<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter SYSTEM "gnc-gui-pt.dtd">
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  Maintainers:
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    Jon Lapham <lapham@extracta.com.br>
  updated Patrick Schweiger <pks@spiffykitty.com>
  Originally designed by Carol Champagne.
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<chapter id="chapter_busnss">
  <title>Funcionalidades para pequenos negócios</title>

  <para>Este capítulo ainda não se encontra traduzido, dado que as exigências fiscais em Portugal não
    permitem a utilização do GnuCash para gestão de pequenas empresas.
  </para>

  <para>Ficou assim a tradução adiada para mais tarde.
  </para>
<!--    <para>The accounting needs of a business are quite different from that of
    a person. Businesses have customers that owe money, vendors which are owed
    money, employee payroll, more complex tax laws, etc. &app; offers
    business oriented features to facilitate these needs.</para>

    <para>Accounts Receivable (A/R) are used by businesses to record sales for
    which they are not immediately paid. Accounts Payable (A/P) record bills
    that they have received, but might not pay until later. These types of
    accounts are used primarily when you have a lot of bills and receipts
    flowing in and out, and do not want to lose track of them just because you
    do not pay or get paid right away. For most home users, A/R and A/P are
    too complicated to be worth the effort.</para>

    <para>Accounts Receivable (or A/R) refers to products or services provided
    by your company for which payment has not yet been received. This is
    represented on the balance sheet as an asset, because the expectation is
    that you will receive payment soon.</para>

    <para>Accounts Payable (or A/P) refers to products or services bought by your
    company for which payment has not yet been sent. This is represented on the balance sheet
    as a liability because you will have to pay for them.</para>

  <sect1 id="busnss-ar-setup1">
    <title>Initial Setup</title>

    <para>To set up &app; to handle accounts receivable and accounts payable
      for a company  four preliminary things must be done. The first is to build an appropriate
      Account Hierarchy. The second is set up tax tables. The third is to register the company in
      &app;. The fourth is to set up billing terms.
    </para>

    <sect2 id="busnss-setupacct2">
      <title>Account Setup</title>

      <para>There are many different ways to set up a business account
      hierarchy. You can start with the Business Accounts setup which is
      available from the New Account Hierarchy assistant, or you could build one
      manually. To access the prebuilt Business Accounts, start &app; and
      click on <menuchoice><guimenu>File</guimenu><guimenuitem>New File</guimenuitem></menuchoice> and
      proceed until you see the list of available accounts, select <emphasis>Business
      Accounts</emphasis>.</para>

      <note>
        <para>The prebuilt Business Account hierarchy will not meet your needs
        exactly. You will need to make adjustments for the hierarchy to function
        well with your particular situation. It should be close enough that it
        is recommended you begin with it.</para>
      </note>

      <para>To use &app;&rsquo;s integrated accounts
      payable system, you must first setup an account of the <emphasis>A/Payable</emphasis>
      type. The <emphasis>A/Payable</emphasis> account is usually a sub-account
      under Liabilities. It is within this account that the integrated A/P system
      places transactions.
      <screen>Basic A/P Account Hierarchy:

-Assets
  -Bank
-Liabilities
  -Accounts Payable
-Expenses
  -AP Expenses</screen>
</para>

     <para>You need to add additional asset accounts and real expense accounts to make
     this hierarchy useful.  The important aspects of this hierarchy are that you need
     an expense account and an Accounts Payable account, with account type set to
     <emphasis>A/Payable</emphasis>.</para>

    </sect2>

    <sect2 id="busnss-ar-setuptaxtables">
      <title>Tax Tables</title>

      <para>Tax Tables can used to determine the tax for customer invoices (or vendor bills).
      </para>

      <para> A tax table can be assigned to an invoice line or bill line.</para>

      <para> The default invoice line tax table can be assigned to each customer and the default bill
        line tax table can be assigned to each vendor.
      </para>

      <para>The default tax table for new customers or new vendors can be specified in the <emphasis>Book Options </emphasis>
        window which can be accessed by
        <menuchoice><guimenu>File</guimenu>
          <guisubmenu>Properties</guisubmenu>
          <guimenuitem>Business</guimenuitem>
        </menuchoice> tab.
      </para>

      <para>Tax Tables are maintained using the <emphasis>Sales Tax Table</emphasis> editor which is accessed via menu
        <menuchoice><guimenu>Business</guimenu><guimenuitem>Sales Tax Table</guimenuitem></menuchoice>.
        The following fields should be entered:
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Name</guilabel> This is the tax table name.</para>
        </listitem>
        <listitem>
          <para><guilabel>Type</guilabel> Either <guilabel>Percent %</guilabel>
 or <guilabel>Value $
</guilabel>.</para>
        </listitem>
        <listitem>
          <para><guilabel>Value
</guilabel>This is the percentage or value depending on <guilabel>Type</guilabel>.</para>
        </listitem>
        <listitem>
          <para><guilabel>Account</guilabel> This is the account to which tax will be posted.
            For tax collected from customers, this should probably be a Liability account as it must be payed to the government.
            For tax paid to vendors, if tax laws allow tax paid to vendors to offset tax collected from customers, this should probably
            also be a Liability account (even though it will usually have a debit balance)
            so that the net tax owed to the government can be easily observed.
          </para>
          <para>If you set up Tax on Purchases and Tax on Sales as subaccounts of Liabilities:Tax then the net tax will be rolled up
            and can be seen in the  &app; Accounts tab.
          </para>
          <para><emphasis>If unsure about tax law requirements, get professional advice. </emphasis></para>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="busnss-setupcname">
      <title>Company Registration</title>

      <para>After you have built the account structure and defined your tax tables, register the &app;
        file as belonging to your company by filling in the data requested in
        the <xref linkend="business-book-options" /> accessible from the
        <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice> menu item.
      </para>
    </sect2>

    <sect2 id="busnss-setup-cntrs">
      <title>Counters</title>

        <para>Define the format and last used numbers of codes such as customer,
          invoice, vendor, bill, employee, expense voucher, job number and
          order.
          See <xref linkend="counters-book-options" />.
        </para>
    </sect2>

    <sect2 id="busnss_setup_pref">
      <title>Business Preferences</title>
      <para>Set options on the Business tab of the &app; preferences, which is
        accessed via <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>
        (<menuchoice><guimenu>GnuCash</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice> on &mac;).
        See <xref linkend="prefs-biz" />.
      </para>
    </sect2>

    <sect2 id="busnss-ar-setupterms">
      <title>Billing Terms</title>

      <para>Billing Terms can be used to determine the payment due date and be a guide for determining discount for early payment of invoices (or vendor bills).
      </para>

        <note>
        <para>As of &app; 2.6.7, Billing terms are only partially supported. Date due is calculated but discount amount is not.</para>
        <para>
          Discount for early invoice payment is not implemented. There are 2 ways this may be done, although neither is recommended, and
          professional advice should be used to confirm that regulations are being complied with:
          <itemizedlist>
            <listitem>
              <para>After creating and posting a payment which pays the invoice in full, manually edit the payment transaction (usually strongly discouraged)
                and split the payment to reduce it by the amount of the discount and a create a compensating split in an income (discount) account.
              </para>
            </listitem>

            <listitem>
              <para>Alternatively, after creating and posting a payment for the discounted amount, create a credit note for the discount using a specific negative
                sales income (discount) account for the transfer account.
              </para>
            </listitem>

            </itemizedlist>
        </para>
      </note>

      <para>You can specify the billing terms on each invoice/bill.
        Invoice billing terms will default from the customer billing terms.
        Bill billing terms will default from the vendor billing terms.
      </para>

      <para>Billing Terms are maintained using the Billing Terms Editor which is accessed via menu
        <menuchoice><guimenu>Business</guimenu><guimenuitem>Billing Terms Editor</guimenuitem></menuchoice>.
        The following fields should be entered:
      </para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Name</guilabel> The internal name of the billing term. For some examples of billing term names and descriptions see
             <ulink url="&url-wiki-pmt-term;" />
          </para>
        </listitem>
        <listitem>
          <para><guilabel>Description</guilabel> The description of the billing term, printed on invoices</para>
        </listitem>
        <listitem>
          <para>There are 2 types of billing terms, with different information to be entered</para>
          <itemizedlist>
            <listitem>
              <para>Type Days</para>
              <itemizedlist>
                <listitem>
                  <para><guilabel>Due Days</guilabel> The invoice or bill is due to be paid within this number of days after the post date</para>
                </listitem>
                <listitem>
                  <para><guilabel>Discount Days</guilabel> The number of days after the post date during which a discount will
                    be applied for early payment
                  </para>
                </listitem>
                <listitem>
                  <para><guilabel>Discount %</guilabel> The percentage discount applied for early payment</para>
                </listitem>
              </itemizedlist>
            </listitem>
            <listitem>
              <para>Type Proximo</para>
              <itemizedlist>
                <listitem>
                  <para><guilabel>Due Day</guilabel> The day of the month bills are due</para>
                </listitem>
                <listitem>
                  <para><guilabel>Discount Day</guilabel> The last day of the month for the early payment discount</para>
                </listitem>
                <listitem>
                  <para><guilabel>Discount %</guilabel> The discount percentage applied if paid early</para>
                </listitem>
                <listitem>
                  <para><guilabel>Cutoff Day</guilabel> The cutoff day for applying bills to the next month. After the
                    cutoff, bills are applied to the following month. Negative values
                    count backwards from the end of the month.
                  </para>
                </listitem>
              </itemizedlist>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>
  </sect1>

