ <entry namest="c2"><guimenuitem>New File</guimenuitem></entry>
<entry namest="c3">
<para>Creates a new data file (Starts with new Accounts
@@ -3492,24 +3196,16 @@
</row>
<row>
- <entry namest="c2">New Accounts Page</entry>
+ <entry namest="c2"><guimenuitem>New Budget</guimenuitem></entry>
<entry namest="c3">
- <para>Creates an copy of the Account tree</para>
+ <para>Creates a new budget.</para>
</entry>
</row>
<row>
- <entry namest="c2">New Budget</entry>
+ <entry><para><menuchoice><guimenu>Open</guimenu><guisubmenu></guisubmenu></menuchoice></para></entry>
- <entry namest="c3">
- <para>Starts the Creates a New Budget assistant.</para>
- </entry>
- </row>
-
- <row>
- <entry><para>Open -></para></entry>
-
<entry align="center" nameend="c3" namest="c2">
<para>Selects the Open sub-menu options described
below</para>
@@ -3518,7 +3214,7 @@
<row>
<entry namest="c2">
- <para>Open ...</para>
+ <para><guimenuitem>Open ...</guimenuitem></para>
</entry>
<entry namest="c3">
@@ -3528,7 +3224,7 @@
<row>
<entry namest="c2">
- <para>Open Budget</para>
+ <para><guimenuitem>Open Budget</guimenuitem></para>
</entry>
<entry namest="c3">
@@ -3537,103 +3233,186 @@
</row>
<row>
- <entry><para>Import -></para></entry>
+ <entry><para><menuchoice><guisubmenu>Import</guisubmenu><guimenuitem/></menuchoice></para></entry>
<entry align="center" nameend="c3" namest="c2">
<para>Opens the Import sub-menu to import files from other
- financial programs.</para>
- </entry>
+ financial programs.</para></entry>
</row>
<row>
<entry namest="c2">
- <para>Import QIF ...</para>
- </entry>
+ <para><guimenuitem>Import QIF ...</guimenuitem></para></entry>
<entry namest="c3">
- <para>Starts the QIF file Import process.</para>
- </entry>
+ <para>Starts the QIF file Import process.</para></entry>
</row>
<row>
<entry namest="c2">
- <para>Import OFX/QFX ...</para>
- </entry>
+ <para><guimenuitem>Import OFX/QFX ...</guimenuitem></para></entry>
<entry namest="c3">
- <para>Starts the OFX/QFX file Import process.</para>
- </entry>
+ <para>Starts the OFX/QFX file Import process.</para></entry>
</row>
<row>
<entry namest="c2">
- <para>Replay <application>&app;</application> .log file...</para>
- </entry>
+ <para><guimenuitem>Import CSV/Fixed-Width ...</guimenuitem></para></entry>
<entry namest="c3">
+ <para>Starts the CSV/Fixed-Width file Import process.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Replay &app; .log file...</guimenuitem></para></entry>
+
+ <entry namest="c3">
<para>Starts the replaying of a <application>&app;</application> log file. Used for
- data recovery from "crashes".</para>
- </entry>
+ data recovery from "crashes".</para></entry>
</row>
<row>
- <entry><para>Save (Ctrl-S)</para></entry>
+ <entry namest="c2">
+ <para><guimenuitem>Import MT940</guimenuitem></para></entry>
- <entry nameend="c3" namest="c2">
- <para>Saves the currently open file. Menu shortcut
- Ctrl-S</para>
- </entry>
+ <entry namest="c3">
+ <para>.</para></entry>
</row>
<row>
- <entry><para>Save As ... (Shift+Ctrl+S)</para></entry>
+ <entry namest="c2">
+ <para><guimenuitem>Import MT942</guimenuitem></para></entry>
- <entry nameend="c3" namest="c2">
- <para>Saves the currently opened file with a different
- name. Menu shortcut Shift+Ctrl+S</para>
- <warning><para>Do NOT store your data file in ~/.gnucash/books. </para></warning>
- </entry>
+ <entry namest="c3">
+ <para>.</para></entry>
</row>
<row>
- <entry><para>Print Report...</para></entry>
+ <entry namest="c2">
+ <para><guimenuitem>Import DTAUS</guimenuitem></para></entry>
- <entry nameend="c3" namest="c2">
- <para>Prints the Report</para>
- </entry>
+ <entry namest="c3">
+ <para>.</para></entry>
</row>
<row>
- <entry><para>Export -></para></entry>
+ <entry namest="c2">
+ <para><guimenuitem>Import DTAUS and send</guimenuitem></para></entry>
+ <entry namest="c3">
+ <para>.</para></entry>
+ </row>
+
+ <row>
+
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+
<entry nameend="c3" namest="c2">
- <para>Export</para>
+ <para>Saves the currently open file.</para>
</entry>
</row>
<row>
- <entry namest="c2">
- <para>Export Report</para>
- </entry>
- <entry namest="c3" >
- <para>Exports HTML formatted report to a file.</para>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Shift</keycap><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save As...</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+
+ <entry nameend="c3" namest="c2">
+ <para>Saves the currently opened file with a different
+ name.</para>
+ <warning><para>Do NOT store your data file in ~/.gnucash/books. </para></warning>
</entry>
</row>
<row>
- <entry namest="c2">
- <para>Export Accounts</para>
+ <entry>
+ <para><guimenuitem>Add Report</guimenuitem></para></entry>
+
+
+ <entry nameend="c3" namest="c2">
+ <para></para>
</entry>
+ </row>
- <entry namest="c3">
- <para>Exports your account hierarchy to a new file. Does
- not export data.</para>
+ <row>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>P</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Print Report...</guimenuitem>
+ </menuchoice>
+ </para></entry>
+ <entry nameend="c3" namest="c2">
+ <para>Print the selected report.</para>
</entry>
</row>
+ <row>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Shift</keycap><keycap>Ctrl</keycap><keycap>P</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Page Setup...</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+ <entry nameend="c3" namest="c2">
+ <para>Let you choose the paper size, layout and margins for printing.</para>
+ </entry>
+ </row>
+
+ <row>
+ <entry><para><menuchoice><guisubmenu>Export</guisubmenu><guimenuitem/></menuchoice></para></entry>
+
+ <entry nameend="c3" namest="c2">
+ <para>Exports ...</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Export Report</guimenuitem></para></entry>
+
+ <entry namest="c3" >
+ <para>Export the current report in an HTML formatted file.</para></entry>
+ </row>
+
+ <row>
+ <entry namest="c2">
+ <para><guimenuitem>Export Accounts</guimenuitem></para></entry>
+
+ <entry namest="c3" >
+ <para>Exports your account hierarchy to a new file. Does not
+ export data.</para></entry>
+ </row>
+
<row>
- <entry><para>Properties (Alt+Return)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Alt</keycap><keycap>Enter</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Properties</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Sets options for this <application>&app;</application> data file.</para>
@@ -3641,7 +3420,7 @@
</row>
<row>
- <entry><para>Recently opened files</para></entry>
+ <entry><para><guimenuitem>Recently opened files</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Numbered list of most recently opened <application>&app;</application> data
@@ -3650,19 +3429,35 @@
</row>
<row>
- <entry><para>Close</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>W</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Close</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
<entry nameend="c3" namest="c2">
- <para>Closes the current report.
- Menu shortcut Ctrl-W</para>
+ <para>Closes the current report.</para>
</entry>
</row>
<row>
- <entry><para>Quit (Ctrl+Q)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>Q</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Quit</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
+
<entry nameend="c3" namest="c2">
- <para>Exits <application>&app;</application>. Menu shortcut Ctrl-Q</para>
+ <para>Exits <application>&app;</application>.</para>
</entry>
</row>
</tbody>
@@ -3672,10 +3467,10 @@
<sect3 id="Report-edit-menu">
- <title>Reports - Edit Menu</title>
+ <title>Report - <guimenu>Edit</guimenu> Menu</title>
<table frame="topbot" id="Report-EditMenu">
- <title>Reports - Edit Menu - Access to file and account
+ <title>Reports - <guimenu>Edit</guimenu> Menu - Access to file and account
editing operations and preferences.</title>
<tgroup align="left" cols="2">
@@ -3694,16 +3489,30 @@
</thead>
<tbody>
- <row>
- <entry><para>Copy</para></entry>
+ <row>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>C</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Copy</guimenuitem>
+ </menuchoice>
+ </para></entry>
+
<entry nameend="c3" namest="c2">
- <para></para>
+ <para>Performs a standard <emphasis>Copy</emphasis> operation.</para>
</entry>
</row>
-
<row>
- <entry><para>Find ... (Ctrl+F)</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>F</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Find...</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry nameend="c3" namest="c2">
<para>Set criteria for a search for a specific
@@ -3713,7 +3522,7 @@
</row>
<row>
- <entry><para>Preferences</para></entry>
+ <entry><para><guimenuitem>Preferences</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Customize <application>&app;</application> for location, style, and numerous other preferences.
@@ -3722,7 +3531,7 @@
</row>
<row>
- <entry><para>Style Sheets</para></entry>
+ <entry><para><guimenuitem>Style Sheets</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Modify/customize Style Sheets.</para>
@@ -3730,7 +3539,7 @@
</row>
<row>
- <entry><para>Report Options</para></entry>
+ <entry><para><guimenuitem>Report Options</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Open form to edit/modify report selection criteria, stylesheets,
@@ -3739,7 +3548,7 @@
</row>
<row>
- <entry><para>Tax Report Options</para></entry>
+ <entry><para><guimenuitem>Tax Report Options</guimenuitem></para></entry>
<entry nameend="c3" namest="c2">
<para>Set tax characteristics on account(s) (US). Assign tax form and
@@ -3752,70 +3561,16 @@
</sect3>
<sect3 id="Report-view-menu">
- <title>Reports - View Menu</title>
-
- <table frame="topbot" id="Report-ViewMenu">
- <title>Report - View Menu - Changes display window view.</title>
-
- <tgroup align="left" cols="3">
- <colspec colname="c1" ></colspec>
- <colspec colname="c2" ></colspec>
- <colspec colname="c3" ></colspec>
-
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>Description</para>
- </entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry><para>Toolbar</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>Check-box to Enable/Disable display of
- Toolbar.</para>
- </entry>
- </row>
-
- <row>
- <entry><para>Summary Bar</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>Check-box to Enable/Disable display of Summary
- Bar. The summary bar is not displayed in reports, however the check-box
- is effective in other tab displays.</para>
- </entry>
- </row>
-
- <row>
- <entry><para>Status Bar</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>Check-box to Enable/Disable display of Status
- Bar.</para>
- </entry>
- </row>
-
- <row>
- <entry><para>Refresh (Ctrl+R)</para></entry>
-
- <entry><para>Repaint the display screen.</para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
+ <title>Report - <guimenu>View</guimenu> Menu</title>
+ <para>Except <guimenuitem>Filter By...</guimenuitem>, the items shown in the
+ <guimenu>View</guimenu> menu are the same listed in <xref linkend="AccTree-ViewMenu" /> </para>
</sect3>
<sect3 id="Report-actions-menu">
- <title>Reports - Action Menu</title>
+ <title>Report - <guimenu>Actions</guimenu> Menu</title>
<table frame="topbot" id="Report-ActionsMenu">
- <title>Actions Menu - Setup scheduled transactions.</title>
+ <title>Reports - <guimenu>Actions</guimenu> Menu - Setup scheduled transactions.</title>
<tgroup align="left" cols="3">
<colspec colname="c1" ></colspec>
@@ -3832,793 +3587,156 @@
</thead>
<tbody>
- <row>
- <entry><para>Scheduled Transactions -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">Scheduled
- Transactions sub-menus</entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Scheduled Transaction Editor</para>
- </entry>
-
- <entry namest="c3">
- <para>Invoke tool to edit scheduled transactions.
