<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter SYSTEM "gnc-docbookx.dtd">

<!--
      (Do not remove this comment block.)
  Version: 2.0.x
   Last modified: April 15th 2007
        modified: August 12th 2006
	modified: February 28th 2005

  Maintainers:
               Chris Lyttle <chris@wilddev.net>
               Neil Williams <linux@codehelp.co.uk>

  Author:
               Chris Lyttle <chris@wilddev.net>
  Translators:
               (translators put your name and email here)
-->

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

      <para>There are many specialized Tools used in &app;. These tools enable access to the enhanced functionality
       in &app;.  These tools are accessed via the <guimenu>Tools</guimenu> option from any window that displays a
       <guimenu>Tools</guimenu> menu.  Several of these tools may not be displayed depending on if your
       software was not configured to support Online banking, or the tools appropriate for the current window.</para>

  <sect1 id="tool-find"><title>Find</title>
    <para>The &app; <emphasis>Find</emphasis> assistant can be used to <link linkend="tool-find-txn">find
    transactions</link> or to perform <link linkend="tool-find-bsnss">business related</link> research on your data file.</para>

    <sect2 id="tool-find-txn">
      <title>Find Transaction</title>
        <para><guilabel>Find Transaction</guilabel> is used to search for transactions in &app;
        and display the results in a register window. To open the <guilabel>Find Transaction</guilabel> dialog in
        <guilabel>Split Search</guilabel> mode, you can type the keyboard shortcut <keycombo><keycap>Ctrl</keycap><keycap>f</keycap></keycombo>.</para>

        <para>Exactly which transactions are searched depends on
        where you invoke the tool from. If you start from the main
        accounts hierarchy page, all transactions will be searched.
        If you start from an individual account register, only
        transactions in that account will be searched. And if you
        filter the transactions in a register using
        <menuchoice><guimenuitem>View </guimenuitem><guimenuitem>
        Filter By... </guimenuitem></menuchoice>, then only
        transactions in that account and shown by the filter will be
        searched.</para>

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

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

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

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

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

        <variablelist>
          <varlistentry>
            <term><guilabel>New Search</guilabel></term>
            <listitem>
              <para>Perform a new transaction search</para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Refine current search</guilabel></term>
            <listitem>
              <para>Search within the results of the previous search</para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Add results to current search</guilabel></term>
            <listitem>
              <para>Search based on the first set of criteria or the new criteria</para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Delete results from current search</guilabel></term>
            <listitem>
              <para>Discard any results that match the previous search results</para>
            </listitem>
          </varlistentry>

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

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

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

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

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

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

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

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

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

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

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

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

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

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Description<footnote id="DMN"><para>The Description, Memo, Number
                are common to all lines in a transaction.</para></footnote></para></entry>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

              <row>

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

              </row>

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

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

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

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

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

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

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

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

              <row>

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

              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Account<footnote><para>The
                <guilabel>Account</guilabel> option performs a search where the accounts selected
                in the <guilabel>Choose Accounts</guilabel> dialog will both be searched individually for
	        results. This means that a match in any of the selected accounts will
        	either be displayed (matches any account) or discarded (matches no
        	account).</para></footnote></para></entry>

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

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

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

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

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

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

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

              <row>

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

              </row>

              <row>
                <entry><para>All Accounts<footnote><para>The <guilabel>All Accounts</guilabel>
                option performs a search where accounts selected in the <guilabel>Choose Accounts</guilabel>
                dialog will only return results that match in both accounts.</para></footnote></para></entry>

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

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

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

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

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

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

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

        <sect3 id="tool-find-txn-criteria"><title>Explanations of the
        Criteria</title>
          <para>The <guibutton>Reconcile</guibutton> criterion
          deserves some more explanation. Think of the selected
          reconciliation status buttons
          (<guibutton>Not Cleared</guibutton>,
          <guibutton>Cleared</guibutton>, and so on) as a single group,
          joined with a logical &ldquo;or&rdquo;. In other words, the
          selection &ldquo;<guibutton>is
          </guibutton>&rdquo; or &ldquo;<guibutton>is
          not</guibutton>&rdquo; applies to the &ldquo;or&rdquo; of the
          selected status buttons. The buttons which are left unselected
          are simply ignored. (It&rsquo;s not the same as saying
          the reconciliation status <emphasis>must not</emphasis> be one
          of these.)</para>

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

      <sect2 id="tool-find-bsnss">
        <title>Find Customer, Invoice, Job, Vendor, Bill, Employee, Expense Voucher</title>
        <para>The business find assistant is used to search for business related items (Customer,
        Invoice, Job, Vendor, Bill, Employee, Expense Voucher). To open the business search dialog
        select the desired item to <guimenuitem>Find</guimenuitem> from the
        <menuchoice><guimenu>Business</guimenu><guisubmenu>Customer/Vendor/Employee </guisubmenu></menuchoice> submenus.</para>

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

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

        <sect3>
            <title><guilabel>Search Criteria</guilabel> section</title>
        <para>There are two buttons in the top of the <guilabel>Search Criteria</guilabel> pane.
        The left button allows you to <guibutton>Add</guibutton> another criteria row to search for
        multiple criteria.</para>

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

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

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

        <sect3>
            <title><guilabel>Type of Search</guilabel> section</title>
 	<para>In the <guilabel>Type of Search</guilabel> pane there are five selections. The first and alst options are
        always selectable while the following three are available only when you perform the first search by setting
        some search criteria and pressing the <guibutton>Find</guibutton> button.</para>

        <variablelist>
          <varlistentry>
            <term><guilabel>New Search</guilabel></term>
            <listitem>
              <para>Perform a new search</para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Refine current search</guilabel></term>
            <listitem>
              <para>Search within the results of the previous search</para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Add results to current search</guilabel></term>
            <listitem>
              <para>Search based on the first set of criteria or the new criteria</para>
            </listitem>
          </varlistentry>

          <varlistentry>
            <term><guilabel>Delete results from current search</guilabel></term>
            <listitem>
              <para>Discard any results that match the previous search results</para>
            </listitem>
          </varlistentry>

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

        <sect3>
            <title>The rest of the search dialog</title>
	<para>When search criteria are selected, you can press the <guibutton>Find</guibutton> button. You will be
        presented with the list of search results in the same <guilabel>Find</guilabel> dialog.</para>

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

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

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

        <sect3>
            <title>List of search criteria buttons</title>
        <table frame="topbot" id="tool-find-cstmr">
          <title>Search criteria buttons - Customer Search</title>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Customer ID</para></entry>

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Billing Contact</para></entry>

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Shipping Contact</para></entry>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Company Name</para></entry>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Job Number</para></entry>

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Billing ID</para></entry>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Vendor ID</para></entry>

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Billing Contact</para></entry>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Company Name</para></entry>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Employee Username</para></entry>

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Employee ID</para></entry>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Employee Name</para></entry>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

