gnucash-docs maint: Partial Modernization of Manual:C:Business
Frank H.Ellenberger
fell at code.gnucash.org
Tue Nov 29 20:35:24 EST 2022
Updated via https://github.com/Gnucash/gnucash-docs/commit/18551f46 (commit)
from https://github.com/Gnucash/gnucash-docs/commit/5f964dd0 (commit)
commit 18551f4613c176f668ddd5f50e47a8989ab2f98c
Author: Frank H. Ellenberger <frank.h.ellenberger at gmail.com>
Date: Mon Nov 28 00:38:05 2022 +0100
Partial Modernization of Manual:C:Business
Differentiation of admonitions,
improvement of lists
diff --git a/manual/C/ch_Business.xml b/manual/C/ch_Business.xml
index dfd4b937..65206b83 100644
--- a/manual/C/ch_Business.xml
+++ b/manual/C/ch_Business.xml
@@ -194,7 +194,7 @@
for early payment of invoices (or vendor bills).
</para>
- <note>
+ <caution>
<para>As of &app; 2.6.7, Billing terms are only partially supported. Date due is calculated but discount
amount is not.
</para>
@@ -219,7 +219,7 @@
</listitem>
</itemizedlist>
</para>
- </note>
+ </caution>
<para>You can specify the billing terms on each invoice/bill. Invoice billing terms will default from the
customer billing terms. Bill billing terms will default from the vendor billing terms.
@@ -318,9 +318,10 @@
<emphasis>Assets</emphasis> to accrue income you're owed. It is within this account that the
integrated A/R system will place transactions, debiting it when you post bills and crediting
it when you receive payments.
-<screen>Basic A/R Account Hierarchy:
-
--Assets
+ </para>
+ <example>
+ <title>Basic A/R Account Hierarchy</title>
+<screen>-Assets
-Accounts Receivable
-Checking
-Income
@@ -329,7 +330,7 @@
-Tax
-Tax on Purchases
-Tax on Sales</screen>
- </para>
+ </example>
<important>
<para>If you deal with customers in more than one currency you will need a separate <emphasis>Accounts
@@ -454,11 +455,11 @@
<guilabel>Preferences</guilabel>
</para>
- <note>
+ <important>
<para>All invoices will be denominated in this currency and &app; will require an Accounts Receivable
account in this currency.
</para>
- </note>
+ </important>
</listitem>
<listitem>
@@ -562,13 +563,13 @@
within this set, the customer cannot be found, regardless of new search criteria.
</para>
- <note>
+ <tip>
<para>To return a list of all registered active customers, set the search criterion to <guilabel>matches
regex</guilabel>, and place a single dot "." in the text field area. Make sure
<guilabel>Search only active data</guilabel> is checked, then click
<guibutton>Find</guibutton>. The regular expression "." means to match anything.
</para>
- </note>
+ </tip>
</sect2>
</sect1>
@@ -677,7 +678,7 @@
<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.
- <note>
+ <tip>
<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
@@ -685,7 +686,7 @@
as the default with <guimenu>View</guimenu>><guimenuitem>Reset Default Layout for
Customer Documents</guimenuitem>.
</para>
- </note>
+ </tip>
</para>
<para>There are 15 columns in the <guilabel>Invoice Entries</guilabel> area:
@@ -924,10 +925,10 @@
menu item. From the results of the search, you can select an invoice to edit or view.
</para>
- <note>
+ <important>
<para>Before you can edit a posted invoice, you will need to <guilabel>Unpost</guilabel> it.
</para>
- </note>
+ </important>
<para>One of the design goals in &app;’s Account Receivable system was to allow different processes
to get to the same state, so you can reach an invoice from different directions based on the
@@ -1216,17 +1217,17 @@
<sect2 id="busnss-ar-baddebt">
<title>Writing Off a Bad Debt</title>
- <note>
+ <important>
<para>Please check with your accountant to ensure the following is acceptable in your region.
</para>
- </note>
+ </important>
<para>The usual way to do this is to process a payment for the invoice to a <emphasis>BadDebt</emphasis>
account. Such an account would be an expense account. However, in &app;, you can't process a
payment for an invoice directly to an expense account, so it takes two steps:
</para>
- <itemizedlist>
+ <orderedlist>
<listitem>
<para>Pay the invoice to an asset or liability account, such as your checking account.
</para>
@@ -1237,7 +1238,7 @@
the payment transaction, to the BadDebt expense account.
</para>
</listitem>
- </itemizedlist>
+ </orderedlist>
<para>Specifically
</para>
@@ -1249,8 +1250,9 @@
your BadDebt and A/R account.
</para>
- <para>In case the payment has associated lot link transactions
- <link linkend="busnss-ar-baddeb-lot">(1)</link>, remove those as well.
