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Updates to Gen Imp Tran Matcher other than for new Append checkbox
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@goodvibes2 @jralls
goodvibes2 authored and jralls committed Mar 27, 2022
1 parent 0842757 commit 1e4b5ac
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13 changes: 13 additions & 0 deletions manual/C/Help_ch_GettingHelp.xml
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Expand Up @@ -308,4 +308,17 @@
</para>
</sect2>
</sect1>

<sect1 id="Help-Mouse-Buttons">
<title>Mouse Buttons</title>
<para>This document refers to mouse buttons as Button1, Button2 etc.</para>
<itemizedlist>
<listitem>
<simpara>Button1 is typically the left mouse button or the right button in a left-handed setup</simpara>
</listitem>
<listitem>
<simpara>Button2 is typically the right mouse button or the left button in a left-handed setup</simpara>
</listitem>
</itemizedlist>
</sect1>
</chapter>
77 changes: 55 additions & 22 deletions manual/C/Help_ch_Transactions.xml
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Expand Up @@ -395,7 +395,7 @@ Translators:
doing just that.
</para>

<para>Select a transaction in the <guilabel>Register</guilabel> and right-click it to present the
<para>Select a transaction in the <guilabel>Register</guilabel> and <mousebutton>Button2</mousebutton> click it to present the
<guimenu>Context Menu</guimenu> and select <guimenuitem>Update Association for
Transaction</guimenuitem>. You will be presented with the <guilabel>Change a Transaction
Association</guilabel> dialog.
Expand Down Expand Up @@ -874,6 +874,9 @@ Translators:

<listitem>
<para>Cleared. Status may be assigned either manually or by an import process.
Indicates the transaction is included in the bank's record of the account
transactions but has not yet been reconciled to a bank statement
in &app;.
</para>
</listitem>
</varlistentry>
Expand Down Expand Up @@ -1326,8 +1329,8 @@ Translators:
<sect2 id="trans-import-prefs">
<title>Import Preference</title>

<para>User preferences set in the <link linkend="prefs-online">Online Banking tab</link> of the user
preferences accessed by
<para>User preferences set in the <link linkend="prefs-import">Import tab</link> or the
<link linkend="prefs-online">Online Banking tab</link> of the user preferences accessed by
<menuchoice>
<guimenu>Edit</guimenu><guisubmenu>Preferences</guisubmenu>
</menuchoice>
Expand Down Expand Up @@ -2117,7 +2120,7 @@ Translators:
<para>The Import Matcher checks whether an imported transaction matches an existing transaction already
recorded in <application>&appname;</application> within a predefined time window (~+_42
days) for the account into which the transactions are being imported. A match probablity is
calculated based on the Date, Amount, Transaction ID's(if present), Check numbers (if
calculated based on the Date, Amount, Transaction ID's (if present), Check numbers (if
present) and the Description and split Memo fields. Exact matches will generate a high match
probability and flag a transaction as matching an existing transaction and therefore not to
be imported. If there is a lower quality match to an existing transaction, the imported
Expand Down Expand Up @@ -2193,9 +2196,31 @@ Translators:
</listitem>

<listitem>
<para><emphasis role="bold"><guibutton>Show the Source Account column</guibutton></emphasis>: Checkbox to
displays the account into which the transactions are being imported. This is the
second column labelled Account in the screenshot;
<para><emphasis role="bold"><guibutton>Show Account column</guibutton></emphasis>: Checkbox to
display the account into which the transactions are being imported. This is the
second column labelled <guilabel>Account</guilabel> in the screenshot;
</para>
</listitem>

<listitem>
<para><emphasis role="bold"><guibutton>Show Memo column</guibutton></emphasis>: Checkbox to
display the <guilabel>Memo</guilabel> from the imported transactions after the column
labelled <guilabel>Description</guilabel>;
</para>
</listitem>

<listitem>
<para><emphasis role="bold"><guibutton>Show matched information</guibutton></emphasis>: Checkbox to
display the matched transaction which has been already imported or entered into
<application>&appname;</application>. If there is one, this will be a line with a white
background (by default) after the imported transaction. This is either the manually selected match
if one has been selected or the best possible match otherwise;
</para>
</listitem>

<listitem>
<para><emphasis role="bold"><guibutton>Reconcile after match</guibutton></emphasis>: Checkbox to
automatically start the reconciliation process after transactions have been matched and imported;
</para>
</listitem>

Expand Down Expand Up @@ -2251,33 +2276,38 @@ Translators:

<listitem>
<para><emphasis role="bold"><guilabel>Memo</guilabel></emphasis> - The memo for the split to the import or
base account of the transaction;
base account of the transaction (optional see above);
</para>
</listitem>

