"Fossies" - the Fresh Open Source Software Archive  

Source code changes of the file "manual/de/ch_Business.xml" between
gnucash-docs-4.12.tar.gz and gnucash-docs-4.13.tar.gz

About: GnuCash is a personal and small business finance application (documentation).

ch_Business.xml  (gnucash-docs-4.12)	:	ch_Business.xml  (gnucash-docs-4.13)
skipping to change at line 57		skipping to change at line 57
<para>To set up &app; to handle accounts receivable and accounts payable for a company the following		<para>To set up &app; to handle accounts receivable and accounts payable for a company the following
preliminary steps must be done.		preliminary steps must be done.
</para>		</para>
<sect2 id="busnss-setupacct2">		<sect2 id="busnss-setupacct2">
<title>Account Setup</title>		<title>Account Setup</title>
<para>There are many different ways to set up a business account hierarchy . You can start with the		<para>There are many different ways to set up a business account hierarchy . You can start with the
Business Accounts setup which is available from the New Account Hierarch y assistant, or you		Business Accounts setup which is available from the New Account Hierarch y assistant, or you
could build one manually. To access the prebuilt Business Accounts, star t &app; and click on		could build one manually. To access the prebuilt Business Accounts, star t &app; and click on
<menuchoice>		&mc.fi.new;
<guimenu>File</guimenu><guimenuitem>New File</guimenuitem>
</menuchoice>
and proceed until you see the list of available accounts, select <emphas is>Business		and proceed until you see the list of available accounts, select <emphas is>Business
Accounts</emphasis>.		Accounts</emphasis>.
</para>		</para>
<note>		<note>
<para>The prebuilt Business Account hierarchy will not meet your needs e xactly. You will need to make		<para>The prebuilt Business Account hierarchy will not meet your needs e xactly. You will need to make
adjustments for the hierarchy to function well with your particular si tuation. It should		adjustments for the hierarchy to function well with your particular si tuation. It should
be close enough that it is recommended you begin with it.		be close enough that it is recommended you begin with it.
</para>		</para>
</note>		</note>
skipping to change at line 108		skipping to change at line 106
<para>A tax table can be assigned to an invoice line or bill line.		<para>A tax table can be assigned to an invoice line or bill line.
</para>		</para>
<para>The default invoice line tax table can be assigned to each customer and the default bill line tax		<para>The default invoice line tax table can be assigned to each customer and the default bill line tax
table can be assigned to each vendor.		table can be assigned to each vendor.
</para>		</para>
<para>The default tax table for new customers or new vendors can be specif ied in the <emphasis>Book		<para>The default tax table for new customers or new vendors can be specif ied in the <emphasis>Book
Options </emphasis> window which can be accessed by		Options </emphasis> window which can be accessed by
<menuchoice>		&mc.fi.new; <guilabel>Business</guilabel>
<guimenu>File</guimenu> <guisubmenu>Properties</guisubmenu>
<guimenuitem>Business</guimenuitem>
</menuchoice>
tab.		tab.
</para>		</para>
<para>Tax Tables are maintained using the <emphasis>Sales Tax Table</empha sis> editor which is accessed		<para>Tax Tables are maintained using the <emphasis>Sales Tax Table</empha sis> editor which is accessed
via menu		via menu
<menuchoice>		&mc.bus.tax-tab;
<guimenu>Business</guimenu><guimenuitem>Sales Tax Table</guimenuitem>
</menuchoice>
. The following fields should be entered:		. The following fields should be entered:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Name</guilabel> This is the tax table name.		<para><guilabel>Name</guilabel> This is the tax table name.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
skipping to change at line 164		skipping to change at line 157
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</sect2>		</sect2>
<sect2 id="busnss-setupcname">		<sect2 id="busnss-setupcname">
<title>Company Registration</title>		<title>Company Registration</title>
<para>After you have built the account structure and defined your tax tabl es, register the &app; file as		<para>After you have built the account structure and defined your tax tabl es, register the &app; file as
belonging to your company by filling in the data requested in the		belonging to your company by filling in the data requested in the
<xref linkend="business-book-options" /> accessible from the		<xref linkend="business-book-options" /> accessible from the
<menuchoice>		&mc.fi.new;
<guimenu>File</guimenu><guimenuitem>Properties</guimenuitem>
</menuchoice>
menu item.		menu item.
</para>		</para>
</sect2>		</sect2>
<sect2 id="busnss-setup-cntrs">		<sect2 id="busnss-setup-cntrs">
<title>Counters</title>		<title>Counters</title>
<para>Define the format and last used numbers of codes such as customer, i nvoice, vendor, bill, employee,		<para>Define the format and last used numbers of codes such as customer, i nvoice, vendor, bill, employee,
expense voucher, job number and order. See <xref linkend="counters-book- options" />.		expense voucher, job number and order. See <xref linkend="counters-book- options" />.
</para>		</para>
</sect2>		</sect2>
<sect2 id="busnss_setup_pref">		<sect2 id="busnss_setup_pref">
<title>Business Preferences</title>		<title>Business Preferences</title>
<para>Set options on the Business tab of the &app; preferences, which is a ccessed via		<para>Set options on the Business tab of the &app; preferences, which is a ccessed via
<menuchoice>		&mc.ed.pref;
<guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem>
</menuchoice>
(		(
<menuchoice>		&mc.macOS.gc.pref;
<guimenu>GnuCash</guimenu><guimenuitem>Preferences</guimenuitem>
</menuchoice>
on &mac;). See <xref linkend="prefs-biz" />.		on &mac;). See <xref linkend="prefs-biz" />.
</para>		</para>
</sect2>		</sect2>
<sect2 id="busnss-ar-setupterms">		<sect2 id="busnss-ar-setupterms">
<title>Billing Terms</title>		<title>Billing Terms</title>
<para>Billing Terms can be used to determine the payment due date and be a guide for determining discount		<para>Billing Terms can be used to determine the payment due date and be a guide for determining discount
for early payment of invoices (or vendor bills).		for early payment of invoices (or vendor bills).
</para>		</para>
skipping to change at line 233		skipping to change at line 220
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</para>		</para>
</note>		</note>
<para>You can specify the billing terms on each invoice/bill. Invoice bill ing terms will default from the		<para>You can specify the billing terms on each invoice/bill. Invoice bill ing terms will default from the
customer billing terms. Bill billing terms will default from the vendor billing terms.		customer billing terms. Bill billing terms will default from the vendor billing terms.
