<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter SYSTEM "gnc-gui-C.dtd">
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  Version: 2.0.x
   Last modified: April 15th 2007
        modified: August 12th 2006
	modified: February 28th 2005

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<chapter id="ch_AccRegTools">
  <title>Tools &amp; Assistants</title>

  <abstract>
    <para>&app; offers many specialized <guimenu>Tools</guimenu>. These tools enable access to the enhanced
      functionality of &app;. They are accessed via the <guimenu>Tools</guimenu> menu from any
      window that displays the &app; standard menu. Some of these tools may be deactivated for
      several reasons:
      <itemizedlist spacing="compact">
        <listitem>
          <para>the tools is not appropriate for the current window,
          </para>
        </listitem>

        <listitem>
          <para>the required software is not found on your system,
          </para>
        </listitem>

        <listitem>
          <para>the package maintainer disabled it in the build process.
          </para>
        </listitem>
      </itemizedlist>
    </para>
  </abstract>

  <sect1 id="tool-find">
    <title>Find</title>

    <para>The &app; <emphasis>Find</emphasis> dialog can be used to <link linkend="tool-find-txn">find
      transactions</link> or to perform <link linkend="tool-find-bsnss">business related</link>
      research on your data file.
    </para>

    <sect2 id="tool-find-txn">
      <title>Find Transaction</title>

      <para><guilabel>Find Transaction</guilabel> is used to search for transactions in &app; and display the
        results in a <link linkend="general-journal">General Journal</link> type tab. To open the <guilabel>Find Transaction</guilabel> dialog in
        you can type the keyboard shortcut
        <keycombo>
          <keycap>Ctrl</keycap><keycap>F</keycap>
        </keycombo>
        or from the main menu use<menuchoice><guimenu>Edit</guimenu><guimenuitem>Find...</guimenuitem></menuchoice>. 
      </para>

      <para>
        Search results differ depending on the tab from which you open
        it. Aside from the transaction fields Description, Number,
        Notes, and Date Posted, all of the searchable fields are part
        of individual splits, and splits are associated with a single
        account. When you open the <guilabel>Find
        Transactions</guilabel> dialog from an account register tab
        only the splits associated with that register will be
        searched. There is one exception, the <guilabel>All
        Accounts</guilabel> item, see the footnote about it in table
        <xref linkend="tool-find-bttns"/> below. For the transactions
        fields only transactions linked to a split in that register
        are inspecected and for the rest only the split attached to
        that account is, with one exception, <guilabel>All
        Accounts</guilabel>. If you filter the transactions in a
        register using <menuchoice> <guimenuitem>View
        </guimenuitem><guimenuitem> Filter By... </guimenuitem>
        </menuchoice> , then only transactions in that account and
        shown by the filter will be searched. If you start from the
        Accounts page or a <link linkend="general-journal">General
        Journal</link> register then all splits in all applicable
        transactions (in the latter case those included in the
        register) are inspected.
      </para>

      <note>
        <para>The first row of the <guilabel>Find Transaction</guilabel> dialog indicates that you are performing
          a <guilabel>Split Search</guilabel>.
        </para>
      </note>

      <para>There are two panes in the <guilabel>Find Transaction</guilabel> dialog. The top pane contains the
        <guilabel>Search Criteria</guilabel> buttons and the bottom pane contains the <guilabel>Type
        of Search</guilabel> selection.
      </para>

      <para>There are two buttons in the top of the <guilabel>Search Criteria</guilabel> pane. The left button
        allows you to <guibutton>Add</guibutton> another criteria row to search for multiple
        criteria. The existing criteria row needs to be completed before adding a new row. The right
        button is used to <guilabel>Search for items where all criteria are met</guilabel> or
        <guilabel>Search for items where any criteria are met</guilabel>. The <guilabel>all criteria
        are met</guilabel> search requires all of the criteria rows to have at least one match. The
        <guilabel>any criteria are met</guilabel> search requires only one of the criteria rows to
        be matched.
      </para>

      <para>The criteria row in the <guilabel>Search Criteria</guilabel> pane is used to combine different
        criteria buttons (see table <xref linkend="tool-find-bttns" /> for a comprehensive list of
        combinations)
      </para>

      <para>In the <guilabel>Type of Search</guilabel> pane there are five selections. The first option is
        always enabled, the following three are available when you invoke the
        <guimenuitem>Find...</guimenuitem> option from a register window or after performing the
        first <guibutton>Find</guibutton> if the <guimenuitem>Find...</guimenuitem> command was
        invoked from any other window. The last option is available only for
        <link linkend="tool-find-bsnss">Business search</link>.
      </para>

      <variablelist>
        <varlistentry>
          <term><guilabel>New Search</guilabel></term>

          <listitem>
            <para>Perform a new transaction search
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><guilabel>Refine current search</guilabel></term>

          <listitem>
            <para>Search within the results of the previous search
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><guilabel>Add results to current search</guilabel></term>

          <listitem>
            <para>Search based on the first set of criteria or the new criteria
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><guilabel>Delete results from current search</guilabel></term>

          <listitem>
            <para>Discard any results that match the previous search results
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><guilabel>Search only active data</guilabel></term>

          <listitem>
            <para>Search only if data are marked as active. This selector is greyed out for the <guilabel>Split
              Search</guilabel> as it is meaningful only for
              <link linkend="tool-find-bsnss">business related search</link>
            </para>
          </listitem>
        </varlistentry>
      </variablelist>

      <note>
        <para>When selecting search criteria keep in mind that criteria are applied to individual splits or fields
          in transactions, and that the entire transaction is included in the results. There is no
          visual indication in the results to indicate which split or field met the search criteria.
        </para>
      </note>

      <para>Once you've set the search criteria, you can press the <guibutton>Find</guibutton> button. You will be
        presented with the search results in a new register tab. A report of the search results may
        created and printed using
        <menuchoice>
          <guimenu> Reports</guimenu><guimenuitem>Account Report</guimenuitem>
        </menuchoice>
        . The Account Report has limited formatting options but, like all &app; reports, being in
        html format, can be copied and pasted into a spreadsheet for further formatting.
        Alternatively, the Account Report can be exported to an html file, and the html file may be
        opened in a spreadsheet.
      </para>

      <note>
        <para>Press the <guibutton>Close</guibutton> button to close the <guilabel>Find Transaction</guilabel>
          dialog.
        </para>
      </note>

      <table frame="topbot" id="tool-find-bttns">
        <title>Search criteria buttons - Split Search</title>

        <tgroup cols="8" rowsep="1">
          <thead>
            <row>
              <entry>
                <para>Button 1
                </para>
              </entry>

              <entry>
                <para>Button 2
                </para>
              </entry>

              <entry>
                <para>Button 3
                </para>
              </entry>

              <entry>
                <para>Button 4
                </para>
              </entry>

              <entry>
                <para>Button 5
                </para>
              </entry>

              <entry>
                <para>Button 6
                </para>
              </entry>

              <entry>
                <para>Button 7
                </para>
              </entry>

              <entry>
                <para>Button 8
                </para>
              </entry>
            </row>
          </thead>

          <tbody>
            <row>
              <entry morerows="2" valign="middle">
                <para>Description
                  <footnote id="DMN">
                    <para>The Description, Number, Notes, and Date Posted fields belong to the transaction, all other searchable fields are part of individual splits.
                    </para>
                  </footnote>
                </para>
              </entry>

              <entry>
                <para>contains
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Criteria entry field
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Is entry Case Insensitive?
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>matches regex
                  <footnote id="rgx">
                    <para><emphasis>regex</emphasis> means regular expression text search as used in various computer programs
                      such as <application>Perl</application>
                    </para>
                  </footnote>
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>does not match regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="2" valign="middle">
                <para>Notes<footnoteref linkend="DMN"/>
                </para>
              </entry>

              <entry>
                <para>contains
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Criteria entry field
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Is entry Case Insensitive?
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>matches regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>does not match regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="2" valign="middle">
                <para>Memo
                </para>
              </entry>

              <entry>
                <para>contains
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Criteria entry field
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Is entry Case Insensitive?
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>matches regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>does not match regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="2" valign="middle">
                <para>Description, Notes, or Memo<footnote><para>Searches for a term in the transaction's Description and Notes fields and the Split's Memo field.</para></footnote>
                </para>
              </entry>

              <entry>
                <para>contains
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Criteria entry field
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Is entry Case Insensitive?
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>matches regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>does not match regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="2" valign="middle">
                <para>Number<footnoteref linkend="DMN"/>
                </para>
              </entry>

              <entry>
                <para>contains
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Criteria entry field
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Is entry Case Insensitive?
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>matches regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>does not match regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="2" valign="middle">
                <para>Action
                </para>
              </entry>

              <entry>
                <para>contains
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Criteria entry field
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Is entry Case Insensitive?
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>

              <entry morerows="2" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>matches regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>does not match regex<footnoteref linkend="rgx"/>
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="5" valign="middle">
                <para>Reconciled Date
                </para>
              </entry>

              <entry>
                <para>is before
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>Date selection field
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is before or on
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is on
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is not on
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is after
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is on or after
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="5" valign="middle">
                <para>Date Posted<footnoteref linkend="DMN"/>
                </para>
              </entry>

              <entry>
                <para>is before
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>Date selection field
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is before or on
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is on
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is not on
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is after
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is on or after
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="17" valign="middle">
                <para>Value
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>has credits or debits
                </para>
              </entry>

              <entry>
                <para>less than
                </para>
              </entry>

              <entry morerows="17" valign="middle">
                <para>Amount entry field
                </para>
              </entry>

              <entry morerows="17" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="17" valign="middle">
                <para></para>
              </entry>

              <entry morerows="17" valign="middle">
                <para></para>
              </entry>

              <entry morerows="17" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>less than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>not equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>greater than
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>greater than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="5" valign="middle">
                <para>has credits
                </para>
              </entry>

              <entry>
                <para>less than
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>less than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>not equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>greater than
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>greater than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="5" valign="middle">
                <para>has debits
                </para>
              </entry>

              <entry>
                <para>less than
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>less than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>not equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>greater than
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>greater than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="5" valign="middle">
                <para>Shares
                </para>
              </entry>

              <entry>
                <para>is less than
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>Amount entry field
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is less than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>equals
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>does not equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is greater than
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is greater than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="5" valign="middle">
                <para>Share Price
                </para>
              </entry>

              <entry>
                <para>is less than
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>Amount entry field
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>

              <entry morerows="5" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is less than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>equals
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is not equal to
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is greater than
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is greater than or equal to
                </para>
              </entry>
            </row>