        <para>In the <guilabel>Since Last Run</guilabel> assistant window you can see three columns:</para>
        <variablelist termlength="8">
          <varlistentry>
          <term><guilabel>Transaction</guilabel></term>
            <listitem>
              <para>The name assigned in the <guilabel>Scheduled Transaction Editor</guilabel> that identifies
              the scheduled transaction.</para>
            </listitem>
          </varlistentry>

          <varlistentry>
          <term><guilabel>State</guilabel></term>
            <listitem>
              <para>The <guilabel>state</guilabel> column of the scheduled transaction can be one of the
              following:</para>
              <tip>
                <para>Click on the <guilabel>state</guilabel> field in the row of a transaction to
                change its state (this option is available only if the <guilabel>state</guilabel> field is not
                <emphasis>empty</emphasis>)</para>
              </tip>
                <variablelist termlength="8">
                  <varlistentry>
                  <term><guilabel>Ignored</guilabel></term>
                    <listitem>
                      <para>If a scheduled transaction is being displayed, either to be created or as a reminder, the user can
                      set the status to <guilabel>Ignored</guilabel> to skip this event. The scheduled transaction will not be entered in
                      the register and the next reminder for this scheduled transaction will be the next occurrence.
                      For instance, if you have a scheduled transaction set up with a reminder to transfer $500 at the
                      end of the month to your <emphasis>savings</emphasis> account but you bought yourself a computer
                      this month and don&rsquo;t have the money for this month&rsquo;s transfer then you would
                      set the status to <guilabel>Ignored</guilabel>.</para>
                    </listitem>
                  </varlistentry>

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


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

                  <varlistentry>
                  <term><guilabel>To-create</guilabel></term>
                    <listitem>
                      <para>This scheduled transaction will be automatically created when
                      you press <guibutton>OK</guibutton>.</para>
                    </listitem>
                  </varlistentry>

                  <varlistentry>
                  <term><emphasis>Empty</emphasis></term>
                    <listitem>
                      <para>An empty field means that no operations are pending for the
                      scheduled transaction.</para>
                    </listitem>
                  </varlistentry>
                </variablelist>
            </listitem>
          </varlistentry>
        </variablelist>

        <para>At the bottom of the window there are two buttons:</para>
        <itemizedlist>
          <listitem>
            <para>The <guibutton>Cancel</guibutton> button is used to exit the <guilabel>Since Last Run</guilabel>
            window without creating the transactions scheduled to be entered.</para>
          </listitem>

          <listitem>
            <para>The <guibutton>Ok</guibutton> button closes the <guilabel>Since Last Run</guilabel> window and applies
            the pending operations.</para>
          </listitem>
        </itemizedlist>

        <para>At the bottom right of the <guilabel>Since Last Run</guilabel> window there is also an
        option that allows to <guilabel>Review created transactions</guilabel>. If this option
        is enabled when there are one or more transactions <guilabel>To-create</guilabel>,
        pressing <guibutton>OK</guibutton> will open a register window in which are shown the
        details of the scheduled transactions splits entered automatically by &app;.</para>

   </sect1>

   <sect1 id="trans-sched-loans">
          <title>Mortgage &amp; Loan Repayment Assistant</title>

          <para>This assistant creates a loan repayment scheduled transaction. When used to setup
           a scheduled transaction, the assistant creates a variable formula so that the
           compounding interest is correctly calculated. To start this assistant manually go to
           <menuchoice><guilabel>Actions</guilabel><guisubmenu>Scheduled Transactions</guisubmenu>
          <guimenuitem>Mortgage and Loan Repayment...</guimenuitem></menuchoice>.</para>
          <para>It does not support zero-interest loans, but one doesn't really need an assistant for that: Just create a scheduled transaction for the principal divided by the number of payments that lasts for the number of payments. For example, if one has borrowed $1200 for a year at no interest and promised to pay it back in monthly installments, the repayment schedule is $100 monthly for twelve months.</para>

          <para>The Mortgage and Loan Repayment assistant opens with a screen that briefly
           describes what this assistant does. The three buttons at the very bottom of the screen
           will not change while using the assistant.</para>

          <itemizedlist>
            <listitem>
              <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel creating the
               scheduled transaction. Any selections you have made in this assistant up to this
               point will be lost.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Back</guibutton> button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Forward</guibutton> button will bring up the next screen so you can continue
               though the assistant.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen allows you to enter the basic loan information. This is
           usually the information provided by the bank when loan and disclosure documents
           are given to the borrower. Here you can also setup an account that the scheduled
           transaction will use to enter the payment transaction.</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Loan Account:</guilabel> Choose an account for the loan payment transactions or use
               New... to setup a new account for the transactions.</para>
            </listitem>

            <listitem>
              <para><guilabel>Loan Amount:</guilabel> Enter the amount of the loan.</para>
            </listitem>

            <listitem>
              <para><guilabel>Interest Rate:</guilabel> Enter the loan interest rate in percent per compounding period. The Assistant supports rates between .001% and 100%.</para>
            </listitem>

            <listitem>
              <para><guilabel>Type:</guilabel> Choose the type of loan. If an adjustable rate is used the
               frequency screen is enabled.</para>
            </listitem>

            <listitem>
              <para><guilabel>Interest Rate Change Frequency:</guilabel> Choose the frequency for the rate change
               and the start date of the rate change.</para>
            </listitem>

            <listitem>
              <para><guilabel>Start Date:</guilabel> Choose the date the loan is starting on.</para>
            </listitem>

            <listitem>
              <para><guilabel>Length:</guilabel> Enter the length of the loan with the number and
	      period, e.g. 60 months or 5 years.</para>
            </listitem>

            <listitem>
              <para><guilabel>Months Remaining:</guilabel> This tells the Assistant how many months
	      remain on the loan. The default value assumes that the loan is paid up through
	      today. For example, if a 5-year loan started on 1 January 2012 and today is 12 July
	      2015, the default months remaining is 18. If you want to create past payment
	      transactions you'll set the months remaining accordingly: In our example, if you
	      wanted to create all of the payments you'd set "months remaining" to 60; if you wanted
	      to start tracking the payments at the beginning of 2015 you'd enter 24. </para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to set escrow, insurance and tax options for the
           loan. It is mainly used for mortgage payments. When each of the options here is set,
           this enables additional pages in the assistant to setup those portions of the payments.
           All of the pages will be described here, even though some may not show if that
           option is not chosen.</para>

          <itemizedlist>
            <listitem>
              <para>... utilize an escrow account for payments?: This selection enables the
               use of an account setup for tracking escrow payments. If the mortgage or loan
               uses an escrow account to pay taxes, insurance, etc then setup an account here.
              </para>
            </listitem>

            <listitem>
              <para>... pay "Taxes"?: adds an additional page to setup a scheduled transaction
               to pay taxes.</para>
            </listitem>