- See <xref linkend="sched-editor"></xref></para>
- </entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Since Last Run...</para>
- </entry>
-
- <entry namest="c3">
- <para>Display Scheduled transactions since last running of
- <application>&app;</application>. <xref linkend="trans-sched-slr"></xref></para>
- </entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Mortgage & Loan Repayment ...</para>
- </entry>
-
- <entry namest="c3">
- <para>Starts the Mortgage & Loan Repayment assistant for
- setting up repayments. <xref linkend="trans-sched-loans"></xref></para>
- </entry>
- </row>
-
- <row>
- <entry><para>Reset Warnings...</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para><application>&app;</application> gives warnings when certain operations are attempted,
- such as removing a transaction or removing the splits of a transaction.
- The warning message gives you the option to not give you these warnings
- when attempting the operation. Check-boxes labeled "Remember and don't ask
- me again" and "Remember and don't ask me again this session" allow
- disabling the warnings. This option resets the warning's to the default,
- IE make all the warning's happen.
- </para>
- </entry>
- </row>
- <row>
- <entry><para>Rename Page</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>Open the form to rename the current page/tab.</para>
- </entry>
- </row>
- </tbody>
- </tgroup>
- </table>
- </sect3>
-
- <sect3 id="Report-business-menu">
- <title>Reports - Business Menu</title>
-
- <table frame="topbot" id="Report-BusinessMenu">
- <title>Business Menu - Access small business features of
- <application>&app;</application>.</title>
-
- <tgroup align="left" cols="3">
- <colspec colname="c1" ></colspec>
- <colspec colname="c2" ></colspec>
- <colspec colname="c3" ></colspec>
-
- <thead>
<row>
- <entry><para>Menu Item</para></entry>
+ <entry><para><menuchoice><guisubmenu>Online Actions</guisubmenu><guimenuitem/></menuchoice></para></entry>
- <entry align="center" nameend="c3" namest="c2">
- <para>Description</para></entry>
+ <entry align="center" nameend="c3" namest="c2">This menu item (and sub-menu) is shown only if Online Banking
+ was enabled for <application>&app;</application></entry>
</row>
- </thead>
- <tbody>
<row>
- <entry><para>Customers -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para>Select customer related activities.</para></entry>
- </row>
-
- <row>
<entry namest="c2">
- <para>New Customer...</para></entry>
+ <para><guimenuitem>Get Balance</guimenuitem></para></entry>
<entry namest="c3">
- <para>Start the form to create a new customer.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Customer...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a customer.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Invoice...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new invoice.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Invoice...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a invoice.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Job...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new job.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Job...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a job.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Process Payment...</para></entry>
-
- <entry namest="c3">
- <para>Starts the Process Payment assistant. Requires an account of type
- "A/Payable" before running assistant.</para></entry>
- </row>
-
- <row>
- <entry><para>Vendor -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para>Select vendor related activities.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Vendor...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new vendor.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Vendor...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a vendor.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Bill...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new bill.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Bill...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a bill.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Job...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new job.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Job...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a job.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Process Payment...</para></entry>
-
- <entry namest="c3">
- <para>Starts the Process Payment assistant. Requires an account of type
- "A/Payable" before running assistant.</para></entry>
- </row>
-
- <row>
- <entry><para>Employee -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para>Select employee related activities.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Employee...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new employee.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Employee...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a employee.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>New Expense Voucher...</para></entry>
-
- <entry namest="c3">
- <para>Start the form to create a new expense voucher.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Find Expense Voucher...</para></entry>
-
- <entry namest="c3">
- <para>Start the assistant to search for a expense voucher.</para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Process Payment...</para></entry>
-
- <entry namest="c3">
- <para>Starts the Process Payment assistant. Requires an account of type
- "A/Payable" before running assistant.</para></entry>
- </row>
-
- <row>
- <entry><para>Tax Table Editor</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>View and edit the list of tax tables.</para></entry>
- </row>
-
- <row>
- <entry><para>Billing Terms Editor</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>View and edit the list of Billing Terms.</para></entry>
- </row>
-
- <row>
- <entry><para>Bills Due Reminder</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>View and edit the list of Bills Due Reminder.</para></entry>
- </row>
-
- <row>
- <entry><para>Export -></para></entry>
-
- <entry namest="c2" nameend="c3">
<para></para></entry>
</row>
- <row>
- <entry namest="c2">
- <para>QSF Invoice...</para></entry>
- <entry namest="c3">
- <para>Export one or more Invoice(s) to QSF.</para></entry>
- </row>
<row>
<entry namest="c2">
- <para>QSF Customer...</para></entry>
+ <para><guimenuitem>Get Transactions</guimenuitem></para></entry>
<entry namest="c3">
- <para>Export one or more Customer(s) to QSF.</para></entry>
+ <para>Download transactions from online accounts</para></entry>
</row>
- <row>
- <entry namest="c2">
- <para>QSF Vendor...</para></entry>
- <entry namest="c3">
- <para>Export one or more Vendor(s) to QSF.</para></entry>
- </row>
<row>
<entry namest="c2">
- <para>QSF Employee...</para></entry>
+ <para><guimenuitem>Issue Transaction...</guimenuitem></para></entry>
<entry namest="c3">
- <para>Export one or more Employee(s) to QSF.</para></entry>
+ <para>Upload transaction(s) to online account ??</para></entry>
</row>
- </tbody>
- </tgroup>
- </table>
- </sect3>
- <sect3 id="Report-reports-menu">
- <title>Reports - Reports Menu</title>
-
- <para>This is only a brief listing of the available reports and
- graphs. Each report may be customized by the
- <guilabel>Options</guilabel> Icon and the "Stylesheet" used.</para>
-
- <table frame="topbot" id="Report-ReportsMenu">
- <title>Reports Menu - Access <application>&app;</application> Reports and Charts.</title>
-
- <tgroup align="left" cols="3">
- <colspec colname="c1" ></colspec>
- <colspec colname="c2" ></colspec>
- <colspec colname="c3" ></colspec>
-
- <thead>
<row>
- <entry><para>Menu Item</para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para>Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry namest="c1">
- <para>Account Summary</para></entry>
-
- <entry nameend="c3" namest="c2">
- <para>Report showing the balance of selected
- accounts.</para></entry>
- </row>
-
- <row>
- <entry><para>Assets & Liabilities -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para></para></entry>
- </row>
-
- <row>
<entry namest="c2">
- <para>Advanced Portfolio</para></entry>
+ <para><guimenuitem>Internal Transaction...</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
- <row>
- <entry namest="c2">
- <para>Asset Bar chart</para></entry>
- <entry namest="c3">
- <para></para></entry>
- </row>
-
<row>
<entry namest="c2">
- <para>Asset Pie chart</para></entry>
+ <para><guimenuitem>Direct Debit...</guimenuitem></para></entry>
<entry namest="c3">
<para></para></entry>
</row>
<row>
- <entry namest="c2">
- <para>Average Balance</para></entry>
+ <entry><para><menuchoice><guisubmenu>Scheduled Transactions</guisubmenu><guimenuitem></guimenuitem></menuchoice></para></entry>
- <entry namest="c3">
- <para></para></entry>
+ <entry align="center" nameend="c3" namest="c2">Scheduled
+ Transactions sub-menus</entry>
</row>
<row>
<entry namest="c2">
- <para>Balance Sheet</para></entry>
+ <para><guimenuitem>Scheduled Transaction Editor</guimenuitem></para></entry>
<entry namest="c3">
- <para></para></entry>
+ <para>Invoke tool to edit scheduled transactions.
+ See <xref linkend="sched-editor"></xref></para></entry>
</row>
<row>
<entry namest="c2">
- <para>General Journal</para></entry>
+ <para><guimenuitem>Since Last Run...</guimenuitem></para></entry>
<entry namest="c3">
- <para></para></entry>
+ <para>Display Scheduled transactions since last running of
+ <application>&app;</application>. <xref linkend="trans-sched-slr"></xref></para></entry>
</row>
- <row>
- <entry namest="c2">
- <para>General Ledger</para></entry>
-
- <entry namest="c3">
- <para>See <xref linkend="general-ledger"></xref></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Investment Portfolio</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
<row>
<entry namest="c2">
- <para>Liability Bar chart</para></entry>
+ <para><guimenuitem>Mortgage & Loan Repayment...</guimenuitem></para></entry>
<entry namest="c3">
- <para></para></entry>
+ <para>Starts the Mortgage & Loan Repayment assistant for
+ setting up repayments. <xref linkend="trans-sched-loans"></xref></para>
+ </entry>
</row>
- <row>
- <entry namest="c2">
- <para>Liability Pie chart</para></entry>
+ <row>
+ <entry><para><guimenuitem>Reset Warnings...</guimenuitem></para></entry>
- <entry namest="c3">
- <para></para></entry>
- </row>
+ <entry namest="c2" nameend="c3">
+ <para><application>&app;</application> gives warnings when certain operations are attempted,
+ such as removing a transaction or removing the splits of a transaction.
+ The warning message gives you the option to not give you these warnings
+ when attempting the operation. Check-boxes labeled <guilabel>Remember and don’t ask
+ me again</guilabel> and <guilabel>Remember and don’t ask me again this session</guilabel> allow
+ disabling the warnings. This option resets the warnings to the default,
+ i.e. display all warnings.
