svn commit: r882452 - /ofbiz/trunk/applications/acco
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svn commit: r882452 - /ofbiz/trunk/applications/acco
 
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Author: jleroux
Date: Fri Nov 20 08:52:53 2009 New Revision: 882452 URL: http://svn.apache.org/viewvc?rev=882452&view=rev Log: A patch from Sharan Foga "Special feature to allow submitting patches for online help update" (https://issues.apache.org/jira/browse/OFBIZ-2219) - OFBIZ-2219 Frmatting and tidy up using the itemized and orderedlist docbook commands for Tax Authorities. I've also included some documentation on the Bank Reconciliation process. Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BankReconciliation.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FinAccountMain.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindFinAccountTrans.xml ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BankReconciliation.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BankReconciliation.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BankReconciliation.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_BankReconciliation.xml Fri Nov 20 08:52:53 2009 @@ -1,31 +1,181 @@ <?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink" - xmlns:xi="http://www.w3.org/2001/XInclude" - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - <title>The Financial Account Bank Reconciliation screen.</title> - <para></para> - <section> - <title></title> - <para></para> - </section> -</section> \ No newline at end of file + <!-- + Licensed to the Apache Software Foundation (ASF) under one or more + contributor license agreements. See the NOTICE file distributed with + this work for additional information regarding copyright ownership. + The ASF licenses this file to you under the Apache License, Version + 2.0 (the "License"); you may not use this file except in compliance + with the License. You may obtain a copy of the License at + + http://www.apache.org/licenses/LICENSE-2.0 Unless required by + applicable law or agreed to in writing, software distributed under the + License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR + CONDITIONS OF ANY KIND, either express or implied. See the License for + the specific language governing permissions and limitations under the + License. + --> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Financial Account Bank Reconciliation screen.</title> + <para>Bank Reconciliation is a regular task where transactions from the + company bank statement are matched against transactions that have + occurred in the General Ledger. This is done based on a specific + date(NOTE: This can be done daily, weekly but is usually an end of + month).</para> + <para> A specific GL account is normally used to represent the company + bank account and any accounting transaction that involves the bank + account will automatically record and entry in + the GL. </para> + <para>The bank reconciliation process ensures that the GL account and + the + bank statement reconcile to the same amounts. </para> + <para>Differences can occur between the GL and the bank statement for a + variety of valid reasons including the following:</para> + <itemizedlist> + <listitem> + <para>Payments or Deposits in process (especially cheques)</para> + </listitem> + <listitem> + <para>Interest or Bank Charges that are not known in advance but are + applied to the bank account</para> + </listitem> + <listitem> + <para>Currency or Exchange Rate variations / charges</para> + </listitem> + <listitem> + <para>Any outstanding </para> + </listitem> + </itemizedlist> + <para>NOTE: The differences will occur because of timing differences of + when and how transactions are recorded. Examples are as follows: + </para> + <orderedlist> + <listitem> + <para>Bank charges are known to the bank first and only once they + have applied the charge to the bank account can the company + duplicate the transaction in the GL to make the balance reconcile. + </para> + </listitem> + <listitem> + <para>A customer cheque payment may be recorded in the GL first + before it is paid into the bank account</para> + </listitem> + </orderedlist> + <section> + <title>How do I create a Bank Reconciliation?</title> + <para>The bank reconciliation process is made up of 3 steps.</para> + <orderedlist> + <listitem> + <para>Creating an account reconciliation group</para> + </listitem> + <listitem> + <para>Assigning transactions to the reconciliation</para> + </listitem> + <listitem> + <para>Validating the figures and confirming the reconciliation + </para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I create an account reconciliation group for Bank + Reconciliation?