gnucash-docs maint: Reorganize Help's Transfer Dialog page per Dave Carlson's suggestion.
John Ralls
jralls at code.gnucash.org
Sun Sep 20 16:55:48 EDT 2015
Updated via https://github.com/Gnucash/gnucash-docs/commit/1cbaae60 (commit)
from https://github.com/Gnucash/gnucash-docs/commit/8713b577 (commit)
commit 1cbaae602d62f018e26cd39fbcb85f6974c9c094
Author: John Ralls <jralls at ceridwen.us>
Date: Sun Sep 20 13:55:32 2015 -0700
Reorganize Help's Transfer Dialog page per Dave Carlson's suggestion.
diff --git a/help/C/Help_ch_Transactions.xml b/help/C/Help_ch_Transactions.xml
index 078aafe..bbacb55 100644
--- a/help/C/Help_ch_Transactions.xml
+++ b/help/C/Help_ch_Transactions.xml
@@ -109,64 +109,107 @@ Translators:
information in a multi-currency transaction (see <xref
linkend="trans-currency-enter"/>).</para></listitem></itemizedlist>
</para>
- <note><para>The following sections will be disabled in the
- <guilabel>Transfer Funds</guilabel> dialog when it is being used
- only to collect exchange rate or amount information.</para></note>
- <orderedlist>
- <listitem>
- <para>Enter in the <guilabel>Basic Information</guilabel> pane
- the <guilabel>Amount</guilabel>, <guilabel>Date</guilabel> and
- <guilabel>Description</guilabel>. The <guilabel>Num</guilabel>
- and <guilabel>Memo</guilabel> fields are optional. Entries in
- the <guilabel>Memo</guilabel> field are copied to the
- <guilabel>Memo</guilabel> fields of <emphasis
- role="italic">both</emphasis> splits.</para>
- </listitem>
-
+ <note><para>The <guilabel>Basic Information</guilabel> and
+ <guilabel>Transfer Accounts</guilabel> panes will be disabled in
+ the <guilabel>Transfer Funds</guilabel> dialog when it is being
+ used only to collect exchange rate or amount
+ information.</para></note>
+ <sect2><title>Basic Information</title>
+ <para> The Basic Information section collects the entries for
+ constructing a transaction: Date, description, amount, etc.</para>
+ <itemizedlist>
+ <listitem><guilabel>Amount:</guilabel> The amount of the transaction in the <guilabel>Transfer From</guilabel>account's commodity.</listitem>
+ <listitem><guilabel>Date:</guilabel> The posting date for the
+ transaction, i.e. the date that you want to record it in your
+ book.</listitem>
+ <listitem><guilabel>Num:</guilabel> A reference number for the
+ transaction, often a check number.</listitem>
+ <listitem><guilabel>Description:</guilabel> The description of
+ the transaction, often the payer or payee.</listitem>
+ <listitem><guilabel>Memo:</guilabel> Additional information you
+ might want to note about the transaction. Anything entered here
+ will be added to the <guilabel>Memo</guilabel> fields of
+ <emphasis role="italic">both</emphasis> splits.</listitem>
+ </itemizedlist>
+ </sect2>
+ <sect2><title>Transfer Accounts</title>
+ <para>The <guilabel>Transfer From</guilabel> and
+ <guilabel>Transfer To</guilabel> tree views are used to select the
+ accounts which will participate in the transaction. They normally
+ show only Asset and Liability accounts. If you need to use an
+ Income or Expense account in one of them, check the <guilabel>Show
+ Income/Expense</guilabel> checkbox below the appropriate
+ view.</para>
+ <itemizedlist>
<listitem>
- <para>Choose the <guilabel>Transfer From</guilabel>
- account. If you need to see Income and Expense accounts in the
- tree check the <guilabel>Show Income/Expense</guilabel> box at
- the bottom of the <guilabel>Transfer From</guilabel>
- pane.</para>
+ <para>Choose the <guilabel>Transfer From</guilabel> account.</para>
</listitem>
<listitem>
- <para>Choose the <guilabel>Transfer To</guilabel> account. If
- you need to see Income and Expense accounts in the tree check
- the <guilabel>Show Income/Expense</guilabel> box at the bottom
- of the <guilabel>Transfer To</guilabel> pane.</para>
+ <para>Choose the <guilabel>Transfer To</guilabel> account.</para>
</listitem>
- </orderedlist>
- <para>If one of the accounts above uses a different currency from
- the other account or the <guilabel>Transfer Funds</guilabel>
- dialog was launched to collect price or amount information from
- editing a transaction in the register the <guilabel>Currency
- Transfer</guilabel> pane will be enabled to add either an
- <guilabel>Exchange Rate</guilabel> or a <guilabel>To
- Amount</guilabel>.</para>
- <para> Select which you want to enter with the appropriate
- radio-button and enter the rate or
- amount. <application>&app;</application> will calculate the other
- value from your entry when you exit the field.</para>
- <para>If you have online quote retrieval set up the
- <guibutton>Fetch Rate</guibutton> button will be enabled. Clicking
- this button will retrieve the current exchange rate from yahoo.com
