Ok, I've finally decided to read through what you've got. If you don't mind I plan to comment on some grammar and spelling as well as conceptual issues...
I'll try to go by chapter/section number. One overall comment -- you use a lot of extra commas where they don't belong (I know this because I have the same problem). Jon Lapham <[EMAIL PROTECTED]> writes: > News: > > -AR, AP, and Payroll docs have been split into 3 separate chapters. > -Added screenshots > -Added to AR, description of the 15 "Edit Invoice" columns. > -Added to AR, description of the 11 "Edit Bill" columns. > > AR: > http://www.jandr.org/temp/gnucashdocs/chapter11.html 11.1: Businesses have customers that own money should be "that owe money" Actually, I'm wondering how much of 11.1 belongs in a "Overview of Business Features" rather than an introduction to Accounts Receivable? 11.2.1: Most likely, the prebuilt Business Account heirarchy will not be perfect for your needs, you will need to do some amount of manual adjustments forit to function well with your situation should be "adjustments for it". However, I would suggest some alternate text: Most likely the prebuild Business Account hierarchy will not exactly meet your needs, however it should be close enough that it is recommended you begin with it. You may need to adjust some accounts manually for it to function well with your particular situation, but the defaults should be adequate for many situations. I would also add an additional note that says something to the affect of: Note that you do not need to create an individual A/R account for each customer. GnuCash will keep track of customers internally and provides reports per-customer based on the internal tracking. 11.4.1: The "Name" under the Billing Address frame should contain your contact's name. E.g., the "Name" should be "Bob McBob", not "ABC Inc". 11.4.2: I'll point out that you don't necessarily need to set the criterion to "Company Name" -- you can use the Company ID or any other string. 11.5.1: I would change this from "New Invoice Registration" to "Creating a New Invoice" and also change the text from: To send an invoice to a customer, you must first register it. This is accomplished using the application available at Business -> Customers -> New Invoice. The New Invoice window should be filled in appropriately to: To send an invoice to a customer you must first create a new invoice. This is accomplished .... You have: Date Opened - the date this Invoice was emitted. This isn't quite true.. The "Date Opened" is the date this invoice was created. The date it's emitted is the "Post Date". You have: Billing ID - The Billing ID. ??? The Billing ID is the customer's PO Number or other "customer reference number" that you should use to identify your invoices to this customer (and job, if you have one). 11.5.2: You have: Invoiced? (unedittable) - X means the item has been invoiced, ??? means the item has not been invoices (Derek?) This is editable, but you can only edit items which are attached somewhere else (e.g. they are chargeback items). An "X" 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. You have: Tax Table (optional) - this is a popup menu of all the available tax tables. If you set the item as taxable and set that the tax has not been included in the unit price, then this tax table is used to compute the amount of tax. The first part is correct, however the latter part is not. The taxtable is used regardless of the 'taxincluded' status. The only question is whether the tax is on top of or included in the value of the line. For example, if I say that there is 1 item of $100 with a tax of 5%, if taxincluded is empty then subtotal = $100 and tax = $5, whereas if taxincluded is true, then subtotal = $95 and tax = $5 (basically). You have: Tax (unedittable) - computer tax for this item I think should should be "computed" tax... 11.5.4: You say: Before you can edit a preexisting invoice, you will need to unpost it. This is true only if you want to edit a pre-existing, POSTED invoice. You do NOT have to post the invoice until you are ready to print it (indeed, you SHOULD NOT post the invoice until you are ready to print it). 11.5.5: You can also print from the main window: Reports -> Business Reports -> Printable Invoice. You can edit the invoice options to select the invoice you want to print. 11.6: You have: Owner Info - Billing ID - ??? Derek?. The Billing ID is the customer's reference to this job (e.g. their PO Number). It's the "Billing Identificatoin" that they require on your invoices to them. > AP: > http://www.jandr.org/temp/gnucashdocs/chapter12.html 12.2.1: I've got the same comment about the note as 11.2.1 above. 12.4.1: First, I've got the same comment about the "Billing Information" Name -- this is supposed to be the name of the contact, not the name of the Company. You ask: Payment Information - Tax Included - this specifies whether tax has already been included in the bill. You can choose Yes, No, or Use Global. Yes means that the tax is already included in the bill, No means tax has not been included in the bill, and Use Global means to use the global tax (Derek?). This is correct, except you use the "global tax table". Note that customer's have a similar setting that works the same. 12.4.2: Same comment about the search functionality. 12.5.1: Same comment about the naming of "New Bill Registration" -- should be changed to "Creating a New Bill" and similarly change: When you receive a bill from a vendor, you must register it. to When you receive a bill from a vendor and want to enter it into GnuCash, you must create a new bill. You ask: Invoice Info - Date Opened - the date the Invoice was emitted by the vendor (Derek - or is this the date the bill arrived?). This should be the date the invoice was emitted by the vendor. The date it was received should be the "post date". You say: Billing Info - Billing ID - Your interal ID for this bill. Can be left blank and one will be assigned. This is not correct. First, this should be the vendor's ID for the bill (e.g. their invoice #). It can be left blank, but one will NOT be assigned. So, this is an optional entry. 12.5.2: Invoiced? (unedittable) - X means the item has been invoiced, ??? means the item has not been invoices (Derek?) See what I said about this in AR.. Honestly, this column can probably go away from Bills, as it's not useful there (there is no "vendor order" or anything. Billable - is this bill billable to a customer or a job? This should say "is this item billable to the chargeback customer/job" 12.5.3: Just like Invoices, you only post the bill when it is finished. You do not need to post it to close it; you should post it when you are finished with it. This isn't quite the same as with invoices, because you tend to already know what the completed bill is when you are entering it (unlike an invoice, which may be entered over a period of multiple sessions). 12.5.4: Same commend as with invoices -- you only need to unpost it if you posted it. You don't have to post a bill until you actually want it to enter into the Chart of Accounts. 12.6: you ask: Owner Info - Billing ID - ??? Derek?. See my answer for invoices > Payroll: > http://www.jandr.org/temp/gnucashdocs/chapter13.html 13.3: you say: GnuCash does not (yet) have an integrate payroll system. This should be "integrated" 13.3.1: You say: Include definitions and formulas for calculating each value. This isn't a complete sentence.. What exactly do you mean? 13.3.3: you say: Go to the account where the employee is to be paid, possibly the Asset:Checking account. This is probably better phrases: Go to the account from which the employee will be paid, for example your Asset:Checking account. 13.4.2: The "description" in your transaction should probably just be "E1", not "E1 Paycheck", so that you could use the check-printing feature to actually print the check. > Derek, can you give those 15 "Edit Invoice" columns and 11 "Edit Bill" > column descriptions a read-through? Well, was that what you were looking for? ;) Note: be careful what you ask for... > Quick links to what I'm talking about: > http://www.jandr.org/temp/gnucashdocs/bus_ar_invoices1.html#bus_ar_invoiceedit2 > http://www.jandr.org/temp/gnucashdocs/bus_ap_bills1.html#bus_ap_billedit2 Enjoy! -derek -- Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory Member, MIT Student Information Processing Board (SIPB) URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH [EMAIL PROTECTED] PGP key available _______________________________________________ gnucash-devel mailing list [EMAIL PROTECTED] http://www.gnucash.org/cgi-bin/mailman/listinfo/gnucash-devel