            <listitem>
              <para>... pay "Insurance"?: adds an additional page to setup a scheduled
               transaction to pay insurance payments.</para>
            </listitem>
            <listitem>
              <para>... pay "PMI"?: adds an additional page to setup a scheduled transaction to pay PMI payments.</para>
            </listitem>
            <listitem>
              <para>... pay "Other Expense"?: adds an additional page to setup a scheduled transaction to pay other
              expenses.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Loan Repayment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>

            <listitem>
              <para>Payment Amount: Shows the variable used to calculate the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the loan amount from.</para>
            </listitem>

            <listitem>
              <para>Principal To: Choose an account to transfer the principal part of the loan to.</para>
            </listitem>

            <listitem>
              <para>Interest To: Choose an account to transfer the interest part of the loan to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for loan
	      repayments. Note that the start date will be the posted date of the first scheduled
	      transaction. This is not taken into account for calculating the remaining duration of
	      the loan, see <guilabel>Months Remaining:</guilabel>. Make sure that you set both to
	      reflect your intentions or you may get surprising results.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Tax payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>

            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the tax amount from.</para>
            </listitem>

            <listitem>
              <para>Payment To: Choose an account to transfer the tax payment to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for tax payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Insurance payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>
            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the insurance amount from.</para>
            </listitem>

            <listitem>
              <para>Payment To: Choose an account to transfer the insurance payment to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for insurance payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the PMI payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>

            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the PMI amount from.</para>
            </listitem>

            <listitem>
              <para>Payment To: Choose an account to transfer the PMI payment to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for PMI payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Other Expense payment.
          </para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>

            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the other expense amount from.</para>
            </listitem>

            <listitem>
              <para>Payment To: Choose an account to transfer the other expense payment to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for other expense payments.</para>
            </listitem>
          </itemizedlist>

          <para>The last screen gives you a list of three choices to finish the assistant.</para>

          <itemizedlist>
            <listitem>
              <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel creating a new loan scheduled transaction.
               Any selections you have made in this assistant up to this point will be lost.</para>
            </listitem>

            <listitem>
              <para>The Back button will bring up the previous screen so you can change a selection made on that screen.
              </para>
            </listitem>

            <listitem>
              <para>The Finish button creates the scheduled transaction.</para>
            </listitem>
          </itemizedlist>

          <para>You should now have the Mortgage or Loan Repayment scheduled transaction
           setup.</para>

  </sect1>

    <sect1 id="stock-split">
        <title>Recording a Stock Split</title>

        <para>Stock splits commonly occur when a company decides its stock price is too
         expensive for individual investors to buy the stock. Splits have the effect of
         lowering the price of a single share while keeping the value of shares owned by
         investors who have already purchased shares.</para>

        <sect2 id="stock-split-assistant">
          <title>Stock Split Assistant</title>

          <para>&app; uses the Stock Split assistant to record stock splits. This provides a
           way of entering the details of the stock split and also any change in stock price
           or cash disbursement as a result of the stock split.</para>

          <para>The Stock Split assistant is accessed by going to <menuchoice><guimenu>Actions</guimenu>
          <guimenuitem>Stock Split...</guimenuitem></menuchoice>.
          </para>

          <para>The Stock Split assistant opens with a screen that briefly describes what this
           assistant does. The three buttons at the very bottom of the screen will not change
           while using the assistant.</para>

          <itemizedlist>
            <listitem>
              <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel entering the stock
               split information. Any selections you have made in this assistant up to this point
               will be lost.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Back</guibutton> button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Forward</guibutton> button will bring up the next screen so you can continue
               though the assistant.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen allows you to select a Stock Account. Select an account from
           the list to record a stock split or merger.</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Account:</guilabel> Lists the &app; account name for the stock.</para>
            </listitem>

            <listitem>
              <para><guilabel>Symbol:</guilabel> The stock symbol for the stock associated with this account.</para>
            </listitem>

            <listitem>
              <para><guilabel>Shares:</guilabel> The amount of shares that have been purchased in the account.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen lets you set the Stock Split Details. The top part of the
           screen contains details used in creating the stock split transaction. </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Date:</guilabel> Choose the date of the stock split.</para>
            </listitem>

            <listitem>
              <para><guilabel>Share Distribution:</guilabel> Enter the amount of shares gained from the stock split.
               For a stock merger enter a negative number.</para>
            </listitem>

            <listitem>
              <para><guilabel>Description:</guilabel> Enter a description or leave as the default.</para>
            </listitem>
          </itemizedlist>

          <para>The bottom part of the screen contains details used to record a price for the
           split (optional).</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>New Price:</guilabel> Enter the price of the shares on the day of the stock split.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Currency:</guilabel> Choose the currency of the shares.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen lets you enter a transaction for a cash disbursement (Cash In
           Lieu) as a result of the stock split (optional).</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Cash Amount:</guilabel> Enter the amount of the Cash disbursement.</para>
            </listitem>

            <listitem>
              <para><guilabel>Memo:</guilabel> Enter a memo or leave as the default.</para>
            </listitem>

            <listitem>
              <para><guilabel>Income Account:</guilabel> Choose an Income Account for the disbursement.</para>
            </listitem>

            <listitem>
              <para><guilabel>Asset Account:</guilabel> Choose an Asset Account for the disbursement.</para>
            </listitem>
          </itemizedlist>

          <para>The last screen gives you a list of three choices to finish the assistant.</para>

          <itemizedlist>
            <listitem>
              <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel creating the
               Stock Split transactions.  Any selections you have made in this assistant up to
               this point will be lost.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Back</guibutton> button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Finish</guibutton> button creates the transactions for the Stock Split.</para>
            </listitem>
          </itemizedlist>

          <para>You should now have successfully entered the Stock Split or Merger.</para>
        </sect2>
      </sect1>

       <sect1 id="tools-on-line-banking">
        <title>The Online Banking Setup Assistant</title>

<note><para>This section is "under construction - any input will be welcome !!".</para></note>

        <para>The <guilabel>Online Banking Setup</guilabel> Assistant is used to create and edit data to enable access to Online banking transactions.
        Currently the best instruction for this process are in the &app; wiki at
        <ulink url="&url-wiki-ofx;" />.  If <guilabel>Online Banking Setup</guilabel> does not appear in your <guimenu>Tools</guimenu> menu, verify that you
         are in an Account Tree or Register tab.
        </para>

       </sect1>

   <sect1 id="tool-price">
     <title>Price Editor</title>
     <note><para>&app; uses the term <emphasis
     role="Italic">commodity</emphasis> to mean anything that it
     counts: Currencies, securities (i.e intangible assets like stock
     or mutual fund shares and bonds), or tangible assets like trucks
     and computers. When valuing one commodity in terms of another it
     uses the term <emphasis role="Italic">Exchange Rate</emphasis>
     between two currencies and <emphasis
     role="Italic">Price</emphasis> between a non-currency commodity
     and a currency commodity. For the rest of this section we'll use
     "price" to mean both price and exchange rate and "commodity" to
     mean any sort of commodity except where currency behavior is
     different.</para></note>