</para>		</para>
<para>Billing Terms are maintained using the Billing Terms Editor which is accessed via menu		<para>Billing Terms are maintained using the Billing Terms Editor which is accessed via menu
<menuchoice>		&mc.bus.bil-edit;
<guimenu>Business</guimenu><guimenuitem>Billing Terms Editor</guimenui
tem>
</menuchoice>
. The following fields should be entered:		. The following fields should be entered:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Name</guilabel> The internal name of the billing term. For some examples of billing term		<para><guilabel>Name</guilabel> The internal name of the billing term. For some examples of billing term
names and descriptions see <ulink url="&url-wiki-pmt-term;" />		names and descriptions see <ulink url="&url-wiki-pmt-term;" />
</para>		</para>
</listitem>		</listitem>
skipping to change at line 360		skipping to change at line 345
<para>You need to add additional asset, expense, and income accounts to th is hierarchy for it to be		<para>You need to add additional asset, expense, and income accounts to th is hierarchy for it to be
useful. The important aspects of this hierarchy are the use of an income account and the		useful. The important aspects of this hierarchy are the use of an income account and the
<emphasis>Accounts Receivable</emphasis> asset account, with account typ e set to		<emphasis>Accounts Receivable</emphasis> asset account, with account typ e set to
<emphasis>A/Receivable</emphasis>.		<emphasis>A/Receivable</emphasis>.
</para>		</para>
</note>		</note>
<para>The transactions generated by the A/R system are recorded within the < emphasis>Accounts		<para>The transactions generated by the A/R system are recorded within the < emphasis>Accounts
Receivable</emphasis> account. You generally do not work directly with thi s account. You		Receivable</emphasis> account. You generally do not work directly with thi s account. You
generally work with the four integrated &app; A/R application components a vailable through the		generally work with the four integrated &app; A/R application components a vailable through the
<menuchoice>		&mc.bus.cus;
<guimenu>Business</guimenu> <guisubmenu>Customer</guisubmenu>
</menuchoice>
sub-menu. These four components are:		sub-menu. These four components are:
</para>		</para>
<variablelist>		<variablelist>
<varlistentry>		<varlistentry>
<term><xref linkend="busnss-ar-customers1" /></term>		<term><xref linkend="busnss-ar-customers1" /></term>
<listitem>		<listitem>
<para>People or companies to whom you sell products or services on cre dit.		<para>People or companies to whom you sell products or services on cre dit.
</para>		</para>
skipping to change at line 421		skipping to change at line 404
<title>Customers</title>		<title>Customers</title>
<para>Customers are people or companies to whom you sell goods or services. They must be registered within		<para>Customers are people or companies to whom you sell goods or services. They must be registered within
the A/R system.		the A/R system.
</para>		</para>
<sect2 id="busnss-ar-custnew2">		<sect2 id="busnss-ar-custnew2">
<title>New</title>		<title>New</title>
<para>To register a new customer, enter the menu		<para>To register a new customer, enter the menu
<menuchoice>		&mc.bus.cus.new-cus;
<guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu> <guimenui
tem>New
Customer</guimenuitem>
</menuchoice>
. Fill in customer information, such as Company Name, Address, Phone, Fa x, etc. Below is a		. Fill in customer information, such as Company Name, Address, Phone, Fa x, etc. Below is a
list of the other options:		list of the other options:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Identification - Customer Number</guilabel> - can be a ny number by which you would like to		<para><guilabel>Identification - Customer Number</guilabel> - can be a ny number by which you would like to
refer to this customer. You may leave it blank and a number will be chosen		refer to this customer. You may leave it blank and a number will be chosen
automatically. See <xref linkend="counters-book-options" /> for more info.		automatically. See <xref linkend="counters-book-options" /> for more info.
</para>		</para>
skipping to change at line 471		skipping to change at line 451
<note>		<note>
<para>All invoices will be denominated in this currency and &app; wi ll require an Accounts Receivable		<para>All invoices will be denominated in this currency and &app; wi ll require an Accounts Receivable
account in this currency.		account in this currency.
</para>		</para>
</note>		</note>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Billing Information - Terms</guilabel> - specifies the default billing terms for this		<para><guilabel>Billing Information - Terms</guilabel> - specifies the default billing terms for this
customer. Billing terms must be preregistered using		customer. Billing terms must be preregistered using
<menuchoice>		&mc.bus.bil-edit;
<guimenu>Business</guimenu> <guimenuitem>Billing Terms Editor</gui
menuitem>
</menuchoice>
.		.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Billing Information - Discount</guilabel> - gives the customer a default percentage based		<para><guilabel>Billing Information - Discount</guilabel> - gives the customer a default percentage based
discount at the time of invoice creation. Enter a value from 0 to 10 0. You can override		discount at the time of invoice creation. Enter a value from 0 to 10 0. You can override
the default discount when you create an invoice.		the default discount when you create an invoice.
</para>		</para>
</listitem>		</listitem>
skipping to change at line 510		skipping to change at line 488
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>No</guilabel> means tax is not included.		<para><guilabel>No</guilabel> means tax is not included.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Use Global</guilabel> means to use the setting m ade in the global preferences accessible		<para><guilabel>Use Global</guilabel> means to use the setting m ade in the global preferences accessible
through		through
<menuchoice>		&mc.ed.pref;
<guimenu>Edit</guimenu> <guimenuitem>Preferences</guimenuite
m>
</menuchoice>
(		(
<menuchoice>		&mc.macOS.gc.pref;
<guimenu>Gnucash</guimenu><guimenuitem>Preferences</guimenui
tem>
</menuchoice>
on &mac;).		on &mac;).
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Billing Information - Tax Table</guilabel> - specifies a default tax table to apply to		<para><guilabel>Billing Information - Tax Table</guilabel> - specifies a default tax table to apply to
invoice line items. Tax tables must be registered from the		invoice line items. Tax tables must be registered from the
<menuchoice>		&mc.bus.tax-tab;
<guimenu>Business</guimenu> <guimenuitem>Tax Table Editor</guimenu
item>
</menuchoice>
menu item.		menu item.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Shipping Address</guilabel> - records the customer&rsq uo;s shipping address if it is		<para><guilabel>Shipping Address</guilabel> - records the customer&rsq uo;s shipping address if it is
different from the billing address. The shipping address is for your reference. &app;		different from the billing address. The shipping address is for your reference. &app;
does not use the value.		does not use the value.
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</sect2>		</sect2>
<sect2 id="busnss-ar-custfind2">		<sect2 id="busnss-ar-custfind2">
<title>Find and Edit</title>		<title>Find and Edit</title>
<para>To search for an existing customer, use the		<para>To search for an existing customer, use the
<menuchoice>		&mc.bus.cus.find-cus;
<guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu> <guimenui
tem>Find
Customer</guimenuitem>
</menuchoice>
window. You select a customer to <guilabel>View/Edit</guilabel> from the results of the		window. You select a customer to <guilabel>View/Edit</guilabel> from the results of the
search. This window is also used to look up customers when creating invo ices and processing		search. This window is also used to look up customers when creating invo ices and processing
payments.		payments.