  <sect1 id="busnss-ar-components1">
     <title>Accounts Receivable</title>

    <para>&app; has an integrated accounts receivable system.</para>

    <para>
      To use &app;&rsquo;s integrated
      accounts receivable system, you must first set up
      <emphasis>Accounts Receivable</emphasis> accounts of type
      <emphasis>A/Receivable</emphasis> under
      <emphasis>Assets</emphasis> to accrue income you're owed. It is
      within this account that the integrated A/R system will place
      transactions, debiting it when you post bills and crediting it
      when you receive payments.
<screen>Basic A/R Account Hierarchy:

-Assets
  -Accounts Receivable
  -Checking
-Income
  -Sales
-Liabilities
  -Tax
    -Tax on Purchases
    -Tax on Sales</screen>
    </para>

    <important>
      <para>If you deal with customers in more than one currency you will need a separate <emphasis>Accounts
        Receivable</emphasis> account for each currency:
<screen>-Assets
  -Accounts Receivable
    -CHF
    -EUR
    :</screen>
      </para>
    </important>

    <note>
      <para>You need to add additional asset, expense, and income accounts to this hierarchy for it to be
        useful. The important aspects of this hierarchy are the use of an income account and the
        <emphasis>Accounts Receivable</emphasis> asset account, with account type set to
        <emphasis>A/Receivable</emphasis>.
      </para>
    </note>

    <para>The transactions generated by the A/R system are recorded within the <emphasis>Accounts
    Receivable</emphasis> account. You generally do not work directly with this account.
    You generally work with the four integrated &app; A/R application
    components available through the <menuchoice><guimenu>Business</guimenu>
    <guisubmenu>Customer</guisubmenu></menuchoice> sub-menu. These four components are:</para>

    <variablelist>
      <varlistentry>
        <term><xref linkend="busnss-ar-customers1" /></term>
        <listitem><para>People or companies to whom
        you sell products or services on credit.</para></listitem>
      </varlistentry>

      <varlistentry>
        <term><xref linkend="busnss-ar-invoices1" /></term>
        <listitem><para>The physical invoice you
        send to a customer to request payment. This invoice contains an
        itemized list of things you sold.</para></listitem>
      </varlistentry>

      <varlistentry>
        <term><xref linkend="busnss-ar-jobs1" /></term>
        <listitem><para>Is where you register
        Customer Jobs. Jobs are a mechanism by which you can group multiple
        invoices to a particular customer.</para></listitem>
      </varlistentry>

      <varlistentry>
        <term><xref linkend="busnss-ar-payment1" /></term>
        <listitem><para>Used to register
        payments you received from a customer.</para></listitem>
      </varlistentry>
    </variablelist>

    <para>The following sections introduce the individual components in more
    detail.</para>
  </sect1>

  <sect1 id="busnss-ar-customers1">
    <title>Customers</title>

    <para>Customers are people or companies to whom you sell goods or
    services. They must be registered within the A/R system.</para>

    <sect2 id="busnss-ar-custnew2">
      <title>New</title>

      <para>To register a new customer, enter the menu <menuchoice>
      <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
      <guimenuitem>New Customer</guimenuitem></menuchoice>. Fill in customer information, such as
      Company Name, Address, Phone, Fax, etc. Below is a list of the other
      options:</para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Identification - Customer Number</guilabel> - can be
          any number by which you would like to refer to this customer. You
          may leave it blank and a number will be chosen automatically.
          See <xref linkend="counters-book-options" /> for more info.</para>
        </listitem>

        <listitem>
          <para><guilabel>Identification - Active</guilabel> - differentiates
          active customers from inactive ones. This is useful when you have
          many past customers, and you want to see only those marked
          active.</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Address - Name</guilabel> - is the contact
          name of the person to receive the invoices.</para>
        </listitem>

        <listitem>
          <para><guilabel>Notes</guilabel> - records any additional comments
          about the customer.</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Currency</guilabel> -
          specifies the billing currency for this customer. It will
          default to the default currency set in
          <guilabel>Preferences</guilabel></para>
          <note><para>All invoices will be denominated in this
          currency and &app; will require an
          Accounts Receivable account in this currency.</para></note>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Terms</guilabel> - specifies
          the default billing terms for this customer. Billing terms must be
          preregistered using <menuchoice><guimenu>Business</guimenu>
          <guimenuitem>Billing Terms Editor</guimenuitem></menuchoice>.</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Discount</guilabel> - gives
          the customer a default percentage based discount at the time of
          invoice creation. Enter a value from 0 to 100. You can override the
          default discount when you create an invoice.</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Credit Limit</guilabel> -
          stores the maximum credit you are willing to extend to the customer.
          This field is for your reference purposes only. &app; does not use
          the value.</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Tax Included</guilabel> - this
          specifies whether nor not tax is included in invoice amounts by
          default. You can choose <guilabel>Yes</guilabel>,
          <guilabel>No</guilabel>, or <guilabel>Use Global</guilabel>.
          <itemizedlist>
              <listitem>
                <para><guilabel>Yes</guilabel> means that the tax is already
                included in amounts on invoices.</para>
              </listitem>

              <listitem>
                <para><guilabel>No</guilabel> means tax is not
                included.</para>
              </listitem>

              <listitem>
                <para><guilabel>Use Global</guilabel> means to use the setting
                made in the global preferences accessible through
                <menuchoice><guimenu>Edit</guimenu>
                <guimenuitem>Preferences</guimenuitem></menuchoice>
                (<menuchoice><guimenu>Gnucash</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice> on &mac;).</para>
              </listitem>
            </itemizedlist></para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Tax Table</guilabel> -
          specifies a default tax table to apply to invoice line items. Tax
          tables must be registered from the <menuchoice><guimenu>Business</guimenu>
          <guimenuitem>Tax Table Editor</guimenuitem></menuchoice> menu item.</para>
        </listitem>

        <listitem>
          <para><guilabel>Shipping Address</guilabel> - records the customer&rsquo;s
          shipping address if it is different from the billing address. The
          shipping address is for your reference. &app; does not use the
          value.</para>
        </listitem>
      </itemizedlist>

    </sect2>

    <sect2 id="busnss-ar-custfind2">
      <title>Find and Edit</title>

      <para>To search for an existing customer, use the <menuchoice>
      <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
      <guimenuitem>Find Customer</guimenuitem></menuchoice> window. You select a customer to
      <guilabel>View/Edit</guilabel> from the results of the search. This
      window is also used to look up customers when creating invoices and
      processing payments.</para>

      <para>If many customers match the search criteria you provide, the
      search can be refined by running an additional search within the current
      results. The current result set is searched when the <guilabel>Refine
      Current Search</guilabel> radio button is selected. In fact, &app;
      selects this option for you after you run the initial search.</para>

      <para>If the customer you are searching for does not match the supplied
      search criteria, change the search criteria, click the <guilabel>New
      Search</guilabel> radio button and then the <guilabel>Find</guilabel>
      button. The relevant step is the <guilabel>New Search</guilabel>
      selection. If the customer is not in the result of the original search,
      and you only search within this set, the customer cannot be found,
      regardless of new search criteria.</para>

      <note>
        <para>To return a list of all registered active customers, set the
        search criterion to <guilabel>matches regex</guilabel>, and place a
        single dot "." in the text field area. Make sure <guilabel>Search only
        active data</guilabel> is checked, then click
        <guibutton>Find</guibutton>. The regular expression "." means to match
        anything.</para>
      </note>
    </sect2>
  </sect1>

  <sect1 id="busnss-ar-invoices1">
    <title>Invoices</title>

    <para>An invoice is the paperwork you send to a customer to request
    payment for products or services rendered. &app; can generate and track
    invoices.</para>

    <para>A credit note is the paperwork you send to a customer to correct
    products or services rendered that were incorrectly invoiced. &app; can generate and track
    credit notes via the same menu entries as invoices.</para>

    <note>
      <para>This section applies to both invoices and
      credit notes. In order to avoid repeating everything twice and to keep
      the text easier to read it will refer only to invoices. You can apply
      it equally to credit notes. Only where the behaviour of credit notes
      differs from invoices this will be explicitly mentioned.  Credit notes were introduced starting with
      &app; stable release 2.6.0.</para>
    </note>

    <sect2 id="busnss-ar-invoicenew2">
      <title>New</title>

      <para>To send an invoice to a customer you must first create a new
      invoice. To create an invoice use <menuchoice><guimenu>Business</guimenu>
      <guisubmenu>Customer</guisubmenu><guimenuitem>New Invoice</guimenuitem></menuchoice>. The
      New Invoice window must be filled in appropriately:</para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Invoice Information - Type</guilabel> - the
          type of customer document to create - either an invoice or a credit note.</para>
        </listitem>