+ </para>
+ </entry>
+ </row>
+ <row>
+ <entry><para><guimenuitem>Rename Page</guimenuitem></para></entry>
- <row>
- <entry namest="c2">
- <para>Net Worth Bar chart</para></entry>
+ <entry namest="c2" nameend="c3">
+ <para>Lets you type a new name for the current page or tab.</para>
+ </entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ </sect3>
- <entry namest="c3">
- <para></para></entry>
- </row>
+ <sect3 id="Report-business-menu">
+ <title>Report - <guimenu>Business</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Business</guimenu> menu are the same as those listed in <xref linkend="AccTree-BusinessMenu" />.</para>
- <row>
- <entry namest="c2">
- <para>Price Scatter plot</para></entry>
+ </sect3>
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry><para>Business Reports -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Customer Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Easy Invoice</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Employee Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Fancy Invoice</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Payable Aging</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Printable Invoice</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Receivable Aging</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Vendor Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry><para>Income & Expense -></para></entry>
-
- <entry align="center" nameend="c3" namest="c2">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Budget Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Cash Flow</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Equity Statement</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Expense Bar chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Expense Pie chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Expense vs Day of Week</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income Bar chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income & Expense Chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income Pie chart</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income Statement</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Income vs Day of Week</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Trial Balance</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c1">
- <para>Sample & Custom -></para></entry>
-
- <entry><para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Custom Multicolumn Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Sample Graphs</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Sample Report With Examples</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c2">
- <para>Welcome Sample Report</para></entry>
-
- <entry namest="c3">
- <para></para></entry>
- </row>
-
- <row>
- <entry namest="c1">
- <para>Tax Schedule Report & TXF Export</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para>Create a Tax report (US) and/or export data for tax
- preparation software. (TXF)</para></entry>
- </row>
-
- <row>
- <entry namest="c1">
- <para>Transaction Report</para></entry>
-
- <entry namest="c2" nameend="c3">
- <para></para></entry>
- </row>
-
- </tbody>
- </tgroup>
- </table>
+ <sect3 id="Report-reports-menu">
+ <title>Report - <guimenu>Reports</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Reports</guimenu> menu are the same as those listed in <xref linkend="AccTree-ReportsMenu" />.</para>
</sect3>
<sect3 id="Report-tools-menu">
- <title>Reports - Tools Menu</title>
-
- <table frame="topbot" id="Report-ToolsMenu">
- <title>Tools Menu - Access to miscellaneous tools and
- editors</title>
-
- <tgroup cols="2">
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
-
- <entry><para>Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry><para>Price Editor</para></entry>
-
- <entry><para>Tool to enter or modify Stock/Fund prices. Details at
- <xref linkend="tool-price"></xref></para></entry>
- </row>
-
- <row>
- <entry><para>Security Editor</para></entry>
-
- <entry><para>Tool to enter or modify Stock or commodities. Details
- at <xref linkend="tool-security-edit"></xref></para></entry>
- </row>
-
- <row>
- <entry><para>Financial Calculator</para></entry>
-
- <entry><para>Details at <xref linkend="tool-calc"></xref></para></entry>
- </row>
-
- <row>
- <entry><para>General Ledger</para></entry>
-
- <entry><para>See <xref linkend="general-ledger"></xref></para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
+ <title>Report - <guimenu>Tools</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Tools</guimenu> menu are the same as those listed in <xref linkend="AccTree-ToolsMenu" />.</para>
</sect3>
<sect3 id="Report-windows-menu">
- <title>Reports - Windows Menu</title>
-
- <table frame="topbot" id="Report-WindowsMenu">
- <title>Reports - Windows Menu</title>
-
- <tgroup cols="2">
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
-
- <entry><para>Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry><para>New Window</para></entry>
-
- <entry><para>Opens a new <application>&app;</application> window, window is empty.</para></entry>
- </row>
-
- <row>
- <entry><para>New Window with Page</para></entry>
-
- <entry><para>Opens the current tab in a new window, moves the tab to the new
- window.</para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
+ <title>Report - <guimenu>Windows</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Windows</guimenu> menu are the same as those listed in <xref linkend="AccTree-WindowsMenu" />.</para>
</sect3>
<sect3 id="Report-help-menu">
- <title>Help Menu</title>
+ <title>Report - <guimenu>Help</guimenu> Menu</title>
+ <para>The items shown in the <guimenu>Help</guimenu> menu are the same as those listed in <xref linkend="AccTree-HelpMenu" />.</para>
+ </sect3>
+ </sect2>
- <table frame="topbot" id="Report-HelpMenu">
- <title>Reports - Help Menu - Access to this help and the
- Tutorial and Concepts Guide.</title>
+ <sect2 id="Report-tool-bar">
+ <title>Reports - <emphasis>Toolbar</emphasis> Icons/Buttons</title>
+ <para>The Report Window has a <emphasis>Toolbar</emphasis> to quickly access the functions
+ used with reports. The <emphasis>Toolbar</emphasis> can be hidden or shown by selecting
+ <menuchoice><guimenu>View</guimenu><guimenuitem>Toolbar</guimenuitem></menuchoice>.</para>
+
+ <table frame="topbot">
+ <title>Reports - <emphasis>Toolbar</emphasis> Buttons</title>
+
<tgroup cols="2">
<thead>
<row>
- <entry><para>Menu Item</para></entry>
+ <entry><para><emphasis>Toolbar</emphasis> Button</para></entry>
<entry><para>Description</para></entry>
</row>
@@ -4626,92 +3744,77 @@
<tbody>
<row>
- <entry><para>Tutorial & Concepts Guide</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save</guimenuitem>
+ </menuchoice>
+ </para></entry>
- <entry><para>Explanation of accounting principles and how to apply them in <application>&app;</application></para></entry>
- </row>
- <row>
- <entry><para>Tips Of The Day</para></entry>
-
- <entry><para>Short notes about features you might otherwise miss</para></entry>
+ <entry><para></para></entry>
</row>
<row>
- <entry><para>Contents</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>W</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Close</guimenuitem>
+ </menuchoice>
+ </para></entry>
- <entry><para>What you are reading now</para></entry>
+ <entry><para>Closes the displayed report.</para></entry>
</row>
<row>
- <entry><para>About</para></entry>
+ <entry><para><guibutton>Back</guibutton></para></entry>
- <entry><para>The version, license and credits</para></entry>
+ <entry><para>Move back one step in the history.</para></entry>
</row>
- </tbody>
- </tgroup>
- </table>
- </sect3>
- </sect2>
- <sect2 id="Report-tool-bar">
- <title>Reports - Tool Bar Icons/Buttons</title>
-
- <para>The Report Window has a tool bar to access quickly the functions
- used with reports. The Tool Bar can be hidden or shown by selecting
- the Toolbar item on the View menu.</para>
-
- <table frame="topbot">
- <title>Reports - Tool Bar Buttons</title>
-
- <tgroup cols="2">
- <thead>
<row>
- <entry><para>Tool Bar Button</para></entry>
+ <entry><para><guibutton>Forward</guibutton></para></entry>
- <entry><para>Description</para></entry>
+ <entry><para>Move forward one step in the history.</para></entry>
</row>
- </thead>
- <tbody>
<row>
- <entry><para>Save</para></entry>
+ <entry><para><guibutton>Reload</guibutton></para></entry>
- <entry><para></para></entry>
- </row>
-
- <row>
- <entry><para>Close</para></entry>
-
- <entry><para>Closes the current report displayed.</para></entry>
- </row>
-
- <row>
- <entry><para>Reload</para></entry>
-
<entry><para>Reload (rerun) current report.</para></entry>
</row>
<row>
- <entry><para>Stop</para></entry>
+ <entry><para><guibutton>Stop</guibutton></para></entry>
<entry><para>Stops the </para></entry>
</row>
<row>
- <entry><para>Export</para></entry>
+ <entry><para><guibutton>Export</guibutton></para></entry>
<entry><para>Exports HTML formatted report to a file.</para></entry>
</row>
<row>
- <entry><para>Options</para></entry>
+ <entry><para><guibutton>Options</guibutton></para></entry>
<entry><para>Edit options specific to selected report.</para></entry>
</row>
<row>
- <entry><para>Print</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>P</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Print</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry><para>Queues the current report for printing.</para></entry>
</row>
@@ -4725,7 +3828,7 @@
<sect2 id="Report-tab-bar">
<title>Tab Bar</title>
- <para>The Tab Bar displays "notebook/file folder" style tabs for open
+ <para>The <emphasis>Tab bar</emphasis> displays <quote>notebook/file folder</quote>-style tabs for open
transaction registers, account trees and reports.</para>
</sect2>
@@ -4735,40 +3838,32 @@
<para>This is where the report or chart you have selected is shown.
The properties of this window are editable in two ways. Selecting the
- Options button on the toolbar lets you edit what the report is showing
- and which accounts the information is drawn from. Selecting <guilabel>Edit ->
- Style Sheets...</guilabel> lets you select the properties of the web page that
+ <guibutton>Options</guibutton> button on the <emphasis>Toolbar</emphasis> lets you edit what the report is showing
+ and which accounts the information is drawn from. Selecting <menuchoice><guimenu>Edit</guimenu>
+ <guimenuitem>Style Sheets...</guimenuitem></menuchoice> lets you select the properties of the page that
displays your report.</para>
<para>The report is able to act like a web browser if your report
- contains links to external web pages. The toolbar buttons allow you to
- move back and forward through web pages. It will also open account
- information in the register window when you click on links contained
+ contains links to external web pages. The <emphasis>Toolbar</emphasis> buttons allow you to
+ move <guibutton>Back</guibutton> and <guibutton>Forward</guibutton>
+ through web pages. It will also open account
+ registers when you click on links to accounts contained
in the report.</para>
- <para>You can also save your report to a file and print the report
- through the toolbar buttons.</para>
+ <para>You can also <guibutton>Export</guibutton> your report to a file and
+ <guibutton>Print</guibutton> the report
+ through the <emphasis>Toolbar</emphasis> buttons.</para>
</sect2>
<sect2 id="Report-summary-bar">
- <title>Summary Bar</title>
+ <title>Summarybar</title>
- <para>The Summary Bar displays balances appropriate for the opened
- account type at a glance. Usually accounts display today's account
- balance, any balance for future dates, a balance for cleared items and
- a reconciled balance. Stock accounts, however, display shares totals
- and their value. The Summary Bar can be hidden or shown by selecting
- the Summary Bar item on the View menu.</para>
+ <para>The <emphasis>Summarybar</emphasis> is not displayed when viewing a report window.</para>
</sect2>
-
- <sect2 id="Report-status-bar">
- <title>Status Bar</title>
- <para>The Status Bar displays tool-tips for the menus that give more
- explanation to a menu item. It also shows a progress bar when opening or
- saving a <application>&app;</application> data file or generating reports. The Status Bar can be
- hidden or shown by selecting the Status Bar item on the View
- menu.</para>
+ <sect2 id="Report-status-bar">
+ <title>Statusbar</title>
+ <para>The <emphasis>Statusbar</emphasis> works the same as described in <xref linkend="Common-status-bar" />.</para>
</sect2>
</sect1>
@@ -4787,11 +3882,16 @@
<sect2 id="reconcile-display">
<title>Reconcile Display Window</title>
- <para>To open the Reconcile Window, select <guilabel>Actions -> Reconcile</guilabel> from the Menu Bar or
- <guilabel>Reconcile</guilabel> Icon from a transaction window.
- This will open a small window <guilabel>Reconcile Information</guilabel>. This displays requests the
- "Statement Date", and "Ending Balance" for the reconciliation, completing the form by pressing the
- <guilabel>OK</guilabel> will open a tab display with the main reconcile window displayed.</para>
+ <para>To open the <guilabel>Reconcile</guilabel> window, click
+ <menuchoice><guimenu>Actions</guimenu><guimenuitem>Reconcile...</guimenuitem></menuchoice> from the <emphasis>Menubar</emphasis> or
+ the <guibutton>Reconcile</guibutton> button from the <emphasis>Toolbar</emphasis> in a register window.