</para>		</para>
<para>If many customers match the search criteria you provide, the search can be refined by running an		<para>If many customers match the search criteria you provide, the search can be refined by running an
additional search within the current results. The current result set is searched when the		additional search within the current results. The current result set is searched when the
<guilabel>Refine Current Search</guilabel> radio button is selected. In fact, &app; selects		<guilabel>Refine Current Search</guilabel> radio button is selected. In fact, &app; selects
this option for you after you run the initial search.		this option for you after you run the initial search.
</para>		</para>
skipping to change at line 603		skipping to change at line 572
and to keep the text easier to read it will refer only to invoices. You can apply it equally		and to keep the text easier to read it will refer only to invoices. You can apply it equally
to credit notes. Only where the behaviour of credit notes differs from i nvoices this will be		to credit notes. Only where the behaviour of credit notes differs from i nvoices this will be
explicitly mentioned. Credit notes were introduced starting with &app; s table release 2.6.0.		explicitly mentioned. Credit notes were introduced starting with &app; s table release 2.6.0.
</para>		</para>
</note>		</note>
<sect2 id="busnss-ar-invoicenew2">		<sect2 id="busnss-ar-invoicenew2">
<title>New</title>		<title>New</title>
<para>To send an invoice to a customer you must first create a new invoice . To create an invoice use		<para>To send an invoice to a customer you must first create a new invoice . To create an invoice use
<menuchoice>		&mc.bus.cus.new-inv;
<guimenu>Business</guimenu> <guisubmenu>Customer</guisubmenu><guimenui
tem>New
Invoice</guimenuitem>
</menuchoice>
. The New Invoice window must be filled in appropriately:		. The New Invoice window must be filled in appropriately:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Invoice Information - Type</guilabel>: the type of cus tomer document to create - either an		<para><guilabel>Invoice Information - Type</guilabel>: the type of cus tomer document to create - either an
invoice or a credit note.		invoice or a credit note.
</para>		</para>
</listitem>		</listitem>
skipping to change at line 687		skipping to change at line 653
<sect2 id="busnss-ar-invoiceedit2">		<sect2 id="busnss-ar-invoiceedit2">
<title>Edit</title>		<title>Edit</title>
<para>From the Edit Invoice window you can enter an itemized list of goods and services you sold on this		<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 credi t notes you enter an		invoice in a manner similar to how the account register works. For credi t notes you enter an
itemized list of goods and services you refunded instead.		itemized list of goods and services you refunded instead.
<note>		<note>
<para>Saved column layout works a bit differently in invoices from the account registers: Layouts are not		<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 f or invoices to		saved for each invoice; instead a layout can be saved as a default f or invoices to
override the calculated widths using the <guimenu>View</guimenu>&gt;		override the calculated widths using the &mc.vw.use-lay-cus; and the
<guimenuitem>Use as		calculated widths restored
Default Layout for Customer Documents</guimenuitem> and the calculat		as the default with &mc.vw.res-lay-cus;.
ed widths restored
as the default with <guimenu>View</guimenu>&gt;<guimenuitem>Reset De
fault Layout for
Customer Documents</guimenuitem>.
</para>		</para>
</note>		</note>
</para>		</para>
<para>There are 15 columns in the <guilabel>Invoice Entries</guilabel> are a:		<para>There are 15 columns in the <guilabel>Invoice Entries</guilabel> are a:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Date</guilabel> - The date this item was sold.		<para><guilabel>Date</guilabel> - The date this item was sold.
skipping to change at line 924		skipping to change at line 888
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</sect2>		</sect2>
<sect2 id="busnss-ar-invoicefind2">		<sect2 id="busnss-ar-invoicefind2">
<title>Find</title>		<title>Find</title>
<para>To find an existing invoice, use the		<para>To find an existing invoice, use the
<menuchoice>		&mc.bus.cus.find-inv;
<guimenu>Business</guimenu> <guisubmenu>Customer</guisubmenu><guimenui
tem>Find
Invoice</guimenuitem>
</menuchoice>
menu item. From the results of the search, you can select an invoice to edit or view.		menu item. From the results of the search, you can select an invoice to edit or view.
</para>		</para>
<note>		<note>
<para>Before you can edit a posted invoice, you will need to <guilabel>U npost</guilabel> it.		<para>Before you can edit a posted invoice, you will need to <guilabel>U npost</guilabel> it.
</para>		</para>
</note>		</note>
<para>One of the design goals in &app;&rsquo;s Account Receivable system w as to allow different processes		<para>One of the design goals in &app;&rsquo;s Account Receivable system w as to allow different processes
to get to the same state, so you can reach an invoice from different dir ections based on the		to get to the same state, so you can reach an invoice from different dir ections based on the
skipping to change at line 963		skipping to change at line 924
<para>You can list invoices associated with a customer job.		<para>You can list invoices associated with a customer job.
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</sect2>		</sect2>
<sect2 id="busnss-ar-invoiceprint2">		<sect2 id="busnss-ar-invoiceprint2">
<title>Print</title>		<title>Print</title>
<para>After you post an invoice, you should print it and send it to your c ustomer. To print an invoice use		<para>After you post an invoice, you should print it and send it to your c ustomer. To print an invoice use
<menuchoice>		&mc.fi.prin-inv;
<guimenu>File</guimenu> <guimenuitem>Print Invoice</guimenuitem>
</menuchoice>
menu item.		menu item.
</para>		</para>
<tip>		<tip>
<para>You can modify the appearance of the invoice, IE: add a company lo go, etc. To do so, see the		<para>You can modify the appearance of the invoice, IE: add a company lo go, etc. To do so, see the
<xref		<xref
linkend="busnss-ar-invoicechange" />.		linkend="busnss-ar-invoicechange" />.
</para>		</para>
</tip>		</tip>
<para>Invoices can also be printed from the main window by selecting		<para>Invoices can also be printed from the main window by selecting
<menuchoice>		&mc.rep.bus.pnt-rep;
<guimenu>Reports</guimenu><guisubmenu>Business Reports</guisubmenu> <g
uimenuitem>Printable
Invoice</guimenuitem>
</menuchoice>
from the main menu. The resulting report window states that no valid inv oice is selected. To		from the main menu. The resulting report window states that no valid inv oice is selected. To
select the invoice to print:		select the invoice to print:
</para>		</para>
<orderedlist>		<orderedlist>
<listitem>		<listitem>
<para>Use the <guibutton>Options</guibutton> <emphasis>Toolbar</emphas is> button or select		<para>Use the <guibutton>Options</guibutton> <emphasis>Toolbar</emphas is> button or select
<menuchoice>		&mc.ed.rep-opt;
<guimenu>Edit</guimenu><guimenuitem>Report Options</guimenuitem>
</menuchoice>
from the main menu.		from the main menu.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para>Select the <guilabel>General</guilabel> tab of the report option s dialog.		<para>Select the <guilabel>General</guilabel> tab of the report option s dialog.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
skipping to change at line 1026		skipping to change at line 980
<sect2 id="busnss-ar-invoicestarting2">		<sect2 id="busnss-ar-invoicestarting2">
<title>Assign Starting Invoice Number</title>		<title>Assign Starting Invoice Number</title>
<para>By default, &app; starts with invoice number 1 and increments from t here. You can manually type an		<para>By default, &app; starts with invoice number 1 and increments from t here. You can manually type an
invoice number into the text box each time you create an invoice, but th is gets tiring and		invoice number into the text box each time you create an invoice, but th is gets tiring and
sooner or later leads to duplicate numbers.		sooner or later leads to duplicate numbers.