<listitem>
<para><emphasis role="bold"><guilabel>A</guilabel></emphasis> - Checkbox which indicates that the
<para><emphasis role="bold"><guilabel>A</guilabel></emphasis> - Add - Checkbox which indicates that the
transaction is to be imported as a new transaction;
</para>
</listitem>

<listitem>
<para><emphasis role="bold"><guilabel>U+C</guilabel></emphasis> - Checkbox which indicates that the
<para><emphasis role="bold"><guilabel>U+C</guilabel></emphasis> - Update and Clear - Checkbox which indicates that the
transaction matches an existing transaction but has some differences and the existing
transaction will be updated with the different information
transaction will be updated with the different information;
</para>
</listitem>

<listitem>
<para><emphasis role="bold"><guilabel>C</guilabel></emphasis> - Checkbox which indicates that the
<para><emphasis role="bold"><guilabel>C</guilabel></emphasis> - Clear - Checkbox which indicates that the
transaction matches an existing transaction and will not be imported;
</para>
</listitem>

<listitem>
<para><emphasis role="bold"><guilabel>Info</guilabel></emphasis> - For transactions which have been
matched to an existing transaction displays a bar indicating the quality of the match
and text indicating whether the transaction is to be imported.
matched to an existing transaction, this column displays a bar indicating the quality of the match;
</para>
</listitem>

<listitem>
<para><emphasis role="bold"><guilabel>Additional Comments</guilabel></emphasis> - Shows what is to happen to the
transaction and the transfer account if known;
</para>
</listitem>
</itemizedlist>
Expand Down Expand Up @@ -2454,8 +2484,9 @@ Translators:

<itemizedlist>
<listitem>
<para><emphasis role="bold">Click <mousebutton>Button1</mousebutton> on a row</emphasis>: Select this row
(row is displayed with a blue background);
<para><emphasis role="bold">Click <mousebutton>Button1</mousebutton>
(see <link linkend="Help-Mouse-Buttons">Mouse Buttons</link>) on a row</emphasis>:
Select this row (row is displayed with a blue background);
</para>
</listitem>

Expand All @@ -2464,7 +2495,7 @@ Translators:
transactions is flagged for import (see below) this will open an account selection
dialog to select a destination/transfer account to be used in the second split of the
imported transaction. You may create a new account if necessary in this dialog using the
<emphasis role="bold"><guibutton>New Account</guibutton></emphasis> buttonIf the
<emphasis role="bold"><guibutton>New Account</guibutton></emphasis> button. If the
transaction is flagged as matching an existing transaction either for import or
updating, the match picker dialog is opened to allow the matched transactions to be
examined and a correct match selected;
Expand Down Expand Up @@ -2510,7 +2541,9 @@ Translators:
<note>
<para>Note that "reconciled" in this context does not mean the same as "reconciled" in the process of
reconciling an account to an external statement. The reconciliation status of an imported
transaction is set to cleared (c) on import of a new transaction
transaction is set to cleared (c) on import of a new transaction.
See <link linkend="trans-stts">Setting the reconcile status (R field) of a transaction</link>
for details of the values of reconciliation status.
</para>
</note>

Expand Down Expand Up @@ -2538,14 +2571,14 @@ Translators:
<sect3>
<title>Assign a Destination Account to a Single Transaction</title>

<para>The currently selected row is selected by <mousebutton>left</mousebutton> clicking it. It is
<para>Select the required row by clicking <mousebutton>Button1</mousebutton> on it. It is
displayed with a <phrase>
<?dbhtml bgcolor="#6495ED"?>
<?dbfo bgcolor="#6495ED"?>
Cornflower Blue</phrase> background color.
</para>

<para>Double <mousebutton>left</mousebutton> clicking on a row will select it and open an Account
<para>Double clicking <mousebutton>Button1</mousebutton> on a row will select it and open an Account
Selection dialog to allow you to assign a transfer account. Select the desired transfer
account in the dialog and click
<emphasis role="bold"><guibutton>OK</guibutton></emphasis>. The dialog has a
Expand All @@ -2558,8 +2591,8 @@ Translators:
column.
</para>

<para>or alternatively, <mousebutton>left</mousebutton> click on a row to select it followed by a
<mousebutton>right</mousebutton> click to bring up a popup menu then select
<para>or alternatively, <mousebutton>Button1</mousebutton> click on a row to select it followed by a
<mousebutton>Button2</mousebutton> click to bring up a popup menu then select
<guimenuitem>Assign a transfer account</guimenuitem> to display the <guilabel>Account
Selection</guilabel> dialog, select the destination account and click the
<emphasis role="bold"><guibutton>OK</guibutton></emphasis> button.
Expand Down

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