+ This will open a <guilabel>Reconcile</guilabel> screen in which you need to enter the
+ <guilabel>Statement Date</guilabel> and the <guilabel>Ending Balance</guilabel>. If you select the
+ <guilabel>Include subaccounts</guilabel> option, all
+ transactions in the subaccounts of the selected account will also be counted for the reconcile operation.
+ Pressing the <guibutton>OK</guibutton> button will open a
+ <guilabel>Reconcile</guilabel> window allowing you to compare
+ deposit and withdrawal transactions to your statement.</para>
<table frame="topbot" id="Tools-ReconcileWin">
<title>Components of the Reconcile Window.</title>
@@ -4807,37 +3907,37 @@
<tbody>
<row>
- <entry><para>Menu bar</para></entry>
+ <entry><para>Menubar</para></entry>
<entry><para>Contains the Menus used in the Reconcile
Window.</para></entry>
</row>
<row>
- <entry><para>Tool (Icons and/or Text) Bar</para></entry>
+ <entry><para><emphasis>Toolbar</emphasis> (Icons and/or Text)</para></entry>
<entry><para>Contains buttons used to access common Reconcile Account
Window tasks.</para></entry>
</row>
<row>
- <entry><para>Funds In</para></entry>
+ <entry><para><guilabel>Funds In</guilabel></para></entry>
- <entry><para>Contains a list of funds deposited in the
+ <entry><para>This pane in the left contains a list of funds deposited in the
account.</para></entry>
</row>
<row>
- <entry><para>Funds Out</para></entry>
+ <entry><para><guilabel>Funds Out</guilabel></para></entry>
- <entry><para>Contains a list of funds withdrawn from the
+ <entry><para>This pane in the right contains a list of funds withdrawn from the
account.</para></entry>
</row>
<row>
<entry><para>Balance Pane</para></entry>
- <entry><para>Contains a list of balances to use in
+ <entry><para>This pane in the lower right contains a list of balances useful for
reconciling.</para></entry>
</row>
</tbody>
@@ -4850,7 +3950,7 @@
<para>The following tables describe menus in the Reconcile Window.</para>
<table frame="topbot" id="tool-reconcile-menu">
- <title>Reconcile Menu - Access to Reconcile Information and finishing or postponing.</title>
+ <title><guimenu>Reconcile</guimenu> Menu - Access to Reconcile Information and finishing or postponing.</title>
<tgroup cols="2">
<thead>
@@ -4863,25 +3963,38 @@
<tbody>
<row>
- <entry><para>Reconcile Information</para></entry>
+ <entry><para><guimenuitem>Reconcile Information...</guimenuitem></para></entry>
<entry><para>Opens the Reconciling Information Window.</para></entry>
</row>
<row>
- <entry><para>Finish</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>F</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Finish</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry><para>Complete the reconciliation of this account.</para></entry>
</row>
<row>
- <entry><para>Postpone</para></entry>
-
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>P</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Postpone</guimenuitem>
+ </menuchoice>
+ </para></entry>
<entry><para>Postpone the reconciliation of this account.</para></entry>
</row>
<row>
- <entry><para>Cancel</para></entry>
+ <entry><para><guimenuitem>Cancel</guimenuitem></para></entry>
<entry><para>Cancel the reconciliation of this account.</para></entry>
</row>
@@ -4890,7 +4003,7 @@
</table>
<table frame="topbot" id="tool-rec-account">
- <title>Account Menu - Access to account operations.</title>
+ <title><guimenu>Account</guimenu> Menu - Access to account operations.</title>
<tgroup cols="2">
<thead>
@@ -4903,36 +4016,36 @@
<tbody>
<row>
- <entry><para>Open Account</para></entry>
+ <entry><para><guimenuitem>Open Account</guimenuitem></para></entry>
<entry><para>Opens a transaction register for the accounts</para></entry>
</row>
<row>
- <entry><para>Edit Account</para></entry>
+ <entry><para><guimenuitem>Edit Account</guimenuitem></para></entry>
<entry><para>Modify name or characteristic of selected account. <xref linkend="acct-edit"></xref>
- </para></entry>
+ </para></entry>
</row>
<row>
- <entry><para>Transfer...</para></entry>
+ <entry><para><guimenuitem>Transfer...</guimenuitem></para></entry>
<entry><para>Opens a Transfer assistant for entering a transfer transaction between any two accounts.</para>
</entry>
</row>
<row>
- <entry><para>Check & Repair</para></entry>
+ <entry><para><guimenuitem>Check & Repair</guimenuitem></para></entry>
- <entry><para>Verify & Repair this account if necessary.</para></entry>
+ <entry><para>Verify and repair this account if necessary.</para></entry>
</row>
</tbody>
</tgroup>
</table>
<table frame="topbot" id="tool-rec-trans">
- <title>Transaction Menu - Access to transaction editing operations.</title>
+ <title><guimenu>Transaction</guimenu> Menu - Access to transaction editing operations.</title>
<tgroup cols="2">
<thead>
@@ -4945,19 +4058,26 @@
<tbody>
<row>
- <entry><para>New</para></entry>
+ <entry><para><guimenuitem>New</guimenuitem></para></entry>
<entry><para>Add a new transaction to the account.</para></entry>
</row>
<row>
- <entry><para>Edit</para></entry>
+ <entry><para><guimenuitem>Balance</guimenuitem></para></entry>
+ <entry><para>Opens the account‘s register window with a pre compiled
+ balancing transaction.</para></entry>
+ </row>
+
+ <row>
+ <entry><para><guimenuitem>Edit</guimenuitem></para></entry>
+
<entry><para>Edit the currently selected transaction.</para></entry>
</row>
<row>
- <entry><para>Delete</para></entry>
+ <entry><para><guimenuitem>Delete</guimenuitem></para></entry>
<entry><para>Remove the currently selected transaction.</para></entry>
</row>
@@ -4966,7 +4086,7 @@
</table>
<table frame="topbot" id="tool-rec-help">
- <title>Help Menu - Access to help.</title>
+ <title><guimenu>Help</guimenu> Menu - Access to help.</title>
<tgroup cols="2">
<thead>
@@ -4979,7 +4099,7 @@
<tbody>
<row>
- <entry><para>Help</para></entry>
+ <entry><para><guimenuitem>Help</guimenuitem></para></entry>
<entry><para>Open this Help text file.</para></entry>
</row>
@@ -4990,18 +4110,18 @@
</sect3>
<sect3 id="reconcile-toolbar">
- <title>Tool Bar Buttons</title>
+ <title><emphasis>Toolbar</emphasis> Buttons</title>
- <para>The Reconcile Window has a tool bar to access quickly some
+ <para>The <guilabel>Reconcile</guilabel> window has a <emphasis>Toolbar</emphasis> to access quickly some
common functions used with reconciliation.</para>
<table frame="topbot" id="tool-rec-toolbar">
- <title>Reconcile Window Tool Bar</title>
+ <title><guilabel>Reconcile</guilabel> Window <emphasis>Toolbar</emphasis></title>
<tgroup cols="2">
<thead>
<row>
- <entry><para>Tool Bar Button</para></entry>
+ <entry><para><emphasis>Toolbar</emphasis> Button</para></entry>
<entry><para>Description</para></entry>
</row>
@@ -5009,42 +4129,57 @@
<tbody>
<row>
- <entry><para>New</para></entry>
+ <entry><para><guibutton>New</guibutton></para></entry>
<entry><para>Add a new transaction to the account.</para></entry>
</row>
<row>
- <entry><para>Edit</para></entry>
+ <entry><para><guibutton>Balance</guibutton></para></entry>
+ <entry><para>Opens the account‘s register window with a pre-compiled
+ balancing transaction.</para></entry>
+ </row>
+
+
+ <row>
+ <entry><para><guibutton>Edit</guibutton></para></entry>
+
<entry><para>Edit the currently selected transaction.</para></entry>
</row>
<row>
- <entry><para>Delete</para></entry>
+ <entry><para><guibutton>Delete</guibutton></para></entry>
<entry><para>Remove the currently selected transaction.</para></entry>
</row>
<row>
- <entry><para>Open</para></entry>
+ <entry><para><guibutton>Open</guibutton></para></entry>
<entry><para>Open an Account transaction window.</para></entry>
</row>
<row>
- <entry><para>Finish</para></entry>
+ <entry><para><guibutton>Finish</guibutton></para></entry>
- <entry><para>Complete the reconciliation of this account.</para></entry>
+ <entry><para>Complete the reconciliation of this account.</para>
+ <note>
+ <para>
+ This button is not active (grayed out) until the <guilabel>Difference</guilabel>
+ value in the balance pane (lower right) is 0.
+ </para>
+ </note>
+ </entry>
</row>
<row>
- <entry><para>Postpone</para></entry>
+ <entry><para><guibutton>Postpone</guibutton></para></entry>
<entry><para>Postpone the reconciliation of this account.</para></entry>
</row>
<row>
- <entry><para>Cancel</para></entry>
+ <entry><para><guibutton>Cancel</guibutton></para></entry>
<entry><para>Cancel the reconciliation of this account.</para></entry>
</row>
@@ -5072,8 +4207,8 @@
<sect2 id="trans-SX-display">
<title>Scheduled Transactions Main Display Window</title>
- <para>This window is shown when <guimenu>Actions -> Scheduled Transactions -> Scheduled Transactions
- Editor</guimenu> is selected from a <guilabel>Menu Bar</guilabel>.
+ <para>This window is shown when <menuchoice><guimenu>Actions</guimenu><guisubmenu>Scheduled Transactions</guisubmenu>
+ <guimenuitem>Scheduled Transactions Editor</guimenuitem></menuchoice> is selected from the <emphasis>Menubar</emphasis>.
This will open a new tab window with the Scheduled Transactions displayed.</para>
@@ -5094,16 +4229,16 @@
<tbody>
<row>
- <entry><para>Menu bar</para></entry>
+ <entry><para>Menubar</para></entry>
<entry><para>Contains the Menus used in the Schedule Transactions Window. It provides the standard
- list of menu bar options and an additional option, <guilabel>Scheduled</guilabel>, which presents
+ list of <emphasis>Menubar</emphasis> options and an additional option, <guilabel>Scheduled</guilabel>, which presents
options; New, Edit or Delete. If no transaction is highlighted Edit and Delete will be "grayed out".
- </para></entry>
+ </para></entry>
</row>
<row>
- <entry><para>Tool (Icons and/or Text) Bar</para></entry>
+ <entry><para><emphasis>Toolbar</emphasis> (Icons and/or Text)</para></entry>
<entry><para>Contains buttons used to access Schedule Transitions tasks.</para></entry>
</row>
@@ -5115,16 +4250,27 @@
</row>
<row>
- <entry><para>Transactions</para></entry>
+ <entry><para><guilabel>Transactions</guilabel></para></entry>
- <entry><para>Contains a list of transactions scheduled and related characteristics.</para></entry>
+ <entry><para>The <guilabel>Transactions</guilabel> pane contains a list of transactions
+ scheduled and related characteristics.</para></entry>
</row>
<row>
- <entry><para>Calendar Pane</para></entry>
+ <entry><para><guilabel>Upcoming</guilabel></para></entry>
- <entry><para>Contains a calendar of the next 12 months and the dates the active scheduled transactions
- are scheduled.</para></entry>
+ <entry><para>The <guilabel>Upcoming</guilabel> pane contains a calendar of the next months
+ In this calendar the days in which one or more transactions are scheduled, are highlighted with a
+ circle.</para>
+ <para>You could change the time interval displayed in the calendar by selecting a different
+ period from the <guilabel>View:</guilabel> drop down list on the right.</para>
+ <tip>
+ <para>
+ Click on a date in the pane and the details about the scheduled transactions
+ on this very date will be displayed.
