gnucash-docs master: Multiple changes pushed
John Ralls
jralls at code.gnucash.org
Thu Jun 25 15:21:32 EDT 2020
Updated via https://github.com/Gnucash/gnucash-docs/commit/b0924aee (commit)
via https://github.com/Gnucash/gnucash-docs/commit/c8a8eaf2 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/b866cede (commit)
via https://github.com/Gnucash/gnucash-docs/commit/b81e4f47 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/9614d8b8 (commit)
from https://github.com/Gnucash/gnucash-docs/commit/b1f010e8 (commit)
commit b0924aee7e2b8ab6f2e2aef8401d4a7818a382f6
Author: John Ralls <jralls at ceridwen.us>
Date: Thu Jun 25 12:13:22 2020 -0700
Update "Using Entry Shortcuts"
Removing some incorrect statements, adding the new type-ahead search
feature of the transfer account field, and reorganizing a bit.
diff --git a/guide/C/ch_txns.xml b/guide/C/ch_txns.xml
index 655aa3c..21c97ec 100644
--- a/guide/C/ch_txns.xml
+++ b/guide/C/ch_txns.xml
@@ -173,27 +173,10 @@
</sect3>
<sect3 id="txns-shortcuts1">
<title>Using Entry Shortcuts</title>
-
- <para>&app; provides several time-saving shortcuts for entering your
- data. When you type the first few characters of a description that you
- have used before, the QuickFill feature automatically fills in the rest of
- the transaction as you last entered it. When you type in the first
- characters of an account name in either the <guilabel>Transfer</guilabel>
- field of the transaction line or the <guilabel>Account</guilabel> field of
- the split line, QuickFill will automatically complete the name from your
- account list. It also helps you with entering sub-accounts in these
- fields: simply type the first characters of the parent account name
- followed by a <keycap>:</keycap> (colon) and the first characters of the sub-account name. For
- example, to enter <emphasis>Assets:Checking</emphasis>, you might type
- <userinput>A:C</userinput> and let &app; fill in the rest.</para>
- <warning><para>Because <keycap>:</keycap> is the account separator symbol,
- you can not use it in your account names.</para></warning>
- <tip><para>If you really need the colon in your account names, you can select another symbol by
- <menuchoice><guimenu>Edit</guimenu><guisubmenu>Preferences</guisubmenu><guisubmenu>Accounts</guisubmenu>
- <guilabel>Character</guilabel></menuchoice>.</para></tip>
- <para>Register keyboard shortcuts also save you time, and &app; provides
- several of them. In the date field, you can type:</para>
-
+ <para>&app; provides several shortcuts to speed data entry:</para>
+ <itemizedlist>
+ <listitem>
+ <para>The date field will interpret short date entries (e.g. 2/15 or 15/2 depending on locale) to mean the month and day in either the current year or within a sliding window encompassing a 12-month period selected in <guimenuitem>Preferences</guimenuitem> on the <guilabel>Date/Time</guilabel> tab, and the following keys will adjust the currently set date as follows:</para>
<itemizedlist>
<listitem>
<para><keycap>+</keycap> or <keycap>=</keycap> to increment the date
@@ -231,8 +214,7 @@
<para><keycap>T</keycap> or <keycap>t</keycap> to enter today’s
date</para>
</listitem>
- </itemizedlist>
-
+ </itemizedlist>
<tip><para>These date shortcuts not only work in the account register but everywhere
you can enter a date.</para></tip>
@@ -246,8 +228,9 @@
<menuchoice><guimenu>Edit</guimenu><guisubmenu>Preferences</guisubmenu><guisubmenu>Date/Time</guisubmenu>
<guilabel>Date Completion</guilabel></menuchoice>. You can change it to either always
evaluate a date in the current calendar year or change the start of the sliding window.</para></tip>
-
- <para>In the <guilabel>Num</guilabel> field of the transaction line, you
+ </listitem>
+ <listitem>
+ <para>In the <guilabel>Num</guilabel> field of the transaction line, you
can type <keycap>+</keycap> to increment the transaction number from the
last one you typed in. Typing <keycap>-</keycap> will decrement the
number. This will also work in the <guilabel>Action</guilabel> field of
@@ -255,25 +238,30 @@
<guilabel>Action</guilabel> field also supports QuickFill - if you type
the first characters of a common action (such as
<guilabel>Deposit</guilabel>), &app; will fill in the rest.</para>
-
- <para>The <guilabel>Transfer</guilabel> field supports QuickFill
+ </listitem>
+ <listitem>
+ <para>Perhaps most powerful of all, as you type in the <guilabel>Description</guilabel> field &app; will find previous transactions that begin the same as your typing and offer them as completions. When you <keycap>Tab</keycap> with the offered completion text shown &app; will copy that previous transaction and focus the <guilabel>Debit</guilabel> or <guilabel>Credit</guilabel> value used, selected and ready for you to overwrite it with a new value.