</para>		</para>
<para>You can change the starting invoice number if it is important you. U se		<para>You can change the starting invoice number if it is important you. U se
<menuchoice>		&mc.fi.prop;
<guimenu>File</guimenu><guimenuitem>Properties</guimenuitem>
</menuchoice>
, access the <guilabel>Counters</guilabel> tab, change the <guilabel>Inv oice		, access the <guilabel>Counters</guilabel> tab, change the <guilabel>Inv oice
number</guilabel> value to be one less than your desired starting invoic e number and click		number</guilabel> value to be one less than your desired starting invoic e number and click
the <guibutton>OK</guibutton> button or the <guibutton>Apply</guibutton> button.		the <guibutton>OK</guibutton> button or the <guibutton>Apply</guibutton> button.
</para>		</para>
</sect2>		</sect2>
</sect1>		</sect1>
<sect1 id="busnss-ar-jobs1">		<sect1 id="busnss-ar-jobs1">
<title>Customer Jobs</title>		<title>Customer Jobs</title>
<para>Customer Jobs are used to group multiple invoices and credit notes to the same customer. Use of the		<para>Customer Jobs are used to group multiple invoices and credit notes to the same customer. Use of the
Customer Jobs feature is optional. The feature is useful when you have mul tiple		Customer Jobs feature is optional. The feature is useful when you have mul tiple
<guilabel>jobs</guilabel> for the same customer, and would like to view al l the invoices and		<guilabel>jobs</guilabel> for the same customer, and would like to view al l the invoices and
credit notes related to a single job.		credit notes related to a single job.
</para>		</para>
<para>To use customer jobs, you must create them using the		<para>To use customer jobs, you must create them using the
<menuchoice>		&mc.bus.cus.new-job;
<guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu> <guimenuite
m>New
Job</guimenuitem>
</menuchoice>
menu item. You will see the <guilabel>New Job</guilabel> window. The edita ble fields are:		menu item. You will see the <guilabel>New Job</guilabel> window. The edita ble fields are:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Job Info - Job Number</guilabel> (optional) - enter the number for this job. If left		<para><guilabel>Job Info - Job Number</guilabel> (optional) - enter the number for this job. If left
blank, a number will be chosen for you. See <xref linkend="counters-bo ok-options" /> for		blank, a number will be chosen for you. See <xref linkend="counters-bo ok-options" /> for
more info.		more info.
</para>		</para>
</listitem>		</listitem>
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</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Job Active</guilabel> - toggles this job being active or not. This is useful when you have		<para><guilabel>Job Active</guilabel> - toggles this job being active or not. This is useful when you have
many inactive jobs, since it is easier to search only among jobs that are marked active.		many inactive jobs, since it is easier to search only among jobs that are marked active.
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
<para>To edit an existing customer job, use the		<para>To edit an existing customer job, use the
<menuchoice>		&mc.bus.cus.find-job;
<guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu> <guimenuite
m>Find
Job</guimenuitem>
</menuchoice>
menu item. Select the desired job in the search results, and click the <gu ilabel>View/Edit		menu item. Select the desired job in the search results, and click the <gu ilabel>View/Edit
Job</guilabel> button.		Job</guilabel> button.
</para>		</para>
<para>To select from the invoices and credit notes associated with a given j ob, use		<para>To select from the invoices and credit notes associated with a given j ob, use
<menuchoice>		&mc.bus.cus.find-job;
<guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu><guimenuitem
>Find
Job</guimenuitem>
</menuchoice>
menu item. Select the desired job in the search results and click the <gui label>View		menu item. Select the desired job in the search results and click the <gui label>View
Invoices</guilabel> button. A window listing invoices and credit notes ass ociated with this		Invoices</guilabel> button. A window listing invoices and credit notes ass ociated with this
job appears. Select an invoice or credit note and click the <guilabel>View Invoice</guilabel>		job appears. Select an invoice or credit note and click the <guilabel>View Invoice</guilabel>
button to open an invoice editor in the main application window.		button to open an invoice editor in the main application window.
</para>		</para>
</sect1>		</sect1>
<sect1 id="busnss-ar-payment1">		<sect1 id="busnss-ar-payment1">
<title>Process Invoice Payment</title>		<title>Process Invoice Payment</title>
<para>Eventually, you will receive payment from your customers for outstandi ng invoices. To register these		<para>Eventually, you will receive payment from your customers for outstandi ng invoices. To register these
payments, use the Process Payment application found in		payments, use the Process Payment application found in
<menuchoice>		&mc.bus.cus.pro-pay;
<guimenu>Business</guimenu> <guisubmenu>Customer</guisubmenu><guimenuite
m>Process
Payment</guimenuitem>
</menuchoice>
.		.
</para>		</para>
<tip>		<tip>
<para>There is an alternative way of assigning a payment to (one or more) invoices where the payment		<para>There is an alternative way of assigning a payment to (one or more) invoices where the payment
transaction already exists, say in the case where transactions have been imported from a		transaction already exists, say in the case where transactions have been imported from a
bank. There is no way to assign a payment to an invoice during the impor t process, so this		bank. There is no way to assign a payment to an invoice during the impor t process, so this
must be done after transactions have been imported.		must be done after transactions have been imported.
</para>		</para>
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<para>If all is well, your <guilabel>Process Payment</guilabel> window sho uld still be clean: no		<para>If all is well, your <guilabel>Process Payment</guilabel> window sho uld still be clean: no
pre-payments, and the bad debt invoice gone.		pre-payments, and the bad debt invoice gone.