        <listitem>
          <para><guilabel>Invoice Information - Invoice ID</guilabel> - the
          identification number of this invoice. This is your internal number
          for this invoice. If you leave it blank, an invoice number will be
          generated automatically. See <xref linkend="counters-book-options" />
          for more info</para>
        </listitem>

        <listitem>
          <para><guilabel>Invoice Information - Date Opened</guilabel> - the
          date this invoice was created.</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Customer</guilabel> - the
          customer who is to receive this invoice. If you remember the <emphasis>company name</emphasis>
          you entered in the <guilabel>New Customer</guilabel> window for this customer,
          start to type it in this field and &app; will try auto complete
          it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
          Customer</guilabel> window described in <xref linkend="busnss-ar-custfind2" />. Highlight the customer
          you are looking for with a click in the search results, then press the
          <guibutton>Select</guibutton> button.</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Job</guilabel> (optional) -
          associates the new invoice with a customer job (see <xref linkend="busnss-ar-jobs1" />).
          If you remember the <emphasis>job name</emphasis>
          you entered in the <guilabel>New Job</guilabel> window for this job,
          start to type it in this field and &app; will try auto complete
          it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
          Job</guilabel> window. This window is the same to the one described in
          <xref linkend="busnss-ar-custfind2" />. Highlight the job
          you are looking for with a click in the search results, then press the
          <guibutton>Select</guibutton> button.</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Billing ID</guilabel> - this
          is the customer&rsquo;s PO Number or other <quote>customer reference number</quote>.
          You should use it to identify your invoices to this customer (and
          job, if you have one).</para>
        </listitem>

        <listitem>
          <para><guilabel>Billing Information - Terms</guilabel> - the payback
          terms agreement for this invoice. A list of registered terms is
          available within the pop up menu. If you specified a default value
          for the selected customer, this field is initialized with the
          default.</para>
        </listitem>
      </itemizedlist>

      <para>When you click the <guibutton>OK</guibutton> button, the
      <guilabel>Edit Invoice</guilabel> window opens.</para>
    </sect2>

    <sect2 id="busnss-ar-invoiceedit2">
      <title>Edit</title>

      <para>From the Edit Invoice window you can enter an itemized list of
      goods and services you sold on this invoice in a manner similar to how the account
      register works. For credit notes you enter an itemized list of goods and
      services you refunded instead.</para>

      <para>There are 15 columns in the <guilabel>Invoice Entries</guilabel>
      area:</para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Date</guilabel> - The date this item was
          sold.</para>
        </listitem>

        <listitem>
          <para><guilabel>Invoiced?</guilabel> - <guilabel>X</guilabel> means
          the item is attached to this invoice, an empty box means the item is
          not attached to this invoice. The item is attached for you when you
          proceed to the next line item.</para>
        </listitem>

        <listitem>
          <para><guilabel>Description</guilabel> (optional) - is what the item
          or service is called.</para>
        </listitem>

        <listitem>
          <para><guilabel>Action</guilabel> (optional) - is a user defined
          field. You can place Cost Center information here, or use one of the
          3 predefined actions, Hours, Material, or Project.</para>
        </listitem>

        <listitem>
          <para><guilabel>Income Account</guilabel> - selects which income
          account is credited with this income.</para>
        </listitem>

        <listitem>
          <para><guilabel>Quantity</guilabel> - tracks how many of the items
          you sold.</para>
        </listitem>

        <listitem>
          <para><guilabel>Unit Price</guilabel> - is the unit price of the
          item.</para>
        </listitem>

        <listitem>
          <para><guilabel>Discount Type</guilabel> - is the type of
          discount:</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>$</guilabel> means <guilabel>Discount</guilabel>
              is a monetary value</para>
            </listitem>

            <listitem>
              <para><guilabel>%</guilabel> means <guilabel>Discount</guilabel>
              is a percentage.</para>
            </listitem>
          </itemizedlist>

          <para>You can click the field to toggle between the discount
          types.</para>
        </listitem>

        <listitem>
          <para><guilabel>Discount How</guilabel> - the discount can be
          computed as follows:</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>&gt;</guilabel> means the discount applies after
              tax.</para>
            </listitem>

            <listitem>
              <para><guilabel>&lt;</guilabel> means the discount applies
              before tax.</para>
            </listitem>

            <listitem>
              <para><guilabel>=</guilabel> means both discount and tax are
              applied to the pretax value.</para>
            </listitem>
          </itemizedlist>

          <para>You can click the field to change the setting.</para>
        </listitem>

        <listitem>
          <para><guilabel>Discount</guilabel> (optional) - is the total
          discount, in monetary units or percentage, depending on
          <guilabel>Discount Type</guilabel>. You can leave it blank for no
          discount. Any default discount you specified for the customer will
          be automatically entered for each new item.</para>
        </listitem>

        <listitem>
          <para><guilabel>Taxable?</guilabel> - is this item taxable?
          <guilabel>X</guilabel> means yes, a blank field means no. You can
          click the field to toggle the setting.</para>
        </listitem>

        <listitem>
          <para><guilabel>Tax Included?</guilabel> - has the tax already been
          included in the unit price? <guilabel>X</guilabel> means yes, a
          blank field means no. For example, if there is 1 item of $100 with a
          tax of 5% then:</para>

          <itemizedlist>
            <listitem>
              <para>If Tax Included is empty, then subtotal = $100 and tax =
              $5.</para>
            </listitem>

            <listitem>
              <para>If Tax included is set (<guilabel>X</guilabel>), then
              subtotal = $95.23 and tax = $4.77.  The computation is:
              Subtotal = Total / (1+taxrate) and Tax = Total - Subtotal
              = Total - (Total / (1+taxrate)).
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Tax Table</guilabel> (optional) - this is a pop up
          menu of all the available tax tables. If you make the item taxable,
          then this table is used to compute the amount of tax. The tax table
          determines tax percentages and the accounts to which tax is
          charged.</para>
        </listitem>

        <listitem>
          <para><guilabel>Subtotal</guilabel> (uneditable) - is the computed
          subtotal for this item (less tax).</para>
        </listitem>

        <listitem>
          <para><guilabel>Tax</guilabel> (uneditable) - is the computed tax
          for this item.</para>
        </listitem>
      </itemizedlist>

      <para>When you have finished entering all the items, you can
      <guilabel>Post</guilabel> and print the invoice.</para>
    </sect2>

    <sect2 id="busnss-ar-invoicepost2">
      <title>Post</title>

      <para>When you finish editing an invoice and are ready to print, you
      must <guilabel>Post</guilabel> the invoice. The invoice does not have to
      be posted immediately. In fact, you should only post an invoice when you
      are ready to print it. Posting an invoice places the transactions in an
      accounts receivable account.</para>

      <para>The <guilabel>Post Invoice</guilabel> window appears and asks you
      to enter the following information:</para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Post Date</guilabel> - specifies the date for the
          transactions entered into the accounts receivable account.
          By default this is the invoice&rsquo;s <guilabel>Date
          Opened</guilabel> (see <xref linkend="busnss-ar-invoicenew2"/> for
          information about that date).</para>
        </listitem>

        <listitem>
          <para><guilabel>Due Date</guilabel> - is the date on which payment
          for the invoice is expected.</para>

          <itemizedlist>
            <listitem>
              <para>If you specified payment terms when you created the
              invoice, the date is calculated according to selected terms, and
              the entry field is insensitive.</para>
            </listitem>

            <listitem>
              <para>If you did not specify payment terms, enter the expected
              payment due date here.</para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Description</guilabel> - is an arbitrary
          description. When invoice transactions are placed in the accounts
          receivable account, this description is entered in the memo field of
          those transactions.</para>
        </listitem>

        <listitem>
          <para><guilabel>Post To Account</guilabel> - selects the accounts
          receivable account in which invoice transactions are posted. You can
          select the account from a list of existing A/Receivable
          accounts.</para>
        </listitem>

        <listitem>
          <para><guilabel>Accumulate Splits</guilabel> - determines if invoice
          items which transfer to the same account are combined into a single
          split for that account or entered individually. For the sample
          invoice which sold Nails and a Hammer, the setting affects post
          results as follows:</para>

          <itemizedlist>
            <listitem>
              <para>Checked (splits are accumulated) - a single transfer of
              $575.00 from the <emphasis>Income:Sales</emphasis> account is recorded.</para>
            </listitem>

            <listitem>
              <para>Not checked - the transaction created in the A/Receivable
              account, shows two transfers from <emphasis>Income:Sales</emphasis> account $100.00
              and $475.00. The memo fields in the splits indicate the sale of
              Nails and the Hammer (the item descriptions entered on the
              invoice) respectively.</para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="busnss-ar-invoicefind2">
      <title>Find</title>

      <para>To find an existing invoice, use the <menuchoice><guimenu>Business</guimenu>
      <guisubmenu>Customer</guisubmenu><guimenuitem>Find Invoice</guimenuitem></menuchoice>
      menu item. From the results of the search, you can select an invoice
      to edit or view.</para>

      <note>
        <para>Before you can edit a posted invoice, you will need to
        <guilabel>Unpost</guilabel> it.</para>
      </note>

      <para>One of the design goals in &app;&rsquo;s Account Receivable system was
      to allow different processes to get to the same state, so you can reach
      an invoice from different directions based on the way you think about
      the problem:</para>