            <row>
              <entry morerows="1" valign="middle">
                <para>Reconcile
                  <footnote>
                    <para>The <guilabel>Reconcile</guilabel> option applies the selected criteria to each line of a
                      transaction individually. Each transaction line may have only one of the
                      indicated values, but there is often a mix of values within a complete
                      transaction, so companion lines may not meet the selected criteria. See
                      separate note defining status values. For a detailed description of
                      transaction statuses see <xref linkend="trans-stts" />
                    </para>
                  </footnote>
                </para>
              </entry>

              <entry>
                <para>is
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para>Not Cleared
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para>Cleared
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para>Reconciled
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para>Frozen
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para>Voided
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para>Remove row
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>is not
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>Closing Entries
                <footnote>
                  <para>The Closing Entries selection will find transactions whose split is marked as a closing entry by <menuchoice><guimenu>Tools</guimenu><guimenuitem>Close Book</guimenuitem></menuchoice>.
                  </para>
                </footnote>
                </para>
              </entry>

              <entry>
                <para>Check for true
                </para>
              </entry>

              <entry>
                <para>Remove row
                </para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>Balanced
                <footnote>
                  <para>Balanced finds transactions that are or are not balanced. Since &app; nearly always succeeds in balancing transactions this will almost always return all possible transactions. However it is possible to create a transaction containing multiple commodities that cannot be balanced and unchecking the box will find those transactions.</para>
                </footnote>
                </para>
              </entry>

              <entry>
                <para>Check for true
                </para>
              </entry>

              <entry>
                <para>Remove row
                </para>
              </entry>

              <entry >
                <para> </para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>
            </row>

            <row>
              <entry morerows="1" valign="middle">
                <para>Account
                  <footnote>
                    <para>When the <guilabel>Find
                    Transactions</guilabel> dialog is started from the
                    <guilabel>Accounts</guilabel> tab or a
                    <guilabel>General Journal</guilabel> register the
                    <guilabel>Account</guilabel> option performs a
                    search where the accounts selected in the
                    <guilabel>Choose Accounts</guilabel> dialog will
                    both be searched individually for results. This
                    means that a match in any of the selected accounts
                    will either be displayed (matches any account) or
                    discarded (matches no account). If the
                    <guilabel>FindTransactions</guilabel> dialog is
                    started in a regular account register and the
                    current account is selected return all of the
                    transactions or if it is not, no transactions.
                    </para>
                  </footnote>
                </para>
              </entry>

              <entry>
                <para>matches any account
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para>Choose Accounts
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para>Remove row
                </para>
              </entry>

              <entry morerows="1" valign="middle">
                <para></para>
              </entry>

              <entry morerows="1" valign="middle">
                <para></para>
              </entry>

              <entry morerows="1" valign="middle">
                <para></para>
              </entry>

              <entry morerows="1" valign="middle">
                <para></para>
              </entry>
            </row>

            <row>
              <entry>
                <para>matches no accounts
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>All Accounts
                  <footnote>
                    <para>The <guilabel>All Accounts</guilabel> option
                    performs a search where accounts selected in the
                    <guilabel>Choose Accounts</guilabel> dialog will
                    return transactions containing at least one split
                    in every one of the accounts chosen. When run from
                    a regular account register this is the only
                    criterion that will inspect splits from other
                    accounts so if you start the <guilabel>Find
                    Transactions</guilabel> dialog from your
                    Assets:Current Assets:Checking register and want
                    to find all of the transactions in that account
                    with a split in Expenses:Groceries, this is the
                    criterion to use. Keep in mind, though, that it's
                    an "and" search: If you also include Expenses:Misc
                    it will find <emphasis role="italic">only</emphasis>
                    those transactions with a split in each of the
                    two, <emphasis role="italic">not</emphasis>
                    transactions with a single split in either of
                    them.
                    </para>
                  </footnote>
                </para>
              </entry>

              <entry>
                <para>matches all accounts
                </para>
              </entry>

              <entry>
                <para>Choose Accounts
                </para>
              </entry>

              <entry>
                <para>Remove row
                </para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>

              <entry>
                <para></para>
              </entry>
            </row>
          </tbody>
        </tgroup>
      </table>

      <sect3 id="tool-find-txn-criteria">
        <title>Explanations of the Criteria</title>

        <para>The <guibutton>Reconcile</guibutton> criterion deserves some more explanation. Think of the selected
          reconciliation status buttons (<guibutton>Not Cleared</guibutton>,
          <guibutton>Cleared</guibutton>, and so on) as a single group, joined with a logical
          &ldquo;or&rdquo;. In other words, the selection &ldquo;<guibutton>is </guibutton>&rdquo;
          or &ldquo;<guibutton>is not</guibutton>&rdquo; applies to the &ldquo;or&rdquo; of the
          selected status buttons. The buttons which are left unselected are simply ignored.
          (It&rsquo;s not the same as saying the reconciliation status <emphasis>must not</emphasis>
          be one of these.)
        </para>

        <para>For example: if you select <guibutton>Reconcile</guibutton> <guibutton>is</guibutton>
          <guibutton>Cleared</guibutton> <guibutton>Reconciled</guibutton>, that means you&rsquo;re
          saying &ldquo;I want all transactions which contain cleared splits OR reconciled
          splits&rdquo; (imagine an invisible &ldquo;OR&rdquo; between all the selected status
          buttons). It&rsquo;s the same as selecting <guibutton>Reconcile</guibutton>
          <guibutton>is</guibutton> <guibutton>Cleared</guibutton>, then adding another search
          criterion with the <guibutton>Add</guibutton> button, then on the new line selecting
          <guibutton>Reconcile</guibutton> <guibutton>is</guibutton>
          <guibutton>Reconciled</guibutton>, and finally selecting <guilabel>Search for items
          where</guilabel> <guibutton>any criteria are met</guibutton>. In either case, &app; will
          show you exactly the same set of transactions.
        </para>
      </sect3>
    </sect2>

    <sect2 id="tool-find-bsnss">
      <title>Find Customer, Invoice, Job, Vendor, Bill, Employee, Expense Voucher</title>

      <para>The business find assistant is used to search for business related items (Customer, Invoice, Job,
        Vendor, Bill, Employee, Expense Voucher). To open the business search dialog select the
        desired item to <guimenuitem>Find</guimenuitem> from the
        <menuchoice>
          <guimenu>Business</guimenu><guisubmenu>Customer/Vendor/Employee </guisubmenu>
        </menuchoice>
        submenus.
      </para>

      <tip>
        <para>The titlebar and the first row of the assistant dialog reports the item type you are searching for:
          <guilabel>Customer, Invoice, Job, Vendor, Bill, Employee, Expense Voucher</guilabel>.
        </para>
      </tip>

      <para>There are two panes in the <guilabel>Find</guilabel> dialog. The top pane contains the
        <guilabel>Search Criteria</guilabel> buttons and the bottom pane contains the <guilabel>Type
        of Search</guilabel> selection.
      </para>

      <sect3>
        <title><guilabel>Search Criteria</guilabel> section</title>

        <para>There are two buttons in the top of the <guilabel>Search Criteria</guilabel> pane. The left button
          allows you to <guibutton>Add</guibutton> another criteria row to search for multiple
          criteria.
        </para>

        <note>
          <para>The existing criteria row needs to be completed before adding a new row.
          </para>
        </note>

        <para>The right button is used to <guilabel>Search for items where all criteria are met</guilabel> or
          <guilabel>Search for items where any criteria are met</guilabel>. The <guilabel>all
          criteria are met</guilabel> search requires all of the criteria rows to have at least one
          match. The <guilabel>any criteria are met</guilabel> search requires only one of the
          criteria rows to be matched.
        </para>

        <para>The criteria row in the <guilabel>Search Criteria</guilabel> pane is used to combine different
          criteria buttons (see tables <xref linkend="tool-find-cstmr" />,
          <xref linkend="tool-find-nvc" />, <xref linkend="tool-find-jb" />,
          <xref linkend="tool-find-vndr" />, <xref linkend="tool-find-bll" />,
          <xref linkend="tool-find-mply" /> <xref linkend="tool-find-vx" /> for a comprehensive list
          of combinations)
        </para>
      </sect3>

      <sect3>
        <title><guilabel>Type of Search</guilabel> section</title>

        <para>In the <guilabel>Type of Search</guilabel> pane there are five selections. The first and alst
          options are always selectable while the following three are available only when you
          perform the first search by setting some search criteria and pressing the
          <guibutton>Find</guibutton> button.
        </para>

        <variablelist>
          <varlistentry>
            <term><guilabel>New Search</guilabel></term>

            <listitem>
              <para>Perform a new search
              </para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Refine current search</guilabel></term>

            <listitem>
              <para>Search within the results of the previous search
              </para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Add results to current search</guilabel></term>

            <listitem>
              <para>Search based on the first set of criteria or the new criteria
              </para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Delete results from current search</guilabel></term>

            <listitem>
              <para>Discard any results that match the previous search results
              </para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Search only active data</guilabel></term>

            <listitem>
              <para>Search only if data are marked as active.
              </para>
            </listitem>
          </varlistentry>
        </variablelist>
      </sect3>

      <sect3>
        <title>The rest of the search dialog</title>

        <para>When search criteria are selected, you can press the <guibutton>Find</guibutton> button. You will be
          presented with the list of search results in the same <guilabel>Find</guilabel> dialog.
        </para>

        <tip>
          <para>Aside from the results, &app; gives you some buttons to manage the highlighted result.
          </para>
        </tip>

        <tip>
          <para>In the bottom right of the <guilabel>Find</guilabel> dialog there is a button that allows you to
            create a <guibutton>New</guibutton> business item.
          </para>
        </tip>

        <note>
          <para>Press the <guibutton>Close</guibutton> button to close the <guilabel>Find</guilabel> assistant
            dialog.
          </para>
        </note>
      </sect3>

      <sect3>
        <title>List of search criteria buttons</title>

        <table frame="topbot" id="tool-find-cstmr">
          <title>Search criteria buttons - Customer Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry>
                  <para>Button 1
                  </para>
                </entry>

                <entry>
                  <para>Button 2
                  </para>
                </entry>

                <entry>
                  <para>Button 3
                  </para>
                </entry>

                <entry>
                  <para>Button 4
                  </para>
                </entry>

                <entry>
                  <para>Button 5
                  </para>
                </entry>

                <entry>
                  <para>Button 6
                  </para>
                </entry>

                <entry>
                  <para>Button 7
                  </para>
                </entry>

                <entry>
                  <para>Button 8
                  </para>
                </entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle">
                  <para>Company Name
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Customer ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Billing Contact
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Shipping Contact
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-nvc">
          <title>Search criteria buttons - Invoice Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry>
                  <para>Button 1
                  </para>
                </entry>

                <entry>
                  <para>Button 2
                  </para>
                </entry>

                <entry>
                  <para>Button 3
                  </para>
                </entry>

                <entry>
                  <para>Button 4
                  </para>
                </entry>