</para>		</para>
<note id="busnss-ar-baddeb-lot">		<note id="busnss-ar-baddeb-lot">
<para>(1): &app; versions 2.6.0 to 2.6.4 created lot link transactions w hich show in the A/R account		<para>(1): &app; versions 2.6.0 to 2.6.4 created lot link transactions w hich show in the A/R account
register. This came with its own set of subtle issues. It is recommend ed to upgrade to the		register. This came with its own set of subtle issues. It is recommend ed to upgrade to the
latest (or at least 2.6.6) version, which fixes a lot of small problem s. Version 2.6.5 had		latest (or at least 2.6.6) version, which fixes a lot of small problem s. Version 2.6.5 had
a flaw in the logic cleaning up the lot links. Once upgraded, please r un		a flaw in the logic cleaning up the lot links. Once upgraded, please r un
<menuchoice>		&mc.ac.chk-rep.acct;
<guimenu> Actions</guimenu><guimenuitem>Check &amp; Repair</guimenui
tem>
</menuchoice>
on your A/R and A/P accounts to clean up most of the lot link legacy. Don't forget to make		on your A/R and A/P accounts to clean up most of the lot link legacy. Don't forget to make
a backup first just in case.		a backup first just in case.
</para>		</para>
<para>Lots are used internally for relating payments to invoices. Lots t hemselves are invisible in the		<para>Lots are used internally for relating payments to invoices. Lots t hemselves are invisible in the
account registers. To see them you need to open the lot viewer, which can be found in		account registers. To see them you need to open the lot viewer, which can be found in
<menuchoice>		&mc.ac.vw-lots;
<guimenu>Actions</guimenu><guimenuitem>View lots </guimenuitem>
</menuchoice>
while in any A/R or A/P account register. Select a lot to see the <emp hasis>Splits in		while in any A/R or A/P account register. Select a lot to see the <emp hasis>Splits in
lot</emphasis>.		lot</emphasis>.
</para>		</para>
<para><emphasis>Lot links</emphasis> are <emphasis>transactions</emphasi s> which you can see in your A/R		<para><emphasis>Lot links</emphasis> are <emphasis>transactions</emphasi s> 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		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		(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.		the name) to an invoice or payment transaction by means of a lot.
</para>		</para>
</note>		</note>
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<sect1 id="busnss-ar-invoicechange">		<sect1 id="busnss-ar-invoicechange">
<title>Changing the Invoice Appearance</title>		<title>Changing the Invoice Appearance</title>
<para>The default Invoice style, as shown in <xref		<para>The default Invoice style, as shown in <xref
linkend="busnss-ar-invoiceprint2" />, is fairly		linkend="busnss-ar-invoiceprint2" />, is fairly
barren. The default invoice style leaves the top part of the form blank, s o you can print on		barren. The default invoice style leaves the top part of the form blank, s o you can print on
company letterhead paper. There are some things you can do to change invoi ce appearance.		company letterhead paper. There are some things you can do to change invoi ce appearance.
</para>		</para>
<para>Use		<para>Use
<menuchoice>		&mc.fi.prop;
<guimenu>File</guimenu><guimenuitem>Properties</guimenuitem>
</menuchoice>
to enter your Company information in the <guilabel>Business</guilabel> tab of the		to enter your Company information in the <guilabel>Business</guilabel> tab of the
<guilabel>Book Options</guilabel> window. Some of the entered information is printed on the		<guilabel>Book Options</guilabel> window. Some of the entered information is printed on the
right side of invoices.		right side of invoices.
</para>		</para>
<para>To add a customized background, heading banner or logo to invoices, mo dify the invoice style sheets.		<para>To add a customized background, heading banner or logo to invoices, mo dify the invoice style sheets.
To do this, go to		To do this, go to
<menuchoice>		&mc.ed.css;
<guimenu>Edit</guimenu> <guimenuitem>Style Sheets</guimenuitem>
</menuchoice>
and select the <guibutton>New</guibutton> button in the <guilabel>Select H TML Style		and select the <guibutton>New</guibutton> button in the <guilabel>Select H TML Style
Sheet</guilabel> window that will appear.		Sheet</guilabel> window that will appear.
</para>		</para>
<para>Give a <guilabel>Name</guilabel> to the new style sheet (e.g. <guilabe l>Custom Invoice</guilabel>)		<para>Give a <guilabel>Name</guilabel> to the new style sheet (e.g. <guilabe l>Custom Invoice</guilabel>)
and select the <guilabel>Fancy</guilabel> <guilabel>Template</guilabel>. W hen you click the		and select the <guilabel>Fancy</guilabel> <guilabel>Template</guilabel>. W hen you click the
<guibutton>OK</guibutton> button, the <guilabel>HTML Style Sheet Propertie s</guilabel> window		<guibutton>OK</guibutton> button, the <guilabel>HTML Style Sheet Propertie s</guilabel> window
is displayed. This window presents you five sections listed in the left pa ne:		is displayed. This window presents you five sections listed in the left pa ne:
<guilabel>Colors</guilabel>, <guilabel>Fonts</guilabel>, <guilabel>General </guilabel>,		<guilabel>Colors</guilabel>, <guilabel>Fonts</guilabel>, <guilabel>General </guilabel>,
<guilabel>Images</guilabel>, and <guilabel>Tables</guilabel>. The <guilabe l>Colors</guilabel>		<guilabel>Images</guilabel>, and <guilabel>Tables</guilabel>. The <guilabe l>Colors</guilabel>
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<sect1 id="busnss-ap-components1">		<sect1 id="busnss-ap-components1">
<title>Accounts Payable</title>		<title>Accounts Payable</title>
<para>&app; has an integrated accounts payable system. As with <emphasis>Acc ounts Receivable</emphasis>		<para>&app; has an integrated accounts payable system. As with <emphasis>Acc ounts Receivable</emphasis>
you must have an <emphasis>Accounts Payable</emphasis> account set up unde r		you must have an <emphasis>Accounts Payable</emphasis> account set up unde r
<emphasis>Liabilities</emphasis> for each currency in which you will issue invoices. The		<emphasis>Liabilities</emphasis> for each currency in which you will issue invoices. The
<emphasis>Accounts Payable</emphasis> accounts accrue the amounts you owe to others, so bills		<emphasis>Accounts Payable</emphasis> accounts accrue the amounts you owe to others, so bills
credit these accounts and payments and credit memos debit these accounts. Generally you do not		credit these accounts and payments and credit memos debit these accounts. Generally you do not
directly work with this account but use the four integrated &app; A/P appl ication components.		directly work with this account but use the four integrated &app; A/P appl ication components.
The A/P components are available from the		The A/P components are available from the
<menuchoice>		&mc.bus.ven;
<guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
</menuchoice>
sub-menu.		sub-menu.
</para>		</para>
<para>These A/P components are:		<para>These A/P components are:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Vendors</guilabel> are people or companies from which yo u buy products or services on		<para><guilabel>Vendors</guilabel> are people or companies from which yo u buy products or services on
credit.		credit.
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<title>Vendors</title>		<title>Vendors</title>
<para>A vendor is a company or person from whom you purchase goods or servic es. Vendors must be registered		<para>A vendor is a company or person from whom you purchase goods or servic es. Vendors must be registered
within the A/P system.		within the A/P system.
