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Bug#547386 - Help text for Employee section missing.
git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash-docs/trunk@23784 57a11ea4-9604-0410-9ed3-97b8803252fd
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‎help/C/Help_ch_Business.xml

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@@ -94,7 +94,7 @@
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<para>After you have built the account structure, register the <application>&app;</application>
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file as belonging to your company by filling in the data requested in
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the <xref linkend="business-book-options" /> accessible from the
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<menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice> menu.</para>
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<menuchoice><guimenu>File</guimenu><guimenuitem>Properties</guimenuitem></menuchoice> menu item.</para>
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</sect2>
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</sect1>
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@@ -1339,8 +1339,249 @@ ________________________________________________________________________________
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<para><guilabel>Post To</guilabel> - the A/Payable account to post this transaction.</para>
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</listitem>
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<listitem>
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<para><guilabel>Transfer Account</guilabel> - the account from which money for the payments comes from, such as a checking account.</para>
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<para><guilabel>Transfer Account</guilabel> - the account from which money for the payments
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comes from, such as a checking account.</para>
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</listitem>
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</itemizedlist>
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</sect1>
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<sect1 id="busnss-emply">
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<title>Employees</title>
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<para><application>&app;</application> can help your company by tracking employees. You can register a
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<xref linkend="busnss-emplynew" />, <xref linkend="busnss-emplyedit" /> existing employees, create
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<xref linkend="busnss-emply-newvchr" /> and <xref linkend="busnss-emply-editvchr" />.</para>
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<para>Expense voucher are used to reimburse employees for authorized expenses (f.e. travels, parking, food etc...).
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Employees credit notes are the opposite of expense vouchers.</para>
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<sect2 id="busnss-emplynew">
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<title>New Employee</title>
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<para>To register a new employee, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Employee</guisubmenu>
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<guimenuitem>New Employee</guimenuitem></menuchoice> menu item. The <guilabel>New Employee</guilabel>
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window will open with two tabs:</para>
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<itemizedlist>
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<listitem><para><xref linkend="mply-tab1" /></para></listitem>
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<listitem><para><xref linkend="mply-tab2" /></para></listitem>
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</itemizedlist>
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<itemizedlist id="mply-tab1">
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<title>Employee tab</title>
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<listitem>
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<para><guilabel>Identification - Employee Number</guilabel> - can be any number by which you would
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like to refer to this vendor. You may leave it blank and a number will be chosen automatically.
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See <xref linkend="counters-book-options" /> for more info.</para>
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</listitem>
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<listitem>
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<para><guilabel>Identification - Username</guilabel> (Mandatory) - a unique username to identify the employee.</para>
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</listitem>
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<listitem>
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<para><guilabel>Identification - Active</guilabel> (Optional) - differentiates active employees from inactive
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ones. This is useful when you have many past employees, and you want to see only those marked
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<guilabel>Active</guilabel>.</para>
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</listitem>
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<listitem>
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<para><guilabel>Payment Address - Name</guilabel> (Mandatory) - the full name of the employee.</para>
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</listitem>
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<listitem>
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<para><guilabel>Payment Address - Address</guilabel> (Mandatory) - the address of the employee.</para>
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</listitem>
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<listitem>
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<para><guilabel>Payment Address - Phone, Fax, Email</guilabel> (Optional)- others optionals contact information for the employee.</para>
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</listitem>
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<listitem>
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<para><guilabel>Interface - Language</guilabel> (Optional) - </para>
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</listitem>
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<listitem>
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<para><guilabel>Payment Information - Currency</guilabel> (Optional) - specifies the default payment
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currency.</para>
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</listitem>
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<listitem>
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<para><guilabel>Payment Information - Terms</guilabel> (Optional) - specifies the default payment terms
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for this employee. Payment terms must be preregistered using
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<menuchoice><guimenu>Business</guimenu><guimenuitem>Billing Terms</guimenuitem></menuchoice>.</para>
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</listitem>
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<listitem>
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<para><guilabel>Billing - Default Hours per Day</guilabel> (Optional) - </para>
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</listitem>
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<listitem>
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<para><guilabel>Billing - Default Rate</guilabel> (Optional) - </para>
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</listitem>
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<listitem>
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<para><guilabel>Billing - Currency</guilabel> (Optional) - </para>
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</listitem>
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<listitem>
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<para><guilabel>Billing - Credit Account</guilabel> (Optional) - </para>
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</listitem>
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</itemizedlist>
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<itemizedlist id="mply-tab2">
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<title>Access Control tab</title>
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<listitem>
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<para>Access Control List</para>
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</listitem>
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</itemizedlist>
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</sect2>
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<sect2 id="busnss-emplyedit">
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<title>Find and Edit</title>
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<para>To search for an existing employee, use the <menuchoice><guimenu>Business</guimenu>
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<guisubmenu>Employee</guisubmenu><guimenuitem>Find Employee...</guimenuitem></menuchoice> menu.
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You select an employee to <guibutton>View/Edit</guibutton> from the results of the search.
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This window is also used to look up an employee when entering voucher and processing payments.</para>
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<para>If many employees match the search criteria you provide, the
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search can be refined by running an additional search within the current
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results. The current result set is searched when the <guilabel>Refine
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Current Search</guilabel> radio button is selected. In fact, <application>&app;</application>
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selects this option for you after you run the initial search.</para>
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<note>
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<para>If the employee you are searching for does not match the supplied
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search criteria, change the search criteria, click the <guilabel>New
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Search</guilabel> radio button and then the <guibutton>Find</guibutton>
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button. The relevant step is the <guilabel>New Search</guilabel>
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selection. If the employee is not in the result of the original search,
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and you only search within this set, the employee cannot be found,
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regardless of new search criteria.</para>
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</note>
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<tip>
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<para>To return a list of all registered active employees, set the search criterion to
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<guilabel>matches regex</guilabel>, and place a single dot <quote>.</quote> in the text field area.