      <itemizedlist>
        <listitem>
          <para>You can search for the customer first, then list their
          invoices.</para>
        </listitem>

        <listitem>
          <para>You can search for invoices by number or by company
          name.</para>
        </listitem>

        <listitem>
          <para>You can list invoices associated with a customer job.</para>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="busnss-ar-invoiceprint2">
      <title>Print</title>

      <para>After you post an invoice, you should print it and send it to your
      customer. To print an invoice use <menuchoice><guimenu>File</guimenu>
      <guimenuitem>Print Invoice</guimenuitem></menuchoice> menu item.</para>

      <tip>
        <para>You can modify the appearance of the invoice, IE: add a company
        logo, etc. To do so, see the <xref
        linkend="busnss-ar-invoicechange" />.</para>
      </tip>

      <para>Invoices can also be printed from the main window by selecting
      <menuchoice><guimenu>Reports</guimenu><guisubmenu>Business Reports</guisubmenu>
      <guimenuitem>Printable Invoice</guimenuitem></menuchoice> from the main menu. The
      resulting report window states that no valid invoice is selected. To
      select the invoice to print:</para>

      <orderedlist>
        <listitem>
          <para>Use the <guibutton>Options</guibutton> <emphasis>Toolbar</emphasis> button or select
          <menuchoice><guimenu>Edit</guimenu><guimenuitem>Report Options</guimenuitem></menuchoice> from
          the main menu.</para>
        </listitem>

        <listitem>
          <para>Select the <guilabel>General</guilabel> tab of the report
          options dialog.</para>
        </listitem>

        <listitem>
          <para>Click the <guibutton>Select</guibutton> button next to the
          <guilabel>Invoice Number</guilabel> field.</para>
        </listitem>

        <listitem>
          <para>Search for the invoice as usual.</para>
        </listitem>
      </orderedlist>

      <para>You can also print invoices from within the Process Payment
      dialog. See the <xref linkend="busnss-ar-payment1" /> for instructions on
      how to do so.</para>
    </sect2>

    <sect2 id="busnss-ar-invoicestarting2">
      <title>Assign Starting Invoice Number</title>

      <para>By default, &app; starts with invoice number 1 and increments from there. You can
      manually type an invoice number into the text box each time you create
      an invoice, but this gets tiring and sooner or later leads to duplicate
      numbers.</para>

      <para>You can change the starting invoice number if it is important you.
      Use <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice>, access
      the <guilabel>Counters</guilabel> tab, change the <guilabel>Invoice number</guilabel> value to be
      one less than your desired starting invoice number and click the <guibutton>OK</guibutton> button or the
      <guibutton>Apply</guibutton> button.</para>
    </sect2>
  </sect1>

  <sect1 id="busnss-ar-jobs1">
    <title>Customer Jobs</title>

    <para>Customer Jobs are used to group multiple invoices and credit notes to the same
    customer. Use of the Customer Jobs feature is optional. The feature is
    useful when you have multiple <guilabel>jobs</guilabel> for the same customer, and would like
    to view all the invoices and credit notes related to a single job.</para>

    <para>To use customer jobs, you must create them using the <menuchoice>
    <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
    <guimenuitem>New Job</guimenuitem></menuchoice> menu item. You will see the <guilabel>New
    Job</guilabel> window. The editable fields are:</para>

    <itemizedlist>
      <listitem>
        <para><guilabel>Job Info - Job Number</guilabel> (optional) - enter
        the number for this job. If left blank, a number will be chosen for
        you. See <xref linkend="counters-book-options" /> for more info.</para>
      </listitem>

      <listitem>
        <para><guilabel>Job Info - Job Name</guilabel> - the name you want to
        assign to the new job.</para>
      </listitem>

      <listitem>
        <para><guilabel>Owner Info - Customer</guilabel> - the customer for
        whom the job is created. If you remember the <emphasis>company name</emphasis>
        you entered in the <guilabel>New Customer</guilabel> window for this customer,
        start to type it in this field and &app; will try auto complete
        it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
        Customer</guilabel> window described in <xref linkend="busnss-ar-custfind2" />. Highlight the customer
        you are looking for with a click in the search results, then press the
        <guibutton>Select</guibutton> button.</para>
      </listitem>

      <listitem>
        <para><guilabel>Owner Info - Billing ID</guilabel> - the customer&rsquo;s
        reference to this job (e.g. their PO Number). This is the "Billing
        Identification" that they require to correlated your invoices with
        their order. The Billing ID you enter is used to set the billing id
        for new invoices associated with this job.</para>
      </listitem>

      <listitem>
        <para><guilabel>Job Active</guilabel> - toggles this job being active
        or not. This is useful when you have many inactive jobs, since it is
        easier to search only among jobs that are marked active.</para>
      </listitem>
    </itemizedlist>

    <para>To edit an existing customer job, use the <menuchoice>
    <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu>
    <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
    search results, and click the <guilabel>View/Edit Job</guilabel>
    button.</para>

    <para>To select from the invoices and credit notes associated with a given job, use <menuchoice>
    <guimenu>Business</guimenu><guisubmenu>Customer</guisubmenu><guimenuitem>Find
    Job</guimenuitem></menuchoice> menu item. Select the desired job in the
    search results and click the <guilabel>View Invoices</guilabel> button. A
    window listing invoices and credit notes associated with this job appears. Select an
    invoice or credit note and click the <guilabel>View Invoice</guilabel> button to open an
    invoice editor in the main application window.</para>
  </sect1>

  <sect1 id="busnss-ar-payment1">
    <title>Process Payment</title>

    <para>Eventually, you will receive payment from your customers for
    outstanding invoices. To register these payments, use the Process Payment
    application found in <menuchoice><guimenu>Business</guimenu>
    <guisubmenu>Customer</guisubmenu><guimenuitem>Process
    Payment</guimenuitem></menuchoice>.</para>

    <tip>
      <para>There is an alternative way of assigning a payment to (one or more)
        invoices where the payment transaction already exists, say in the case
        where transactions have been imported from a bank. There is no way to
        assign a payment to an invoice during the import process, so this must
        be done after transactions have been imported.
      </para>

      <para>This can best be done starting from the asset account register
        holding the imported payment transaction (like your bank account). In
        that account, select the payment, right-click (control-click for &mac;)
        and choose <guilabel>Assign as payment...</guilabel>. The payment
        window will pop-up, partly filled in with the information from the
        transaction. Fill in the missing information like the proper customer
        and invoice to complete the payment.
      </para>

      <para>One caveat: the logic behind <guilabel>Assign as payment...</guilabel>
        won't properly detect credit note reimbursements and will
        wrongfully interpret such a transaction as a vendor bill.
      </para>
    </tip>

    <para>The Process Payment application consists of:</para>

    <itemizedlist>
      <listitem>
        <para><guilabel>Payment Information - Customer</guilabel> - the
        customer who paid you. If you remember the <emphasis>company name</emphasis>
        you entered in the <guilabel>New Customer</guilabel> window for this customer,
        start to type it in this field and &app; will try auto complete
        it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
        Customer</guilabel> window described in <xref linkend="busnss-ar-custfind2" />. Highlight the customer
        you are looking for with a click in the search results, then press the
        <guibutton>Select</guibutton> button.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Information - Invoice</guilabel> - the invoice
        for which payment was received. If you remember the <emphasis>invoice ID</emphasis>,
        start to type it in this field and &app; will try auto complete
        it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
        Invoice</guilabel> window described in <xref linkend="busnss-ar-invoicefind2" />. Highlight the invoice
        you are looking for with a click in the search results, then press the
        <guibutton>Select</guibutton> button.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Information - Date</guilabel> - the date you
        you received payment.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Information - Amount</guilabel> - the amount
        of money received.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Information - Num</guilabel> - the check
        number.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Information - Memo</guilabel> - any comments
        about this payment.</para>
      </listitem>

      <listitem>
        <para><guilabel>Post To</guilabel> - the A/Receivable account to which
        to post this transaction.</para>
      </listitem>

      <listitem>
        <para><guilabel>Transfer Account</guilabel> - the account where the
        money will be deposited (a checking account for example).</para>
      </listitem>
    </itemizedlist>

  <sect2 id="busnss-ar-overpay2">
    <title>Over Payments or Pre-Payments</title>

    <para>If a customer overpays an invoice or pays for goods or services before
      they have been invoiced, Process Payment for the total amount received.
      &app; will then keep track of the over-payment
      (or pre-payment) in the A/R account and you can use the residual when
      paying the next invoice.
    </para>

  </sect2>

  <sect2 id="busnss-ar-partpay2">
    <title>Partial Payments</title>

    <para>Partial payments are possible too. Select the invoice to pay.
      &app; will automatically suggest that invoice's
      remaining balance as payment amount. Simply adjust that amount to what you
      want to pay.
    </para>

  </sect2>

  <sect2 id="busnss-ar-baddebt">
    <title>Writing Off a Bad Debt</title>

    <note><para>Please check with your accountant to ensure the following is
      acceptable in your region.</para>
    </note>

    <para>The usual way to do this is to process a payment for the invoice to a
      <emphasis>BadDebt</emphasis> account. Such an account would be an expense
      account. However, in &app;, you can't process a
      payment for an invoice directly to an expense account, so it takes two
      steps:
    </para>