                <entry>
                  <para>Button 5
                  </para>
                </entry>

                <entry>
                  <para>Button 6
                  </para>
                </entry>

                <entry>
                  <para>Button 7
                  </para>
                </entry>

                <entry>
                  <para>Button 8
                  </para>
                </entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle">
                  <para>Invoice ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Company Name
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="5" valign="middle">
                  <para>Date Opened
                  </para>
                </entry>

                <entry>
                  <para>is before
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Date selection field
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is before or on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is after
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on or after
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="1" valign="middle">
                  <para>Is Posted?
                  </para>
                </entry>

                <entry>
                  <para>is
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>set true
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="5" valign="middle">
                  <para>Date Posted
                  </para>
                </entry>

                <entry>
                  <para>is before
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Date selection field
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is before or on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is after
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on or after
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="1" valign="middle">
                  <para>Is Paid?
                  </para>
                </entry>

                <entry>
                  <para>is
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>set true
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Billing ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Invoice Notes
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="7" valign="middle">
                  <para>Invoice Owner
                  </para>
                </entry>

                <entry morerows="3" valign="middle">
                  <para>is
                  </para>
                </entry>

                <entry>
                  <para>Customer
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Select...
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Vendor
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Employee
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Job
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="3" valign="middle">
                  <para>is not
                  </para>
                </entry>

                <entry>
                  <para>Customer
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Vendor
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Employee
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Job
                  </para>
                </entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-jb">
          <title>Search criteria buttons - Job Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry>
                  <para>Button 1
                  </para>
                </entry>

                <entry>
                  <para>Button 2
                  </para>
                </entry>

                <entry>
                  <para>Button 3
                  </para>
                </entry>

                <entry>
                  <para>Button 4
                  </para>
                </entry>

                <entry>
                  <para>Button 5
                  </para>
                </entry>

                <entry>
                  <para>Button 6
                  </para>
                </entry>

                <entry>
                  <para>Button 7
                  </para>
                </entry>

                <entry>
                  <para>Button 8
                  </para>
                </entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle">
                  <para>Job Name
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Job Number
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Billing ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="1" valign="middle">
                  <para>Only Active?
                  </para>
                </entry>

                <entry>
                  <para>is
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>set true
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Owner's Name
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-vndr">
          <title>Search criteria buttons - Vendor Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry>
                  <para>Button 1
                  </para>
                </entry>

                <entry>
                  <para>Button 2
                  </para>
                </entry>

                <entry>
                  <para>Button 3
                  </para>
                </entry>

                <entry>
                  <para>Button 4
                  </para>
                </entry>

                <entry>
                  <para>Button 5
                  </para>
                </entry>

                <entry>
                  <para>Button 6
                  </para>
                </entry>

                <entry>
                  <para>Button 7
                  </para>
                </entry>

                <entry>
                  <para>Button 8
                  </para>
                </entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle">
                  <para>Company Name
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Vendor ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Billing Contact
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-bll">
          <title>Search criteria buttons - Bill Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry>
                  <para>Button 1
                  </para>
                </entry>

                <entry>
                  <para>Button 2
                  </para>
                </entry>

                <entry>
                  <para>Button 3
                  </para>
                </entry>

                <entry>
                  <para>Button 4
                  </para>
                </entry>

                <entry>
                  <para>Button 5
                  </para>
                </entry>

                <entry>
                  <para>Button 6
                  </para>
                </entry>

                <entry>
                  <para>Button 7
                  </para>
                </entry>

                <entry>
                  <para>Button 8
                  </para>
                </entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle">
                  <para>Bill ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Company Name
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="5" valign="middle">
                  <para>Due Date
                  </para>
                </entry>

                <entry>
                  <para>is before
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Date selection field
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is before or on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is after
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on or after
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="5" valign="middle">
                  <para>Date Opened
                  </para>
                </entry>

                <entry>
                  <para>is before
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Date selection field
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is before or on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is after
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on or after
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="1" valign="middle">
                  <para>Is Posted?
                  </para>
                </entry>

                <entry>
                  <para>is
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>set true
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="5" valign="middle">
                  <para>Date Posted
                  </para>
                </entry>

                <entry>
                  <para>is before
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Date selection field
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is before or on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is after
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on or after
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="1" valign="middle">
                  <para>Is Paid?
                  </para>
                </entry>

                <entry>
                  <para>is
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>set true
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Billing ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Bill Notes
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="7" valign="middle">
                  <para>Bill Owner
                  </para>
                </entry>

                <entry morerows="3" valign="middle">
                  <para>is
                  </para>
                </entry>

                <entry>
                  <para>Customer
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Select...
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Vendor
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Employee
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Job
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="3" valign="middle">
                  <para>is not
                  </para>
                </entry>

                <entry>
                  <para>Customer
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Vendor
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Employee
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Job
                  </para>
                </entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-mply">
          <title>Search criteria buttons - Employee Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry>
                  <para>Button 1
                  </para>
                </entry>

                <entry>
                  <para>Button 2
                  </para>
                </entry>

                <entry>
                  <para>Button 3
                  </para>
                </entry>

                <entry>
                  <para>Button 4
                  </para>
                </entry>

                <entry>
                  <para>Button 5
                  </para>
                </entry>

                <entry>
                  <para>Button 6
                  </para>
                </entry>

                <entry>
                  <para>Button 7
                  </para>
                </entry>

                <entry>
                  <para>Button 8
                  </para>
                </entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle">
                  <para>Employee Name
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Employee Username
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Employee ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-vx">
          <title>Search criteria buttons - Expense Voucher Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry>
                  <para>Button 1
                  </para>
                </entry>

                <entry>
                  <para>Button 2
                  </para>
                </entry>

                <entry>
                  <para>Button 3
                  </para>
                </entry>

                <entry>
                  <para>Button 4
                  </para>
                </entry>

                <entry>
                  <para>Button 5
                  </para>
                </entry>

                <entry>
                  <para>Button 6
                  </para>
                </entry>

                <entry>
                  <para>Button 7
                  </para>
                </entry>

                <entry>
                  <para>Button 8
                  </para>
                </entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle">
                  <para>Voucher ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Employee Name
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="5" valign="middle">
                  <para>Due Date
                  </para>
                </entry>

                <entry>
                  <para>is before
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Date selection field
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is before or on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is after
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on or after
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="5" valign="middle">
                  <para>Date Opened
                  </para>
                </entry>

                <entry>
                  <para>is before
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Date selection field
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is before or on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is after
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on or after
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="1" valign="middle">
                  <para>Is Posted?
                  </para>
                </entry>

                <entry>
                  <para>is
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>set true
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="5" valign="middle">
                  <para>Date Posted
                  </para>
                </entry>

                <entry>
                  <para>is before
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Date selection field
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="5" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is before or on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not on
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is after
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is on or after
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="1" valign="middle">
                  <para>Is Paid?
                  </para>
                </entry>

                <entry>
                  <para>is
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>set true
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="1" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>is not
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Billing ID
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="2" valign="middle">
                  <para>Voucher Notes
                  </para>
                </entry>

                <entry>
                  <para>contains
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Is entry Case Insensitive?
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="2" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>matches regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>does not match regex<footnoteref linkend="rgx"/>
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="7" valign="middle">
                  <para>Voucher Owner
                  </para>
                </entry>

                <entry morerows="3" valign="middle">
                  <para>is
                  </para>
                </entry>

                <entry>
                  <para>Customer
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Criteria entry field
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Select...
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para>Remove row
                  </para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para></para>
                </entry>

                <entry morerows="7" valign="middle">
                  <para></para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Vendor
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Employee
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Job
                  </para>
                </entry>
              </row>

              <row>
                <entry morerows="3" valign="middle">
                  <para>is not
                  </para>
                </entry>

                <entry>
                  <para>Customer
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Vendor
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Employee
                  </para>
                </entry>
              </row>

              <row>
                <entry>
                  <para>Job
                  </para>
                </entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </sect3>
    </sect2>
  </sect1>

  <sect1 id="trans-sched-slr">
    <title>Since Last Run Assistant</title>

    <para>The <guilabel>Since Last Run</guilabel> assistant is run automatically when &app; is started. It is
      used to enter into the register any transactions that are due to be automatically entered (see
      <xref linkend="trans-sched"></xref>). The run on &app; start can be altered in the
      <link linkend="prefs-sched">Scheduled Transactions</link> tab of the <guilabel>&appname;
      Preferences</guilabel>. To run the <guilabel>Since Last Run</guilabel> assistant manually, go
      to
      <menuchoice>
        <guilabel>Actions</guilabel><guisubmenu>Scheduled Transactions</guisubmenu>
        <guimenuitem>Since Last Run...</guimenuitem>
      </menuchoice>
    </para>

    <para>In the <guilabel>Since Last Run</guilabel> assistant window you can see three columns:
    </para>

    <variablelist termlength="8">
      <varlistentry>
        <term><guilabel>Transaction</guilabel></term>

        <listitem>
          <para>The name assigned in the <guilabel>Scheduled Transaction Editor</guilabel> that identifies the
            scheduled transaction.
          </para>
        </listitem>
      </varlistentry>

      <varlistentry>
        <term><guilabel>State</guilabel></term>

        <listitem>
          <para>The <guilabel>state</guilabel> column of the scheduled transaction can be one of the following:
          </para>

          <tip>
            <para>Click on the <guilabel>state</guilabel> field in the row of a transaction to change its state (this
              option is available only if the <guilabel>state</guilabel> field is not
              <emphasis>empty</emphasis>)
            </para>
          </tip>

          <variablelist termlength="8">
            <varlistentry>
              <term><guilabel>Ignored</guilabel></term>

              <listitem>
                <para>If a scheduled transaction is being displayed, either to be created or as a reminder, the user can
                  set the status to <guilabel>Ignored</guilabel> to skip this event. The scheduled
                  transaction will not be entered in the register and the next reminder for this
                  scheduled transaction will be the next occurrence. For instance, if you have a
                  scheduled transaction set up with a reminder to transfer $500 at the end of the
                  month to your <emphasis>savings</emphasis> account but you bought yourself a
                  computer this month and don&rsquo;t have the money for this month&rsquo;s transfer
                  then you would set the status to <guilabel>Ignored</guilabel>.
                </para>
              </listitem>
            </varlistentry>

            <varlistentry>
              <term><guilabel>Postponed</guilabel></term>

              <listitem>
                <para>If a scheduled transaction has been listed with a status <guilabel>To-create</guilabel> but you want
                  to hold it and not have it entered to your register yet, then you can set it to
                  <guilabel>Postponed</guilabel>. When at some later time you change it back to
                  <guilabel>To-create</guilabel> it will be created with the original posted-date.
                  If you want to change that you must edit the transaction after it's created.
                </para>
              </listitem>
            </varlistentry>