</para>		</para>
<sect2 id="busnss-ap-vendornew2">		<sect2 id="busnss-ap-vendornew2">
<title>New</title>		<title>New</title>
<para>To register a new vendor, select the		<para>To register a new vendor, select the
<menuchoice>		&mc.bus.ven.new-ven;
<guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu> <guimenuite
m>New
Vendor</guimenuitem>
</menuchoice>
menu item. Fill in general information about the vendor, such as Company Name, Address,		menu item. Fill in general information about the vendor, such as Company Name, Address,
Phone, Fax, etc. Below is a list of the other options:		Phone, Fax, etc. Below is a list of the other options:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Identification - Vendor Number</guilabel> - can be any number by which you would like to		<para><guilabel>Identification - Vendor Number</guilabel> - can be any number by which you would like to
refer to this vendor. You may leave it blank and a number will be ch osen automatically.		refer to this vendor. You may leave it blank and a number will be ch osen automatically.
See <xref linkend="counters-book-options" /> for more info		See <xref linkend="counters-book-options" /> for more info
</para>		</para>
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<note>		<note>
<para>All Bills and Credit Notes will be denominated in this currenc y and &app; will require an Accounts		<para>All Bills and Credit Notes will be denominated in this currenc y and &app; will require an Accounts
Payable account in this currency.		Payable account in this currency.
</para>		</para>
</note>		</note>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Payment Information - Terms</guilabel> - specifies the default payment terms for this		<para><guilabel>Payment Information - Terms</guilabel> - specifies the default payment terms for this
vendor. Payment terms must be preregistered using		vendor. Payment terms must be preregistered using
<menuchoice>		&mc.bus.bil-edit;
<guimenu>Business</guimenu><guimenuitem>Billing Terms</guimenuitem
>
</menuchoice>
.		.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Payment Information - Tax Included</guilabel> - specif ies if tax is included in bills from		<para><guilabel>Payment Information - Tax Included</guilabel> - specif ies if tax is included in bills from
this vendor. You can choose <guilabel>Yes</guilabel>, <guilabel>No</ guilabel>, or		this vendor. You can choose <guilabel>Yes</guilabel>, <guilabel>No</ guilabel>, or
<guilabel>Use Global</guilabel>.		<guilabel>Use Global</guilabel>.
</para>		</para>
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</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>No</guilabel> means tax is not included.		<para><guilabel>No</guilabel> means tax is not included.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Use Global</guilabel> means to use the setting mad e in the global preferences accessible		<para><guilabel>Use Global</guilabel> means to use the setting mad e in the global preferences accessible
through		through
<menuchoice>		&mc.ed.pref;
<guimenu>Edit</guimenu> <guimenuitem>Preferences</guimenuitem>
</menuchoice>
(		(
<menuchoice>		&mc.macOS.gc.pref;
<guimenu>Gnucash</guimenu><guimenuitem>Preferences</guimenuite
m>
</menuchoice>
on &mac;).		on &mac;).
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Payment Information - Tax Table</guilabel> - specifies a default tax table to apply to		<para><guilabel>Payment Information - Tax Table</guilabel> - specifies a default tax table to apply to
bills from this vendor. Tax tables must be registered using the		bills from this vendor. Tax tables must be registered using the
<menuchoice>		&mc.bus.tax-tab;
<guimenu>Business</guimenu><guimenuitem>Tax Table</guimenuitem>
</menuchoice>
menu item.		menu item.
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</sect2>		</sect2>
<sect2 id="busnss-ap-vendorfind2">		<sect2 id="busnss-ap-vendorfind2">
<title>Find and Edit</title>		<title>Find and Edit</title>
<para>To search for an existing vendor, use the		<para>To search for an existing vendor, use the
<menuchoice>		&mc.bus.ven.find-ven;
<guimenu>Business</guimenu> <guisubmenu>Vendor</guisubmenu><guimenuite
m>Find
Vendor</guimenuitem>
</menuchoice>
window. You select a vendor to <guibutton>View/Edit</guibutton> from the results of the		window. You select a vendor to <guibutton>View/Edit</guibutton> from the results of the
search. This window is also used to look up a vendor when entering bills and processing		search. This window is also used to look up a vendor when entering bills and processing
payments.		payments.
</para>		</para>
<para>If many vendors match the search criteria you provide, the search ca n be refined by running an		<para>If many vendors match the search criteria you provide, the search ca n be refined by running an
additional search within the current results. The current result set is searched when the		additional search within the current results. The current result set is searched when the
<guilabel>Refine Current Search</guilabel> radio button is selected. In fact, &app; selects		<guilabel>Refine Current Search</guilabel> radio button is selected. In fact, &app; selects
this option for you after you run the initial search.		this option for you after you run the initial search.
</para>		</para>
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credit notes. Only where the behaviour of credit notes differs from bill s this will be		credit notes. Only where the behaviour of credit notes differs from bill s this will be
explicitly mentioned.		explicitly mentioned.
</para>		</para>
</note>		</note>
<sect2 id="busnss-ap-billnew2">		<sect2 id="busnss-ap-billnew2">
<title>New</title>		<title>New</title>
<para>When you receive a bill from a vendor and want to enter it into &app ;, you must create a new bill.		<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		To create a new bill use the
<menuchoice>		&mc.bus.ven.new-bil;
<guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem
>New
Bill</guimenuitem>
</menuchoice>
menu item, and fill in the resulting window appropriately.		menu item, and fill in the resulting window appropriately.
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Bill Information - Type</guilabel> - the type of vendo r document to create - either a bill		<para><guilabel>Bill Information - Type</guilabel> - the type of vendo r document to create - either a bill
or a credit note.		or a credit note.
</para>		</para>
</listitem>		</listitem>
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<sect2 id="busnss-ap-billedit2">		<sect2 id="busnss-ap-billedit2">
<title>Edit</title>		<title>Edit</title>
<para>From the Edit Bill window you can enter an itemized list of goods an d services you purchased, in a		<para>From the Edit Bill window you can enter an itemized list of goods an d services you purchased, in a
manner similar to how the account register works. For credit notes you e nter an itemized		manner similar to how the account register works. For credit notes you e nter an itemized
list of goods and services the vendor refunded instead.		list of goods and services the vendor refunded instead.
<note>		<note>
<para>Saved column layout works a bit differently in invoices from the account registers: Layouts are not		<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 f or invoices to		saved for each invoice; instead a layout can be saved as a default f or invoices to
override the calculated widths using the <guimenu>View</guimenu>&gt;		override the calculated widths using the &mc.vw.use-lay-ven; and the
<guimenuitem>Use as		calculated widths restored as
Default Layout for Vendor Documents</guimenuitem> and the calculated		the default with &mc.vw.res-lay-ven;.
widths restored as
the default with <guimenu>View</guimenu>&gt;<guimenuitem>Reset Defau
lt Layout for Vendor
Documents</guimenuitem>.