    <itemizedlist>
      <listitem><para>Pay the invoice to an asset or liability account, such as
        your checking account.</para>
      </listitem>

      <listitem><para>Change the asset or liability account, in the <emphasis>
        non</emphasis> Accounts Receivable split of the payment transaction, to
        the BadDebt expense account.</para>
      </listitem>

    </itemizedlist>

    <para>Specifically</para>

        <itemizedlist>
      <listitem><para>Remove all transactions from the A/R account related to
        the invoice, except for the invoice's transaction itself. This includes
        any payment transactions, and transactions between your BadDebt and A/R
        account.</para>

        <para>In case the payment has associated lot link transactions
          <link linkend="busnss-ar-baddeb-lot">(1)</link>, remove those as well.
        </para>

        <para>If all is well, your <guilabel>Process Payment</guilabel> window
          for this customer should list the invoice the customer won't pay, and
          no prepayments.
        </para>
      </listitem>

      <listitem><para>Pay your invoice to an arbitrary asset or liability
        account. It can be your checking account. We will fix that in the next
        step.</para>
      </listitem>

      <listitem><para>Open the account register for your A/R account. For this
        invoice there should now be one payment transaction. If you are using
        &app; 2.6.0 - 2.6.4 there will also be one
        lot link transaction <link linkend="busnss-ar-baddeb-lot">(1)</link>.
        </para>
      </listitem>

      <listitem><para> Select the payment transaction and change the transfer
        account to your <emphasis>BadDebt</emphasis> account. Make sure to leave
        the transaction (eg by clicking on another transaction) to save the
        changes.</para>
      </listitem>
    </itemizedlist>

    <para>If all is well, your <guilabel>Process Payment</guilabel> window
      should still be clean: no pre-payments, and the bad debt invoice gone.
    </para>

    <note id="busnss-ar-baddeb-lot">
      <para>(1): &app; versions 2.6.0 to 2.6.4 created lot link transactions which
        show in the A/R account register. This came with its own set of subtle issues.
        It is recommended to upgrade to the latest (or at least 2.6.6) version, which
        fixes a lot of small problems. Version 2.6.5 had a flaw in the logic
        cleaning up the lot links. Once upgraded, please run <menuchoice><guimenu>
        Actions</guimenu><guimenuitem>Check &amp; Repair</guimenuitem>
        </menuchoice> on your A/R and A/P accounts to clean up most of the lot
        link legacy. Don't forget to make a backup first just in case.</para>

      <para>Lots are used internally for relating payments to invoices. Lots
        themselves are invisible in the account registers.
        To see them you need to open the lot viewer, which can be found in
        <menuchoice><guimenu>Actions</guimenu><guimenuitem>View lots
        </guimenuitem></menuchoice> while in any A/R or A/P account register.
        Select a lot to see the <emphasis>Splits in lot</emphasis>.
      </para>

      <para><emphasis>Lot links</emphasis> are <emphasis>transactions</emphasis>
        which you can see in your A/R and A/P accounts. They are unusual in the
        sense that all their splits are in one account (A/R or A/P). Each split
        in a lot link transaction is <emphasis>linked</emphasis> (hence the
        name) to an invoice or payment transaction by means of a lot.
      </para>
    </note>

    <para>See <ulink url="&url-wiki-bus-feat;"  /> for more information.
    </para>

  </sect2>

  </sect1>

  <sect1 id="busnss-ar-invoicechange">
    <title>Changing the Invoice Appearance</title>

    <para>The default Invoice style, as shown in <xref
    linkend="busnss-ar-invoiceprint2" />, is fairly barren. The default invoice
    style leaves the top part of the form blank, so you can print on company
    letterhead paper. There are some things you can do to change invoice
    appearance.</para>

    <para>Use <menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice> to
    enter your Company information in the <guilabel>Business</guilabel> tab of the <guilabel>Book Options</guilabel> window.
    Some of the entered information is printed on the right side of invoices.</para>

    <para>To add a customized background, heading banner or logo to invoices,
    modify the invoice style sheets. To do this, go to <menuchoice><guimenu>Edit</guimenu>
    <guimenuitem>Style Sheets</guimenuitem></menuchoice> and select the <guibutton>New</guibutton>
    button in the <guilabel>Select HTML Style Sheet</guilabel> window that will appear.</para>

    <para>Give a <guilabel>Name</guilabel> to the new style sheet (e.g. <guilabel>Custom Invoice</guilabel>) and select the
    <guilabel>Fancy</guilabel> <guilabel>Template</guilabel>. When you click the
    <guibutton>OK</guibutton> button, the <guilabel>HTML Style Sheet Properties</guilabel> window is
    displayed. This window presents you five sections listed in the left pane: <guilabel>Colors</guilabel>, <guilabel>Fonts</guilabel>,
    <guilabel>General</guilabel>, <guilabel>Images</guilabel>, and <guilabel>Tables</guilabel>. The <guilabel>Colors</guilabel>
    section allows you to change the colors of various items of the invoice. The <guilabel>Fonts</guilabel> section lets you
    set font type and dimensions. The <guilabel>General</guilabel> section allows you to set the <guilabel>Preparer</guilabel> and
    <guilabel>Prepared for</guilabel> information, and to <guilabel>Enable Links</guilabel>. The <guilabel>Images</guilabel> section allows you
    to import graphics into the style sheet. The <guilabel>Tables</guilabel> section allows you to
    adjust the spacing around the tables which make up the invoice.</para>

    <para>To include a company logo, banner heading and background image, use
    your favorite graphics application such as <application>The Gimp</application> or <application>OpenOffice Draw</application> to
    save the images in either <acronym>GIF</acronym> or <acronym>PNG</acronym> format. Then import them into the
    style sheet using the <guilabel>Images</guilabel> section described above.</para>

   <note>
      <para>The images are placed in the invoice as follows. The
      <guilabel>Background Tile</guilabel> is tiled to become the background
      image, the <guilabel>Heading Banner</guilabel> goes above the invoice
      text, and the <guilabel>Logo</guilabel> is placed in the upper left corner
      of the invoice to the left of the Heading Banner. You will probably have
      to try a few different sized images until you get the invoices to print
      nicely. Some sizing suggestions are that the Logo should be 1 square cm
      (~0.5 inch), and the Heading Banner should be 15 cm (~6 inches) wide and 1
      cm (~0.5 inch) tall.</para>
    </note>

    <para>With the style sheet configured, when you print the invoice, you
    select the style sheet to use from the <guimenu>Options</guimenu> menu.</para>

  </sect1> -->
<!-- start of A/P -->
<!-- <sect1 id="busnss-ap-components1">
    <title>Accounts Payable</title>
    <para>
      &app; has an integrated accounts
      payable system. As with <emphasis>Accounts Receivable</emphasis>
      you must have an <emphasis>Accounts Payable</emphasis> account
      set up under <emphasis>Liabilities</emphasis> for each currency
      in which you will issue invoices. The <emphasis>Accounts
      Payable</emphasis> accounts accrue the amounts you owe to
      others, so bills credit these accounts and payments and credit
      memos debit these accounts.  Generally you do not directly work
      with this account but use the four integrated
      &app; A/P application components.
      The A/P components are available from the
      <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu></menuchoice>
      sub-menu.

    </para>

     <para>These A/P components are:</para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Vendors</guilabel> are people or companies from which you buy
          products or services on credit.</para>
        </listitem>

        <listitem>
          <para><guilabel>Bills</guilabel> represent the physical bills vendors send to
          request payment from you. A bill contains an itemized list of things you purchased.</para>
        </listitem>

        <listitem>
          <para><guilabel>Jobs</guilabel> (optional) is where you register Vendor Jobs.
          Jobs are a mechanism by which you can group multiple bills from a particular vendor.</para>
        </listitem>

        <listitem>
          <para><guilabel>Process Payments</guilabel> is where you register payments to a
          vendor to whom you owe money.</para>
        </listitem>
      </itemizedlist>

      <para>The following sections introduce the individual Accounts Payable application components.</para>
  </sect1>

  <sect1 id="busnss-ap-vendors1">
  <title>Vendors</title>
    <para>A vendor is a company or person from whom you purchase goods or services.
    Vendors must be registered within the A/P system.</para>

  <sect2 id="busnss-ap-vendornew2">
  <title>New</title>
    <para>To register a new vendor, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
    <guimenuitem>New Vendor</guimenuitem></menuchoice> menu item. Fill in general information about the vendor,
    such as Company Name, Address, Phone, Fax, etc. Below is a list of the other options: </para>

    <itemizedlist>
      <listitem>
        <para><guilabel>Identification - Vendor Number</guilabel> - can be any number by which you would
        like to refer to this vendor. You may leave it blank and a number will be chosen automatically.
        See <xref linkend="counters-book-options" /> for more info</para>
      </listitem>

      <listitem>
        <para><guilabel>Identification - Active</guilabel> - differentiates active vendors from inactive
        ones. This is useful when you have many past vendors, and you want to see only those marked active.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Address - Name</guilabel> - is the contact name of the person to
        receive payments you make.</para>
      </listitem>

