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diff --git a/doc/en/details-institutions.docbook b/doc/en/details-institutions.docbook new file mode 100644 index 0000000..fc3ee44 --- /dev/null +++ b/doc/en/details-institutions.docbook @@ -0,0 +1,146 @@ +<?xml version="1.0" encoding="UTF-8"?> +<chapter id="details.institutions"> +<chapterinfo> + <authorgroup> + <author> + <firstname>Roger</firstname> + <surname>Lum</surname> + <affiliation> + <address><email>[email protected]</email></address> + </affiliation> + </author> + </authorgroup> + <date>2009-05-05</date> + <releaseinfo>1.0</releaseinfo> +</chapterinfo> + +<title id="details.institutions.title">Institutions</title> + +<para> + The Institutions screen provides a summary of all the accounts grouped under + their respective institutions. Asset accounts are symbolized with a black + arrow, and liability accounts are symbolized with a red arrow. +</para> + +<para> + The Institutions screen displays several columns, including the type of + account and the value of each account. It also shows the total value of all + accounts in each institution. +</para> + +<para> +<screenshot> + <screeninfo>institution view</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="institution_view.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>institution view</phrase> + </textobject> + </mediaobject> +</screenshot> +</para> + +<sect1 id="details.institutions.institution"> +<title>Institution Options</title> + +<para> + Right-clicking an institution name brings up an Institution Options sub-menu, + providing you with several choices. Selecting <guimenuitem>New + Institution...</guimenuitem> opens the New Institution Dialog, where you can + enter all the necessary information to create a new institution. Selecting + <guimenuitem>Edit Institution...</guimenuitem> brings up an editable window + with institution details such as name and address. Selecting + <guimenuitem>Delete Institution</guimenuitem> removes the entire institution + and all its associated accounts. Keep in mind that you will only be able to + delete an institution if you can delete all of its accounts, and you will only + be able to delete each associated account if it has no transactions and no + schedules refers to it. Selecting <guimenuitem>New account...</guimenuitem> + steps you through the new account process, which is described in more detail + in the next section. +</para> + +<para> +<screenshot> + <screeninfo>Institution options sub-menu</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="institution_options.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>Institution options sub-menu</phrase> + </textobject> + </mediaobject> +</screenshot> +</para> + +<sect2 id="details.institutions.new"> +<title>New Institution</title> + +<para> + <screenshot> + <mediaobject> + <imageobject> + <imagedata fileref="newinst.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>New Institution</phrase> + </textobject> + </mediaobject> + </screenshot> +</para> + +<para> + <emphasis> + NOTE: You must have a file open before you can create a new institution. If + you do not have an existing file, you will need to create a <link + linkend="firsttime-3">new file</link>. + </emphasis> +</para> + +<para> + Only the name is required in the New Institution Dialog, all other fields are + optional. As with the personal information dialog, this data is not currently + used by &kappname;, but will be required by future releases for certain + features. In particular, the Routing Number and the <acronym><ulink + url="http://en.wikipedia.org/wiki/ISO_9362">BIC (Bank Identifier + Code)</ulink></acronym> will be required for online banking. +</para> +</sect2> +</sect1> + +<sect1 id="details.institutions.account"> +<title>Account Options</title> + +<para> + Right-clicking an account name brings up an Account Options sub-menu. + Selecting <guimenuitem>New account...</guimenuitem> steps you through the new + account process. Selecting <guimenuitem>Open Ledger</guimenuitem> brings you + directly to the Ledgers view or Investments view, depending on the account + type. Simply double-clicking an account name also opens the account. Selecting + <guimenuitem>Edit account</guimenuitem> brings up a window allowing you to + change an account's name, start date, associated banking institution, and + parent account. Deleting an account is only possible if there are no + transactions associated with that account. Selecting + <guimenuitem>Reconcile...</guimenuitem> opens up the Reconcile Wizard, which + steps you through the process of comparing your bank account statements to + your electronic entries. More details, as well as information about the other + options is presented in the appropriate sections of this manual. +</para> + +<para> +<screenshot> + <screeninfo>account options sub-menu</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="account_options.png" format="PNG" /> + </imageobject> + <textobject> + <phrase>account options sub-menu</phrase> + </textobject> + </mediaobject> +</screenshot> +</para> +</sect1> +</chapter> |