+ <note><para>This copies the <emphasis>whole transaction</emphasis> including parts that may not be visible like <guilabel>Notes</guilabel> and <guilabel>Price</guilabel>. Unless you intend to exactly duplicate the transaction be sure to edit all fields that should differ.</para></note>
+ <tip><para>You can use this feature to fill in the transaction then go back to the <guilabel>Description</guilabel> field and change the description.</para></tip>
+ </para></listitem>
+ <listitem>
+ <para>The <guilabel>Transfer</guilabel> field supports QuickFill
of account names. You can start typing an account name and
&app; will fill in the remaining part of the name. Typing the
separator character at any time will complete the current level of
the account name, leaving the cursor positioned to start the next
- level of account name. For example, typing <keycap>A:C</keycap> the
- standard set of account names will complete to the
- <emphasis>Assets:Checking</emphasis> account. You can also type the
- <keycap>Menu</keycap> or <keycombo><keycap>Ctrl</keycap><keycap>Down</keycap></keycombo> keys in this
- field to pop up a list of all account names.</para>
-
- <para>In any of the amount fields, you can use a built-in calculator.
+ level of account name. For example, typing <keycap>A:C</keycap> might complete to the
+ <emphasis>Assets:Checking</emphasis> account. Entering the name in sequence this way will pop up the whole account list with the predicted item selected. Alternatively you can type any character sequence in the account name and the popup will display an account list filtered to those accounts containing the characters typed so far. In either case you may use the <keycap>Up Arrow</keycap> or <keycap>Down Arrow</keycap> to select an account from the popup.</para>
+ </listitem>
+ <listitem>
+ <para>In any of the amount fields, you can use a built-in calculator.
Simply type in the first value, followed by <keycap>+</keycap>,
<keycap>-</keycap>, <keycap>*</keycap>, or <keycap>/</keycap>, then type
in the second value. &app; will perform the calculation and return the
resulting value to the amount field when you press the
<keycap>Tab</keycap> key.</para>
-
+ </listitem>
+ <listitem>
<para>All of the menu items have access keys defined, and these are marked
by underlined characters in the menu names. Press <keycap>Alt</keycap> +
[underlined character] to bring up the menu, then select an item by typing
@@ -286,10 +274,11 @@
also have shortcut keys that immediately invoke the command (typically
using the <keycap>Ctrl</keycap> key). These shortcuts are listed next
to the item.</para>
+ </listitem>
+ <listitem>
+ <para>To move around the register, use these keys to save time:</para>
- <para>To move around the register, use these keys to save time:</para>
-
- <itemizedlist>
+ <itemizedlist>
<listitem>
<para><keycap>Tab</keycap> to move to the next field, <keycombo>
<keycap>Shift</keycap>
@@ -326,7 +315,8 @@
</keycombo> to go to the last transaction</para>
</listitem>
</itemizedlist>
-
+ </listitem>
+ </itemizedlist>
<para>In the <guilabel>Reconcile</guilabel> window you can use these
keyboard shortcuts:</para>
commit c8a8eaf26860735fa7dd7c76b823e286b8505e15
Author: John Ralls <jralls at ceridwen.us>
Date: Thu Jun 25 11:29:06 2020 -0700
Remove the register type group default setting description.