      <listitem>
        <para><guilabel>Notes</guilabel> - records any additional comments about the vendor.
        Use it to track names of contact people within the vendor&rsquo;s company, for example.</para>
      </listitem>

        <listitem>
          <para><guilabel>Payment Information - Currency</guilabel> -
          specifies the payment currency for this vendor. It will
          default to the default currency set in
          <guilabel>Preferences</guilabel></para>
          <note><para>All Bills and Credit Notes will be denominated in this
          currency and &app; will require an
          Accounts Payable account in this currency.</para></note>
        </listitem>

      <listitem>
        <para><guilabel>Payment Information - Terms</guilabel> - specifies the default payment terms
        for this vendor. Payment terms must be preregistered using
        <menuchoice><guimenu>Business</guimenu><guimenuitem>Billing Terms</guimenuitem></menuchoice>.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Information - Tax Included</guilabel> - specifies if tax is included
        in bills from this vendor. You can choose <guilabel>Yes</guilabel>, <guilabel>No</guilabel>,
        or <guilabel>Use Global</guilabel>.</para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Yes</guilabel> means that tax is already
              included in amounts on bills.</para>
            </listitem>

            <listitem>
              <para><guilabel>No</guilabel> means tax is not included.</para>
            </listitem>

            <listitem>
              <para><guilabel>Use Global</guilabel> means to use the setting
              made in the global preferences accessible through
              <menuchoice><guimenu>Edit</guimenu>
              <guimenuitem>Preferences</guimenuitem></menuchoice>
              (<menuchoice><guimenu>Gnucash</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>
              on &mac;).</para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Payment Information - Tax Table</guilabel> - specifies a default tax
          table to apply to bills from this vendor.  Tax tables must be registered using the
          <menuchoice><guimenu>Business</guimenu><guimenuitem>Tax Table</guimenuitem></menuchoice>
          menu item.</para>
        </listitem>
      </itemizedlist>

  </sect2>
    <sect2 id="busnss-ap-vendorfind2">
    <title>Find and Edit</title>

      <para>To search for an existing vendor, use the <menuchoice><guimenu>Business</guimenu>
      <guisubmenu>Vendor</guisubmenu><guimenuitem>Find Vendor</guimenuitem></menuchoice> window.
      You select a vendor to <guibutton>View/Edit</guibutton> from the results of the search.
      This window is also used to look up a vendor when entering bills and processing payments.</para>

      <para>If many vendors match the search criteria you provide, the
      search can be refined by running an additional search within the current
      results. The current result set is searched when the <guilabel>Refine
      Current Search</guilabel> radio button is selected. In fact, &app;
      selects this option for you after you run the initial search.</para>

      <para>If the vendor you are searching for does not match the supplied
      search criteria, change the search criteria, click the <guilabel>New
      Search</guilabel> radio button and then the <guibutton>Find</guibutton>
      button. The relevant step is the <guilabel>New Search</guilabel>
      selection. If the vendor is not in the result of the original search,
      and you only search within this set, the vendor cannot be found,
      regardless of new search criteria.</para>

      <tip>
        <para>To return a list of all registered active vendors, set the search criterion to
        <guilabel>matches regex</guilabel>, and place a single dot <quote>.</quote> in the text field area.
        Make sure <guilabel>Search only active data</guilabel> is checked, then click <guibutton>Find</guibutton>.
        The regular expression <quote>.</quote> means to match anything.</para>
      </tip>

    </sect2>
  </sect1>

  <sect1 id="busnss-ap-bills1">
  <title>Bills</title>
 <para>A bill is a request for payment you receive from a vendor.  &app; can track bills.</para>

    <para>A credit note is the document you receive from a vendor to correct
    products or services rendered that you were incorrectly charged for on a bill. &app; can generate and track
    credit notes via the same menu entries as bills.</para>

    <note>
      <para>This section applies to both bills and
      credit notes. In order to avoid repeating everything twice and to keep
      the text easier to read it will refer only to bills. You can apply
      it equally to credit notes. Only where the behaviour of credit notes
      differs from bills this will be explicitly mentioned.</para>
    </note>

    <sect2 id="busnss-ap-billnew2">
  <title>New</title>
 <para>When you receive a bill from a vendor and want to enter it into &app;, you must create a new bill.  To create a new bill use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Bill</guimenuitem></menuchoice> menu item, and fill in the resulting window appropriately.</para>
  <itemizedlist>
        <listitem>
          <para><guilabel>Invoice Information - Type</guilabel> - the
          type of vendor document to create - either a bill or a credit note.</para>
        </listitem>
  <listitem>
  <para><guilabel>Invoice Info - Invoice ID</guilabel> (optional) - the identification number of the invoice as emitted by the vendor (IE: the vendor&rsquo;s internal number for this invoice).</para>
  </listitem>
  <listitem>
  <para><guilabel>Invoice Info - Date Opened</guilabel> - the date the Invoice was emitted by the vendor.</para>
  </listitem>
  <listitem>
  <para><guilabel>Billing Info - Vendor</guilabel> - the issuing vendor. If you remember the <emphasis>company name</emphasis>
  you entered in the <guilabel>New Vendor</guilabel> window for this vendor,
  start to type it in this field and &app; will try auto complete
  it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
  Vendor</guilabel> window described in <xref linkend="busnss-ap-vendorfind2" />. Highlight the vendor you are looking for with a click
  in the search results, then press the <guibutton>Select</guibutton> button.</para>
  </listitem>
  <listitem>
  <para><guilabel>Billing Info - Job</guilabel> (optional) - associates a vendor job (see <xref linkend="busnss-ap-jobs1" />) with this bill.
  If you remember the <emphasis>job name</emphasis>
  you entered in the <guilabel>New Job</guilabel> window for this job,
  start to type it in this field and &app; will try auto complete
  it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
  Job</guilabel> window. This window is very similar to the one described in
  <xref linkend="busnss-ap-vendorfind2" />. Highlight the job you are looking for with a click
  in the search results, then press the <guibutton>Select</guibutton> button.</para>
  </listitem>
  <listitem>
  <para><guilabel>Billing Info - Billing ID</guilabel> (optional) - the vendor&rsquo;s ID for the bill (e.g.: their invoice #).</para>
  </listitem>
  <listitem>
  <para><guilabel>Billing Info - Terms</guilabel> - the pay back terms agreement for this bill. A list of registered terms is available within the pop up menu.  If you specified a default value for the selected vendor, this field is initialized with the default.</para>
  </listitem>
  <listitem>
  <para><guilabel>Chargeback Project - Customer</guilabel> (optional) - the customer to associate with this bill.  This is used to charge your customer later.</para>
  </listitem>
  <listitem>
  <para><guilabel>Chargeback Project - Job</guilabel> (optional) - the customer job to associate with this bill.</para>
  </listitem>
  </itemizedlist>

  <para>When you click the <guibutton>OK</guibutton> the <guilabel>Edit Bill</guilabel> window opens.</para>
  </sect2>
  <sect2 id="busnss-ap-billedit2">
  <title>Edit</title>
  <para>From the Edit Bill window you can enter an itemized list of
      goods and services you purchased, in a manner similar to how the account
      register works. For credit notes you enter an itemized list of goods and
      services the vendor refunded instead.</para>
  <para>There are 12 columns in the Invoice Entries area:</para>
  <itemizedlist>
  <listitem>
  <para><guilabel>Date</guilabel> - The date this item was sold.</para>
  </listitem>
  <listitem>
  <para><guilabel>Invoiced?</guilabel> - <guilabel>X</guilabel>  means the item is attached to this invoice, an empty box means the item is not attached to this invoice.  If the box is empty you can attach the item to the invoice by first selecting the item row and then clicking in this box.</para>
  </listitem>
  <listitem>
  <para><guilabel>Description</guilabel> (optional) - is what the item or service is called.</para>
  </listitem>
  <listitem>
  <para><guilabel>Action</guilabel> (optional) - is a user defined field.  You can place Cost Center information here, or use one of the 3 predefined actions, Hours, Material, or Project.</para>
  </listitem>
  <listitem>
  <para><guilabel>Expense Account</guilabel> - selects the expense account to charge for this item.</para>
  </listitem>
  <listitem>
  <para><guilabel>Quantity</guilabel> - tracks how many of the items you bought.</para>
  </listitem>
  <listitem>
  <para><guilabel>Unit Price</guilabel> - is the unit price of the item.</para>
  </listitem>
  <listitem>
  <para><guilabel>Taxable?</guilabel> - is this item taxable?  <guilabel>X</guilabel> means yes, a blank field means no. You can click the field to toggle the setting.</para>
  </listitem>
  <listitem>
  <para><guilabel>Tax Included?</guilabel> - has the tax already been included in the unit price?  <guilabel>X</guilabel> means yes, a blank field means no.</para>
  </listitem>
  <listitem>
  <para><guilabel>Tax Table</guilabel> (optional) - this is a pop up menu of all the available tax tables.  If the item is taxable and tax has not been included in the unit price, then this tax table is used to compute the amount of tax.</para>
  </listitem>
  <listitem>
  <para><guilabel>Subtotal</guilabel> (uneditable) - computed subtotal for this item (less tax)</para>
  </listitem>
  <listitem>
  <para><guilabel>Billable</guilabel> - is this item billable to the chargeback customer/job?</para>
  </listitem>
  </itemizedlist>