            <varlistentry>
              <term><guilabel>Reminder</guilabel></term>

              <listitem>
                <para>You are <emphasis>n</emphasis> days from the scheduled transaction due date. The number of days
                  <emphasis>n</emphasis> to remind in advance, is set either in the
                  <guilabel>&appname; Preferences</guilabel> <link linkend="prefs-sched">Scheduled
                  Transactions</link> tab or in the <guilabel>Overview</guilabel> tab of the
                  <link linkend="sched-editor">Scheduled Transaction Editor</link>.
                </para>
              </listitem>
            </varlistentry>

            <varlistentry>
              <term><guilabel>To-create</guilabel></term>

              <listitem>
                <para>This scheduled transaction will be automatically created when you press <guibutton>OK</guibutton>.
                </para>
              </listitem>
            </varlistentry>

            <varlistentry>
              <term><emphasis>Empty</emphasis></term>

              <listitem>
                <para>An empty field means that no operations are pending for the scheduled transaction.
                </para>
              </listitem>
            </varlistentry>
          </variablelist>
        </listitem>
      </varlistentry>
    </variablelist>

    <para>At the bottom of the window there are two buttons:
    </para>

    <itemizedlist>
      <listitem>
        <para>The <guibutton>Cancel</guibutton> button is used to exit the <guilabel>Since Last Run</guilabel>
          window without creating the transactions scheduled to be entered.
        </para>
      </listitem>

      <listitem>
        <para>The <guibutton>Ok</guibutton> button closes the <guilabel>Since Last Run</guilabel> window and
          applies the pending operations.
        </para>
      </listitem>
    </itemizedlist>

    <para>At the bottom right of the <guilabel>Since Last Run</guilabel> window there is also an option that
      allows to <guilabel>Review created transactions</guilabel>. If this option is enabled when
      there are one or more transactions <guilabel>To-create</guilabel>, pressing
      <guibutton>OK</guibutton> will open a register window in which are shown the details of the
      scheduled transactions splits entered automatically by &app;.
    </para>
  </sect1>

  <sect1 id="trans-sched-loans">
    <title>Mortgage &amp; Loan Repayment Assistant</title>

    <para>This assistant creates a loan repayment scheduled transaction. When used to setup a scheduled
      transaction, the assistant creates a variable formula so that the compounding interest is
      correctly calculated. To start this assistant manually go to
      <menuchoice>
        <guilabel>Actions</guilabel><guisubmenu>Scheduled Transactions</guisubmenu>
        <guimenuitem>Mortgage and Loan Repayment...</guimenuitem>
      </menuchoice>
      .
    </para>

    <para>It does not support zero-interest loans, but one doesn't really need an assistant for that: Just
      create a scheduled transaction for the principal divided by the number of payments that lasts
      for the number of payments. For example, if one has borrowed $1200 for a year at no interest
      and promised to pay it back in monthly installments, the repayment schedule is $100 monthly
      for twelve months.
    </para>

    <para>The Mortgage and Loan Repayment assistant opens with a screen that briefly describes what this
      assistant does. The three buttons at the very bottom of the screen will not change while using
      the assistant.
    </para>

    <itemizedlist>
      <listitem>
        <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel creating the
          scheduled transaction. Any selections you have made in this assistant up to this point
          will be lost.
        </para>
      </listitem>

      <listitem>
        <para>The <guibutton>Back</guibutton> button will bring up the previous screen so you can change a
          selection made on that screen.
        </para>
      </listitem>

      <listitem>
        <para>The <guibutton>Forward</guibutton> button will bring up the next screen so you can continue though
          the assistant.
        </para>
      </listitem>
    </itemizedlist>

    <para>The next screen allows you to enter the basic loan information. This is usually the information
      provided by the bank when loan and disclosure documents are given to the borrower. Here you
      can also setup an account that the scheduled transaction will use to enter the payment
      transaction.
    </para>

    <itemizedlist>
      <listitem>
        <para><guilabel>Loan Account:</guilabel> Choose an account for the loan payment transactions or use New...
          to setup a new account for the transactions.
        </para>
      </listitem>

      <listitem>
        <para><guilabel>Loan Amount:</guilabel> Enter the amount of the loan.
        </para>
      </listitem>

      <listitem>
        <para><guilabel>Interest Rate:</guilabel> Enter the loan interest rate in percent per compounding period.
          The Assistant supports rates between .001% and 100%.
        </para>
      </listitem>

      <listitem>
        <para><guilabel>Type:</guilabel> Choose the type of loan. If an adjustable rate is used the frequency
          screen is enabled.
        </para>
      </listitem>

      <listitem>
        <para><guilabel>Interest Rate Change Frequency:</guilabel> Choose the frequency for the rate change and
          the start date of the rate change.
        </para>
      </listitem>

      <listitem>
        <para><guilabel>Start Date:</guilabel> Choose the date the loan is starting on.
        </para>
      </listitem>

      <listitem>
        <para><guilabel>Length:</guilabel> Enter the length of the loan with the number and period, e.g. 60 months
          or 5 years.
        </para>
      </listitem>

      <listitem>
        <para><guilabel>Months Remaining:</guilabel> This tells the Assistant how many months remain on the loan.
          The default value assumes that the loan is paid up through today. For example, if a 5-year
          loan started on 1 January 2012 and today is 12 July 2015, the default months remaining is
          18. If you want to create past payment transactions you'll set the months remaining
          accordingly: In our example, if you wanted to create all of the payments you'd set "months
          remaining" to 60; if you wanted to start tracking the payments at the beginning of 2015
          you'd enter 24.
        </para>
      </listitem>
    </itemizedlist>

    <para>The next screen is used to set escrow, insurance and tax options for the loan. It is mainly used for
      mortgage payments. When each of the options here is set, this enables additional pages in the
      assistant to setup those portions of the payments. All of the pages will be described here,
      even though some may not show if that option is not chosen.
    </para>

    <itemizedlist>
      <listitem>
        <para>... utilize an escrow account for payments?: This selection enables the use of an account setup for
          tracking escrow payments. If the mortgage or loan uses an escrow account to pay taxes,
          insurance, etc then setup an account here.
        </para>
      </listitem>

      <listitem>
        <para>... pay "Taxes"?: adds an additional page to setup a scheduled transaction to pay taxes.
        </para>
      </listitem>

      <listitem>
        <para>... pay "Insurance"?: adds an additional page to setup a scheduled transaction to pay insurance
          payments.
        </para>
      </listitem>

      <listitem>
        <para>... pay "PMI"?: adds an additional page to setup a scheduled transaction to pay PMI payments.
        </para>
      </listitem>

      <listitem>
        <para>... pay "Other Expense"?: adds an additional page to setup a scheduled transaction to pay other
          expenses.
        </para>
      </listitem>
    </itemizedlist>

    <para>The next screen is used to setup the details of the scheduled transaction for the Loan Repayment.
    </para>

    <itemizedlist>
      <listitem>
        <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the
          description of the scheduled transaction and the memo.
        </para>
      </listitem>

      <listitem>
        <para>Payment Amount: Shows the variable used to calculate the payment amount.
        </para>
      </listitem>

      <listitem>
        <para>Payment From: Choose an account to pay the loan amount from.
        </para>
      </listitem>

      <listitem>
        <para>Principal To: Choose an account to transfer the principal part of the loan to.
        </para>
      </listitem>

      <listitem>
        <para>Interest To: Choose an account to transfer the interest part of the loan to.
        </para>
      </listitem>

      <listitem>
        <para>Repayment Frequency: Select the Frequency and start date for loan repayments. Note that the start
          date will be the posted date of the first scheduled transaction. This is not taken into
          account for calculating the remaining duration of the loan, see <guilabel>Months
          Remaining:</guilabel>. Make sure that you set both to reflect your intentions or you may
          get surprising results.
        </para>
      </listitem>
    </itemizedlist>

    <para>The next screen is used to setup the details of the scheduled transaction for the Tax payment.
    </para>

    <itemizedlist>
      <listitem>
        <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the
          description of the scheduled transaction and the memo.
        </para>
      </listitem>

      <listitem>
        <para>Amount: Enter the payment amount.
        </para>
      </listitem>

      <listitem>
        <para>Payment From: Choose an account to pay the tax amount from.
        </para>
      </listitem>

      <listitem>
        <para>Payment To: Choose an account to transfer the tax payment to.
        </para>
      </listitem>

      <listitem>
        <para>Repayment Frequency: Select the Frequency and start date for tax payments.
        </para>
      </listitem>
    </itemizedlist>

    <para>The next screen is used to setup the details of the scheduled transaction for the Insurance payment.
    </para>

    <itemizedlist>
      <listitem>
        <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the
          description of the scheduled transaction and the memo.
        </para>
      </listitem>

      <listitem>
        <para>Amount: Enter the payment amount.
        </para>
      </listitem>

      <listitem>
        <para>Payment From: Choose an account to pay the insurance amount from.
        </para>
      </listitem>

      <listitem>
        <para>Payment To: Choose an account to transfer the insurance payment to.
        </para>
      </listitem>

      <listitem>
        <para>Repayment Frequency: Select the Frequency and start date for insurance payments.
        </para>
      </listitem>
    </itemizedlist>

    <para>The next screen is used to setup the details of the scheduled transaction for the PMI payment.
    </para>

    <itemizedlist>
      <listitem>
        <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the
          description of the scheduled transaction and the memo.
        </para>
      </listitem>

      <listitem>
        <para>Amount: Enter the payment amount.
        </para>
      </listitem>

      <listitem>
        <para>Payment From: Choose an account to pay the PMI amount from.
        </para>
      </listitem>

      <listitem>
        <para>Payment To: Choose an account to transfer the PMI payment to.
        </para>
      </listitem>

      <listitem>
        <para>Repayment Frequency: Select the Frequency and start date for PMI payments.
        </para>
      </listitem>
    </itemizedlist>

    <para>The next screen is used to setup the details of the scheduled transaction for the Other Expense
      payment.
    </para>

    <itemizedlist>
      <listitem>
        <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction, the
          description of the scheduled transaction and the memo.
        </para>
      </listitem>

      <listitem>
        <para>Amount: Enter the payment amount.
        </para>
      </listitem>

      <listitem>
        <para>Payment From: Choose an account to pay the other expense amount from.
        </para>
      </listitem>

      <listitem>
        <para>Payment To: Choose an account to transfer the other expense payment to.
        </para>
      </listitem>

      <listitem>
        <para>Repayment Frequency: Select the Frequency and start date for other expense payments.
        </para>
      </listitem>
    </itemizedlist>

    <para>The last screen gives you a list of three choices to finish the assistant.
    </para>

    <itemizedlist>
      <listitem>
        <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel creating a new
          loan scheduled transaction. Any selections you have made in this assistant up to this
          point will be lost.
        </para>
      </listitem>