+ </para>
+ </tip>
+ </entry>
</row>
</tbody>
</tgroup>
@@ -5133,12 +4279,13 @@
<sect3 id="tools-SX-menus">
- <title>Schedule Menu</title>
+ <title><guimenu>Scheduled</guimenu> Menu</title>
- <para>The following table describe Schedule menu options Schedule Transaction Window.</para>
+ <para>The following table describe the <guimenu>Scheduled</guimenu> menu options available
+ in the <emphasis>Menubar</emphasis> when you are in the <guilabel>Scheduled Transaction</guilabel> window.</para>
<table frame="topbot" id="tool-SX-trans">
- <title>Schedule Menu - Access to scheduled transaction editing operations.</title>
+ <title><guimenu>Scheduled</guimenu> Menu - Access to scheduled transaction editing operations.</title>
<tgroup cols="2">
<thead>
@@ -5151,19 +4298,19 @@
<tbody>
<row>
- <entry><para>New</para></entry>
+ <entry><para><guimenuitem>New</guimenuitem></para></entry>
<entry><para>Add a new schedule transaction.</para></entry>
</row>
<row>
- <entry><para>Edit</para></entry>
+ <entry><para><guimenuitem>Edit</guimenuitem></para></entry>
<entry><para>Edit the currently selected transaction.</para></entry>
</row>
<row>
- <entry><para>Delete</para></entry>
+ <entry><para><guimenuitem>Delete</guimenuitem></para></entry>
<entry><para>Remove the currently selected transaction.</para></entry>
</row>
@@ -5174,52 +4321,67 @@
</sect3>
<sect3 id="tools-SX-toolbar">
- <title>Schedule Transaction Tool Bar Buttons</title>
+ <title><guilabel>Scheduled Transactions</guilabel> <emphasis>Toolbar</emphasis> Buttons</title>
- <para>The Schedule Transaction Window has a tool bar to access quickly some
- common functions used with reconciliation.</para>
+ <para>The <guilabel>Scheduled Transactions</guilabel> window has a <emphasis>Toolbar</emphasis> to quickly access some
+ common functions used with scheduling.</para>
<table frame="topbot">
- <title>Schedule Transaction Window Tool Bar</title>
+ <title><guilabel>Scheduled Transactions</guilabel> Window <emphasis>Toolbar</emphasis></title>
<tgroup cols="2">
<thead>
<row>
- <entry><para>Tool Bar Button</para></entry>
+ <entry><para><emphasis>Toolbar</emphasis> Button</para></entry>
<entry><para>Description</para></entry>
</row>
</thead>
<tbody>
+
<row>
- <entry><para>New</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>S</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Save</guimenuitem>
+ </menuchoice>
+ </para></entry>
- <entry><para>Add a new scheduled transaction.</para></entry>
+ <entry><para>Save the current schedule of transactions.</para></entry>
</row>
<row>
- <entry><para>Edit</para></entry>
+ <entry><para>
+ <menuchoice>
+ <shortcut>
+ <keycombo><keycap>Ctrl</keycap><keycap>W</keycap></keycombo>
+ </shortcut>
+ <guimenuitem>Close</guimenuitem>
+ </menuchoice>
+ </para></entry>
- <entry><para>Edit the currently selected transaction.</para></entry>
+ <entry><para>Close the <guilabel>Scheduled Transactions</guilabel> window.</para></entry>
</row>
<row>
- <entry><para>Delete</para></entry>
+ <entry><para><guibutton>New</guibutton></para></entry>
- <entry><para>Remove the currently selected transaction.</para></entry>
+ <entry><para>Add a new scheduled transaction.</para></entry>
</row>
<row>
- <entry><para>Save</para></entry>
+ <entry><para><guibutton>Edit</guibutton></para></entry>
- <entry><para>Save the current schedule of transactions.</para></entry>
+ <entry><para>Edit the currently selected transaction.</para></entry>
</row>
<row>
- <entry><para>Close</para></entry>
+ <entry><para><guibutton>Delete</guibutton></para></entry>
- <entry><para>Close the Schedule Transaction Editor.</para></entry>
+ <entry><para>Remove the currently selected transaction.</para></entry>
</row>
</tbody>
Modified: gnucash-docs/trunk/help/C/Help_ch_GettingStarted.xml
===================================================================
--- gnucash-docs/trunk/help/C/Help_ch_GettingStarted.xml 2010-11-17 21:38:28 UTC (rev 19824)
+++ gnucash-docs/trunk/help/C/Help_ch_GettingStarted.xml 2010-11-18 12:50:08 UTC (rev 19825)
@@ -2,10 +2,12 @@
(Do not remove this comment block.)
Version: 2.0.2
- Last modified: April 23th 2007
+ Last modified: November 18th 2010
+ modified: April 23th 2007
modified: July 9th 2006
modified: February 28th 2005
Maintainers:
+ Cristian Marchi <cri79 at libero.it>
Chris Lyttle <chris at wilddev.net>
Neil Williams <linux at codehelp.co.uk>
Author:
@@ -14,315 +16,233 @@
(translators put your name and email here)
-->
-
<chapter id="getting-started">
<title>Getting Started</title>
<sect1 id="first-time">
- <title>Running <application>&app;</application> for the first time</title>
+ <title>Running <application>&app;</application></title>
+ <para><application>&app;</application> can be run from your desktop main menu by selecting the associated menu entry.</para>
+ <para>Alternatively it can be run from a shell (command line) with the command <command>gnucash</command>.</para>
- <para>The very first time you run <application>&app;</application> you will be presented with the
- <guilabel>Cannot find default values</guilabel> display with three
- choices; Quit, Skip, Setup. The following table describes the contents of
- the menu.</para>
+ <para>During the loading of the <application>&app;</application> main window you will see the
+ <emphasis>&app; Splash Screen</emphasis> where some information
+ about the program itself and the loading process are displayed.</para>
- <table frame="topbot" id="SetupDefaults">
- <title>First time running <application>&app;</application> options</title>
+ <sect2 id="cannot-find-default">
+ <title><guilabel>Cannot find default values</guilabel> screen</title>
+ <para>The very first time you run <application>&app;</application> you will be presented with the
+ <guilabel>Cannot find default values</guilabel> screen that contains three
+ buttons:</para>
- <tgroup cols="2">
- <thead>
- <row>
- <entry><para>Option Button</para></entry>
-
- <entry><para>Action Description</para></entry>
- </row>
- </thead>
-
- <tbody>
- <row>
- <entry><para> <guibutton>Quit</guibutton> </para></entry>
-
- <entry><para>Exit from <application>&app;</application> without any setups. </para></entry>
- </row>
-
- <row>
- <entry><para> <guibutton>Skip</guibutton> </para></entry>
-
- <entry><para>Continue into <application>&app;</application> without any setups.
- </para></entry>
- </row>
-
- <row>
- <entry><para> <guibutton>Setup</guibutton> </para></entry>
-
- <entry><para>Create a new set of default settings. </para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
-
- <itemizedlist>
- <listitem>
- <para>The <guibutton>Quit</guibutton> button is used to exit
- <application>&app;</application>.</para>
- </listitem>
-
- <listitem>
- <para>The <guibutton>Skip</guibutton> button is used to continue
- without any setting of display defaults for <application>&app;</application>.</para>
- </listitem>
-
- <listitem>
- <para>The <guibutton>Setup</guibutton> button will open the
- <guilabel>Update &app; Configuration Data</guilabel> screen to start
- the setup process.</para>
- </listitem>
- </itemizedlist>
-
- <para>The first screen of the <guilabel>Update &app; Configuration Data</guilabel>
- process describes the process. While the data on the screen will change, the three
- buttons at the very bottom of the screen will not change throughout the process.</para>
-
- <itemizedlist>
- <listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the
- process and cancel creating a new set of accounts. Any selections you
- have made up to this point will be lost.</para>
- </listitem>
-
- <listitem>
- <para>The <guibutton>Back</guibutton> button in the following screen
- will bring up the previous screen so you can change a selection made
- on that screen, on the first screen since there is no previous screen
- the button will be pale.</para>
- </listitem>
-
- <listitem>
- <para>The <guibutton>Forward</guibutton> button will bring up the next
- screen so you can continue though the assistant.</para>
- </listitem>
- </itemizedlist>
-
- <para id="gconf">The second screen allows you to <guilabel>Choose a Method</guilabel>
- of setting gconf configuration for <application>&app;</application>. The screen describes the
- options, "Update Search Path" and "Install in Home Directory", and the
- impact of each. The <guibutton>Update Search Path</guibutton> button will
- modify .gconf.path in the user's home directory. The <guibutton>Install in
- Home Directory</guibutton> button on this screen will install the
- configuration files in the .gconf directory in the user's
- home directory.</para>
-
- <para>After making your selection press the <guibutton>Forward</guibutton>
- button for the next screen.</para>
-
- <para>If you selected "Install in Home Directory" the next screen presents
- you with three options;
-
- <orderedlist>
+ <itemizedlist>
<listitem>
- <para><application>&app;</application> will install the data.</para>
+ <para><guibutton>Quit</guibutton> — exits
+ <application>&app;</application>.</para>
</listitem>
<listitem>
- <para>You will install the data yourself.</para>
+ <para><guibutton>Skip</guibutton> — continue
+ without setting default display values for <application>&app;</application>.</para>
</listitem>
<listitem>
- <para>The data has already been loaded.</para>
+ <para><guibutton>Setup</guibutton> — will open the
+ <guilabel>Update &app; Configuration Data</guilabel> assistant (see <xref linkend="update-configuration-data"/>) to start
+ the setup process for a new set of default settings.</para>
</listitem>
- </orderedlist></para>
+ </itemizedlist>
- <para>If you selected "Update Search Path" the next screen presents you
- with three options; <orderedlist>
+ </sect2>
+
+ <sect2 id="update-configuration-data" >
+ <title><guilabel>Update &app; Configuration Data</guilabel> assistant</title>
+ <para>The first screen of <guilabel>Update &app; Configuration Data</guilabel>
+ describes the assistant. While the data on the screen will change, the three
+ buttons at the very bottom of the assistant will not.</para>
+
+ <itemizedlist>
<listitem>
- <para><application>&app;</application> will update search path.</para>
+ <para><guibutton>Cancel</guibutton> — exits the assistant.</para>
+ <warning>
+ <para>If you click this button, any selections you have made up to
+ this point will be lost.</para>
+ </warning>
</listitem>
<listitem>
- <para>You will update search path yourself.</para>
+ <para><guibutton>Back</guibutton> — brings up the previous screen so
+ that you can change a previous selection until the first screen.</para>
</listitem>
<listitem>
- <para>The update search path has already been updated.</para>
+ <para><guibutton>Forward</guibutton> — brings up the next
+ screen so you can continue through the assistant.</para>
</listitem>
- </orderedlist></para>
+ </itemizedlist>
- <para>The final screen has the usual three buttons, with the difference
- that the <guibutton>Forward</guibutton> has changed to
- <guibutton>Apply</guibutton>. Pressing the <guibutton>Apply</guibutton> button will commit your
- selections, and will complete the initial defaults.</para>
+ <para id="gconf">The second screen allows you to <guilabel>Choose a Method</guilabel>
+ of setting gconf configuration for <application>&app;</application>.