</title> + <orderedlist> + <listitem> + <para>Go to the Financial Account 'Reconciliation' sub menu for the + bank account to be reconciled</para> + </listitem> + <listitem> + <para>Press the 'Create New Financial Account Reconciliations' + button</para> + </listitem> + <listitem> + <para>Complete the details (eg name, description, organisation and + opening balance) required on the 'Add New Financial Account + Reconciliations' screen and press the 'Create' button</para> + </listitem> + <listitem> + <para>The new account reconciliation group is created and may be + used to assign transactions to</para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I locate transactions that have not been assigned to a + Bank Reconciliation?</title> + <orderedlist> + <listitem> + <para>Go to the Financial Account 'Transactions' sub menu of the + bank account to be reconciled</para> + </listitem> + <listitem> + <para>The 'Find Transactions For Financial Account: XXXX' is + displayed </para> + </listitem> + <listitem> + <para>Use the dropdown box for 'GL Reconciliation Id' field to + select 'Not Assigned' and then press the 'Search' button</para> + </listitem> + <listitem> + <para>A list of transactions (deposits, withdrawals or adjustments) + that have not been reconciled will be displayed (NOTE: If no + transactions are displayed then there are no transactions to + reconcile)</para> + </listitem> + <listitem> + <para>Click on the 'check box' at the end of the transaction line + that corresponds to the entry that needs to be assigned (NOTE:More + than one transaction can be selected at a time)</para> + </listitem> + <listitem> + <para>Above the 'check box' is the 'Assign to Reconciliation' button + and to the left of this is a dropdown box to select the + reconciliation that the transaction is to be assigned to.</para> + </listitem> + <listitem> + <para>Using the drop down box select the reconciliation required and + press the 'Assign to Reconciliation' button</para> + </listitem> + <listitem> + <para>The transaction is removed from the 'Not Assigned' status and + added to the specified reconciliation group</para> + </listitem> + </orderedlist> + <para></para> + </section> + <section> + <title>How do I validate and confirm the Bank Reconciliation?</title> + <para>Validation can be done for individual transactions or for the complete account reconciliation group. The user controls this by the search criteria entered on this screen.</para> + <orderedlist> + <listitem> + <para>Go to the 'Transactions' sub menu for the bank account and press the 'Bank Reconciliation' button</para> + </listitem> + <listitem> + <para>Select the 'GL Reconciliation Id' that is to be reconciled</para> + </listitem> + <listitem> + <para>Click on the 'Select All' check box on the right hand side of the screen. (NOTE: All transactions in this group will be reconciled)</para> + </listitem> + <listitem> + <para>Press the 'Reconcile' button above the 'Select All' check box</para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I view a Bank Reconciliation?</title> + <para>Once all the transactions in a reconciliation group have been reconciled then the status of the group is changed to 'Reconciled'. This means that no new transactions can be added to the is group and the reconciled balance is fixed.</para> + <orderedlist> + <listitem> + <para>Go to the 'Reconciliation' sub menu for the bank account</para> + </listitem> + <listitem> + <para>A list of all the bank reconciliation groups are displayed with details of the status (eg Created or Reconciled)</para> + </listitem> + <listitem> + <para>Click on the 'GL Reconciliation Id' of the group and the details are displayed</para> + </listitem> + </orderedlist> + </section> + </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml Fri Nov 20 08:52:53 2009 @@ -25,13 +25,11 @@ <title>The Edit Tax Authority screen.</title> <para>The 'Edit Tax Authority' sub menu is the first of six sub menus used in the creation or update of a Tax Authority. On the creation or update of a Tax Authority it is the default screen that is displayed.</para> <para>It can be used for updating the basic details of a Tax Authority such as:</para> - <para>* Changing whether a tax id or code is required for an exemption</para> - <para>* Modifying the tax id or code format</para> - <para>* Updating where or not to include the tax calculation as part of the product price</para> + <orderedlist> + <listitem><para>Changing whether a tax id or code is required for an exemption</para></listitem> + <listitem><para>Modifying the tax id or code format</para></listitem> + <listitem><para>Updating where or not to include the tax calculation as part of the product price</para></listitem> + </orderedlist> <para>NOTE: An example of the Tax Id is as follows:</para> - <para>which translates to 99-9999999 or 999-99-9999</para> - <section> - <title></title> - <para></para> - </section> + <para>\d{2}\-\d{7}|\d{3}\-\d{2}\-\d{4} which translates to 99-9999999 or 999-99-9999</para> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml Fri Nov 20 08:52:53 2009 @@ -1,49 +1,81 