      <listitem>
        <para>The Back button will bring up the previous screen so you can change a selection made on that screen.
        </para>
      </listitem>

      <listitem>
        <para>The Finish button creates the scheduled transaction.
        </para>
      </listitem>
    </itemizedlist>

    <para>You should now have the Mortgage or Loan Repayment scheduled transaction setup.
    </para>
  </sect1>

  <sect1 id="stock-assistant">
    <title>Recording a Stock Transaction</title>
    <para>While with practice you can quickly enter any stock transaction directly in the register as explained in the <quote>Investments</quote> chapter in the guide, &app; provides an assistant that can help walk you through most common transactions and several less common ones that you might encounter.</para>
    <para>The assistant is accessed from the <guilabel>Action</guilabel> menu when the current register is for a Stock or Mutual Fund account.</para>

    <itemizedlist>
      <title>Types of stock transactions supported by the <guilabel>Stock Transaction Assistant</guilabel></title>
      <listitem>
        <para>Buy</para>
      </listitem>
      <listitem>
        <para>Sell</para>
      </listitem>
      <listitem>
        <para>Dividend</para>
        <note><para>This is for cash dividends; use <guilabel>Stock Split</guilabel> for share dividends.</para></note>
        <note><para>The assistant does not support recording reinvested dividends in a single transaction. If you reinvest dividends, even if it's done automatically by your broker, mutual fund company, or the issuer of the shares, you must record the share purchase with a second pass through the assistant.</para></note>
      </listitem>
      <listitem>
        <para>Return of Capital</para>
      </listitem>
      <listitem>
        <para>Notional Distribution</para>
      </listitem>
      <listitem>
        <para>Stock Split</para>
      </listitem>
      <listitem>
        <para>Reverse Split</para>
      </listitem>
    </itemizedlist>
    <para>The assistant recognizes long and short positions in the account and adjusts pages it presents to you depending on the transaction type and whether the position is long or short. It optionally capitalizes commissions and fees.</para>
    <sect2>
      <title>Transaction Details Page</title>
      <para> Enter the transaction post date and description on this page.</para>
    </sect2>
    <sect2>
      <title>Transaction Type Page</title>
      <para>Select the type of transaction from the list. The assistant will display a description of what it will do when you make a selection.</para>
    </sect2>
    <sect2>
      <title>Stock Amount Page</title>
      <para>This page is displayed for <guilabel>Buy</guilabel>, <guilabel>Sell</guilabel>, <guilabel>Stock Split</guilabel>, and <guilabel>Reverse Split</guilabel> transactions to collect the new share information. For a <guilabel>Buy</guilabel> or <guilabel>Sell</guilabel> it will display the current share balance, ask for the number of shares traded, and once that's entered it will display the new share balance. For a <guilabel>Stock Split</guilabel> or <guilabel>Reverse Split</guilabel> it will ask for the new balance after the split and display the split ratio.</para>
    </sect2>
    <sect2>
      <title>Stock Value Page</title>
      <para>Displayed for <guilabel>Buy</guilabel> and <guilabel>Sell</guilabel> to collect the value of the shares bought or sold net of commissions and fees, which are collected on another page. For example if you sell 100 shares of stock for $10.00 per share with a 2% commission and a $10.00 SEC fee the net value for this page is $1000.00.</para>
    </sect2>
    <sect2>
      <title>Cash Page</title>
      <para>Displayed for all transaction types.</para>
      <para>Enter the asset account to or from which the money for the transaction will go.</para>
      <note><para>Only asset accounts denominated in the stock account's currency&mdash;that of the nearest parent account denominated in currency&mdash;will be offered. The stock assistant does not support multi-currency stock trading.</para></note>
      <note><para>For a stock split or reverse split this will collect any cash in lieu recieved for fractional shares.</para></note>
      <para>Enter the gross amount of the transaction including commissions and fees. In the example from the Stock Value Page that would be $970.00: $1000.00 for the stock less $20 for the 2% commission and the $10.00 fee. Had it been buy you would have added the commission and fees to the amount.</para>
      <para>There is a field for you to enter a memo on the cash split. It defaults to Cash.</para>
    </sect2>
    <sect2>
      <title>Fees Page</title>
      <para>Displayed for all transactions. There is a checkbox to select whether the fees will be incorporated into the value of the stock split (capitalized) or separately credited to an expense account.</para>
      <para>If the amount is to be expensed select the account. Expense acconts will be offered and there's a button to create a new one.</para>
      <para> Amount: Enter the total of any commissions, fees, or taxes on the transaction.</para>
      <note><para>There's only one amount and one account. If you want separate accounts for say commissions and taxes, enter the total and one of the accounts here and then edit the transaction afterwards to create the extra splits.</para></note>
      <para>As with the Cash Page there's a memo field for this split's memo.</para>
    </sect2>
    <sect2>
      <title>Dividend Page</title>
      <para>Displayed only for <guilabel>Dividend</guilabel> transactions. Select or create an income account and enter the gross amount of the dividend. There's a memo field as usual.</para>
    </sect2>
    <sect2>
      <title>Capital Gains Page</title>
      <para>Displayed only for <guilabel>Sell</guilabel> of a long position or <guilabel>Buy</guilabel> of a short position. As with the <guilabel>Dividend Page</guilabel> select an income account for the capital gain or create a new one, enter the amount of the gain&mdash;losses should be entered as a negative amount&mdash;and optionally edit the memo for the capital gain split.</para>
      <note><para>The assistant doesn't do any calculating for you: It's up to you to determine the basis by whatever strategy you choose subject to the tax laws in your jurisdiction and to compute the difference between the basis and the proceeds.</para></note>
      <note><para>If you prefer to use the <guilabel>View Lots</guilabel> dialog to compute capital gains/losses you should leave the <guilabel>Amount</guilabel> field in this page blank.</para></note>
    </sect2>
    <sect2>
      <title>Finish Page</title>
      <para> The final page displays a list of the splits the assistant will create along with errors that would prevent the transaction from being complete. If there are errors the <guilabel>Apply</guilabel> button will be disabled. You must use the <guilabel>Back</guilabel> button to navigate to the appropriate page and correct the error. Once all of the errors are resolved click the <guilabel>Apply</guilabel> button to create the transaction.</para>
      <note><para>The assistant provides a <guilabel>Finish</guilabel> button to move to the <guilabel>Finish Page</guilabel> from any other.</para></note>
    </sect2>
  </sect1>

  <sect1 id="tools-on-line-banking">
    <title>The Online Banking Setup Assistant</title>

    <para>The <guilabel>Online Banking Setup</guilabel> Assistant is used to create or edit the configuration
      to enable interaction with your bank. For this purpose the package
      <package>
        AqBanking
      </package>
      is used. It contains several modules with different abilities. Their availability depends on
      the region. But all can fetch the current balance and recent transactions.
      <table frame="all" id="tool-aqb-modules">
        <title>AqBanking Supported Protocols</title>

        <tgroup cols="4">
          <thead>
            <row>
              <entry align='center'>
                <para>Module
                </para>
              </entry>

              <entry align='center'>
                <para>Send Orders
                </para>
              </entry>

              <entry align='center'>
                <para>Region
                </para>
              </entry>

              <entry align='center'>
                <para>Notes
                </para>
              </entry>
            </row>
          </thead>

          <tbody>
            <row>
              <entry>
                <para>EBICS
                </para>
              </entry>

              <entry morerows='1' rowsep="1" valign='middle' align='center'>
                <para>Yes
                </para>
              </entry>

              <entry>
                <para>AT, CH, DE, FR
                </para>
              </entry>

              <entry>
                <para>Usually available for business users.
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>FinTS
                </para>
              </entry>

              <entry>
                <para>DE
                </para>
              </entry>

              <entry>
                <para>Submodules: HBCI, PIN/TAN.
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>OFX DirectConnect
                </para>
              </entry>

              <entry morerows='1' valign='middle' align='center'>
                <para>No
                </para>
              </entry>

              <entry>
                <para>US
                  <footnote>
                    <para>If you know about banks in other countries, update the <ulink url="&url-wiki-ofx-banks;">wiki
                      table</ulink>.
                    </para>
                  </footnote>
                </para>
              </entry>

              <entry>
                <para>Not to confuse with <quote>OFX WebConnect</quote>!
                </para>
              </entry>
            </row>

            <row>
              <entry>
                <para>PayPal
                </para>
              </entry>

              <entry>
                <para>intl.
                </para>
              </entry>

              <entry>
                <para></para>
              </entry>
            </row>
          </tbody>
        </tgroup>
      </table>
    </para>

    <tip>
      <para>If <guilabel>Online Banking Setup</guilabel> does not appear in your <guimenu>Tools</guimenu> menu,
        verify that you are in an <guilabel>Account Tree</guilabel> or <guilabel>Register</guilabel>
        tab.
      </para>
    </tip>

    <para>The currently available instructions are still kept in the &app; wiki and depend on the used module:
      <variablelist>
        <varlistentry>
          <term><acronym>EBICS</acronym></term>

          <listitem>
            <para>No users shared their experience util now.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><acronym>FinTS</acronym></term>
<!-- FixMe: define <para its-locale-filter-list="*-de">
            <para its-locale-filter-list="*-de">Das Wiki gibt mit <ulink url="&url-wiki-de;Online-Banking"/> eine Übersicht und
              beschreibt die Verwendung des <ulink url="&url-wiki-de;Onlinebanking-Einrichtungsassistent"/>.
              Die verschiedenen PIN/TAN-Methoden werden in <ulink url="&url-wiki-de;PIN/TAN"/> erklärt,
              die Details zum klassischen HBCI in <ulink url="&url-wiki-de;HBCI"/>.</para>
            <para its-locale-filter-list="*-us">Currently the best instruction for this process are in the &app; wiki at
              <ulink url="&url-wiki-ofx;" />. </para> -->
          <listitem>
            <para>This module is only documented in German. Overview <ulink url="&url-wiki-de;Online-Banking"/>, usage
              of the <ulink url="&url-wiki-de;Onlinebanking-Einrichtungsassistent"/>, and details of
              the different <ulink url="&url-wiki-de;PIN/TAN"/> methods.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><acronym>OFX</acronym> DirectConnect</term>

          <listitem>
            <para>Instruction for this process are in English at <ulink url="&url-wiki-ofx;" />.
            </para>
          </listitem>
        </varlistentry>

        <varlistentry>
          <term><acronym>PayPal</acronym></term>

          <listitem>
            <para>This module is only documented in German <ulink url="&url-wiki-de;Paypal einrichten"/>.
            </para>
          </listitem>
        </varlistentry>
      </variablelist>
    </para>
<!--  Example for other:
        <div its-locale-filter-list="*-ca" its-locale-filter-type="exclude">
         <p>Text for non-Canadian locales.</p>
        </div> -->
  </sect1>

