Dogcows Code - chaz/homebank/blob - doc/dlg-paye.html

   1 <!DOCTYPE html>
   2 <html>
   3 <head>
   4   <meta content="text/html; charset=utf-8" http-equiv="content-type">
   5   <meta content="noindex" name="robots">
   6   <title>Payees dialog</title>
   7   <link href="help.css" rel="stylesheet" type="text/css">
   8 </head>
   9 <body id="top">
  10   <div class="dochead">
  11     HomeBank User manual
  12   </div>
  13   <div class="title">
  14     <h1>Payees dialog</h1>
  15     <p>The payees dialog is used to add, edit and manage the <a href="00-lexicon.html#payees">payees</a> of the current wallet.</p>
  16     <p>For each payee, you can define a default <i>payment mode</i> and <i>category</i>, later, into the transaction/scheduled/template dialog, if you choose a payee, the payment mode will be filled (if set to (none)), as well as the category (if it is empty).
  17     </p>
  18     <h2>Dialog call</h2>
  19     <ul>
  20       <li>main window menu: Manage / Payees...</li>
  21       <li>main window tool bar.</li>
  22     </ul>
  23   </div>
  24   <div class="rounded content">
  25     <h2>Using payees dialog</h2>
  26     <p class="gtkshot right"><img src="images/dlg-payee.png"></p>
  27
  28     <h3><img src="images/1.png"> Search & Menu Button</h3>
  29     <table class="widgetinfo">
  30       <tr>
  31         <th>Import</th>
  32         <td>Import and merge some payees from a CSV file</td>
  33       </tr>
  34       <tr>
  35         <th>Export</th>
  36         <td>export the entire payee list into a CSV file</td>
  37       </tr>
  38       <tr>
  39         <th>Delete unused</th>
  40         <td>delete all unused payee</td>
  41       </tr>
  42     </table>
  43     <p>Please refer to <a href="misc-csvformat.html#pay">CSV file format</a> for the file description.</p>
  44
  45     <h3><img src="images/2.png"> Quick search</h3>
  46     <p>The quick search area with input and close</p>
  47
  48
  49     <h3><img src="images/3.png"> Payee list</h3>
  50     <p>display payee name, usage count and default category<br>
  51     the usage count:</p>
  52     <ul>
  53     <li>transaction
  54     <li>template/scheduled transaction
  55     <li>assignment rule
  56     </ul>
  57
  58     <h3><img src="images/4.png"> Payee name</h3>
  59     <p>type a new payee name here and press return to add.</p>
  60     <h3><img src="images/5.png"> Buttons</h3>
  61     <table class="widgetinfo">
  62       <tr>
  63         <th>Add</th>
  64         <td>toggle the payee name widget to visible/invisible</td>
  65       </tr>
  66       <tr>
  67         <th>Merge</th>
  68         <td>merge the current payee to a new one you will select</td>
  69       </tr>
  70       <tr>
  71         <th>Delete</th>
  72         <td>delete the selected payee</td>
  73       </tr>
  74     </table>
  75     <p><b>Edit</b><br>
  76       To edit a payee, double click on it.</p>
  77   </div>
  78 </body>
  79 </html>