     <para>The Price Editor is used to list and edit the price of one
     commodity in another commodity. New prices can be added, existing
     prices can be edited, and prices can be retrieved from a variety
     of sources on the World-Wide Web when the commodity is properly
     configured.</para>
     <para>Each commodity pair can have one price per day. An existing
     price will be overwritten by a newer one if the newer one has the
     same or a more preferred source. The order of source preference
     (1 is most preferred) is:
     <orderedlist>
         <listitem><para>user:price-editor: Prices created manually in the
       Price Editor</para></listitem>
       <listitem><para>Finance::Quote: Online quotes</para></listitem>
       <listitem><para>user:price: Prices entered explicitly in the
       <guilabel>Exchange Rate</guilabel>entry of the
       <guilabel>Transfer Funds</guilabel> dialog box or in the
       <guilabel>Price</guilabel> column of a register for an account
       of types STOCK or MUTUAL</para></listitem>
       <listitem><para>user:xfer-dialog: Prices calculated from an entry in
       the <guilabel>To Amount</guilabel> entry of the
       <guilabel>Transfer Funds</guilabel> dialog box.</para></listitem>
       <listitem><para>user:split-register: Prices calculated from the
       <guilabel>Shares</guilabel> and <guilabel>Debit</guilabel> or
       <guilabel>Credit</guilabel> columns of a register for an
       account of types STOCK or MUTUAL</para></listitem>
       <listitem><para>user:stock-split: Prices entered in the
       <guilabel>Stock Split Assistant</guilabel> </para></listitem>
     </orderedlist>
     <note><para>Prices created manually in the <guilabel>Price
     Editor</guilabel> are preferred over prices retrieved via
     Finance::Quote so Finance::Quote will fail to update such
     manually-created prices.</para></note>
     </para>
     <para> The <guilabel>Price Editor</guilabel> displays existing prices as follows:
        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">Security: </emphasis>The
            Security/commodity being priced. The display is sorted by
            the <guilabel>Namespace</guilabel> that the individual
            securities are listed on.  The list is expanded by
            clicking on the <guilabel>caret</guilabel> on the left of
            the name.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Currency: </emphasis>The
            currency the price is recorded in.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Date: </emphasis>The date the price was recorded.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Source: </emphasis>The source
            of the commodities price quote, listed above.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Type: </emphasis>There are
            several different types of stock price quotes.</para>

           <itemizedlist>
            <listitem>
             <para><emphasis role="bold">Bid: </emphasis>Indicates
             what a specialist dealer is prepared to pay for a
             stock.</para>
            </listitem>

            <listitem>
             <para><emphasis role="bold">Ask: </emphasis>Indicates at
             what price the dealers are prepared to sell a
             stock.</para>
             </listitem>

            <listitem>
             <para><emphasis role="bold">Last: </emphasis>Indicate the
             price at which the last trade in that stock/security
             occurred at. This is the price most commonly quoted in
             the media.</para>
            </listitem>

            <listitem>
             <para><emphasis role="bold">Net Asset Value:
             </emphasis>Are typically used for mutual funds. They are
             calculated on the net value of the fund&rsquo;s assets
             each day around the time of the market close and are in
             effect until the next recalculation.</para>
            </listitem>

            <listitem>
             <para><emphasis role="bold">Unknown: </emphasis>Use this
             if the type of price quoted is not known.</para>
            </listitem>

           </itemizedlist>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Price: </emphasis>The actual
            price of the commodity.</para>
          </listitem>
        </itemizedlist>
     </para>
    <sect2 id="invest-stockprice-manual">
       <title>Adding a stock price manually</title>

        <para>To add a new price, click on <guilabel>Add</guilabel>, and enter the details of the security and
        price into the dialog box. To edit an existing price, select the price
        in the price list, click the <guibutton>Edit</guibutton> button, and edit the figures.</para>

        <para>To remove just one price, select the price and click the <guibutton>Remove</guibutton>
        button. If you want to remove all prices older than a certain date,
        click on the <guilabel>Remove Old</guilabel> button and enter the details in the dialog
        box.</para>

        <para>A pop-up will display with the message
         <emphasis role="bold">"Delete all stock prices based upon the criteria below:".</emphasis>  Enter the
         date of the last price you wish to delete.</para>

        <para>Two check-boxes are below the date field;</para>

        <itemizedlist>
         <listitem>
          <para><guilabel>Delete manually entered prices</guilabel> - If checked, delete manually entered stock
           prices dated earlier than the specified date.  Otherwise only stock prices added by <application>Finance::Quote</application> will
           be deleted.</para>
         </listitem>

         <listitem>
          <para><guilabel>Delete last price for a stock</guilabel> - If checked, delete all prices before the
           specified date.  Otherwise the last stock price dated before the date will be kept and all earlier
           quotes deleted.</para>
         </listitem>
        </itemizedlist>
    </sect2>

    <sect2 id="invest-stockprice-online1">
      <title>Configuring for use of the <guibutton>Get Quotes</guibutton> button</title>

        <para>To support on-line quotations for a particular stock or mutual
        fund account, you must first enable on-line price quoting and select a
        price source in the Security. This is described in detail in <xref linkend="invest-stockprice-online3"></xref>.
        Once on-line quotes are enabled, and <application>Finance::Quote</application> is installed, you can update prices for your stocks and
        mutual funds manually by clicking the <guibutton>Get Quotes</guibutton> button.</para>
    </sect2>
   </sect1>

   <sect1 id="tool-security-edit">
    <title>Security Editor</title>

     <para>The Security Editor is used to create and edit commodities that are used by mutual fund and stock
      type accounts. It also shows the details of National Currencies that are used by &app;.</para>

     <para>To show the details for National Currencies click the <guilabel>Show National Currencies</guilabel>
      check-box at the bottom of the screen.</para>

     <para>Each entry in the editor shows the details used by the security/currency:</para>

      <itemizedlist>
       <listitem>
        <para><emphasis role="bold">Type:</emphasis> Categories for organizing securities. &app; has the following built in:<itemizedlist>
            <listitem>
              <para><guilabel>CURRENCY</guilabel> or <guilabel>ISO4317</guilabel>: These are used for national currencies and are not editable with the <guilabel>Security Editor</guilabel>.</para>
            </listitem>
            <listitem>
              <para><guilabel>FUND</guilabel>: Ordinarily used for open-ended mutual funds, i.e., those that one purchases from and sells to only the issuing company and that are priced daily at their net asset value.</para>
            </listitem>
            <listitem>
              <para><guilabel>AMEX</guilabel>, <guilabel>ASX</guilabel>, <guilabel>EUREX</guilabel>, <guilabel>NASDAQ</guilabel>, and <guilabel>NYSE</guilabel>: These represent a few of the exchanges on which stocks, closed-end mutual funds, and exchange-traded funds are traded.</para>
            </listitem>
            <listitem>
              <para><guilabel>Template</guilabel>: This is a reserved word. It will not normally appear in the <guilabel>Security Editor</guilabel> unless you type it in, and if you do it will cause problems. Don&apos;t use it.</para>
            </listitem>
          </itemizedlist></para>
        <para>If your investment doesn&apos;t fit into one of these categories, for example if you trade stocks on the DAX or LSE, you can easily create your own type simply by typing it into the field. The type of security has no meaning to Gnucash (except <guilabel>Template</guilabel>, don&apos;t use that!), it&apos;s there only to make it easier for you to find the security from the selection lists.</para>
       </listitem>