We've decided it's not ready for release and it will be removed from 4.0.
diff --git a/guide/C/ch_txns.xml b/guide/C/ch_txns.xml
index 46f2b5a..655aa3c 100644
--- a/guide/C/ch_txns.xml
+++ b/guide/C/ch_txns.xml
@@ -169,20 +169,7 @@
<title>Setting Column Widths</title>
<para>As with most spreadsheet-like displays the columns in the register can be resized by left-clicking and dragging the dividers in the header. The divider to the <emphasis>right</emphasis>of the column header controls the width of that column. In &app; the <guilabel>Description</guilabel> and <guilabel>Memo</guilabel> columns autosize to fit the register into the window so dragging those columns' dividers to the left will shrink the column but it will snap back when you release it. Dragging them to the right will widen the display and put a scrollbar at the bottom of the window, but that will persist only while the register is open. If you close it and reopen it or quit &app; the register will again fill the space exactly.</para>
<note><para>Many new users have trouble resizing the <guilabel>Balance</guilabel> column, in particular making it larger. Just drag its right-hand border out of the window to grow it. Be careful, though, as there's another column called rate whose width is set to 1 pixel to hide it (it's for internal use). Approach the divider from the left side and click as soon as the cursor changes to a double-headed arrow.</para></note>
- <para>Other columns width settings are saved and will be restored when the register is closed and reopened.</para>
- <para>If the register for an account doesn't have a saved layout its column widths will be set with default values calculated from predicted content sizes. One may override the default by setting up a register to one's liking and then selecting <guimenu>View</guimenu>><guimenuitem>Use as Default Layout for this Register Group</guimenuitem>. <emphasis>Register Group</emphasis> in this case refers to the displayed columns; the groups are:</para>
- <itemizedlist>
- <listitem><para><emphasis>Currency:</emphasis> Ledgers that display amount in debit and credit columns.</para></listitem>
- <listitem><para><emphasis>APAR:</emphasis> Accounts Payable and Accounts Receivable accounts.</para></listitem>
- <listitem><para><emphasis>Stock:</emphasis> Ledgers that display amount in a single column with additional columns for Price and Value, the last in Debit and Credit columns.</para></listitem>
- <listitem><para><emphasis>Journal:</emphasis> Ledgers displaying transactions from multiple accounts where all accounts would be displayed with a Currency type ledger.</para></listitem>
- <listitem><para><emphasis>Portfolio:</emphasis> Ledgers displaying transactions from multiple accounts where one or more accounts would be displayed with a Stock type ledger.</para></listitem>
- <listitem><para><emphasis>Customer:</emphasis> Ledgers embedded in invoices.</para></listitem>
- <listitem><para><emphasis>Employee:</emphasis> Ledgers embedded in expense vouchers.</para></listitem>
- <listitem><para><emphasis>Vendor:</emphasis> Ledgers embedded in bills.</para></listitem>
- </itemizedlist>
- <para>To remove a custom default and use the calculated values for unspeciallized accounts select <guimenu>View</guimenu>><guimenuitem>Reset Default Layout for this Register Group</guimenuitem>.</para>
- <note><para>The customized register used to set the Register Group Default will remain customized, so it will not be affected if a different account's register is used to set a different layout or if the Register Group Defaults are reset.</para></note>
+ <para>Column width settings except for the Description column are saved in the user's book state file and will be restored when the register is closed and reopened. </para>
</sect3>
<sect3 id="txns-shortcuts1">
<title>Using Entry Shortcuts</title>
commit b866cede8f94f5fcfc0c49b36c16639958cade18
Author: John Ralls <jralls at ceridwen.us>
Date: Thu Jun 25 11:13:29 2020 -0700
New Bill: Fix some labels to match what the dialog displays.