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. +Licensed to the Apache Software Foundation (ASF) under one or more +contributor license agreements. See the NOTICE file distributed with +this work for additional information regarding copyright ownership. +The ASF licenses this file to you under the Apache License, Version +2.0 (the "License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at +http://www.apache.org/licenses/LICENSE-2.0 Unless required by +applicable law or agreed to in writing, software distributed under the +License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR +CONDITIONS OF ANY KIND, either express or implied. See the License for +the specific language governing permissions and limitations under the +License. --> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink" - xmlns:xi="http://www.w3.org/2001/XInclude" - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - <title>The Edit Tax Authority Associations screen.</title> - <para>An association is a way of specifying how tax authorities can be linked to each other.</para> - <para>It can be used in the situation where the tax structure is hierarchical (eg city tax, plus county tax plus state tax).</para> - <para>Using associations allows tax rates from multiple authorities to be applied to a particular order at once.</para> - <section> - <title>How do I add a new association for a Tax Authority?</title> - <para>Enter or use the lookup to find the 'To Tax Auth Geo Id'</para> - <para>Enter of use the lookup to find the 'To Tax Auth Party Id'</para> - <para>Leave the 'From Date' blank (NOTE: It will default to the current date and time</para> - <para>Leave the 'Thru Date' blank</para> - <para>Select the 'Type' from the dropdown or leave blank</para> - <para>Press the 'Add' button</para> - <para>The new tax authority association is displayed at the bottom of the screen.</para> - </section> - <section> - <title>How do I update an association for a Tax Authority?</title> - <para>Only two fields are available for update, these are the 'Thru Date' and 'Type'</para> - <para>Enter the changes required</para> - <para>Press the 'Update' button next to the entry updated</para> - </section> - <section> - <title>How do I remove an association for a Tax Authority?</title> - <para>Press the 'Delete' button next to the entry that needs to be deleted</para> - </section> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Edit Tax Authority Associations screen.</title> + <para>An association is a way of specifying how tax authorities can be + linked to each other.</para> + <para>It can be used in the situation where the tax structure is + hierarchical (eg city tax, plus county tax plus state tax).</para> + <para>Using associations allows tax rates from multiple authorities to + be applied to a particular order at once.</para> + <section> + <title>How do I add a new association for a Tax Authority?</title> + <orderedlist> + <listitem> + <para>Enter or use the lookup to find the 'To Tax Auth Geo Id' + </para> + </listitem> + <listitem> + <para>Enter of use the lookup to find the 'To Tax Auth Party Id' + </para> + </listitem> + <listitem> + <para>Leave the 'From Date' blank (NOTE: It will default to the + current date and time</para> + </listitem> + <listitem> + <para>Leave the 'Thru Date' blank</para> + </listitem> + <listitem> + <para>Select the 'Type' from the dropdown or leave blank</para> + </listitem> + <listitem> + <para>Press the 'Add' button</para> + </listitem> + <listitem> + <para>The new tax authority association is displayed at the bottom + of the screen.</para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I update an association for a Tax Authority?</title> + <orderedlist> + <listitem> + <para>Only two fields are available for update, these are the 'Thru + Date' and 'Type'</para> + </listitem> + <listitem> + <para>Enter the changes required</para> + </listitem> + <listitem> + <para>Press the 'Update' button next to the entry updated</para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I remove an association for a Tax Authority?</title> + <orderedlist> + <listitem> + <para>Press the 'Delete' button next to the entry that needs to be + deleted</para> + </listitem> + </orderedlist> + </section> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml Fri Nov 20 08:52:53 2009 @@ -1,44 +1,62 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. +Licensed to the Apache Software Foundation (ASF) under one or more +contributor license agreements. See the NOTICE file distributed with +this work for additional information regarding copyright ownership. +The ASF licenses this file to you under the Apache License, Version +2.0 (the "License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at +http://www.apache.org/licenses/LICENSE-2.0 Unless required by +applicable law or agreed to in writing, software distributed under the +License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR +CONDITIONS OF ANY KIND, either express or implied. See the License for +the specific language governing permissions and limitations under the +License. --> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink" - xmlns:xi="http://www.w3.org/2001/XInclude" - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - <title>The Edit Tax Authority Categories screen.