       <listitem>
        <para><emphasis role="bold">Symbol:</emphasis> Indicates the symbol or abbreviation for the
         commodity. This is usually the ticker symbol (for stocks) or other unique abbreviation for the commodity.
         If the commodity is traded on any public exchange, it is important to use the same identifier
         used on that exchange. For national currencies the symbol is the ISO-4217 currency code.</para>
       </listitem>

       <listitem>
        <para><emphasis role="bold">Name:</emphasis> The full name of the commodity is a recognizable name
         such as <emphasis>US Dollars</emphasis> or <emphasis>IBM Common Stock</emphasis>.</para>
       </listitem>

       <listitem>
        <para><emphasis role="bold">Code:</emphasis> This is any numeric or alphanumeric code that is used
         to identify the commodity. The CUSIP code is a unique identifying numeric string that is associated with
         every stock, bond or mutual fund, and most kinds of traded options, futures and commodities. This code is
         not required.</para>
       </listitem>

       <listitem>
        <para><emphasis role="bold">Fraction:</emphasis> This is the smallest traded unit of the commodity,
         expressed as a fraction of a single nominal unit. This unit is used by &app; accounts as the default
         fraction for trades in the commodity.</para>
       </listitem>
      </itemizedlist>

    <sect2 id="tool-commodity">
      <title>Adding or Editing a Commodity</title>

       <para>To add a new commodity (stock, or mutual fund), click on <guilabel>Add</guilabel>, and enter the
        details of the commodity into the <emphasis role="bold">New Security</emphasis> dialog box. To edit an
        existing commodity, select the commodity from the Commodities list, click the <guibutton>Edit</guibutton>
        button, and edit the <emphasis role="bold">Edit Security</emphasis> dialog box.  To remove a commodity,
        select the commodity and click the <guibutton>Remove</guibutton> button.</para>

       <para>The fields in the New/Edit Security screens are the same as defined for the Security Editor
        <xref linkend="tool-security-edit"></xref>.  Below these fields are the options for Online Quotes.</para>

    </sect2>

    <sect2 id="invest-stockprice-online3">
      <title>Configuring Securities/Currencies for On-Line Retrieval of Prices</title>

        <para>To support on-line quotations for a particular stock or mutual fund account, you must first enable
        on-line price quoting and select a price source in the Security Editor. Online currency quotes require
        only that the check-box for Online quotes and the timezone be selected, and that the <quote>Get Quotes</quote>
        box be checked in the Security Editor.</para>

        <para>Detailed instructions are in the section on Creating New Accounts.
         <xref linkend="Online-price-setup"></xref></para>

     </sect2>

   </sect1>

   <sect1 id="tool-calc">
    <title>Loan Repayment Calculator</title>

     <para>The <guilabel>Loan Repayment Calculator</guilabel> is used to calculate compound interest.  It provides a way of entering four of
      the five parameters of a compound interest calculation and then calculating the remaining figure.</para>

     <para>The calculator is split into two panes. The left pane has five fields with a <guilabel>Calculate</guilabel>
      button and a <guibutton>Clear</guibutton> button.  The <guibutton>Calculate</guibutton> button is used to select
      the figure to calculate. The <guibutton>Clear</guibutton> button is used to clear any amount in the field.</para>

       <itemizedlist>
        <listitem>
         <para><emphasis role="bold">Payment Periods:</emphasis> This field is used to select the number of
          payments you wish to use in the calculation.</para>
        </listitem>

        <listitem>
         <para><emphasis role="bold">Interest Rate:</emphasis> This field is used for the interest rate
          percentage.</para>
        </listitem>

        <listitem>
         <para><emphasis role="bold">Present Value:</emphasis> This field usually contains the amount you
          have borrowed. It is the base amount you wish to compound.</para>
        </listitem>

        <listitem>
         <para><emphasis role="bold">Periodic Payment:</emphasis> This field contains the amount that is the
          payment for the period selected (IE monthly, weekly, etc). If it
          is for repaying a loan it should be a negative number.</para>
        </listitem>

        <listitem>
         <para><emphasis role="bold">Future Value:</emphasis> This field contains the final value at the end
          of the periods above. If we are repaying a loan in full it would be <emphasis>0</emphasis>.</para>
        </listitem>
       </itemizedlist>

       <para>The right pane contains buttons to select what sort of payments and compounding is used for the left
        pane calculations.</para>

        <itemizedlist>
         <listitem>
          <para><guibutton>Compounding:</guibutton> This button allows you to select the interval used if the
           <guilabel>Discrete Compounding</guilabel> button is selected.</para>
         </listitem>

         <listitem>
          <para><guibutton>Payments:</guibutton> This button allows you to select the interval used for the Payment
           Periods field.</para>
         </listitem>

         <listitem>
          <para><guibutton>End of Period Payments:</guibutton> Use this button if the payment is at the end of
           the period.</para>
         </listitem>

         <listitem>
          <para><guibutton>Beginning of Period Payments:</guibutton> Use this button if the payment
           is at the beginning of the period.</para>
         </listitem>

         <listitem>
          <para><guibutton>Discrete Compounding:</guibutton> This button is used where interest is
           charged at a discrete interval defined by the <guibutton>Compounding</guibutton> button above.</para>
         </listitem>

         <listitem>
          <para><guibutton>Continuous Compounding:</guibutton> This button is used when the
           interest is charged continuously.</para>
         </listitem>

         <listitem>
          <para><guibutton>Payment Total:</guibutton> This field shows the total amount paid.</para>
         </listitem>
        </itemizedlist>

        <para>Examples of using the <guilabel>Loan Repayment Calculator</guilabel> are given in the Tutorial and Concepts Guide.
         <ulink url="&url-docs-build-C;guide/loans_calcs1.html"> &app; Tutorial and Concepts Guide&rsquo;s
         Chapter on Loans</ulink>
        </para>

   </sect1>

   <sect1 id="tool-close-book"><title>Close Book</title>
     <para>The <guilabel>Close Book</guilabel> dialog box is used
     for &ldquo;closing the books,&rdquo;--an accounting process that
     resets the balances of the income and expense accounts. In this
     process, income account balances are transferred into an income
     equity account, while expense account balances are transferred
     into an expense equity account. You must specify both these
     accounts, which may be the same. You must also specify the date
     for the closing transfer.</para>