  <para>When you have finished entering all the items, <guilabel>Post</guilabel> the bill. </para>
  </sect2>

  <sect2 id="busnss-ap-billpost2">
  <title>Post</title>
  <para>When you finish editing a bill, you should <guilabel>Post</guilabel> the bill.  You do not have to post the bill, you can close it and return to it later. You have to post the bill eventually.  Posting a bill places its transactions into an accounts payable account.  The Post Bill window appears and asks you to enter information:</para>

  <itemizedlist>
    <listitem>
      <para><guilabel>Post Date</guilabel> - specifies the date for the transactions entered into the accounts payable account.</para>
    </listitem>
    <listitem>
      <para><guilabel>Due Date</guilabel> - is the date on which payment for the bill is expected.</para>

          <itemizedlist>
            <listitem>
              <para>If you specified payment terms when you created the bill,
              the date is calculated according to selected terms, and
              the entry field is insensitive.</para>
            </listitem>

            <listitem>
              <para>If you did not specify payment terms, enter the expected
              payment due date here.</para>
            </listitem>
          </itemizedlist>
    </listitem>

    <listitem>
       <para><guilabel>Description</guilabel> - is an arbitrary
       description. When bill transactions are placed in the accounts
       payable account, this description is entered in the memo field of
       those transactions.</para>
    </listitem>

    <listitem>
       <para><guilabel>Post To Account</guilabel> - selects the accounts
        payable account in which bill transactions are posted. You can
        select the account from a list of existing A/Payable
        accounts.</para>
     </listitem>


        <listitem>
          <para><guilabel>Accumulate Splits</guilabel> - determines if bill
          items which transfer to the same account are combined into a single
          split for that account or entered individually. For the sample
          bill for Letterhead and Envelopes, the setting affects post
          results as follows:</para>

          <itemizedlist>
            <listitem>
              <para>Checked (splits are accumulated) - a single transfer of
              $100.00 to the <emphasis>Expenses:Office Supplies</emphasis> account is recorded.</para>
            </listitem>

            <listitem>
              <para>Not checked - the transaction created in the A/Payable
              account, shows two transfers to <emphasis>Expenses:Office Supplies</emphasis> account
              $75.00 and $25.00.  The memo fields in the splits indicate the
              purchase of Letterhead and Envelopes (the item descriptions
              entered on the bill) respectively.</para>
            </listitem>
          </itemizedlist>
        </listitem>
  </itemizedlist>
  </sect2>

  <sect2 id="busnss-ap-billfind2">
  <title>Find</title>
  <para>To find an existing bill, use the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>Find Bill</guimenuitem></menuchoice> menu item.  From the results of the search, you can select a bill to edit, or view.</para>
  <note>
  <para>Before you can edit a posted bill, you will need to <guilabel>Unpost</guilabel> it.</para>
  </note>

  <note>
  <para>There are other ways to access an existing bill.  These are similar to accessing invoices for your customers.  See <xref linkend="busnss-ar-invoicefind2" /> for more information.</para>
  </note>

  </sect2>
  </sect1>

  <sect1 id="busnss-ap-jobs1">
  <title>Vendor Jobs</title>
  <para>Vendor Jobs are used to group multiple bills and credit notes from a single vendor.  Use of the vendor jobs feature is optional.  The feature is useful when you have multiple <guilabel>jobs</guilabel> for the same vendor, and would like to view all the bills and credit notes for a single job.</para>
  <para>To use vendor jobs, you must create them using the <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>New Job</guimenuitem></menuchoice> menu item.  You will see the <guilabel>New Job</guilabel> window.  The editable fields are:</para>


    <itemizedlist>
      <listitem>
        <para><guilabel>Job Info - Job Number</guilabel> (optional) - enter
        the number for this job. If left blank, a number will be chosen for
        you.</para>
      </listitem>

      <listitem>
        <para><guilabel>Job Info - Job Name</guilabel> - the name you want to
        assign to the new job.</para>
      </listitem>

      <listitem>
        <para><guilabel>Owner Info - Vendor</guilabel> - the vendor for
        whom the job is created.</para>
      </listitem>

      <listitem>
        <para><guilabel>Owner Info - Billing ID</guilabel> - the vendor&rsquo;s
        reference to this job (e.g. their PO Number).</para>
      </listitem>

      <listitem>
        <para><guilabel>Job Active</guilabel> - toggles this job being active
        or not. This is useful when you have many inactive jobs, since it is
        easier to search only among jobs that are marked active.</para>
      </listitem>
    </itemizedlist>

    <para>To edit an existing vendor job, use the <menuchoice>
    <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
    <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
    search results, and click the <guilabel>View/Edit Job</guilabel>
    button.</para>

    <para>To select from the bills and credit notes associated with a given job, use the <menuchoice>
    <guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu>
    <guimenuitem>Find Job</guimenuitem></menuchoice> menu item. Select the desired job in the
    search results and click the <guilabel>View Invoices</guilabel> button. A
    window listing bills and credit notes associated with this job appears. Select a
    bill or credit note and click the <guilabel>View Invoice</guilabel> button to open a
    bill editor in the main application window.</para>
  </sect1>

  <sect1 id="busnss-ap-payment1">
  <title>Process Payment</title>
  <para>Eventually, you need to pay your bills.  To do so, use the Process Payment application found in <menuchoice><guimenu>Business</guimenu><guisubmenu>Vendor</guisubmenu><guimenuitem>Process Payment</guimenuitem></menuchoice>.</para>

  <tip>
    <para>There is an alternative way of assigning a payment to (one or more)
      bills where the payment transaction already exists, say in the case
      where transactions are imported from a bank.
    </para>

    <para>This can best be done starting from the asset account register
      holding the imported payment transaction (like your bank account). In
      that account, select the payment, right-click (control-click for &mac;)
      and choose <guilabel>Assign as payment...</guilabel>. The payment
      window will pop-up, partly filled in with the information from the
      transaction. Fill in the missing information like the proper vendor
      and bill to complete the payment.
    </para>

    <para>One caveat: the logic behind <guilabel>Assign as payment...</guilabel>
      won't properly detect credit note reimbursements and will
      wrongfully interpret such a transaction as a customer invoice.
    </para>
  </tip>

  <para>The Process Payment application consists of:</para>
  <itemizedlist>
  <listitem>
  <para><guilabel>Payment Information - Vendor</guilabel> - the vendor you wish to pay. If you remember the <emphasis>company name</emphasis>
  you entered in the <guilabel>New Vendor</guilabel> window for this vendor,
  start to type it in this field and &app; will try auto complete
  it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
  Vendor</guilabel> window described in <xref linkend="busnss-ap-vendorfind2" />. Highlight the vendor you are looking for with a click
  in the search results, then press the <guibutton>Select</guibutton> button.</para>
  </listitem>
  <listitem>
  <para><guilabel>Payment Information - Bill</guilabel> - the bill you wish to pay. If you remember the <emphasis>bill ID</emphasis>,
  start to type it in this field and &app; will try auto complete
  it for you. Else, press the <guibutton>Select...</guibutton> button to access the <guilabel>Find
  Bill</guilabel> window described in <xref linkend="busnss-ap-billfind2" />. Highlight the bill you are looking for with a click
  in the search results, then press the <guibutton>Select</guibutton> button in the search window.</para>
  </listitem>
  <listitem>
  <para><guilabel>Payment Information - Date</guilabel> - the date you wish to make the payment, normally the current date.</para>
  </listitem>
  <listitem>
  <para><guilabel>Payment Information - Amount</guilabel> - the amount of money to transfer in this payment.</para>
  </listitem>
  <listitem>
  <para><guilabel>Payment Information - Num</guilabel> - the check number.</para>
  </listitem>
  <listitem>
  <para><guilabel>Payment Information - Memo</guilabel> - any comments about this payment.</para>
  </listitem>
  <listitem>
  <para><guilabel>Post To</guilabel> - the A/Payable account to post this transaction.</para>
  </listitem>
  <listitem>
  <para><guilabel>Transfer Account</guilabel> - the account from which money for the payments
   comes from, such as a checking account.</para>
  </listitem>
  </itemizedlist>

  <sect2 id="busnss-ap-overpay2">
    <title>Over Payments or Pre-Payments</title>

    <para>If you wish to overpay an invoice or pay for goods or services before
      they have been invoiced, Process Payment for the total amount payed.
      &app; will then keep track of the over-payment
      (or pre-payment) in the A/P account and you can use the residual in the
      future.
    </para>
  </sect2>

  <sect2 id="busnss-ap-partpay2">
    <title>Partial Payments</title>

    <para>You may wish to partially pay a bill. Select the bill to pay.
      &app; will automatically suggest that bill's
      remaining balance as payment amount. Simply adjust that amount to what you
      want to pay.
    </para>
  </sect2>

 </sect1>

   <sect1 id="busnss-emply">
    <title>Employees</title>
    <para>&app; can help your company by tracking employees. You can register a
    <xref linkend="busnss-emplynew" />, <xref linkend="busnss-emplyedit" /> existing employees, create
    <xref linkend="busnss-emply-newvchr" /> and <xref linkend="busnss-emply-editvchr" />.</para>