  <sect1 id="tool-price">
    <title>Price Editor</title>

    <note>
      <para>&app; uses the term <emphasis
     role="Italic">commodity</emphasis> to mean anything that it
        counts: Currencies, securities (i.e intangible assets like stock or mutual fund shares and
        bonds), or tangible assets like trucks and computers. When valuing one commodity in terms of
        another it uses the term <emphasis role="Italic">Exchange Rate</emphasis> between two
        currencies and <emphasis
     role="Italic">Price</emphasis> between a non-currency
        commodity and a currency commodity. For the rest of this section we'll use "price" to mean
        both price and exchange rate and "commodity" to mean any sort of commodity except where
        currency behavior is different.
      </para>
    </note>

    <para>The Price Editor is used to list and edit the price of one commodity in another commodity. New
      prices can be added, existing prices can be edited, and prices can be retrieved from a variety
      of sources on the World-Wide Web when the commodity is properly configured.
    </para>

    <para>Each commodity pair can have one price per day. An existing price will be overwritten by a newer one
      if the newer one has the same or a more preferred source. The order of source preference (1 is
      most preferred) is:
      <orderedlist>
        <listitem>
          <para>user:price-editor: Prices created manually in the Price Editor
          </para>
        </listitem>

        <listitem>
          <para>Finance::Quote: Online quotes
          </para>
        </listitem>

        <listitem>
          <para>user:price: Prices entered explicitly in the <guilabel>Exchange Rate</guilabel>entry of the
            <guilabel>Transfer Funds</guilabel> dialog box or in the <guilabel>Price</guilabel>
            column of a register for an account of types STOCK or MUTUAL
          </para>
        </listitem>

        <listitem>
          <para>user:xfer-dialog: Prices calculated from an entry in the <guilabel>To Amount</guilabel> entry of the
            <guilabel>Transfer Funds</guilabel> dialog box.
          </para>
        </listitem>

        <listitem>
          <para>user:split-register: Prices calculated from the <guilabel>Shares</guilabel> and
            <guilabel>Debit</guilabel> or <guilabel>Credit</guilabel> columns of a register for an
            account of types STOCK or MUTUAL
          </para>
        </listitem>

        <listitem>
          <para>user:stock-split: Prices entered in the <guilabel>Stock Split Assistant</guilabel>
          </para>
        </listitem>
      </orderedlist>

      <note>
        <para>Prices created manually in the <guilabel>Price Editor</guilabel> are preferred over prices retrieved
          via Finance::Quote so Finance::Quote will fail to update such manually-created prices.
        </para>
      </note>
    </para>

    <para>The <guilabel>Price Editor</guilabel> displays existing prices as follows:
      <itemizedlist>
        <listitem>
          <para><emphasis role="bold">Security: </emphasis>The Security/commodity being priced. The display is
            sorted by the <guilabel>Namespace</guilabel> that the individual securities are listed
            on. The list is expanded by clicking on the <guilabel>caret</guilabel> on the left of
            the name.
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Currency: </emphasis>The currency the price is recorded in.
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Date: </emphasis>The date the price was recorded.
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Source: </emphasis>The source of the commodities price quote, listed above.
          </para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Type: </emphasis>There are several different types of stock price quotes.
          </para>

          <itemizedlist>
            <listitem>
              <para><emphasis role="bold">Bid: </emphasis>Indicates what a specialist dealer is prepared to pay for a
                stock.
              </para>
            </listitem>

            <listitem>
              <para><emphasis role="bold">Ask: </emphasis>Indicates at what price the dealers are prepared to sell a
                stock.
              </para>
            </listitem>

            <listitem>
              <para><emphasis role="bold">Last: </emphasis>Indicate the price at which the last trade in that
                stock/security occurred at. This is the price most commonly quoted in the media.
              </para>
            </listitem>

            <listitem>
              <para><emphasis role="bold">Net Asset Value: </emphasis>Are typically used for mutual funds. They are
                calculated on the net value of the fund&rsquo;s assets each day around the time of
                the market close and are in effect until the next recalculation.
              </para>
            </listitem>

            <listitem>
              <para><emphasis role="bold">Unknown: </emphasis>Use this if the type of price quoted is not known.
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Price: </emphasis>The actual price of the commodity.
          </para>
        </listitem>
      </itemizedlist>
    </para>

    <sect2 id="tool-price-manual">
      <title>Adding a stock price manually</title>

      <para>To add a new price, click on <guilabel>Add</guilabel>, and enter the details of the security and
        price into the dialog box. To edit an existing price, select the price in the price list,
        click the <guibutton>Edit</guibutton> button, and edit the figures.
      </para>

      <para>To remove just one price, select the price and click the <guibutton>Remove</guibutton> button. If
        you want to remove all prices older than a certain date, click on the <guilabel>Remove
        Old</guilabel> button and enter the details in the dialog box.
      </para>

      <para>A pop-up will display with the message <emphasis role="bold">"Delete all stock prices based upon the
        criteria below:".</emphasis> Enter the date of the last price you wish to delete.
      </para>

      <para>Two check-boxes are below the date field;
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Delete manually entered prices</guilabel> - If checked, delete manually entered stock
            prices dated earlier than the specified date. Otherwise only stock prices added by
            <application>Finance::Quote</application> will be deleted.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Delete last price for a stock</guilabel> - If checked, delete all prices before the
            specified date. Otherwise the last stock price dated before the date will be kept and
            all earlier quotes deleted.
          </para>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="tool-price-online1">
      <title>Configuring for use of the <guibutton>Get Quotes</guibutton> button</title>

      <para>To support on-line quotations for a particular stock or mutual fund account, you must first enable
        on-line price quoting and select a price source in the Security. This is described in detail
        in <xref linkend="tool-price-online3"></xref>. Once on-line quotes are enabled, and
        <application>Finance::Quote</application> is installed, you can update prices for your
        stocks and mutual funds manually by clicking the <guibutton>Get Quotes</guibutton> button.
      </para>
    </sect2>
  </sect1>

  <sect1 id="tool-security-edit">
    <title>Security Editor</title>

    <para>The Security Editor is used to create and edit commodities that are used by mutual fund and stock
      type accounts. It also shows the details of National Currencies that are used by &app;.
    </para>

    <para>To show the details for National Currencies click the <guilabel>Show National Currencies</guilabel>
      check-box at the bottom of the screen.
    </para>

    <para>Each entry in the editor shows the details used by the security/currency:
    </para>

    <itemizedlist>
      <listitem>
        <para><emphasis role="bold">Type:</emphasis> Categories for organizing securities. &app; has the following
          built in:
          <itemizedlist>
            <listitem>
              <para><guilabel>CURRENCY</guilabel> or <guilabel>ISO4317</guilabel>: These are used for national
                currencies and are not editable with the <guilabel>Security Editor</guilabel>.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>FUND</guilabel>: Ordinarily used for open-ended mutual funds, i.e., those that one
                purchases from and sells to only the issuing company and that are priced daily at
                their net asset value.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>AMEX</guilabel>, <guilabel>ASX</guilabel>, <guilabel>EUREX</guilabel>,
                <guilabel>NASDAQ</guilabel>, and <guilabel>NYSE</guilabel>: These represent a few of
                the exchanges on which stocks, closed-end mutual funds, and exchange-traded funds
                are traded.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Template</guilabel>: This is a reserved word. It will not normally appear in the
                <guilabel>Security Editor</guilabel> unless you type it in, and if you do it will
                cause problems. Don&apos;t use it.
              </para>
            </listitem>
          </itemizedlist>
        </para>

        <para>If your investment doesn&apos;t fit into one of these categories, for example if you trade stocks on
          the DAX or LSE, you can easily create your own type simply by typing it into the field.
          The type of security has no meaning to Gnucash (except <guilabel>Template</guilabel>,
          don&apos;t use that!), it&apos;s there only to make it easier for you to find the security
          from the selection lists.
        </para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Symbol:</emphasis> Indicates the symbol or abbreviation for the commodity.
          This is usually the ticker symbol (for stocks) or other unique abbreviation for the
          commodity. If the commodity is traded on any public exchange, it is important to use the
          same identifier used on that exchange. For national currencies the symbol is the ISO-4217
          currency code.
        </para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Name:</emphasis> The full name of the commodity is a recognizable name such as
          <emphasis>US Dollars</emphasis> or <emphasis>IBM Common Stock</emphasis>.
        </para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Code:</emphasis> This is any numeric or alphanumeric code that is used to
          identify the commodity. The <acronym>ISIN</acronym> code is an international unique identifying numeric
          string that is associated with every stock, bond or mutual fund, and most kinds of traded options,
          futures and commodities. There are also regional valid codes available like <acronym>CUSIP</acronym> in
          the North America, <acronym>WKN</acronym> in DE, … This code is not required.
        </para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Fraction:</emphasis> This is the smallest traded unit of the commodity,
          expressed as a fraction of a single nominal unit. This unit is used by &app; accounts as
          the default fraction for trades in the commodity.
        </para>
      </listitem>
    </itemizedlist>

    <sect2 id="tool-commodity">
      <title>Adding or Editing a Commodity</title>

      <para>To add a new commodity (stock, or mutual fund), click on <guilabel>Add</guilabel>, and enter the
        details of the commodity into the <emphasis role="bold">New Security</emphasis> dialog box.
        To edit an existing commodity, select the commodity from the Commodities list, click the
        <guibutton>Edit</guibutton> button, and edit the <emphasis role="bold">Edit
        Security</emphasis> dialog box. To remove a commodity, select the commodity and click the
        <guibutton>Remove</guibutton> button.
      </para>

      <para>The fields in the New/Edit Security screens are the same as defined for the Security Editor
        <xref linkend="tool-security-edit"></xref>. Below these fields are the options for Online
        Quotes.
      </para>
    </sect2>

    <sect2 id="tool-price-online3">
      <title>Configuring Securities/Currencies for On-Line Retrieval of Prices</title>

      <para>To support on-line quotations for a particular stock or mutual fund account, you must first enable
        on-line price quoting and select a price source in the Security Editor. Online currency
        quotes require only that the check-box for Online quotes and the timezone be selected, and
        that the <quote>Get Quotes</quote> box be checked in the Security Editor.
      </para>

      <para>Detailed instructions are in the section on Creating New Accounts.
        <xref linkend="accts-online-quotes"></xref>
      </para>
    </sect2>
  </sect1>

  <sect1 id="tool-calc">
    <title>Loan Repayment Calculator</title>

    <para>The <guilabel>Loan Repayment Calculator</guilabel> is used to calculate compound interest. It
      provides a way of entering four of the five parameters of a compound interest calculation and
      then calculating the remaining figure.
    </para>