+ The <guibutton>Update Search Path</guibutton> button will
+ modify <filename class="directory">.gconf</filename> path in the user’s
+ home directory. The <guibutton>Install in
+ Home Directory</guibutton> button on this screen will install the
+ configuration files in the <filename class="directory">.gconf</filename>
+ directory in the user’s home directory.</para>
- <para>After the initial defaults are completed you will be presented with
- the <guilabel>Welcome to &app;!</guilabel> menu with three choices. The
- following table describes the contents of the menu.</para>
+ <para>After making your selection click the <guibutton>Forward</guibutton>
+ button to display the next screen.</para>
- <para></para>
+ <para>If you selected <guilabel>Install in Home Directory</guilabel> the next screen presents
+ you with three options:
- <table frame="topbot" id="CreateAccounts">
- <title></title>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>&app; will install the data.</guilabel></para>
+ </listitem>
- <tgroup cols="2">
- <thead>
- <row>
- <entry><para>Menu Item</para></entry>
+ <listitem>
+ <para><guilabel>You will install the data yourself.</guilabel></para>
+ </listitem>
- <entry><para>Description</para></entry>
- </row>
- </thead>
+ <listitem>
+ <para><guilabel>The data has already been loaded.</guilabel></para>
+ </listitem>
+ </itemizedlist>
+ </para>
- <tbody>
- <row>
- <entry><para> <guibutton>Create a new set of accounts</guibutton>
- </para></entry>
+ <para>If you selected <guilabel>Update Search Path</guilabel> the next screen presents you
+ with three options:
- <entry><para>Runs the New Account Hierarchy Setup Assistant.
- </para></entry>
- </row>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>&app; will update search path.</guilabel></para>
+ </listitem>
- <row>
- <entry><para> <guibutton>Import my QIF files</guibutton>
- </para></entry>
+ <listitem>
+ <para><guilabel>You will update search path yourself.</guilabel></para>
+ </listitem>
- <entry><para>Runs the Import QIF Files Assistant.</para></entry>
- </row>
+ <listitem>
+ <para><guilabel>The update search path has already been updated.</guilabel></para>
+ </listitem>
+ </itemizedlist>
+ </para>
- <row>
- <entry><para> <guibutton>Open the new user tutorial</guibutton>
- </para></entry>
+ <para>The final screen has the usual three buttons, with the difference
+ that <guibutton>Forward</guibutton> has changed to
+ <guibutton>Apply</guibutton>. Click the <guibutton>Apply</guibutton> button to complete
+ the initial defaults setting process. The
+ <guilabel>Welcome to &app;</guilabel> screen (see <xref linkend="welcome-to-gnucash"/>) will now be opened.</para>
- <entry><para>Opens the <application>&app;</application> Tutorial and Concepts Guide.
- </para></entry>
- </row>
- </tbody>
- </tgroup>
- </table>
+ </sect2>
- <para></para>
+ <sect2 id="welcome-to-gnucash">
+ <title><guilabel>Welcome to &app;</guilabel> dialog</title>
+ <para>After the initial defaults are completed, you will be presented with
+ the <guilabel>Welcome to &app;!</guilabel> dialog with three choices:</para>
- <para>This menu is intended for you to use to get up and running
- quickly.</para>
+ <itemizedlist id="CreateAccounts">
+ <listitem>
+ <para><guilabel>Create a new set of accounts</guilabel> — Runs the
+ <guilabel>New Account Hierarchy Setup</guilabel> assistant (see <xref linkend="acct-hierarchy"/>). Select
+ this option if you want to be assisted in creating a set of accounts.</para>
+ </listitem>
- <para></para>
+ <listitem>
+ <para><guilabel>Import my QIF files</guilabel> — Runs the
+ <guilabel>Import QIF Files</guilabel> assistant (see <xref linkend="import-qif"/>). Select this option
+ if you already have Quicken files (<filename>.qif</filename> files) from another
+ financial application and wish to import them into <application>&app;</application>.</para>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the
- dialog. It will then prompt you with <guilabel>Display Welcome Dialog
- Again?</guilabel></para>
+ <listitem>
+ <para><guilabel>Open the new user tutorial</guilabel> —
+ Opens the <application>&app;</application> Tutorial and Concepts Guide. Select this
+ option if you are completely new to <application>&app;</application> and
+ accounting concepts.</para>
+ </listitem>
+ </itemizedlist>
- <orderedlist>
- <listitem>
- <para>If you do not want to see the <guilabel>Welcome to
- &app;!</guilabel> menu again press the <guilabel>No</guilabel>
- button.</para>
- </listitem>
+ <note>
+ <para>It is possible to run these items after you have made a choice here,
+ but the <guilabel>Welcome to &app;!</guilabel> screen will not reappear.
+ To try one of the other choices later, read
+ <xref linkend="acct-hierarchy" />, <xref linkend="import-qif" /> and
+ <xref linkend="tutorial" /> to see how to start them from the
+ <application>&app;</application> menu.</para>
+ </note>
- <listitem>
- <para>Press the <guilabel>Yes</guilabel> button or press the
- keyboard enter for the default which is to have the
- <guilabel>Welcome to &app;!</guilabel> menu run again.</para>
- </listitem>
- </orderedlist>
+ <para>This screen is intended for you to use to get up and running
+ quickly. The <guibutton>Cancel</guibutton> button is used to exit the
+ screen. It will then prompt you with <guilabel>Display Welcome Dialog
+ Again?</guilabel>. If you do not want to see the <guilabel>Welcome to
+ &app;!</guilabel> menu again click the <guibutton>No</guibutton>
+ button. Click the <guibutton>Yes</guibutton> button or press the
+ keyboard <keycap>Enter</keycap> key for the default which is to have the
+ <guilabel>Welcome to &app;!</guilabel> screen run again.</para>
+ <note>
<para>Selecting either of these options will leave you with a minimum
- <application>&app;</application> window. Operations in this window are described in section <application>&app;</application> Windows & Menus Options
- Overview. <xref linkend="GUIMenus"></xref> </para>
- </listitem>
- </itemizedlist>
+ <application>&app;</application> main window. Operations in this window are described
+ in <xref linkend="GUIMenus"></xref>.</para>
+ </note>
- <para></para>
+ </sect2>
- <para>You can either use a preset hierarchy of accounts, import Quicken
- files (QIF files) or view the <application>&app;</application> Tutorial and Concepts Guide. Each of
- these choices will be explained in more depth in the following
- sections.</para>
-
- <para></para>
-
- <itemizedlist>
- <listitem>
- <para>If you wish to have a basic set of accounts to add account
- transactions into choose <guibutton>Create a new set of
- accounts.</guibutton></para>
- </listitem>
-
- <listitem>
- <para>If you already have Quicken files (QIF files) from another
- financial application and wish to import them then choose
- <guibutton>Import my QIF files.</guibutton></para>
- </listitem>
-
- <listitem>
- <para>If you are a new to <application>&app;</application> and just want to be guided though
- setting up <application>&app;</application> then choose <guibutton>Open the new user
- tutorial.</guibutton></para>
- </listitem>
- </itemizedlist>
-
- <para></para>
-
- <para>It is possible to run these items after you have made a choice here
- but this <guilabel>Welcome to &app;!</guilabel> menu will not reappear.
- To try one of the other choices later, use the following sections to start
- the other items from the <application>&app;</application> menu.</para>
</sect1>
<sect1 id="acct-hierarchy">
<title>New Account Hierarchy Setup</title>
- <para></para>
-
<para>This assistant helps you to create a set of <application>&app;</application> accounts. It will
appear if you choose <guibutton>Create a new set of accounts</guibutton>
in the <guilabel>Welcome to &app;!</guilabel> menu.</para>
- <para></para>
-
- <para>To start this assistant manually go to <guimenu>File</guimenu>
- -><guimenu>New</guimenu> -> <guimenuitem>New File</guimenuitem>.
+ <para>To start this assistant manually go to <menuchoice><guimenu>File</guimenu>
+ <guisubmenu>New</guisubmenu><guimenuitem>New File</guimenuitem></menuchoice>.
This will create a new blank <application>&app;</application> file and then automatically start
the <guilabel>New Account Hierarchy Setup</guilabel> assistant.</para>
- <para></para>
-
+<orderedlist>
+<listitem>
<para>The <guilabel>New Account Hierarchy Setup</guilabel> assistant opens
with a screen that briefly describes what this assistant does. The three
buttons at the very bottom of the screen will not change while using the
assistant.</para>
- <para></para>
+ <itemizedlist>
+ <listitem>
+ <para><guibutton>Cancel</guibutton> — exit the process and cancel creating
+ a new set of accounts.</para>
+ <warning>
+ <para>If you click this button, any selections you have made up to
+ this point will be lost.</para>
+ </warning>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the
- assistant and cancel creating a new set of accounts. Any selections you
- have made in this assistant up to this point will be lost.</para>
- </listitem>
+ <listitem>
+ <para><guibutton>Back</guibutton> — brings up the previous screen so
+ that you can change a previous selection until the first screen.</para>
+ </listitem>
- <listitem>
- <para>The <guibutton>Back</guibutton> button will bring up the
- previous screen so you can change a selection made on that
- screen.</para>
- </listitem>
+ <listitem>
+ <para><guibutton>Forward</guibutton> — brings up the next
+ screen so you can continue through the assistant.</para>
+ </listitem>
+ </itemizedlist>
- <listitem>
- <para>The <guibutton>Forward</guibutton> button will bring up the
- next screen so you can continue though the assistant.</para>
- </listitem>
- </itemizedlist>
+</listitem>
+<listitem>
- <para></para>
+ <para>The next screen allows you to <guilabel>Choose Currency</guilabel>
+ to use as default for your accounts.</para>
- <para>The next screen allows you to select the default currency to use
- for your accounts.</para>
-
- <para></para>
-
<itemizedlist>
<listitem>
- <para>The <guilabel>Currency:</guilabel> drop down list defaults to
- <guibutton>USD (US Dollar)</guibutton>. If you wish your accounts to
- use a different default currency select one from the list.</para>
+ <para>The <guilabel>Currency:</guilabel> drop down list defaults to the currency
+ configured in the <guilabel>Accounts</guilabel> tab under
+ <guilabel>&app; Preferences</guilabel> (see <xref linkend="prefs-accounts"/>). If you wish your accounts to
+ use a different default currency, select one from the list.</para>
</listitem>
<listitem>
@@ -331,13 +251,12 @@
</listitem>
</itemizedlist>
- <para></para>
+</listitem>
+<listitem>
- <para>The next screen is used to choose a hierarchy of accounts to
- create. You will see a screen divided into three parts.</para>
+ <para>The next screen is used to <guilabel>Choose accounts to create</guilabel>.</para>
+ <para>You will see a screen divided into three parts.</para>
- <para></para>
-
<itemizedlist>
<listitem>
<para>The left upper portion has a list of
@@ -369,63 +288,74 @@
</listitem>
</itemizedlist>
- <para></para>
+</listitem>
+<listitem>
- <para>The next screen allows you to enter opening balances for your
- accounts and also select if the account is a placeholder account.
