-<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN">
-
+<!DOCTYPE html>
<html>
<head>
- <meta http-equiv="content-type" content="text/html; charset=utf-8">
-
+ <meta content="text/html; charset=utf-8" http-equiv="content-type">
+ <meta content="noindex" name="robots">
<title>Payees dialog</title>
- <link rel="stylesheet" href="help.css" type="text/css">
+ <link href="help.css" rel="stylesheet" type="text/css">
</head>
-
<body id="top">
<div class="dochead">
HomeBank User manual
</div>
-
<div class="title">
-
- <h1>Payees dialog</h1>
-
- <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>
-
- <h2>Dialog call</h2>
-
- <ul>
- <li>mainwindow-menu: Manage / Payees...</li>
-
- <li>mainwindow-toolbar.</li>
- </ul>
-</div>
-
+ <h1>Payees dialog</h1>
+ <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>
+ <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).
+ </p>
+ <h2>Dialog call</h2>
+ <ul>
+ <li>main window menu: Manage / Payees...</li>
+ <li>main window tool bar.</li>
+ </ul>
+ </div>
<div class="rounded content">
-
- <h2>Using payees dialog</h2>
-
- <p><img class="gtkshot right" src="images/dlg-payee1.png"></p>
-
- <h3><img src="images/1.png"> Payee name</h3>
-
- <p>type a new payee name here and press return to add.</p>
-
- <h3><img src="images/2.png"> Payee list</h3>
-
- <p>display the list of payee, sorted in alphabetical order</p>
-
- <h3><img src="images/3.png"> Buttons</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Add</th>
-
- <td>if payee name is not empty, add it as a new payee</td>
- </tr>
-
- <tr>
- <th>Remove</th>
-
- <td>remove the selected payee</td>
- </tr>
-
- <tr>
- <th>Edit</th>
-
- <td>open a dialog to edit the selected payee</td>
- </tr>
- </table>
-
- <h3><img src="images/4.png"> Buttons</h3>
-
- <table class="widgetinfo">
- <tr>
- <th>Import</th>
-
- <td>Import and merge some payees from a csv file.</td>
- </tr>
-
- <tr>
- <th>Export</th>
-
- <td>export the entire payee list into a csv file.</td>
- </tr>
- </table>
-
- <p>Please refer to <a href="misc-csvformat.html#pay">csv
- file format</a> for the file description.</p>
+ <h2>Using payees dialog</h2>
+ <p class="gtkshot right"><img src="images/dlg-payee.png"></p>
+
+ <h3><img src="images/1.png"> Search & Menu Button</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Import</th>
+ <td>Import and merge some payees from a CSV file</td>
+ </tr>
+ <tr>
+ <th>Export</th>
+ <td>export the entire payee list into a CSV file</td>
+ </tr>
+ <tr>
+ <th>Delete unused</th>
+ <td>delete all unused payee</td>
+ </tr>
+ </table>
+ <p>Please refer to <a href="misc-csvformat.html#pay">CSV file format</a> for the file description.</p>
+
+ <h3><img src="images/2.png"> Quick search</h3>
+ <p>The quick search area with input and close</p>
+
+
+ <h3><img src="images/3.png"> Payee list</h3>
+ <p>display payee name, usage count and default category<br>
+ the usage count:</p>
+ <ul>
+ <li>transaction
+ <li>template/scheduled transaction
+ <li>assignment rule
+ </ul>
+
+ <h3><img src="images/4.png"> Payee name</h3>
+ <p>type a new payee name here and press return to add.</p>
+ <h3><img src="images/5.png"> Buttons</h3>
+ <table class="widgetinfo">
+ <tr>
+ <th>Add</th>
+ <td>toggle the payee name widget to visible/invisible</td>
+ </tr>
+ <tr>
+ <th>Merge</th>
+ <td>merge the current payee to a new one you will select</td>
+ </tr>
+ <tr>
+ <th>Delete</th>
+ <td>delete the selected payee</td>
+ </tr>
+ </table>
+ <p><b>Edit</b><br>
+ To edit a payee, double click on it.</p>
</div>
</body>
</html>
projects / chaz / homebank / blobdiff