     <sect2 id="tool-close-book-anatomy"><title>Dialog Box
     Details</title>
       <para>The dialog box has the following parts:</para>

       <itemizedlist>
         <listitem>
           <para><guilabel>Closing Date:</guilabel> Specify the date
           for the closing transfer. You can type in a date or
           choose one from the drop-down.</para>
         </listitem>

         <listitem>
           <para><guilabel>Income Total:</guilabel> Specify the
           account into which the total balance of all income
           accounts will be transferred. Optionally you can create a
           new account to receive the transfer using the <guibutton>
           New</guibutton> button.</para>
         </listitem>

         <listitem>
           <para><guilabel>Expense Total:</guilabel> Specify the
           account into which the total balance of all expense
           accounts will be transferred. Again, you can optionally
           create a new account to receive the transfer using the
           <guibutton>New</guibutton> button.</para>
         </listitem>

         <listitem>
           <para><guilabel>Description:</guilabel> Specify the
           description that will be entered in the closing entry.
           </para>
         </listitem>

       </itemizedlist>
     </sect2>

     <sect2 id="tool-close-book-workings"><title>How It Works</title>
       <para>&app; closes books by
       creating one transaction per currency for income accounts,
       and one transaction per currency for expense accounts. The
       transactions all use the date selected by the user, and each
       transaction may contain any number of splits. Each split
       moves the balance out of one income or expense account. The
       last split in each closing transaction moves the total
       offsetting debit/credit balance into the specified equity
       account.</para>

       <para>Each transaction will use the description provided by
       the user in the <guilabel>Description:</guilabel> entry.</para>

       <para>The fact that &app; just
       uses transactions to close the books makes it very simple to
       undo a book closing: just delete the closing transactions.</para>
     </sect2>

     <sect2 id="tool-close-book-not"><title>What It Doesn&rsquo;t
     Do</title>
       <para>The book closing tool does not delete any accounts or
       transactions; create any new files; or hide any accounts.</para>
     </sect2>

     <sect2 id="tool-close-book-need"><title>Necessity</title>
       <para>Note that closing the books in &app;
       is unnecessary. You do not need to zero out
       your income and expense accounts at the end of each financial
       period. &app;&rsquo;s built-in
       reports automatically handle concepts like retained earnings
       between two different financial periods.</para>

       <para>In fact, closing the books reduces the usefulness of
       the standard reports because the reports don&rsquo;t
       currently understand closing transactions. So from their
       point of view it simply looks like the net income or expense
       in each account for a given period was simply zero.</para>
     </sect2>

     <sect2 id="tool-close-book-conclusion"><title>Conclusion</title>
       <para>If you close your books, be prepared to see inaccuracies
       in the standard reports. On the other hand, you will see
       current-period income and expense figures in the chart of
       accounts.</para>
     </sect2>
   </sect1>

  <sect1 id="tool-lots">
    <title>Lots in Account</title>
    <para>
      &app; uses <emphasis>lots</emphasis> in 2 ways:
    </para>

    <itemizedlist>
      <listitem><para>To link security buy transactions to sell transactions so
         the real cost of the sold securities can be used to calculate capital
         gain or loss. See <xref linkend="tool-lots-cap" />.</para>
      </listitem>

      <listitem><para>To link payments or credit notes to the invoices to which
          they apply in the Business Features. See
          <xref linkend="tool-lots-bus" />.</para>
      </listitem>

    </itemizedlist>

    <sect2 id="tool-lots-cap">
      <title>Lots for Security Capital Gains</title>
      <para>
        The <guilabel>Lots in Account SSSS</guilabel> window, where SSSS is
        the security account, is used to manually or automatically link
        security transaction splits to lots and create capital gain/loss
        transactions to account for the difference between the costs of buying
        a security and the value received by selling it.
      </para>

      <para>To open the <guilabel>Lots in Account</guilabel> window, open the
        security account register, then select
        <menuchoice>
          <guimenu>Actions</guimenu>
          <guimenuitem>View Lots</guimenuitem>
        </menuchoice>.
      </para>

      <figure pgwide="1">
        <title>Lots in Account window for Security Capital Gains
        </title>
        <screenshot id="tool-lotsInAcctStk">
          <mediaobject>
            <imageobject role="html">
            <imagedata fileref="figures/Help_Tool_LotsStk.png"
              format="PNG" srccredit="Chris Good" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Tool_LotsStk.png"
                         format="PNG" srccredit="Chris Good" ></imagedata>
            </imageobject>

            <textobject>
              <phrase>Example of Lots in Account window for a security account
              </phrase>
            </textobject>

            <caption><para>An image of the <emphasis>Lots in Account
              </emphasis> window for a security account.</para>
            </caption>
          </mediaobject>
        </screenshot>
      </figure>

      <sect3 id="tool-lots-cap-scr">
        <title>Screen Elements</title>

        <para><emphasis>Adjusting the Size of Screen Elements</emphasis>
        </para>

        <para>As well as adjusting the size of the whole window, it is
          possible to adjust the proportions of the window elements both
          horizontally and vertically.
        </para>

        <para>There are 2 bars for adjusting the window horizontally. One
          between the <guilabel>Title</guilabel> and the <guilabel>Lots in
          This Account</guilabel> panel, and the other between the <guilabel>
          Splits free</guilabel> panel and the <guilabel>&gt;&gt;</guilabel>
          and <guilabel>&lt;&lt;</guilabel> buttons.
        </para>

        <para>The window proportions may be adjusted vertically by
          dragging the vertical bar located to the right of <guilabel>Show
          only open lots</guilabel>.
        </para>

        <para>These resizing bars can be hard to see, so move the mouse pointer
          until it changes to the resize pointer then click and drag the bar.
          The resize pointers are different depending on your operating system
          and theme. Here are some examples of resize pointers:
        </para>

        <para>
          <inlinemediaobject>
            <imageobject>
              <imagedata fileref="figures/Help_Tool_Lots_h_double_arrow.png"
                format="PNG" width="48px" />
            </imageobject>
            <textobject>
              <phrase>&lt;-&gt;</phrase>
            </textobject>
          </inlinemediaobject>

          <inlinemediaobject>
            <imageobject>
              <imagedata fileref="figures/Help_Tool_Lots_v_double_arrow.png"
                format="PNG" width="48px" />
            </imageobject>
          </inlinemediaobject>
        </para>

        <para>It is not possible to individually adjust the size of panel
          columns.
        </para>

        <para><emphasis>Fields</emphasis></para>
        <itemizedlist>
          <listitem>
            <para><guilabel>Title:</guilabel> Shows the title for the highlighted
              (selected) lot in the <guilabel>Lots in This Account </guilabel>
              panel. When a new lot is created by clicking the <guilabel>New Lot
              </guilabel> button, it has a default title of <emphasis>Lot n
              </emphasis> where n is a number starting at 0 (for each security
              account) and incrementing by 1. Deleting a lot does not reset the
              next number to be used, but the title can be changed as required.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Notes:</guilabel> Notes for the highlighted lot.
              Users are free to enter anything they wish and the notes can be
              changed as required.
            </para>
          </listitem>
        </itemizedlist>