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Make sure <guilabel>Search only active data</guilabel> is checked, then click <guibutton>Find</guibutton>.
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The regular expression <quote>.</quote> means to match anything.</para>
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</tip>
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</sect2>
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<sect2 id="busnss-emply-newvchr">
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<title>New Expense Voucher/Credit Note</title>
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<para>To register a new expense voucher/ Credit Note, select the <menuchoice><guimenu>Business</guimenu><guisubmenu>Employee</guisubmenu>
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<guimenuitem>New Expense Voucher...</guimenuitem></menuchoice> menu item. The <guilabel>New Expense Voucher</guilabel>
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window will open. You can enter the following data:</para>
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<itemizedlist>
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<listitem>
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<para><guilabel>Voucher information - Type</guilabel> (Optional) - select if you are entering
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a Voucher or a credit note.</para>
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</listitem>
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<listitem>
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<para><guilabel>Voucher information - Voucher ID</guilabel> (Optional) - can be any number by which you would
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like to refer to this voucher. You may leave it blank and a number will be chosen automatically.
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See <xref linkend="counters-book-options" /> for more info.</para>
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</listitem>
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<listitem>
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<para><guilabel>Voucher information - Date opened</guilabel> - the date of the voucher. Click on
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the button on the right of the date to open a calendar.</para>
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</listitem>
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<listitem>
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<para><guilabel>Billing information - Employee</guilabel> (Mandatory) - the employee to which
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voucher refers.</para>
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<tip>
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<para>The field supports auto-completion so if you start typing <application>&app;</application>
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will try to complete the text automatically using existing employees name. You can also press the button
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<guibutton>Select...</guibutton> to open the <link linkend="busnss-emplyedit">Find Employee</link>
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window.</para>
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</tip>
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</listitem>
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<listitem>
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<para><guilabel>Billing information - Billing ID</guilabel> (Optional) - the identification number
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of the document (f.e. the bill number for a dinner).</para>
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</listitem>
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<listitem>
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<para><guilabel>Billing information - Terms</guilabel> (Optional) - the pay back terms agreement
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for this bill. A list of registered terms is available within the pop up menu.</para>
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</listitem>
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<listitem>
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<para><guilabel>Default chargeback project - Customer</guilabel> (Optional) - the Customer
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to wich voucher refers.</para>
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<tip>
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<para>The field supports auto-completion so if you start typing <application>&app;</application>
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will try to complete the text automatically using existing Customer name. You can also press the button
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<guibutton>Select...</guibutton> to open the <link linkend="busnss-ar-custfind2">Find Customer</link>
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window.</para>
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</tip>
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</listitem>
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<listitem>
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<para><guilabel>Default chargeback project - Job</guilabel> (Optional) - the Customer Job
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to wich voucher refers.</para>
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<note>
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<para> you can type in this field only if there is one or more job registered in
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<application>&app;</application> belonging to the selected Customer.</para>
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</note>
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<tip>
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<para>The field supports auto-completion so if you start typing <application>&app;</application>
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will try to complete the text automatically using existing Customer name. You can also press the button
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<guibutton>Select...</guibutton> to open the <link linkend="busnss-ar-custfind2">Find Customer</link>
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window.</para>
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</tip>
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</listitem>
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<listitem>
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<para><guilabel>Notes</guilabel> - records any additional comments about the voucher/credit note. </para>
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</listitem>
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</itemizedlist>
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</sect2>
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<sect2 id="busnss-emply-editvchr">
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<title>Find and Edit Expense Voucher/Credit Note</title>
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<para>To search for an existing Expense Voucher, use the <menuchoice><guimenu>Business</guimenu>
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<guisubmenu>Employee</guisubmenu><guimenuitem>Find Expense Voucher...</guimenuitem></menuchoice>
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menu item.
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You select an Expense Voucher to <guibutton>View/Edit</guibutton> from the results of the search.
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This window is also used to look up an expense voucher when entering voucher and processing
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payments.</para>
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<para>If many expense vouchers match the search criteria you provide, the
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search can be refined by running an additional search within the current
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results. The current result set is searched when the <guilabel>Refine
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Current Search</guilabel> radio button is selected. In fact, <application>&app;</application>
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selects this option for you after you run the initial search.</para>
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<note>
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<para>If the expense voucher you are searching for does not match the supplied
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search criteria, change the search criteria, click the <guilabel>New
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Search</guilabel> radio button and then the <guibutton>Find</guibutton>
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button. The relevant step is the <guilabel>New Search</guilabel>
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selection. If the expense voucher is not in the result of the original search,
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and you only search within this set, the voucher cannot be found,
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regardless of new search criteria.</para>
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</note>
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<tip>
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<para>To return a list of all expense vouchers, set the search criterion to
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<guilabel>matches regex</guilabel>, and place a single dot <quote>.</quote> in the text field area.
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Make sure <guilabel>Search only active data</guilabel> is checked, then click <guibutton>Find</guibutton>.
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The regular expression <quote>.</quote> means to match anything.</para>
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</tip>
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</sect2>
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</sect1>
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</chapter>

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