</para>		</para>
</note>		</note>
</para>		</para>
<para>There are 12 columns in the Invoice Entries area:		<para>There are 12 columns in the Invoice Entries area:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Date</guilabel> - The date this item was sold.		<para><guilabel>Date</guilabel> - The date this item was sold.
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</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</sect2>		</sect2>
<sect2 id="busnss-ap-billfind2">		<sect2 id="busnss-ap-billfind2">
<title>Find</title>		<title>Find</title>
<para>To find an existing bill, use the		<para>To find an existing bill, use the
<menuchoice>		&mc.bus.ven.find-bil;
<guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem
>Find
Bill</guimenuitem>
</menuchoice>
menu item. From the results of the search, you can select a bill to edit , or view.		menu item. From the results of the search, you can select a bill to edit , or view.
</para>		</para>
<note>		<note>
<para>Before you can edit a posted bill, you will need to <guilabel>Unpo st</guilabel> it.		<para>Before you can edit a posted bill, you will need to <guilabel>Unpo st</guilabel> it.
</para>		</para>
</note>		</note>
<note>		<note>
<para>There are other ways to access an existing bill. These are similar to accessing invoices for your		<para>There are other ways to access an existing bill. These are similar to accessing invoices for your
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<sect1 id="busnss-ap-jobs1">		<sect1 id="busnss-ap-jobs1">
<title>Vendor Jobs</title>		<title>Vendor Jobs</title>
<para>Vendor Jobs are used to group multiple bills and credit notes from a s ingle vendor. Use of the		<para>Vendor Jobs are used to group multiple bills and credit notes from a s ingle vendor. Use of the
vendor jobs feature is optional. The feature is useful when you have multi ple		vendor jobs feature is optional. The feature is useful when you have multi ple
<guilabel>jobs</guilabel> for the same vendor, and would like to view all the bills and credit		<guilabel>jobs</guilabel> for the same vendor, and would like to view all the bills and credit
notes for a single job.		notes for a single job.
</para>		</para>
<para>To use vendor jobs, you must create them using the		<para>To use vendor jobs, you must create them using the
<menuchoice>		&mc.bus.ven.new-job;
<guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>N
ew Job</guimenuitem>
</menuchoice>
menu item. You will see the <guilabel>New Job</guilabel> window. The edita ble fields are:		menu item. You will see the <guilabel>New Job</guilabel> window. The edita ble fields are:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Job Info - Job Number</guilabel> (optional) - enter the number for this job. If left		<para><guilabel>Job Info - Job Number</guilabel> (optional) - enter the number for this job. If left
blank, a number will be chosen for you.		blank, a number will be chosen for you.
</para>		</para>
</listitem>		</listitem>
skipping to change at line 1929		skipping to change at line 1835
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Job Active</guilabel> - toggles this job being active or not. This is useful when you have		<para><guilabel>Job Active</guilabel> - toggles this job being active or not. This is useful when you have
many inactive jobs, since it is easier to search only among jobs that are marked active.		many inactive jobs, since it is easier to search only among jobs that are marked active.
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
<para>To edit an existing vendor job, use the		<para>To edit an existing vendor job, use the
<menuchoice>		&mc.bus.ven.find-job;
<guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu> <guimenuitem>
Find
Job</guimenuitem>
</menuchoice>
menu item. Select the desired job in the search results, and click the <gu ilabel>View/Edit		menu item. Select the desired job in the search results, and click the <gu ilabel>View/Edit
Job</guilabel> button.		Job</guilabel> button.
</para>		</para>
<para>To select from the bills and credit notes associated with a given job, use the		<para>To select from the bills and credit notes associated with a given job, use the
<menuchoice>		&mc.bus.ven.find-job;
<guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu> <guimenuitem>
Find
Job</guimenuitem>
</menuchoice>
menu item. Select the desired job in the search results and click the <gui label>View		menu item. Select the desired job in the search results and click the <gui label>View
Invoices</guilabel> button. A window listing bills and credit notes associ ated with this job		Invoices</guilabel> button. A window listing bills and credit notes associ ated with this job
appears. Select a bill or credit note and click the <guilabel>View Invoice </guilabel> button		appears. Select a bill or credit note and click the <guilabel>View Invoice </guilabel> button
to open a bill editor in the main application window.		to open a bill editor in the main application window.
</para>		</para>
</sect1>		</sect1>
<sect1 id="busnss-ap-payment1">		<sect1 id="busnss-ap-payment1">
<title>Process Bill Payment</title>		<title>Process Bill Payment</title>
<para>Eventually, you need to pay your bills. To do so, use the Process Paym ent application found in		<para>Eventually, you need to pay your bills. To do so, use the Process Paym ent application found in
<menuchoice>		&mc.bus.ven.pro-pay;
<guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>P
rocess
Payment</guimenuitem>
</menuchoice>
.		.
</para>		</para>
<tip>		<tip>
<para>There is an alternative way of assigning a payment to (one or more) bills where the payment		<para>There is an alternative way of assigning a payment to (one or more) bills where the payment
transaction already exists, say in the case where transactions are impor ted from a bank.		transaction already exists, say in the case where transactions are impor ted from a bank.
</para>		</para>
<para>This can best be done starting from the asset account register holdi ng the imported payment		<para>This can best be done starting from the asset account register holdi ng the imported payment
transaction (like your bank account). In that account, select the paymen t, right-click		transaction (like your bank account). In that account, select the paymen t, right-click
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</para>		</para>
<para>Expense vouchers are used to reimburse employees for authorized expens es (f.e. travel, parking, food		<para>Expense vouchers are used to reimburse employees for authorized expens es (f.e. travel, parking, food
etc...). Employee credit notes are the opposite of expense vouchers.		etc...). Employee credit notes are the opposite of expense vouchers.
</para>		</para>
<sect2 id="busnss-emplynew">		<sect2 id="busnss-emplynew">
<title>New Employee</title>		<title>New Employee</title>
<para>To register a new employee, select the		<para>To register a new employee, select the
<menuchoice>		&mc.bus.emp.new-emp;
<guimenu>Business</guimenu><guisubmenu>Employee</guisubmenu> <guimenui
tem>New
Employee</guimenuitem>
</menuchoice>
menu item. The <guilabel>New Employee</guilabel> window will open with t wo tabs:		menu item. The <guilabel>New Employee</guilabel> window will open with t wo tabs:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><xref linkend="mply-tab1" />		<para><xref linkend="mply-tab1" />
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
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</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Interface - Language</guilabel> (Optional) -		<para><guilabel>Interface - Language</guilabel> (Optional) -
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Payment Information - Terms</guilabel> (Optional) - sp ecifies the default payment terms		<para><guilabel>Payment Information - Terms</guilabel> (Optional) - sp ecifies the default payment terms
for this employee. Payment terms must be preregistered using		for this employee. Payment terms must be preregistered using
<menuchoice>		&mc.bus.bil-edit;
<guimenu>Business</guimenu><guimenuitem>Billing Terms</guimenuitem
>
</menuchoice>
.		.