- Placeholder accounts are used to create a hierarchy of accounts and
- normally do not have transactions or opening balances. Equity accounts
- also do not have opening balances.</para>
+ <para>The next screen allows you to <guilabel>Setup selected accounts</guilabel>
+ by entering the opening balances and by selecting if the account is a placeholder.</para>
+ <note>
+ <para>Equity accounts do not have opening balances so the
+ opening balance value for this kind of accounts
+ is locked and set to <guilabel>zero</guilabel> by
+ <application>&app;</application></para>
+ </note>
+
+ <note id="placeholder-acct">
+ <para><emphasis>Placeholder</emphasis> accounts are used to create a hierarchy of accounts and
+ normally do not have transactions or opening balances.</para>
+ </note>
+
<para>Follow the instructions in the display on how to select the
account and entering an opening balance for the account. A single
- "click" is used to highlight an account.</para>
+ click is used to highlight an account.</para>
<itemizedlist>
<listitem>
<para>The left side of the screen has a list of <guilabel>Account
Names</guilabel>. Select an account by "clicking" once in the
- Account Names column with the account highlighted. This will open
+ <guilabel>Account Names</guilabel> column with the account highlighted. This will open
the account name for changes.</para>
</listitem>
<listitem>
<para>The right side of the screen has a check-box to make an
- account a <guibutton>Placeholder</guibutton> and a box to add the
+ account a <guilabel>Placeholder</guilabel> and a box to add the
<guilabel>Opening Balance</guilabel> for the selected account. Again
- a single click in the Opening Balance or Placeholder column will
+ a single click in the <guilabel>Opening Balance</guilabel> or
+ <guilabel>Placeholder</guilabel> column will
open the field for changes.</para>
</listitem>
</itemizedlist>
- <para></para>
+</listitem>
+<listitem>
- <para>The last screen gives you a final list of the three choices to
- finish the assistant.</para>
+ <para>The <guilabel>Finish account setup</guilabel> is the last screen and
+ gives you a final list of the three choices to finish the assistant.</para>
- <para></para>
+ <itemizedlist>
+ <listitem>
+ <para><guibutton>Cancel</guibutton> — exits the assistant and cancels creating
+ a new set of accounts.</para>
+ <warning>
+ <para>If you click this button, any selections you have made up to
+ this point will be lost.</para>
+ </warning>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the
- assistant and cancel creating a new set of accounts. Any selections you
- have made in this assistant up to this point will be lost.</para>
- </listitem>
+ <listitem>
+ <para><guibutton>Back</guibutton> — brings up the previous screen so
+ that you can change a previous selection until the first screen.</para>
+ </listitem>
- <listitem>
- <para>The <guibutton>Back</guibutton> button will bring up the
- previous screen so you can change a selection made on that
- screen.</para>
- </listitem>
+ <listitem>
+ <para><guibutton>Apply</guibutton> — creates the accounts you have selected.</para>
+ </listitem>
+ </itemizedlist>
+</listitem>
+</orderedlist>
- <listitem>
- <para>The <guibutton>Finish</guibutton> button creates the accounts
- you have selected.</para>
- </listitem>
- </itemizedlist>
-
- <para></para>
-
<para>You should now have a hierarchy of accounts in your main <application>&app;</application>
account window.</para>
</sect1>
@@ -433,137 +363,87 @@
<sect1 id="import-qif">
<title>Import QIF Files</title>
- <para></para>
-
<para>This Assistant helps you import Quicken (QIF) files. It will appear if
you choose <guibutton>Import my QIF files</guibutton> in the
- <guilabel>Welcome to &app;! </guilabel>menu.</para>
+ <guilabel>Welcome to &app;!</guilabel> menu.</para>
- <para></para>
+ <para>To start this assistant manually go to <menuchoice><guimenu>File</guimenu>
+ <guisubmenu>Import ...</guisubmenu> <guimenuitem>Import
+ QIF...</guimenuitem></menuchoice>.</para>
- <para>To start this assistant manually go to <guimenu>File</guimenu> ->
- <guimenu>Import ...</guimenu> -> <guimenuitem>Import
- QIF...</guimenuitem> or press Ctrl-I.</para>
+ <para>In the following all the screens that you can see in this assistant
+ are described in order of appearance.</para>
- <para></para>
+<orderedlist>
+<listitem>
<para>The <guilabel>Import QIF files</guilabel> assistant opens with a
screen that briefly describes what this assistant does and requests the
file(s) to import. The three buttons at the very bottom of the screen
will not change while using the assistant.</para>
- <para></para>
+ <itemizedlist>
+ <listitem>
+ <para><guibutton>Cancel</guibutton> — exit the process and cancel importing
+ <acronym>QIF</acronym> files.</para>
+ <warning>
+ <para>If you click this button, any selections you have made up to
+ this point will be lost.</para>
+ </warning>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the
- assistant and cancel importing Quicken file data. Any selections you
- have made in this assistant up to this point will be lost.</para>
- </listitem>
+ <listitem>
+ <para><guibutton>Back</guibutton> — brings up the previous screen so
+ that you can change a previous selection until the first screen.</para>
+ </listitem>
- <listitem>
- <para>The <guibutton>Back</guibutton> button will bring up the
- previous screen so you can change a selection made on that
- screen.</para>
- </listitem>
+ <listitem>
+ <para><guibutton>Forward</guibutton> — brings up the next
+ screen so you can continue through the assistant.</para>
+ </listitem>
+ </itemizedlist>
- <listitem>
- <para>The <guibutton>Forward </guibutton>button will bring up the
- next screen so you can continue though the assistant.</para>
- </listitem>
- </itemizedlist>
+</listitem>
+<listitem>
- <para></para>
-
<para>The next screen allows you to <guilabel>Select a QIF file to
load</guilabel>. The <guibutton>Select...</guibutton> button on this
screen is used to access the list of files. The
<guibutton>Select...</guibutton> button brings up the <guilabel>Select
QIF File</guilabel> dialog.</para>
- <para></para>
-
- <itemizedlist>
- <listitem>
- <para>The left panel allows you to select the top level directory,
- mounted device, or "bookmark".</para>
- </listitem>
-
- <listitem>
- <para>The <guibutton>Add</guibutton> button allows you to create a
- "bookmark" in the left panel, for easier access to a file
- location.</para>
- </listitem>
-
- <listitem>
- <para>The <guibutton>Remove</guibutton> button allows you to remove
- unwanted "bookmarks" from the left panel.</para>
- </listitem>
-
- <listitem>
- <para>The upper right bar allows you to easily navigate the selected
- directory structure.</para>
- </listitem>
-
- <listitem>
- <para>The right panel displays the file(s), and directory(ies)
- available for your selection.</para>
- </listitem>
-
- <listitem>
- <para>The pull down list below the file window filter the files
- displayed based on the extension selected.</para>
- </listitem>
-
- <listitem>
- <para>The <guibutton>Import</guibutton> button is used to confirm
- your selection.</para>
- </listitem>
-
- <listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the
- dialog without using any changes you have made.</para>
- </listitem>
- </itemizedlist>
-
- <para></para>
-
- <para>Navigate to where you have stored your QIF files and select the
+ <para>Navigate to where you have stored your <acronym>QIF</acronym> files and select the
first one then click <guibutton>Import</guibutton>. The next screen will
display it in the <guilabel>Select a QIF File to Load</guilabel>
field.</para>
<note>
- <para>If the file you are loading does not have an QIF date listed
+ <para>If the file you are loading does not have an <acronym>QIF</acronym> date listed
in it you will see the <guilabel>Set a date format for this QIF file</guilabel>
screen. Select the proper format from the pull down list and continue.</para>
-
</note>
<note>
<para>If the file you are loading does not have an account name listed
in it you will see the <guilabel>Set the default QIF account
name</guilabel> screen. Otherwise you will skip this screen and go on
- to the screen in the next section that shows loaded QIF files.</para>
+ to the screen in the next section that shows loaded <acronym>QIF</acronym> files.</para>
- <para></para>
-
<itemizedlist>
<listitem>
<para>The <guilabel>Account name:</guilabel> field is used to set
- an account name for this QIF file.</para>
+ an account name for this <acronym>QIF</acronym> file.</para>
</listitem>
</itemizedlist>
</note>
-
+</listitem>
+<listitem>
<para>The next screen shows you the <guilabel>QIF files you have
loaded</guilabel>. You can use this screen to return to the previous
- screen and load more QIF files. It will also let you unload any files
+ screen and load more <acronym>QIF</acronym> files. It will also let you unload any files
you have loaded by mistake.</para>
- <para></para>
-
<itemizedlist>
<listitem>
<para>The top panel shows the list of <guilabel>QIF Files</guilabel>
@@ -571,45 +451,51 @@
</listitem>
<listitem>
- <para>The <guilabel>Load another file</guilabel> button takes you
- back to the previous screen to load another QIF file.</para>
+ <para>The <guibutton>Load another file</guibutton> button takes you
+ back to the previous screen to load another <acronym>QIF</acronym> file.</para>
</listitem>
<listitem>
- <para>The <guilabel>Unload selected file</guilabel> allows you to
+ <para>The <guibutton>Unload selected file</guibutton> button allows you to
select a file from the top panel and remove it from the list.</para>
</listitem>
</itemizedlist>
- <para></para>
+ <para>When you have selected all the <acronym>QIF</acronym> files to be imported, click the
+ <guibutton>Forward</guibutton> button.</para>
- <para>The next screen gives a description of the <guilabel>Accounts and
- stock holdings </guilabel> matching process on the <guilabel>Match QIF
- accounts with &app; accounts</guilabel> screen. This and other
- informational screens in the <guilabel>Import QIF files</guilabel> assistant
- can be turned off in the <guilabel>On-line Banking &
- Importing</guilabel> section of the <guilabel>&app;
- Preferences</guilabel>. Please refer to the <guilabel>&app;
- Preferences</guilabel> section of the help for instructions on
- this.</para>
+</listitem>
+<listitem>
- <para></para>
+ <para>Depending on the type of data contained in the
+ <acronym>QIF</acronym> files to be imported, you may see only one or all the following screen:</para>
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Accounts and stock holdings</guilabel></term>
+ <listitem>
+ <para>This screen gives a description of the <guilabel>Accounts and stock
+ holdings</guilabel> matching process on the following <guilabel>Match QIF
+ accounts with &app; accounts</guilabel> screen.</para>
+
+ <tip>
+ <para>This and other informational screens in the
+ <guilabel>Import QIF files</guilabel> assistant
+ can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>)
+ under <guilabel>&app; Preferences</guilabel>.</para>
+ </tip>
+
<para>The next screen lets you <guilabel>Match QIF accounts with &app;