        <para><emphasis>Panels</emphasis></para>

        <para>The order of the items in all the panels in this window
          can be adjusted by clicking on the column headings.
        </para>

        <itemizedlist>
          <listitem>
            <para><guilabel>Lots in This Account panel</guilabel></para>
            <para>This panel shows lots for this security account.</para>
            <para>If <guilabel>Show only open lots</guilabel> is checked, only
              lots that have not been completely sold are shown.
            </para>
            <para><guilabel>Columns</guilabel></para>
            <itemizedlist>
              <listitem><para><guilabel>Type:</guilabel> Always
                blank for security lots. This window is also used for business
                lots (which link payments to invoices) when coming from an
                Accounts Payable or Receivable account and in that case,
                <guilabel>Type</guilabel> will be <emphasis>I</emphasis> for
                invoice. Credit Notes are also Type I.</para>
              </listitem>

              <listitem>
                <para><guilabel>Opened:</guilabel> <emphasis>Open
                  </emphasis> if there are no splits in the lot, otherwise the
                  date of the earliest split in this lot.</para>
              </listitem>

              <listitem><para><guilabel>Closed:</guilabel> <emphasis>
                Open</emphasis> if the lot is not fully sold, otherwise the
                date of the last sell split.</para>
              </listitem>

              <listitem>
                <para><guilabel>Title:</guilabel> Lot Title.</para>
              </listitem>

              <listitem>
                <para><guilabel>Balance:</guilabel> Number of unsold
                securities in this lot.</para>
              </listitem>

              <listitem><para><guilabel>Gains:</guilabel> Calculated
                gains or losses for this lot.</para>
              </listitem>
            </itemizedlist> <!-- end of Columns in Lots in This Account -->

          </listitem>

          <listitem>
            <para><guilabel>Splits free panel</guilabel></para>

            <para>This panel shows buy and sell splits for this security
              account which are not linked to a lot. Capital Gains splits
              (Shares and Price are 0) are not shown.
            </para>

            <para><guilabel>Columns</guilabel></para>

            <itemizedlist>
              <listitem><para><guilabel>Date:</guilabel> Transaction Date Posted.
                </para>
              </listitem>

              <listitem><para><guilabel>Num:</guilabel> Transaction Num.</para>
              </listitem>

              <listitem><para><guilabel>Description:</guilabel> Transaction
                Description.</para>
              </listitem>

              <listitem><para><guilabel>Amount:</guilabel>
                Number of shares bought or sold from the transaction split.
                Positive for buys, negative for sells. If the security
                transaction split has been split into multiple subsplits
                (because a split may only be linked to 1 lot), this amount
                will not be the full transaction amount, but only the amount
                for this split.</para>
              </listitem>

              <listitem><para><guilabel>Value:</guilabel> Amount x split price.
                </para>
              </listitem>

              <listitem><para><guilabel>Gain/Loss:</guilabel>
                For sell splits, shows calculated gain or loss. This will
                be recalculated during scrubbing.</para>
              </listitem>

              <listitem><para><guilabel>Balance:</guilabel>
                Cumulative number of unsold shares for free splits.
                </para>
              </listitem>
            </itemizedlist>
          </listitem> <!-- end Splits free panel -->

          <listitem>
            <para><guilabel>Splits in Lot panel</guilabel></para>

            <para>This panel shows splits linked to the highlighted lot in
              the <guilabel>Lots in This Account</guilabel> panel. This
              panel will be empty until a lot is highlighted in the
              <guilabel>Lots in This Account</guilabel> panel. Capital Gains
              splits (Shares and Price are 0) are not shown.
            </para>

            <para>
              <emphasis>Columns</emphasis>
            </para>

            <itemizedlist>
              <listitem><para><guilabel>Date:</guilabel>
                Transaction Date Posted.</para>
              </listitem>

              <listitem><para><guilabel>Num:</guilabel>
                Transaction Num.</para>
              </listitem>

              <listitem><para><guilabel>Description:</guilabel>
                Transaction Description.</para>
              </listitem>

              <listitem><para><guilabel>Amount:</guilabel>
                Split number of shares bought or sold. Positive for buys,
                negative for sells. If the security transaction split has been
                split into multiple subsplits (say by scrubbing because a
                split may only be linked to 1 lot), this amount will not be
                the full transaction amount, but only the amount for this
                split.
              </para>
              </listitem>

              <listitem><para><guilabel>Value:</guilabel>
                Amount (No of Shares) x split price.</para>
              </listitem>

              <listitem><para><guilabel>Gain/Loss:</guilabel>
                For sell splits, shows calculated gain or loss. This will
                be recalculated during scrubbing.</para>
              </listitem>

              <listitem><para><guilabel>Balance:</guilabel>
                The number of unsold shares in this lot after this
                transaction.</para>
              </listitem>
            </itemizedlist>

          </listitem> <!-- end Splits in Lot panel -->
        </itemizedlist> <!-- end Panels -->

        <para><emphasis>Buttons</emphasis></para>

        <itemizedlist>
          <listitem>
            <para>
              <guilabel> &gt;&gt;:</guilabel> Links a free split
              (buy or sell) to a lot. This button is not enabled until both
              a lot and a free split are highlighted. The split moves from
              the <guilabel>Splits free</guilabel> panel to the <guilabel>
              Splits in lot</guilabel> panel.
            </para>

            <para>Multiple buy splits and multiple sell splits may be linked
              to the same lot. Refer to following section about the <guilabel>
              Scrub Account</guilabel> button for details of the capital gains
              transactions created in these situations.
            </para>

          </listitem>

          <listitem>
            <para><guilabel> &lt;&lt;:</guilabel> Unlinks a split
            from a lot. The split moves from the <guilabel>Splits in lot
            </guilabel> panel to the <guilabel>Splits free</guilabel> panel.
            This button is not enabled until a split in the <guilabel>Splits
            in lot</guilabel> panel is highlighted. When the last split is
            unlinked from a lot, the lot is automatically deleted
            if there is no capital gain/loss transaction.</para>
          </listitem>

          <listitem><para><guilabel>New Lot:</guilabel> Creates a new
            lot which shows in the <guilabel>Lots in This Account</guilabel>
            panel. The new lot is not linked to any split.</para>
          </listitem>

          <listitem>
            <para>
              <guilabel>Scrub Account:</guilabel>
            </para>
            <itemizedlist>
              <listitem><para>Creates a lot for each buy transaction split
                that is not already linked to a lot.</para>
                <para>A new lot is created for each unlinked buy transaction
                  split because gains on investments, in some jurisdictions,
                  may be taxed at different rates depending on how long they
                  were held before being sold. As a separate capital gains
                  transaction is created for each lot, this makes it easier to
                  determine tax on the capital gains based on the lot opened
                  and closed dates.
                </para>

