X-Git-Url: https://git.dogcows.com/gitweb?p=chaz%2Fhomebank;a=blobdiff_plain;f=doc%2Fdlg-paye.html;h=b6a2e6209cf7646c70040b6d48eaff2aba6eac28;hp=27ee15715424213d9a709303389a4da50541265e;hb=a6c6b0df5492c2160ed97e3a376bdb2fe7c5ebc4;hpb=cd13d9691c46c2b2d6d459e9e6a76bed1c21b7a6 diff --git a/doc/dlg-paye.html b/doc/dlg-paye.html index 27ee157..b6a2e62 100644 --- a/doc/dlg-paye.html +++ b/doc/dlg-paye.html @@ -13,6 +13,8 @@

Payees dialog

The payees dialog is used to add, edit and manage the payees of the current wallet.

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For each payee, you can define a default payment mode and category, 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). +

Dialog call

Using payees dialog

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Payee name

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type a new payee name here and press return to add.

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Payee list

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display payee name, usage count and default category

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Buttons

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Search & Menu Button

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Editopen a dialog to edit the selected payeeImportImport and merge some payees from a CSV file
Mergemerge the current payee to a new one you will selectExportexport the entire payee list into a CSV file
Deletedelete the selected payeeDelete unuseddelete all unused payee
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Menu Button

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Please refer to CSV file format for the file description.

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Quick search

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The quick search area with input and close

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Payee list

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display payee name, usage count and default category
+ the usage count:

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Payee name

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type a new payee name here and press return to add.

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Buttons

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ImportImport and merge some payees from a CSV fileAddtoggle the payee name widget to visible/invisible
Exportexport the entire payee list into a CSV fileMergemerge the current payee to a new one you will select
Delete unuseddelete all unused payeeDeletedelete the selected payee
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Please refer to CSV file format for the file description.

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Edit
+ To edit a payee, double click on it.

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