accounts</guilabel>. You will see a list of <guilabel>QIF account
names</guilabel> on the left and suggested <guilabel>&app; account
names</guilabel> on the right. The <guilabel>New?</guilabel> column
- indicates if the <application>&app;</application> account name will be created by the QIF
+ indicates if the <application>&app;</application> account name will be created by the <acronym>QIF</acronym>
Import.</para>
- <para></para>
-
- <para>To change the <application>&app;</application> account to a different one select the QIF
- account. A dialog will pop up to select another account or create a new
+ <para>To change the <application>&app;</application> account to a different one select the <acronym>QIF</acronym>
+ account. A screen will pop up to select another account or create a new
one.</para>
- <para></para>
-
<itemizedlist>
<listitem>
<para>Select an account from the list to choose a already existing
@@ -632,14 +518,22 @@
dialog without using any changes you have made.</para>
</listitem>
</itemizedlist>
+ </listitem>
+ </varlistentry>
- <para></para>
-
- <para>The next screen gives a description of the <guilabel>Income and
- Expense categories</guilabel> matching process on the <guilabel>Match
+ <varlistentry>
+ <term><guilabel>Income and Expense categories</guilabel></term>
+ <listitem>
+ <para>This screen gives a description of the <guilabel>Income and
+ Expense categories</guilabel> matching process on the following <guilabel>Match
QIF categories with &app; accounts</guilabel> screen.</para>
- <para></para>
+ <tip>
+ <para>This and other informational screens in the
+ <guilabel>Import QIF files</guilabel> assistant
+ can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>)
+ under <guilabel>&app; Preferences</guilabel>.</para>
+ </tip>
<para>The next screen lets you <guilabel>Match QIF categories with
&app; accounts</guilabel>. You will see a list of <guilabel>QIF
@@ -648,14 +542,10 @@
column indicates if the <application>&app;</application> account name will be created by the QIF
Import.</para>
- <para></para>
-
<para>To change the <application>&app;</application> account to a different one select the QIF
category. A dialog will pop up to select another account or create a new
one.</para>
- <para></para>
-
<itemizedlist>
<listitem>
<para>Select an account from the list to choose a already existing
@@ -678,30 +568,34 @@
dialog without using any changes you have made.</para>
</listitem>
</itemizedlist>
+ </listitem>
+ </varlistentry>
- <para></para>
-
- <para>The next screen gives a description of the <guilabel>Payees and
- memos</guilabel> matching process on the <guilabel>Match payees/memos to
+ <varlistentry>
+ <term><guilabel>Payees and memos</guilabel></term>
+ <listitem>
+ <para>This screen gives a description of the <guilabel>Payees and
+ memos</guilabel> matching process on the following <guilabel>Match payees/memos to
&app; accounts</guilabel> screen.</para>
- <para></para>
+ <tip>
+ <para>This and other informational screens in the
+ <guilabel>Import QIF files</guilabel> assistant
+ can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>)
+ under <guilabel>&app; Preferences</guilabel>.</para>
+ </tip>
<para>The next screen lets you <guilabel>Match payees/memos to &app;
accounts</guilabel>. You will see a list of <guilabel>QIF payee/memo
names</guilabel> on the left and suggested <guilabel>&app; account
names</guilabel> on the right. The default <application>&app;</application> account used is
- called Unspecified. The <guilabel>New?</guilabel> column indicates if
+ called <guilabel>Unspecified</guilabel>. The <guilabel>New?</guilabel> column indicates if
the <application>&app;</application> account name will be created by the QIF Import.</para>
- <para></para>
-
<para>To change the <application>&app;</application> account to a different one select the QIF
payee/memo. A dialog will pop up to select another account or create a
new one.</para>
- <para></para>
-
<itemizedlist>
<listitem>
<para>Select an account from the list to choose a already existing
@@ -724,40 +618,68 @@
dialog without using any changes you have made.</para>
</listitem>
</itemizedlist>
+ </listitem>
+ </varlistentry>
+</variablelist>
- <para></para>
+</listitem>
+<listitem>
- <para>The next screen allows you to <guilabel>Enter the currency used
- for new accounts</guilabel>. The drop down list defaults to USD (US
- Dollar). If you wish the new accounts to use a different currency select
- one from the list.</para>
+ <para>The next screen allows you to <guilabel>Enter the QIF file
+ currency</guilabel>. The drop down list defaults to the currency
+ configured in the <guilabel>Accounts</guilabel> tab (see <xref linkend="prefs-accounts"/>) under
+ <guilabel>&app; Preferences</guilabel>. If you wish the new accounts
+ to use a different currency, select one from the list.</para>
- <para>The next screen gives a description of the <guilabel>Tradable
+ <para>When you have selected the currency, click the
+ <guibutton>Forward</guibutton> button.</para>
+
+</listitem>
+<listitem>
+
+ <para>Depending on the type of data contained in the
+ <acronym>QIF</acronym> files to be imported, you may or may not see one or more of the following screens:</para>
+
+<variablelist>
+ <varlistentry>
+ <term><guilabel>Tradable Commodities</guilabel></term>
+ <listitem>
+ <para>This screen gives a description of the <guilabel>Tradable
Commodities</guilabel> process on the screen.</para>
- <para>The next screen, <guilabel>Tradable Commodities</guilabel> lets
- you set the exchange, full name, and symbol of stocks/mutual funds or
- commodities being imported.</para>
+ <tip>
+ <para>This and other informational screens in the
+ <guilabel>Import QIF files</guilabel> assistant
+ can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>)
+ under <guilabel>&app; Preferences</guilabel>.</para>
+ </tip>
<para>A series of screens, one for each of the stock, mutual fund, or
- commodity, with display the exchange, full name, and symbol. These
- screens allow you to set the correct parameters.</para>
+ commodity, displays the exchange, full name, and symbol for each of the commodities
+ listed in the <acronym>QIF</acronym> file you are importing so that you can
+ check them before proceeding.</para>
+ </listitem>
+ </varlistentry>
- <para></para>
-
- <para>The next screen gives a description of the <guilabel>Match
- duplicate transactions</guilabel> process on the <guilabel>Select
+ <varlistentry>
+ <term><guilabel>Match duplicate transactions</guilabel></term>
+ <listitem>
+ <para>This screen gives a description of the <guilabel>Match
+ duplicate transactions</guilabel> process on the following <guilabel>Select
possible duplicates</guilabel> screen.</para>
- <para></para>
+ <tip>
+ <para>This and other informational screens in the
+ <guilabel>Import QIF files</guilabel> assistant
+ can be turned off in the <guilabel>Online Banking</guilabel> tab (see <xref linkend="prefs-online"/>)
+ under <guilabel>&app; Preferences</guilabel>.</para>
+ </tip>
<para>The next screen lets you <guilabel>Select possible duplicate
transactions</guilabel>. Imported transactions are shown on the left
panel and possible matches to each selected transaction are shown on the
right.</para>
- <para></para>
-
<itemizedlist>
<listitem>
<para>The left panel shows the list of Imported transactions to
@@ -765,41 +687,46 @@
</listitem>
<listitem>
- <para>The right panel shows the list of Possible duplicates for the
+ <para>The right panel shows the list of <emphasis>possible</emphasis> duplicates for the
selected imported transaction. Select the one that most closely
matches</para>
-
- <para></para>
</listitem>
</itemizedlist>
+ </listitem>
+ </varlistentry>
+</variablelist>
+</listitem>
+<listitem>
+
<para>The last screen, <guibutton>Update your &app;
accounts</guibutton>, gives you a list of three choices to finish the
assistant.</para>
- <para></para>
+ <itemizedlist>
+ <listitem>
+ <para><guibutton>Cancel</guibutton> — exit the process and cancel importing
+ <acronym>QIF</acronym> files.</para>
+ <warning>
+ <para>If you click this button, any selections you have made up to
+ this point will be lost.</para>
+ </warning>
+ </listitem>
- <itemizedlist>
- <listitem>
- <para>The <guibutton>Cancel</guibutton> button is used to exit the
- assistant and cancel creating a new set of accounts. Any selections you
- have made in this assistant up to this point will be lost.</para>
- </listitem>
+ <listitem>
+ <para><guibutton>Back</guibutton> — brings up the previous screen so
+ that you can change a previous selection until the first screen.</para>
+ </listitem>
- <listitem>
- <para>The <guibutton>Back</guibutton> button will bring up the
- previous screen so you can change a selection made on that
- screen.</para>
- </listitem>
+ <listitem>
+ <para><guibutton>Forward</guibutton> — imports the data and creates the
+ accounts you have specified.</para>
+ </listitem>
+ </itemizedlist>
- <listitem>
- <para>The <guibutton>Apply</guibutton> button imports the data and
- creates the accounts you have specified.</para>
- </listitem>
- </itemizedlist>
+</listitem>
+</orderedlist>
- <para></para>
-
<para>You should now have successfully imported your accounts.</para>
</sect1>
@@ -807,28 +734,25 @@
<sect1 id="tip-of-the-day">
<title>Tip of The Day</title>
- <para></para>
-
<para>The <guilabel>Tip of the Day</guilabel> screen starts whenever you
- start <application>&app;</application> unless it has been disabled. It gives tips on features and
+ start <application>&app;</application> unless it has been disabled in the
+ <guilabel>&app; Preferences</guilabel>. It gives tips on features and
using <application>&app;</application>. You can use the three buttons at the bottom of the screen
to look through the tips.</para>
- <para></para>
-
<itemizedlist>
<listitem>
- <para>The <guibutton>Close</guibutton> button is used to dismiss the
- <guilabel>Tip of the Day</guilabel> dialog</para>
+ <para><guibutton>Close</guibutton> — dismiss the
+ <guilabel>Tip of the Day</guilabel> screen.</para>
</listitem>
<listitem>
- <para>The <guibutton>Prev</guibutton> button is used to look at the
- previous tip</para>
+ <para><guibutton>Prev</guibutton> — shows the
+ previous tip.</para>
</listitem>
<listitem>
- <para>The <guibutton>Next</guibutton> button is used to look at the
+ <para><guibutton>Forward</guibutton> — shows the
next tip.</para>
</listitem>
@@ -839,13 +763,11 @@
</listitem>
</itemizedlist>
- <para></para>
-
<para>It is also possible to configure the <guilabel>Tip of the
- Day</guilabel> to run at start-up in <guimenu>Edit</guimenu> ->
- <guimenuitem>Preferences</guimenuitem> -> <guilabel>General</guilabel>.
+ Day</guilabel> to run at start-up under the <guilabel>General</guilabel> tab
+ in <guilabel>&app; Preferences</guilabel>.
The <guilabel>Tip of the Day</guilabel> can also be manually run by going
- to <guimenu>Help</guimenu> -> <guimenuitem>Tip of the
- Day</guimenuitem>.</para>
+ to <menuchoice><guimenu>Help</guimenu><guimenuitem>Tip of the
+ Day</guimenuitem></menuchoice>.</para>
</sect1>
</chapter>
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