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
<para><guilabel>Billing - Default Hours per Day</guilabel> (Optional) -		<para><guilabel>Billing - Default Hours per Day</guilabel> (Optional) -
</para>		</para>
</listitem>		</listitem>
<listitem>		<listitem>
skipping to change at line 2185		skipping to change at line 2077
<para>Access Control List		<para>Access Control List
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</sect2>		</sect2>
<sect2 id="busnss-emplyedit">		<sect2 id="busnss-emplyedit">
<title>Find and Edit</title>		<title>Find and Edit</title>
<para>To search for an existing employee, use the		<para>To search for an existing employee, use the
<menuchoice>		&mc.bus.emp.find-emp;
<guimenu>Business</guimenu> <guisubmenu>Employee</guisubmenu><guimenui
tem>Find
Employee...</guimenuitem>
</menuchoice>
menu. You select an employee to <guibutton>View/Edit</guibutton> from th e results of the		menu. You select an employee to <guibutton>View/Edit</guibutton> from th e results of the
search. This window is also used to look up an employee when entering vo ucher and processing		search. This window is also used to look up an employee when entering vo ucher and processing
payments.		payments.
</para>		</para>
<para>If many employees match the search criteria you provide, the search can be refined by running an		<para>If many employees match the search criteria you provide, the search can be refined by running an
additional search within the current results. The current result set is searched when the		additional search within the current results. The current result set is searched when the
<guilabel>Refine Current Search</guilabel> radio button is selected. In fact, &app; selects		<guilabel>Refine Current Search</guilabel> radio button is selected. In fact, &app; selects
this option for you after you run the initial search.		this option for you after you run the initial search.
</para>		</para>
skipping to change at line 2224		skipping to change at line 2113
<guibutton>Find</guibutton>. The regular expression <quote>.</quote> m eans to match		<guibutton>Find</guibutton>. The regular expression <quote>.</quote> m eans to match
anything.		anything.
</para>		</para>
</tip>		</tip>
</sect2>		</sect2>
<sect2 id="busnss-emply-newvchr">		<sect2 id="busnss-emply-newvchr">
<title>New Expense Voucher/Credit Note</title>		<title>New Expense Voucher/Credit Note</title>
<para>To register a new expense voucher/ Credit Note, select the		<para>To register a new expense voucher/ Credit Note, select the
<menuchoice>		&mc.bus.emp.new-exp-vou;
<guimenu>Business</guimenu><guisubmenu>Employee</guisubmenu> <guimenui
tem>New Expense
Voucher...</guimenuitem>
</menuchoice>
menu item. The <guilabel>New Expense Voucher</guilabel> window will open . You can enter the		menu item. The <guilabel>New Expense Voucher</guilabel> window will open . You can enter the
following data:		following data:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Voucher information - Type</guilabel> (Optional) - sel ect if you are entering a Voucher or		<para><guilabel>Voucher information - Type</guilabel> (Optional) - sel ect if you are entering a Voucher or
a credit note.		a credit note.
</para>		</para>
</listitem>		</listitem>
skipping to change at line 2323		skipping to change at line 2209
<para><guilabel>Notes</guilabel> - records any additional comments abo ut the voucher/credit note.		<para><guilabel>Notes</guilabel> - records any additional comments abo ut the voucher/credit note.
</para>		</para>
</listitem>		</listitem>
</itemizedlist>		</itemizedlist>
</sect2>		</sect2>
<sect2 id="busnss-emply-editvchr">		<sect2 id="busnss-emply-editvchr">
<title>Find Expense Voucher/Credit Note</title>		<title>Find Expense Voucher/Credit Note</title>
<para>To search for an existing Expense Voucher, use the		<para>To search for an existing Expense Voucher, use the
<menuchoice>		&mc.bus.emp.find-exp-vou;
<guimenu>Business</guimenu> <guisubmenu>Employee</guisubmenu><guimenui
tem>Find Expense
Voucher...</guimenuitem>
</menuchoice>
menu item. You select an Expense Voucher to <guibutton>View/Edit</guibut ton> from the		menu item. You select an Expense Voucher to <guibutton>View/Edit</guibut ton> from the
results of the search. This window is also used to look up an expense vo ucher when entering		results of the search. This window is also used to look up an expense vo ucher when entering
vouchers and processing payments.		vouchers and processing payments.
</para>		</para>
<para>If many expense vouchers match the search criteria you provide, the search can be refined by running		<para>If many expense vouchers match the search criteria you provide, the search can be refined by running
an additional search within the current results. The current result set is searched when the		an additional search within the current results. The current result set is searched when the
<guilabel>Refine Current Search</guilabel> radio button is selected. In fact, &app; selects		<guilabel>Refine Current Search</guilabel> radio button is selected. In fact, &app; selects
this option for you after you run the initial search.		this option for you after you run the initial search.
</para>		</para>
skipping to change at line 2368		skipping to change at line 2251
<sect2 id="busnss-emply-editvchr2">		<sect2 id="busnss-emply-editvchr2">
<title>Edit</title>		<title>Edit</title>
<para>From the Edit Expense Voucher window you can enter an itemized list of goods and services the		<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		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		works. For credit notes you enter an itemized list of goods and services charged back to the
employee instead.		employee instead.
<note>		<note>
<para>Saved column layout works a bit differently in invoices from the account registers: Layouts are not		<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 f or invoices to		saved for each invoice; instead a layout can be saved as a default f or invoices to
override the calculated widths using the <guimenu>View</guimenu>&gt;		override the calculated widths using the &mc.vw.use-lay-emp; and the
<guimenuitem>Use as		calculated widths restored
Default Layout for Employee Documents</guimenuitem> and the calculat		as the default with &mc.vw.res-lay-emp;.
ed widths restored
as the default with <guimenu>View</guimenu>&gt;<guimenuitem>Reset De
fault Layout for
Employee Documents</guimenuitem>.
</para>		</para>
</note>		</note>
</para>		</para>
<para>There are 10 columns in the Entries area:		<para>There are 10 columns in the Entries area:
</para>		</para>
<itemizedlist>		<itemizedlist>
<listitem>		<listitem>
<para><guilabel>Date</guilabel> - The date this item was sold.		<para><guilabel>Date</guilabel> - The date this item was sold.
End of changes. 49 change blocks.
210 lines changed or deleted		55 lines changed or added

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