                <para>If you know that the capital gains from a
                  sale are all to be taxed at the same rate, you can manually
                  link multiple buys to a lot so scrubbing will only create
                  1 capital gains transaction.
                </para>

                <para>
                  It is also possible to manually link multiple sell
                  transaction splits to a lot. In this case scrubbing creates
                  a capital gains transaction per sell transaction split
                  based on the average cost of securities held at the time of
                  each sale, assuming acquisitions are allocated to sales
                  using the security account costing method (currently only
                  FIFO). As this makes it complicated to manually verify the
                  costs are correct, it may be wise to limit this to specific
                  situations, say for example if there are multiple sales on
                  the same day.
                </para>
              </listitem>

              <listitem>
                <para>Links buy and sell transaction splits to lots using FIFO
                  method.
                </para>
              </listitem>

              <listitem>
                <para>Calculates gain/loss and creates a separate capital
                  gain/loss transaction for each lot that does not already
                  have one.
                </para>

                  <note>
                    <para>If gain/loss splits have been manually entered as
                      part of a sell transaction, scrubbing does not recognize
                      them, so if manually adding gain/loss, always separate
                      the gain/loss splits from the transaction that reduces
                      the <guilabel>No of Shares</guilabel>, by putting them
                      in a separate transaction.
                    </para>
                  </note>
              </listitem>
            </itemizedlist>
          </listitem>

          <listitem>
            <para><guilabel>Scrub:</guilabel> Scrub only the
              highlighted lot. This button is only enabled if a lot is
              highlighted. If no buy splits are linked to the highlighted lot,
              nothing is done. The <guilabel>Scrub</guilabel> button will link
              any free sell splits to the lot as required until the sum of the
              sell split amounts equals the sum of the buy split amounts. If
              the sum of the sell split amounts is greater than the sum of the
              buy split amounts, a sell split will itself be split into 2
              splits, with the remaining amount in an unlinked split.
            </para>

            <note>
              <para>For both the <guilabel>Scrub Account</guilabel> and the
                <guilabel>Scrub</guilabel> buttons:
              </para>

              <para>The Gain/Loss for each lot is recalculated and a capital
                gain transaction is created if needed. The transaction has
                1 split for the security account and the other with
                account <emphasis>Orphaned Gains-CCC</emphasis> where CCC is
                the security currency. The <emphasis>Orphaned Gains-CCC
                </emphasis> account is used because &app;
                doesn't know which capital gain or loss
                account should be used, so the user must change it to the
                required income (or expense) gain or loss account.
              </para>
            </note>
          </listitem>

          <listitem>
            <para><guilabel>Delete:</guilabel> Delete the highlighted
              lot. Any linked splits are automatically freed (unlinked). This
              button is only enabled if a lot is highlighted.
            </para>
          </listitem>

          <listitem>
            <para><guilabel>Close:</guilabel> Close the <guilabel>
              Lots in Account SSSS</guilabel> window.
            </para>
          </listitem>
        </itemizedlist>

        <para>See Tutorial and Concepts Guide, <ulink
url="&url-docs-build-C;guide/invest-sell1.html#invest-sellLots">
          Automatic Calculation of Capital Gain or Loss Using Lots</ulink> for
          more details.
        </para>

      </sect3>
    </sect2>

    <sect2 id="tool-lots-bus">
      <title>Lots for Business Features</title>

      <sect3 id="tool-bots-bus-intro">
        <title>Introduction</title>
        <para>For business features, lots are used to link payments or credit
          notes to the invoices to which they apply. This is for both customer
          invoices and vendor bills.
        </para>

        <para>There are 2 main uses for the <guilabel>Lots in Account</guilabel>
          window in relation to the business features:
        </para>

        <orderedlist>
          <listitem>
            <para>
              To enquire about which payments or credit notes offset particular
              invoices. For each invoice and credit note, &app;
              automatically creates 1 (and only 1) lot. By
              selecting the lot for the invoice or credit note in the <guilabel>
              Lots in This Account</guilabel> panel, all the transaction splits
              for that lot show in the <guilabel>Splits in Lot</guilabel> panel.
            </para>

            <tip>
              <para>
                Alternatively, print the invoice and check the <guilabel>
                Payments</guilabel> option on the Display tab in the report
                options. The Tax Invoice always shows payments so does not have
                the Payments option.
              </para>
            </tip>
          </listitem>

          <listitem>
            <para>
              To correct mistakes that are hard to correct otherwise (either due
              to bugs in past versions of gnucash or due to unintended use of
              said features). Some of these use cases are found on
              <ulink url="&url-wiki-bus-feat;">this wiki page</ulink>.
              In the context of the normal operation of business
              features , the <guilabel>Lots in Account</guilabel> window is
              <emphasis>not</emphasis> used to create, delete, link or unlink
              lots. Lots are usually generated and manipulated internally only
              by the business features programs.
            </para>
          </listitem>
        </orderedlist>

        <para>To open the <guilabel>Lots in Account AAAA</guilabel> window,
          where AAAA is the <emphasis>Accounts Receivable</emphasis> (AR) or
          <emphasis>Accounts Payable</emphasis> (AP) account, open the
          <emphasis>AR</emphasis> or <emphasis>AP</emphasis> account register,
          then select
          <menuchoice>
            <guimenu>Actions</guimenu>
            <guimenuitem>View Lots</guimenuitem>
          </menuchoice>.
        </para>

        <figure pgwide="1">
          <title>Lots in Account window for business features</title>
          <screenshot id="tool-lotsInAcctBus">
            <mediaobject>
              <imageobject role="html">
              <imagedata fileref="figures/Help_Tool_LotsBus.png"
                format="PNG" srccredit="Chris Good" width="510px"></imagedata>
              </imageobject>
              <imageobject role="fo">
                <imagedata fileref="figures/Help_Tool_LotsBus.png"
                           format="PNG" srccredit="Chris Good" ></imagedata>
              </imageobject>

              <textobject>
                <phrase>Example of Lots in Account window for an Accounts
                  Receivable account
                </phrase>
              </textobject>

              <caption><para>An image of the <guilabel>Lots in Account
                </guilabel> window for an Accounts Receivable account.</para>
              </caption>
            </mediaobject>
          </screenshot>
        </figure>
      </sect3>

      <sect3 id="tool-lots-bus-scr">
        <title>Screen Elements</title>

        <para>The screen elements of the <guilabel>Lots in Account</guilabel>
          window for an AR or AP account are the same as for a security account,
          although the actions and data are different. As this window is only
          used for creating, deleting, linking or unlinking lots in <emphasis>
          exceptional</emphasis> circumstances, the differences are not
          described. See <xref linkend="tool-lots-cap-scr" /> for a description
          of the screen elements and what the buttons do when used with the lots
          of a security account.
        </para>

      </sect3>
    </sect2>
  </sect1>
</chapter>