    <para>Expense vouchers are used to reimburse employees for authorized expenses (f.e. travel, parking, food etc...).
    Employee credit notes are the opposite of expense vouchers.</para>

 <sect2 id="busnss-emplynew">
  <title>New Employee</title>
    <para>To register a new employee, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Employee</guisubmenu>
    <guimenuitem>New Employee</guimenuitem></menuchoice> menu item. The <guilabel>New Employee</guilabel>
    window will open with two tabs:</para>
    <itemizedlist>
      <listitem><para><xref linkend="mply-tab1" /></para></listitem>
      <listitem><para><xref linkend="mply-tab2" /></para></listitem>
    </itemizedlist>

    <itemizedlist id="mply-tab1">
      <title>Employee tab</title>
      <listitem>
        <para><guilabel>Identification - Employee Number</guilabel> - can be any number by which you would
        like to refer to this employee. You may leave it blank and a number will be chosen automatically.
        See <xref linkend="counters-book-options" /> for more info.</para>
      </listitem>

      <listitem>
        <para><guilabel>Identification - Username</guilabel> (Mandatory) - a unique username to identify the employee.</para>
      </listitem>

      <listitem>
        <para><guilabel>Identification - Active</guilabel> (Optional) - differentiates active employees from inactive
        ones. This is useful when you have many past employees, and you want to see only those marked
        <guilabel>Active</guilabel>.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Address - Name</guilabel> (Mandatory) - the full name of the employee.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Address - Address</guilabel> (Mandatory) - the address of the employee.</para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Address - Phone, Fax, Email</guilabel> (Optional)- other optional contact information for the employee.</para>
      </listitem>

      <listitem>
        <para><guilabel>Interface - Language</guilabel> (Optional) - </para>
      </listitem>

      <listitem>
        <para><guilabel>Payment Information - Terms</guilabel> (Optional) - specifies the default payment terms
        for this employee. Payment terms must be preregistered using
        <menuchoice><guimenu>Business</guimenu><guimenuitem>Billing Terms</guimenuitem></menuchoice>.</para>
      </listitem>

       <listitem>
        <para><guilabel>Billing - Default Hours per Day</guilabel> (Optional) - </para>
       </listitem>

       <listitem>
        <para><guilabel>Billing - Default Rate</guilabel> (Optional) - </para>
       </listitem>

       <listitem>
          <para><guilabel>Billing  - Currency</guilabel> -
          specifies the billing currency for this employee. It will
          default to the default currency set in
          <guilabel>Preferences</guilabel></para>
          <note><para>All expense vouchers and credit notes for this
          employee will be denominated in this currency and
          &app; will require an Accounts
          Payable account in this currency.</para></note>
        </listitem>

       <listitem>
        <para><guilabel>Billing - Credit Account</guilabel> (Optional) - </para>
       </listitem>

      </itemizedlist>

      <itemizedlist id="mply-tab2">
      <title>Access Control tab</title>
      <listitem>
        <para>Access Control List</para>
      </listitem>
      </itemizedlist>

  </sect2>

    <sect2 id="busnss-emplyedit">
    <title>Find and Edit</title>

      <para>To search for an existing employee, use the <menuchoice><guimenu>Business</guimenu>
      <guisubmenu>Employee</guisubmenu><guimenuitem>Find Employee...</guimenuitem></menuchoice> menu.
      You select an employee to <guibutton>View/Edit</guibutton> from the results of the search.
      This window is also used to look up an employee when entering voucher and processing payments.</para>

      <para>If many employees match the search criteria you provide, the
      search can be refined by running an additional search within the current
      results. The current result set is searched when the <guilabel>Refine
      Current Search</guilabel> radio button is selected. In fact, &app;
      selects this option for you after you run the initial search.</para>

      <note>
        <para>If the employee you are searching for does not match the supplied
        search criteria, change the search criteria, click the <guilabel>New
        Search</guilabel> radio button and then the <guibutton>Find</guibutton>
        button. The relevant step is the <guilabel>New Search</guilabel>
        selection. If the employee is not in the result of the original search,
        and you only search within this set, the employee cannot be found,
        regardless of new search criteria.</para>
      </note>

      <tip>
        <para>To return a list of all registered active employees, set the search criterion to
        <guilabel>matches regex</guilabel>, and place a single dot <quote>.</quote> in the text field area.
        Make sure <guilabel>Search only active data</guilabel> is checked, then click <guibutton>Find</guibutton>.
        The regular expression <quote>.</quote> means to match anything.</para>
      </tip>
    </sect2>

    <sect2 id="busnss-emply-newvchr">
    <title>New Expense Voucher/Credit Note</title>
    <para>To register a new expense voucher/ Credit Note, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Employee</guisubmenu>
    <guimenuitem>New Expense Voucher...</guimenuitem></menuchoice> menu item. The <guilabel>New Expense Voucher</guilabel>
    window will open. You can enter the following data:</para>

    <itemizedlist>

      <listitem>
        <para><guilabel>Voucher information - Type</guilabel> (Optional) - select if you are entering
        a Voucher or a credit note.</para>
      </listitem>

      <listitem>
        <para><guilabel>Voucher information - Voucher ID</guilabel> (Optional) - can be any number by which you would
        like to refer to this voucher. You may leave it blank and a number will be chosen automatically.
        See <xref linkend="counters-book-options" /> for more info.</para>
      </listitem>

      <listitem>
        <para><guilabel>Voucher information - Date opened</guilabel> - the date of the voucher. Click on
        the button on the right of the date to open a calendar.</para>
      </listitem>

      <listitem>
        <para><guilabel>Billing information - Employee</guilabel> (Mandatory) - the employee to which
        the voucher refers.</para>
        <tip>
          <para>The field supports auto-completion so if you start typing &app;
          will try to complete the text automatically using existing employees name. You can also press the button
          <guibutton>Select...</guibutton> to open the <link linkend="busnss-emplyedit">Find Employee</link>
          window.</para>
        </tip>
      </listitem>

      <listitem>
        <para><guilabel>Billing information - Billing ID</guilabel> (Optional) - the identification number
        of the document (f.e. the bill number for a dinner).</para>
      </listitem>

      <listitem>
        <para><guilabel>Billing information - Terms</guilabel> (Optional) - the pay back terms agreement
        for this bill. A list of registered terms is available within the pop up menu.</para>
      </listitem>

      <listitem>
        <para><guilabel>Default chargeback project - Customer</guilabel> (Optional) - the Customer
        to which the voucher refers.</para>
        <tip>
          <para>The field supports auto-completion so if you start typing &app;
          will try to complete the text automatically using an existing Customer name. You can also press the button
          <guibutton>Select...</guibutton> to open the <link linkend="busnss-ar-custfind2">Find Customer</link>
          window.</para>
        </tip>
      </listitem>

      <listitem>
        <para><guilabel>Default chargeback project - Job</guilabel> (Optional) - the Customer Job
        to which the voucher refers.</para>

        <note>
          <para> you can type in this field only if there are one or more jobs registered in
          &app; belonging to the selected Customer.</para>
        </note>

        <tip>
          <para>The field supports auto-completion so if you start typing &app;
          will try to complete the text automatically using an existing Customer name. You can also press the button
          <guibutton>Select...</guibutton> to open the <link linkend="busnss-ar-custfind2">Find Customer</link>
          window.</para>
        </tip>
      </listitem>

     <listitem>
        <para><guilabel>Notes</guilabel> - records any additional comments about the voucher/credit note. </para>
     </listitem>

    </itemizedlist>

    </sect2>

    <sect2 id="busnss-emply-editvchr">
    <title>Find and Edit Expense Voucher/Credit Note</title>

      <para>To search for an existing Expense Voucher, use the <menuchoice><guimenu>Business</guimenu>
      <guisubmenu>Employee</guisubmenu><guimenuitem>Find Expense Voucher...</guimenuitem></menuchoice>
      menu item.
      You select an Expense Voucher to <guibutton>View/Edit</guibutton> from the results of the search.
      This window is also used to look up an expense voucher when entering vouchers and processing
      payments.</para>

      <para>If many expense vouchers match the search criteria you provide, the
      search can be refined by running an additional search within the current
      results. The current result set is searched when the <guilabel>Refine
      Current Search</guilabel> radio button is selected. In fact, &app;
      selects this option for you after you run the initial search.</para>

      <note>
        <para>If the expense voucher you are searching for does not match the supplied
        search criteria, change the search criteria, click the <guilabel>New
        Search</guilabel> radio button and then the <guibutton>Find</guibutton>
        button. The relevant step is the <guilabel>New Search</guilabel>
        selection. If the expense voucher is not in the result of the original search,
        and you only search within this set, the voucher cannot be found,
        regardless of new search criteria.</para>
      </note>

      <tip>
        <para>To return a list of all expense vouchers, set the search criterion to
        <guilabel>matches regex</guilabel>, and place a single dot <quote>.</quote> in the text field area.
        Make sure <guilabel>Search only active data</guilabel> is checked, then click <guibutton>Find</guibutton>.
        The regular expression <quote>.</quote> means to match anything.</para>
      </tip>
    </sect2>

</sect1>  -->
</chapter>