diff --git a/help/C/Help_ch_Business.xml b/help/C/Help_ch_Business.xml
index 2e1e6df..caf148a 100644
--- a/help/C/Help_ch_Business.xml
+++ b/help/C/Help_ch_Business.xml
@@ -1433,17 +1433,17 @@
<para>When you receive a bill from a vendor and want to enter it into &app;, you must create a new bill. To create a new bill use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Bill</guimenuitem></menuchoice> menu item, and fill in the resulting window appropriately.</para>
<itemizedlist>
<listitem>
- <para><guilabel>Invoice Information - Type</guilabel> - the
+ <para><guilabel>Bill Information - Type</guilabel> - the
type of vendor document to create - either a bill or a credit note.</para>
</listitem>
<listitem>
- <para><guilabel>Invoice Info - Invoice ID</guilabel> (optional) - the identification number of the invoice as emitted by the vendor (IE: the vendor’s internal number for this invoice).</para>
+ <para><guilabel>Bill Information - Bill ID</guilabel> (optional) - the identification number of the invoice as emitted by the vendor (IE: the vendor’s internal number for this invoice).</para>
</listitem>
<listitem>
- <para><guilabel>Invoice Info - Date Opened</guilabel> - the date the Invoice was emitted by the vendor.</para>
+ <para><guilabel>Bill Information - Date Opened</guilabel> - the date the Invoice was emitted by the vendor.</para>
</listitem>
<listitem>
- <para><guilabel>Billing Info - Vendor</guilabel> - the issuing vendor. If you remember the <emphasis>company name</emphasis>
+ <para><guilabel>Billing Information - Vendor</guilabel> - the issuing vendor. If you remember the <emphasis>company name</emphasis>
you entered in the <guilabel>New Vendor</guilabel> window for this vendor,
start to type it in this field and &app; will try auto complete
it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
@@ -1451,7 +1451,7 @@
in the search results, then press the <guibutton>Select</guibutton> button.</para>
</listitem>
<listitem>
- <para><guilabel>Billing Info - Job</guilabel> (optional) - associates a vendor job (see <xref linkend="busnss-ap-jobs1" />) with this bill.
+ <para><guilabel>Billing Information - Job</guilabel> (optional) - associates a vendor job (see <xref linkend="busnss-ap-jobs1" />) with this bill.
If you remember the <emphasis>job name</emphasis>
you entered in the <guilabel>New Job</guilabel> window for this job,
start to type it in this field and &app; will try auto complete
@@ -1461,16 +1461,16 @@
in the search results, then press the <guibutton>Select</guibutton> button.</para>
</listitem>
<listitem>
- <para><guilabel>Billing Info - Billing ID</guilabel> (optional) - the vendor’s ID for the bill (e.g.: their invoice #).</para>
+ <para><guilabel>Billing Information - Billing ID</guilabel> (optional) - the vendor’s ID for the bill (e.g.: their invoice #).</para>
</listitem>
<listitem>
- <para><guilabel>Billing Info - Terms</guilabel> - the pay back terms agreement for this bill. A list of registered terms is available within the pop up menu. If you specified a default value for the selected vendor, this field is initialized with the default.</para>
+ <para><guilabel>Billing Information - Terms</guilabel> - the pay back terms agreement for this bill. A list of registered terms is available within the pop up menu. If you specified a default value for the selected vendor, this field is initialized with the default.</para>
</listitem>
<listitem>
- <para><guilabel>Chargeback Project - Customer</guilabel> (optional) - the customer to associate with this bill. This is used to charge your customer later.</para>
+ <para><guilabel>Default Chargeback Project - Customer</guilabel> (optional) - the customer to associate with this bill. This is used to charge your customer later.</para>
</listitem>
<listitem>
- <para><guilabel>Chargeback Project - Job</guilabel> (optional) - the customer job to associate with this bill.</para>
+ <para><guilabel>Default Chargeback Project - Job</guilabel> (optional) - the customer job to associate with this bill.</para>
</listitem>
</itemizedlist>
commit b81e4f471d027fa73580d91aed74ed470c92f984
Author: John Ralls <jralls at ceridwen.us>
Date: Thu Jun 25 11:07:38 2020 -0700
Document editing entries in an employee voucher.
diff --git a/help/C/Help_ch_Business.xml b/help/C/Help_ch_Business.xml
index 209e8d2..2e1e6df 100644
--- a/help/C/Help_ch_Business.xml
+++ b/help/C/Help_ch_Business.xml
@@ -1949,7 +1949,7 @@
</sect2>
<sect2 id="busnss-emply-editvchr">
- <title>Find and Edit Expense Voucher/Credit Note</title>
+ <title>Find Expense Voucher/Credit Note</title>
<para>To search for an existing Expense Voucher, use the <menuchoice><guimenu>Business</guimenu>
<guisubmenu>Employee</guisubmenu><guimenuitem>Find Expense Voucher...</guimenuitem></menuchoice>
@@ -1981,6 +1981,50 @@
The regular expression <quote>.</quote> means to match anything.</para>
</tip>
</sect2>
+ <sect2 id="busnss-emply-editvchr2">
+ <title>Edit</title>
+ <para>From the Edit Expense Voucher window you can enter an itemized list of
+ goods and services the employee bought or performed for the job, in a manner similar to how the account
+ register works. For credit notes you enter an itemized list of goods and
+ services charged back to the employee instead.