+ <para>In case the payment has associated <emphasis>lot link</emphasis>
+ transactions<link linkend="busnss-ar-baddeb-lot"><superscript>a</superscript></link>,
+ remove those as well.
</para>
<para>If all is well, your <guilabel>Process Payment</guilabel> window for this customer should list the
@@ -1267,7 +1269,7 @@
<listitem>
<para>Open the account register for your A/R account. For this invoice there should now be one payment
transaction. If you are using &app; 2.6.0 - 2.6.4 there will also be one lot link
- transaction <link linkend="busnss-ar-baddeb-lot">(1)</link>.
+ transaction<link linkend="busnss-ar-baddeb-lot"><superscript>a</superscript></link>.
</para>
</listitem>
@@ -1282,34 +1284,63 @@
<para>If all is well, your <guilabel>Process Payment</guilabel> window should still be clean: no
pre-payments, and the bad debt invoice gone.
</para>
-
- <note id="busnss-ar-baddeb-lot">
- <para>(1): &app; versions 2.6.0 to 2.6.4 created lot link transactions which show in the A/R account
- register. This came with its own set of subtle issues. It is recommended to upgrade to the
- latest (or at least 2.6.6) version, which fixes a lot of small problems. Version 2.6.5 had
- a flaw in the logic cleaning up the lot links. Once upgraded, please run
+ <!-- Todo: As soon as yelp understads <footnotelink> convert this into a <footnote> and the links above in <footnotelink>s. -->
+ <caution id="busnss-ar-baddeb-lot">
+ <para><superscript>a</superscript> &app; version
+ <variablelist>
+ <varlistentry>
+ <term>2.6.0 to 2.6.4</term>
+ <listitem>
+ <para>created lot link transactions which show in the A/R account register. This came
+ with its own set of subtle issues.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>2.6.5</term>
+ <listitem>
+ <para>had a flaw in the logic cleaning up the lot links.
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+ </para>
+ <para>
+ It is recommended to upgrade to the latest (or at least 2.6.6) version, which fixes a lot
+ of small problems. Once upgraded, please run
+ <!-- ToDo: Replace the <menuchoice> after the entities are fixed by: &mc.ac.chk-rep.all; —or at least &mc.ac.chk-rep.acct;
+ on your A/R and A/P accounts— -->
<menuchoice>
<guimenu> Actions</guimenu><guimenuitem>Check & Repair</guimenuitem>
</menuchoice>
- on your A/R and A/P accounts to clean up most of the lot link legacy. Don't forget to make
+ to clean up most of the lot link legacy. Don't forget to make
a backup first just in case.
</para>
- <para>Lots are used internally for relating payments to invoices. Lots themselves are invisible in the
- account registers. To see them you need to open the lot viewer, which can be found in
- <menuchoice>
- <guimenu>Actions</guimenu><guimenuitem>View lots </guimenuitem>
- </menuchoice>
- while in any A/R or A/P account register. Select a lot to see the <emphasis>Splits in
- lot</emphasis>.
- </para>
-
- <para><emphasis>Lot links</emphasis> are <emphasis>transactions</emphasis> which you can see in your A/R
- and A/P accounts. They are unusual in the sense that all their splits are in one account
- (A/R or A/P). Each split in a lot link transaction is <emphasis>linked</emphasis> (hence
- the name) to an invoice or payment transaction by means of a lot.
- </para>
- </note>
+ <variablelist>
+ <title>Distinction between <emphasis>Lot</emphasis> and <emphasis>Lot link</emphasis></title>
+ <varlistentry>
+ <term>Lots</term>
+ <listitem>
+ <para>are used internally for relating payments to invoices. Lots themselves are invisible in the
+ account registers. To see them you need to open the lot viewer, which can be found in &mc.ac.vw-lots;
+ while in any A/R or A/P account register. Select a lot to see the <emphasis>Splits in
+ lot</emphasis>.
+ </para>
+ </listitem>
+ </varlistentry>
+ <varlistentry>
+ <term>Lot links</term>
+ <listitem>
+ <para>are <emphasis>transactions</emphasis> which you can see in your A/R
+ and A/P accounts. They are unusual in the sense that all their splits are in one account
+ (A/R or A/P). Each split in a lot link transaction is <emphasis>linked</emphasis> (hence
+ the name) to an invoice or payment transaction by means of a lot.
+ </para>
+ </listitem>
+ </varlistentry>
+ </variablelist>
+ </caution>
<para>See <ulink url="&url-wiki-bus-feat;" /> for more information.
</para>
Summary of changes:
manual/C/ch_Business.xml | 117 ++++++++++++++++++++++++++++++-----------------
1 file changed, 74 insertions(+), 43 deletions(-)
More information about the gnucash-changes
mailing list