- and fill in the <guilabel>Exchange Rate</guilabel> field. <note><para>If
- you have created a price in the <guilabel>Price Editor</guilabel>
- (see <xref linkend="invest-stockprice-manual"/>) for the current
- date quote retrieval will not update that price. You must first
- delete the manually-created prce in the <guilabel>Price
- Editor</guilabel> before clicking the <guibutton>Fetch
- Rate</guibutton> button.</para></note><note><para>The <guibutton>Fetch Rate</guibutton> button will immediately create or replace a price in the <guilabel>Price Editor</guilabel> unless there is an existing manually-created price for today.</para></note></para>
-
+ </itemizedlist>
+ </sect2>
+ <sect2 id="trans-win-price"><title>Currency Transfer</title>
+ <para> The <guilabel>Currency Transfer</guilabel> pane is used to
+ collect the needed information to enter the amount of the
+ <guilabel>Transfer To</guilabel> split. You may enter either a
+ price or an amount and <application>&app;</application> will
+ compute the other. If you have Online Price Retrieval installed
+ (see <xref linkend="Online-price-setup"/>) you can use the
+ <guilabel>Fetch Rate</guilabel> button to retrieve a current
+ quote.</para>
+ <para>The <guilabel>Currency Transfer</guilabel> pane is enabled
+ only if the selected accounts use different commodities or the
+ <guilabel>Transfer Funds</guilabel> dialog was launched to collect
+ price or amount information from editing a transaction in the
+ register. </para>
+ <para>The <guilabel>Currency Transfer</guilabel> pane is organized
+ as a radio group with two selections, <guilabel>Exchange
+ Rate</guilabel> and <guilabel>To Amount</guilabel>. Each consists
+ of a radio button and a numeric entry.</para>
+ <para> If a relevant price is available in the price database (see
+ <xref linkend="invest-stockprice-manual"/>) the <guilabel>Exchange
+ Rate</guilabel> will have that as a default entry.</para>
+ <itemizedlist>
+ <listitem> Select the <guilabel>Exchange Rate</guilabel> radio
+ button if you want to enter a price or use the <guilabel>Fetch
+ Rate</guilabel> button.</listitem>
+ <listitem> Select the
+ <guilabel>To Amount</guilabel> radio button if you want to enter
+ the amount of the <emphasis role="italic">To Account</emphasis>
+ split.</listitem>
+ <listitem> Enter the price/exchange rate or the amount in the
+ numeric entry corresponding to radio button you
+ selected. <application>&app;</application> will calculate the
+ other amount for you when you exit the field. If it's enabled
+ you can use the <guilabel>Fetch Rate</guilabel> button to
+ retrieve a current quote.</listitem>
+
+
+ <note><para>If you have created a price in the <guilabel>Price
+ Editor</guilabel> (see <xref
+ linkend="invest-stockprice-manual"/>) for the current date quote
+ retrieval will not update that price. You must first delete the
+ manually-created prce in the <guilabel>Price Editor</guilabel>
+ before clicking the <guibutton>Fetch Rate</guibutton>
+ button.</para></note>
+ <note><para>The <guibutton>Fetch
+ Rate</guibutton> button will immediately create or replace a
+ price in the <guilabel>Price Editor</guilabel> unless there is
+ an existing manually-created price for
+ today.</para></note>
+ </itemizedlist>
+ </sect2>
+ <sect2><title>Finishing Up</title>
<para>Select <guibutton>OK</guibutton> to commit the transaction
- or <guibutton>Cancel</guibutton> to dismiss the dialog without
- entering the transaction.<note><para>When committing a transaction or
+ (or confirm the price/amount) or <guibutton>Cancel</guibutton> to
+ dismiss the dialog without entering the
+ transaction.<note><para>When committing a transaction or
confirming an exchange rate the price on the transaction date in
the <guilabel>Price Editor</guilabel> may be updated. See <xref
linkend="tool-price"/> for details.</para></note></para>
-
+ </sect2>
</sect1>
<sect1 id="trans-enter">
@@ -432,9 +475,9 @@ Translators:
the fields disabled to collect either an <guilabel>Exchange
Rate</guilabel> or a <guilabel>To Amount</guilabel> (the amount in
the other currency/comodity). Please see (<xref
- linkend="trans-win-enter"></xref>) for details of using this
+ linkend="trans-win-price"></xref>) for details of using this
dialog.</para>
-<note><para>When committing a transaction or confirming
+ <note><para>When committing a transaction or confirming
an exchange rate the price on the transaction date in the
<guilabel>Price Editor</guilabel> may be updated. See <xref
linkend="tool-price"/> for details.</para></note>
Summary of changes:
help/C/Help_ch_Transactions.xml | 145 ++++++++++++++++++++++++++--------------
1 file changed, 94 insertions(+), 51 deletions(-)
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