    <para>The calculator is split into two panes. The left pane has five fields with a
      <guilabel>Calculate</guilabel> button and a <guibutton>Clear</guibutton> button. The
      <guibutton>Calculate</guibutton> button is used to select the figure to calculate. The
      <guibutton>Clear</guibutton> button is used to clear any amount in the field.
    </para>

    <itemizedlist>
      <listitem>
        <para><emphasis role="bold">Payment Periods:</emphasis> This field is used to select the number of
          payments you wish to use in the calculation.
        </para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Interest Rate:</emphasis> This field is used for the interest rate percentage.
        </para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Present Value:</emphasis> This field usually contains the amount you have
          borrowed. It is the base amount you wish to compound.
        </para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Periodic Payment:</emphasis> This field contains the amount that is the
          payment for the period selected (IE monthly, weekly, etc). If it is for repaying a loan it
          should be a negative number.
        </para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Future Value:</emphasis> This field contains the final value at the end of the
          periods above. If we are repaying a loan in full it would be <emphasis>0</emphasis>.
        </para>
      </listitem>
    </itemizedlist>

    <para>The right pane contains buttons to select what sort of payments and compounding is used for the left
      pane calculations.
    </para>

    <itemizedlist>
      <listitem>
        <para><guibutton>Compounding:</guibutton> This button allows you to select the interval used if the
          <guilabel>Discrete Compounding</guilabel> button is selected.
        </para>
      </listitem>

      <listitem>
        <para><guibutton>Payments:</guibutton> This button allows you to select the interval used for the Payment
          Periods field.
        </para>
      </listitem>

      <listitem>
        <para><guibutton>End of Period Payments:</guibutton> Use this button if the payment is at the end of the
          period.
        </para>
      </listitem>

      <listitem>
        <para><guibutton>Beginning of Period Payments:</guibutton> Use this button if the payment is at the
          beginning of the period.
        </para>
      </listitem>

      <listitem>
        <para><guibutton>Discrete Compounding:</guibutton> This button is used where interest is charged at a
          discrete interval defined by the <guibutton>Compounding</guibutton> button above.
        </para>
      </listitem>

      <listitem>
        <para><guibutton>Continuous Compounding:</guibutton> This button is used when the interest is charged
          continuously.
        </para>
      </listitem>

      <listitem>
        <para><guibutton>Payment Total:</guibutton> This field shows the total amount paid.
        </para>
      </listitem>
    </itemizedlist>

    <para>Examples of using the <guilabel>Loan Repayment Calculator</guilabel> are given in the Tutorial and
      Concepts Guide. <ulink url="&url-docs-C;guide/loans_calcs1.html"> &app; Tutorial and
      Concepts Guide&rsquo;s Chapter on Loans</ulink>
    </para>
  </sect1>

  <sect1 id="tool-close-book">
    <title>Close Book</title>

    <para>The <guilabel>Close Book</guilabel> dialog box is used for &ldquo;closing the books,&rdquo;--an
      accounting process that resets the balances of the income and expense accounts. In this
      process, income account balances are transferred into an income equity account, while expense
      account balances are transferred into an expense equity account. You must specify both these
      accounts, which may be the same. You must also specify the date for the closing transfer.
    </para>

    <sect2 id="tool-close-book-anatomy">
      <title>Dialog Box Details</title>

      <para>The dialog box has the following parts:
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Closing Date:</guilabel> Specify the date for the closing transfer. You can type in a date
            or choose one from the drop-down.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Income Total:</guilabel> Specify the account into which the total balance of all income
            accounts will be transferred. Optionally you can create a new account to receive the
            transfer using the <guibutton> New</guibutton> button.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Expense Total:</guilabel> Specify the account into which the total balance of all expense
            accounts will be transferred. Again, you can optionally create a new account to receive
            the transfer using the <guibutton>New</guibutton> button.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Description:</guilabel> Specify the description that will be entered in the closing entry.
          </para>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="tool-close-book-workings">
      <title>How It Works</title>

      <para>&app; closes books by creating one transaction per currency for income accounts, and one transaction
        per currency for expense accounts. The transactions all use the date selected by the user,
        and each transaction may contain any number of splits. Each split moves the balance out of
        one income or expense account. The last split in each closing transaction moves the total
        offsetting debit/credit balance into the specified equity account.
      </para>

      <para>Each transaction will use the description provided by the user in the
        <guilabel>Description:</guilabel> entry.
      </para>

      <para>The fact that &app; just uses transactions to close the books makes it very simple to undo a book
        closing: just delete the closing transactions.
      </para>
    </sect2>

    <sect2 id="tool-close-book-not">
      <title>What It Doesn&rsquo;t Do</title>

      <para>The book closing tool does not delete any accounts or transactions; create any new files; or hide
        any accounts.
      </para>
    </sect2>

    <sect2 id="tool-close-book-need">
      <title>Necessity</title>

      <para>Note that closing the books in &app; is unnecessary. You do not need to zero out your income and
        expense accounts at the end of each financial period. &app;&rsquo;s built-in reports
        automatically handle concepts like retained earnings between two different financial
        periods.
      </para>

      <para>In fact, closing the books reduces the usefulness of the standard reports because the reports
        don&rsquo;t currently understand closing transactions. So from their point of view it simply
        looks like the net income or expense in each account for a given period was simply zero.
      </para>
    </sect2>

    <sect2 id="tool-close-book-conclusion">
      <title>Conclusion</title>

      <para>If you close your books, be prepared to see inaccuracies in the standard reports. On the other hand,
        you will see current-period income and expense figures in the chart of accounts.
      </para>
    </sect2>
  </sect1>

  <sect1 id="tool-lots">
    <title>Lots in Account</title>

    <para>&app; uses <emphasis>lots</emphasis> in 2 ways:
    </para>

    <itemizedlist>
      <listitem>
        <para>To link security buy transactions to sell transactions so the real cost of the sold securities can
          be used to calculate capital gain or loss. See <xref linkend="tool-lots-cap" />.
        </para>
      </listitem>

      <listitem>
        <para>To link payments or credit notes to the invoices to which they apply in the Business Features. See
          <xref linkend="tool-lots-bus" />.
        </para>
      </listitem>
    </itemizedlist>

    <sect2 id="tool-lots-cap">
      <title>Lots for Security Capital Gains</title>

      <para>The <guilabel>Lots in Account SSSS</guilabel> window, where SSSS is the security account, is used to
        manually or automatically link security transaction splits to lots and create capital
        gain/loss transactions to account for the difference between the costs of buying a security
        and the value received by selling it.
      </para>

      <para>To open the <guilabel>Lots in Account</guilabel> window, open the security account register, then
        select
        <menuchoice>
          <guimenu>Actions</guimenu> <guimenuitem>View Lots</guimenuitem>
        </menuchoice>
        .
      </para>

      <figure pgwide="1">
        <title>Lots in Account window for Security Capital Gains</title><screenshot id="tool-lotsInAcctStk">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Tool_LotsStk.png"
              srccredit="Chris Good" width="&img-w;"/>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Tool_LotsStk.png"
                         srccredit="Chris Good"/>
            </imageobject>
            <caption>
              <para>An image of the <emphasis>Lots in Account </emphasis> window for a security account.
              </para>
            </caption>
          </mediaobject>
        </screenshot>
      </figure>

      <sect3 id="tool-lots-cap-scr">
        <title>Screen Elements</title>

        <para><emphasis>Adjusting the Size of Screen Elements</emphasis>
        </para>

        <para>As well as adjusting the size of the whole window, it is possible to adjust the proportions of the
          window elements both horizontally and vertically.
        </para>

        <para>There are 2 bars for adjusting the window horizontally. One between the <guilabel>Title</guilabel>
          and the <guilabel>Lots in This Account</guilabel> panel, and the other between the
          <guilabel>Splits free</guilabel> panel and the <guilabel>&gt;&gt;</guilabel> and
          <guilabel>&lt;&lt;</guilabel> buttons.
        </para>

        <para>The window proportions may be adjusted vertically by dragging the vertical bar located to the right
          of <guilabel>Show only open lots</guilabel>.
        </para>

        <para>These resizing bars can be hard to see, so move the mouse pointer until it changes to the resize
          pointer then click and drag the bar. The resize pointers are different depending on your
          operating system and theme. Here are some examples of resize pointers:
        </para>

        <para><inlinemediaobject>
            <imageobject>
              <imagedata fileref="figures/Tool_Lots_h_double_arrow.png"
                width="48px" />
            </imageobject>
            <textobject>
              <phrase>&lt;-&gt;</phrase>
            </textobject>
          </inlinemediaobject>

          <inlinemediaobject>
            <imageobject>
              <imagedata fileref="figures/Tool_Lots_v_double_arrow.png"
                width="48px" />
            </imageobject>
          </inlinemediaobject>
        </para>

        <para>It is not possible to individually adjust the size of panel columns.
        </para>

        <para><emphasis>Fields</emphasis>
        </para>

        <itemizedlist>
          <listitem>
            <para><guilabel>Title:</guilabel> Shows the title for the highlighted (selected) lot in the <guilabel>Lots
              in This Account</guilabel> panel. When a new lot is created by clicking the
              <guilabel>New Lot</guilabel> button, it has a default title of <emphasis>Lot n
              </emphasis> where n is a number starting at 0 (for each security account) and
              incrementing by 1. Deleting a lot does not reset the next number to be used, but the
              title can be changed as required.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Notes:</guilabel> Notes for the highlighted lot. Users are free to enter anything they
              wish and the notes can be changed as required.
            </para>
          </listitem>
        </itemizedlist>

        <para><emphasis>Panels</emphasis>
        </para>

        <para>The order of the items in all the panels in this window can be adjusted by clicking on the column
          headings.
        </para>

        <itemizedlist>
          <listitem>
            <para><guilabel>Lots in This Account panel</guilabel>
            </para>

            <para>This panel shows lots for this security account.
            </para>

            <para>If <guilabel>Show only open lots</guilabel> is checked, only lots that have not been completely sold
              are shown.
            </para>

            <para><guilabel>Columns</guilabel>
            </para>

            <itemizedlist>
              <listitem>
                <para><guilabel>Type:</guilabel> Always blank for security lots. This window is also used for business
                  lots (which link payments to invoices) when coming from an Accounts Payable or
                  Receivable account and in that case, <guilabel>Type</guilabel> will be
                  <emphasis>I</emphasis> for invoice. Credit Notes are also Type I.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Opened:</guilabel> <emphasis>Open </emphasis> if there are no splits in the lot, otherwise
                  the date of the earliest split in this lot.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Closed:</guilabel> <emphasis> Open</emphasis> if the lot is not fully sold, otherwise the
                  date of the last sell split.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Title:</guilabel> Lot Title.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Balance:</guilabel> Number of unsold securities in this lot.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Gains:</guilabel> Calculated gains or losses for this lot.
                </para>
              </listitem>
            </itemizedlist>
<!-- end of Columns in Lots in This Account -->
          </listitem>