+ <note><para>Saved column layout works a bit differently in invoices from the account registers: Layouts are not saved for each invoice; instead a layout can be saved as a default for invoices to override the calculated widths using the <guimenu>View</guimenu>><guimenuitem>Use as Default Layout for Employee Documents</guimenuitem> and the calculated widths restored as the default with <guimenu>View</guimenu>><guimenuitem>Reset Default Layout for Employee Documents</guimenuitem>.</para></note>
+ </para>
+ <para>There are 10 columns in the Entries area:</para>
+ <itemizedlist>
+ <listitem>
+ <para><guilabel>Date</guilabel> - The date this item was sold.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Invoiced?</guilabel> - <guilabel>X</guilabel> means the item is attached to this invoice, an empty box means the item is not attached to this invoice. If the box is empty you can attach the item to the invoice by first selecting the item row and then clicking in this box.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Description</guilabel> (optional) - is what the item or service is called.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Action</guilabel> (optional) - is a user defined field. You can place Cost Center information here, or use one of the 3 predefined actions, Hours, Material, or Project.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Expense Account</guilabel> - selects the expense account to charge for this item.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Quantity</guilabel> - tracks how many of the items you bought.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Unit Price</guilabel> - is the unit price of the item.</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Subtotal</guilabel> (uneditable) - computed subtotal for this item (less tax)</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Billable</guilabel> - is this item billable to the chargeback customer/job?</para>
+ </listitem>
+ <listitem>
+ <para><guilabel>Payment</guilabel> - How the employee was reimbursed. You might enter a check or petty cash voucher number here.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>When you have finished entering all the items, <guilabel>Post</guilabel> the voucher. </para>
+ </sect2>
</sect1>
</chapter>
commit 9614d8b866a45f27f9ebd994d8c7b271fdaae4c1
Author: John Ralls <jralls at ceridwen.us>
Date: Thu Jun 25 11:07:03 2020 -0700
Document new default layout customization for Invoices and Bills.
diff --git a/help/C/Help_ch_Business.xml b/help/C/Help_ch_Business.xml
index 6c5b337..209e8d2 100644
--- a/help/C/Help_ch_Business.xml
+++ b/help/C/Help_ch_Business.xml
@@ -596,7 +596,9 @@
<para>From the Edit Invoice window you can enter an itemized list of
goods and services you sold on this invoice in a manner similar to how the account
register works. For credit notes you enter an itemized list of goods and
- services you refunded instead.</para>
+ services you refunded instead.
+ <note><para>Saved column layout works a bit differently in invoices from the account registers: Layouts are not saved for each invoice; instead a layout can be saved as a default for invoices to override the calculated widths using the <guimenu>View</guimenu>><guimenuitem>Use as Default Layout for Customer Documents</guimenuitem> and the calculated widths restored as the default with <guimenu>View</guimenu>><guimenuitem>Reset Default Layout for Customer Documents</guimenuitem>.</para></note>
+ </para>
<para>There are 15 columns in the <guilabel>Invoice Entries</guilabel>
area:</para>
@@ -1479,7 +1481,9 @@
<para>From the Edit Bill window you can enter an itemized list of
goods and services you purchased, in a manner similar to how the account
register works. For credit notes you enter an itemized list of goods and
- services the vendor refunded instead.</para>
+ services the vendor refunded instead.
+ <note><para>Saved column layout works a bit differently in invoices from the account registers: Layouts are not saved for each invoice; instead a layout can be saved as a default for invoices to override the calculated widths using the <guimenu>View</guimenu>><guimenuitem>Use as Default Layout for Vendor Documents</guimenuitem> and the calculated widths restored as the default with <guimenu>View</guimenu>><guimenuitem>Reset Default Layout for Vendor Documents</guimenuitem>.</para></note>
+ </para>
<para>There are 12 columns in the Invoice Entries area:</para>
<itemizedlist>
<listitem>
Summary of changes:
guide/C/ch_txns.xml | 83 ++++++++++++++++-----------------------------
help/C/Help_ch_Business.xml | 72 ++++++++++++++++++++++++++++++++-------
2 files changed, 90 insertions(+), 65 deletions(-)
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