          <listitem>
            <para><guilabel>Splits free panel</guilabel>
            </para>

            <para>This panel shows buy and sell splits for this security account which are not linked to a lot.
              Capital Gains splits (Shares and Price are 0) are not shown.
            </para>

            <para><guilabel>Columns</guilabel>
            </para>

            <itemizedlist>
              <listitem>
                <para><guilabel>Date:</guilabel> Transaction Date Posted.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Num:</guilabel> Transaction Num.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Description:</guilabel> Transaction Description.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Amount:</guilabel> Number of shares bought or sold from the transaction split. Positive
                  for buys, negative for sells. If the security transaction split has been split
                  into multiple subsplits (because a split may only be linked to 1 lot), this amount
                  will not be the full transaction amount, but only the amount for this split.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Value:</guilabel> Amount x split price.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Gain/Loss:</guilabel> For sell splits, shows calculated gain or loss. This will be
                  recalculated during scrubbing.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Balance:</guilabel> Cumulative number of unsold shares for free splits.
                </para>
              </listitem>
            </itemizedlist>
          </listitem>
<!-- end Splits free panel -->
          <listitem>
            <para><guilabel>Splits in Lot panel</guilabel>
            </para>

            <para>This panel shows splits linked to the highlighted lot in the <guilabel>Lots in This
              Account</guilabel> panel. This panel will be empty until a lot is highlighted in the
              <guilabel>Lots in This Account</guilabel> panel. Capital Gains splits (Shares and
              Price are 0) are not shown.
            </para>

            <para><emphasis>Columns</emphasis>
            </para>

            <itemizedlist>
              <listitem>
                <para><guilabel>Date:</guilabel> Transaction Date Posted.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Num:</guilabel> Transaction Num.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Description:</guilabel> Transaction Description.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Amount:</guilabel> Split number of shares bought or sold. Positive for buys, negative for
                  sells. If the security transaction split has been split into multiple subsplits
                  (say by scrubbing because a split may only be linked to 1 lot), this amount will
                  not be the full transaction amount, but only the amount for this split.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Value:</guilabel> Amount (No of Shares) x split price.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Gain/Loss:</guilabel> For sell splits, shows calculated gain or loss. This will be
                  recalculated during scrubbing.
                </para>
              </listitem>

              <listitem>
                <para><guilabel>Balance:</guilabel> The number of unsold shares in this lot after this transaction.
                </para>
              </listitem>
            </itemizedlist>
          </listitem>
<!-- end Splits in Lot panel -->
        </itemizedlist>
<!-- end Panels -->
        <para><emphasis>Buttons</emphasis>
        </para>

        <itemizedlist>
          <listitem>
            <para><guilabel>&gt;&gt;:</guilabel> Links a free split (buy or sell) to a lot. This button is not
              enabled until both a lot and a free split are highlighted. The split moves from the
              <guilabel>Splits free</guilabel> panel to the <guilabel>Splits in lot</guilabel>
              panel.
            </para>

            <para>Multiple buy splits and multiple sell splits may be linked to the same lot. Refer to following
              section about the <guilabel>Scrub Account</guilabel> button for details of the
              capital gains transactions created in these situations.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>&lt;&lt;:</guilabel> Unlinks a split from a lot. The split moves from the
              <guilabel>Splits in lot</guilabel> panel to the <guilabel>Splits free</guilabel>
              panel. This button is not enabled until a split in the <guilabel>Splits in
              lot</guilabel> panel is highlighted. When the last split is unlinked from a lot, the
              lot is automatically deleted if there is no capital gain/loss transaction.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>New Lot:</guilabel> Creates a new lot which shows in the <guilabel>Lots in This
              Account</guilabel> panel. The new lot is not linked to any split.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Scrub Account:</guilabel>
            </para>

            <itemizedlist>
              <listitem>
                <para>Creates a lot for each buy transaction split that is not already linked to a lot.
                </para>

                <para>A new lot is created for each unlinked buy transaction split because gains on investments, in some
                  jurisdictions, may be taxed at different rates depending on how long they were
                  held before being sold. As a separate capital gains transaction is created for
                  each lot, this makes it easier to determine tax on the capital gains based on the
                  lot opened and closed dates.
                </para>

                <para>If you know that the capital gains from a sale are all to be taxed at the same rate, you can
                  manually link multiple buys to a lot so scrubbing will only create 1 capital gains
                  transaction.
                </para>

                <para>It is also possible to manually link multiple sell transaction splits to a lot. In this case
                  scrubbing creates a capital gains transaction per sell transaction split based on
                  the average cost of securities held at the time of each sale, assuming
                  acquisitions are allocated to sales using the security account costing method
                  (currently only FIFO). As this makes it complicated to manually verify the costs
                  are correct, it may be wise to limit this to specific situations, say for example
                  if there are multiple sales on the same day.
                </para>
              </listitem>

              <listitem>
                <para>Links buy and sell transaction splits to lots using FIFO method.
                </para>
              </listitem>

              <listitem>
                <para>Calculates gain/loss and creates a separate capital gain/loss transaction for each lot that does not
                  already have one.
                </para>

                <note>
                  <para>If gain/loss splits have been manually entered as part of a sell transaction, scrubbing does not
                    recognize them, so if manually adding gain/loss, always separate the gain/loss
                    splits from the transaction that reduces the <guilabel>No of Shares</guilabel>,
                    by putting them in a separate transaction.
                  </para>
                </note>
              </listitem>
            </itemizedlist>
          </listitem>

          <listitem>
            <para><guilabel>Scrub:</guilabel> Scrub only the highlighted lot. This button is only enabled if a lot is
              highlighted. If no buy splits are linked to the highlighted lot, nothing is done. The
              <guilabel>Scrub</guilabel> button will link any free sell splits to the lot as
              required until the sum of the sell split amounts equals the sum of the buy split
              amounts. If the sum of the sell split amounts is greater than the sum of the buy split
              amounts, a sell split will itself be split into 2 splits, with the remaining amount in
              an unlinked split.
            </para>

            <note>
              <para>For both the <guilabel>Scrub Account</guilabel> and the <guilabel>Scrub</guilabel> buttons:
              </para>

              <para>The Gain/Loss for each lot is recalculated and a capital gain transaction is created if needed. The
                transaction has 1 split for the security account and the other with account
                <emphasis>Orphaned Gains-CCC</emphasis> where CCC is the security currency. The
                <emphasis>Orphaned Gains-CCC </emphasis> account is used because &app; doesn't know
                which capital gain or loss account should be used, so the user must change it to the
                required income (or expense) gain or loss account.
              </para>
            </note>
          </listitem>

          <listitem>
            <para><guilabel>Delete:</guilabel> Delete the highlighted lot. Any linked splits are automatically freed
              (unlinked). This button is only enabled if a lot is highlighted.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Close:</guilabel> Close the <guilabel>Lots in Account SSSS</guilabel> window.
            </para>
          </listitem>
        </itemizedlist>

        <para>For more details, see:
        </para>
        <itemizedlist>
          <listitem>
            <para>Tutorial and Concepts Guide,
              <ulink url="&url-docs-C;guide/invest-sell1.html#invest-sellLots">Automatic
              Calculation of Capital Gain or Loss Using Lots</ulink>.
            </para>
          </listitem>
          <listitem>
            <para><link linkend="investment-lots-report">Investment Lots</link> report.
            </para>
          </listitem>
        </itemizedlist>
      </sect3>
    </sect2>

    <sect2 id="tool-lots-bus">
      <title>Lots for Business Features</title>

      <sect3 id="tool-bots-bus-intro">
        <title>Introduction</title>

        <para>For business features, lots are used to link payments or credit notes to the invoices to which they
          apply. This is for both customer invoices and vendor bills.
        </para>

        <para>There are 2 main uses for the <guilabel>Lots in Account</guilabel> window in relation to the
          business features:
        </para>

        <orderedlist>
          <listitem>
            <para>To enquire about which payments or credit notes offset particular invoices. For each invoice and
              credit note, &app; automatically creates 1 (and only 1) lot. By selecting the lot for
              the invoice or credit note in the <guilabel>Lots in This Account</guilabel> panel,
              all the transaction splits for that lot show in the <guilabel>Splits in Lot</guilabel>
              panel.
            </para>

            <tip>
              <para>Alternatively, print the invoice and check the <guilabel>Payments</guilabel> option on the Display
                tab in the report options. The Tax Invoice always shows payments so does not have
                the Payments option.
              </para>
            </tip>
          </listitem>

          <listitem>
            <para>To correct mistakes that are hard to correct otherwise (either due to bugs in past versions of
              gnucash or due to unintended use of said features). Some of these use cases are found
              on <ulink url="&url-wiki-bus-feat;">this wiki page</ulink>. In the context of the
              normal operation of business features , the <guilabel>Lots in Account</guilabel>
              window is <emphasis>not</emphasis> used to create, delete, link or unlink lots. Lots
              are usually generated and manipulated internally only by the business features
              programs.
            </para>
          </listitem>
        </orderedlist>

        <para>To open the <guilabel>Lots in Account AAAA</guilabel> window, where AAAA is the <emphasis>Accounts
          Receivable</emphasis> (AR) or <emphasis>Accounts Payable</emphasis> (AP) account, open the
          <emphasis>AR</emphasis> or <emphasis>AP</emphasis> account register, then select
          <menuchoice>
            <guimenu>Actions</guimenu> <guimenuitem>View Lots</guimenuitem>
          </menuchoice>
          .
        </para>

        <figure pgwide="1">
          <title>Lots in Account window for business features</title><screenshot id="tool-lotsInAcctBus">
            <mediaobject>
              <imageobject role="html">
                <imagedata fileref="figures/Tool_LotsBus.png"
                srccredit="Chris Good" width="&img-w;"/>
              </imageobject>
              <imageobject role="fo">
                <imagedata fileref="figures/Tool_LotsBus.png"
                           srccredit="Chris Good"/>
              </imageobject>
              <caption>
                <para>An image of the <guilabel>Lots in Account</guilabel> window for an Accounts Receivable account.
                </para>
              </caption>
            </mediaobject>
          </screenshot>
        </figure>
      </sect3>

      <sect3 id="tool-lots-bus-scr">
        <title>Screen Elements</title>

        <para>The screen elements of the <guilabel>Lots in Account</guilabel> window for an AR or AP account are
          the same as for a security account, although the actions and data are different. As this
          window is only used for creating, deleting, linking or unlinking lots in <emphasis>
          exceptional</emphasis> circumstances, the differences are not described. See
          <xref linkend="tool-lots-cap-scr" /> for a description of the screen elements and what the
          buttons do when used with the lots of a security account.
        </para>
      </sect3>
    </sect2>
  </sect1>
</chapter>