</title> - <para>The Tax Authority Categories sub menu screen allows you link a tax authority to a specific catalog or product category.</para> - <para>It can be used to add product categories to a tax authority. This means that all products in this category will be taxed at the rate specified for the tax authority.</para> - <para>An example of this could be separating products into categories for export to different countries. A separate tax authority will be associated with each category so that the specific tax rate for each of them will be applied.</para> - <section> - <title>How do I add a new Tax Authority / Category mapping?</title> - <para>Enter or Lookup the 'Category Id' to be mapped</para> - <para>Press the 'Add' button</para> - <para>The new mapping will be displayed at the bottom of the screen</para> - </section> - <section> - <title>How do I update a Tax Authority / Category mapping?</title> - <para>A Tax Authority / Category mapping cannot be updated. If it needs to be changed then the entry must be deleted and then re-entered.</para> - </section> - <section> - <title>How do I remove a Tax Authority / Category mapping?</title> - <para>Locate the entry that needs to be removed</para> - <para>Press the 'Delete' button next to the entry </para> - </section> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Edit Tax Authority Categories screen.</title> + <para>The Tax Authority Categories sub menu screen allows you link a + tax authority to a specific catalog or product category.</para> + <para>It can be used to add product categories to a tax authority. This + means that all products in this category will be taxed at the rate + specified for the tax authority.</para> + <para>An example of this could be separating products into categories + for export to different countries. A separate tax authority will be + associated with each category so that the specific tax rate for each + of them will be applied.</para> + <section> + <title>How do I add a new Tax Authority / Category mapping?</title> + <orderedlist> + <listitem> + <para>Enter or Lookup the 'Category Id' to be mapped</para> + </listitem> + <listitem> + <para>Press the 'Add' button</para> + </listitem> + <listitem> + <para>The new mapping will be displayed at the bottom of the screen + </para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I update a Tax Authority / Category mapping?</title> + <para>A Tax Authority / Category mapping cannot be updated. If it + needs to be changed then the entry must be deleted and then + re-entered.</para> + </section> + <section> + <title>How do I remove a Tax Authority / Category mapping?</title> + <orderedlist> + <listitem> + <para>Locate the entry that needs to be removed</para> + </listitem> + <listitem> + <para>Press the 'Delete' button next to the entry </para> + </listitem> + </orderedlist> + </section> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml Fri Nov 20 08:52:53 2009 @@ -1,50 +1,92 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. +Licensed to the Apache Software Foundation (ASF) under one or more +contributor license agreements. See the NOTICE file distributed with +this work for additional information regarding copyright ownership. +The ASF licenses this file to you under the Apache License, Version +2.0 (the "License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at +http://www.apache.org/licenses/LICENSE-2.0 Unless required by +applicable law or agreed to in writing, software distributed under the +License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR +CONDITIONS OF ANY KIND, either express or implied. See the License for +the specific language governing permissions and limitations under the +License. --> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink" - xmlns:xi="http://www.w3.org/2001/XInclude" - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - <title>The Edit Tax Authority GL Accounts screen.</title> - <para>The GL Accounts sub menu screen allows you specify which general ledger account any tax calculated for this tax authority will be posted. This is done at at organisation level so the minimum requirement is that 'Company' is setup.</para> - <para>is used to consolidate taxes for a specific tax authority into one general ledger account. It can be very useful if you need to track taxes for several tax authorities (eg different states or countries).</para> - <section> - <title>How do I add a new general ledger account for a Tax Authority?</title> - <para>Enter or use the lookup to select the 'Organisation Party Id' (NOTE: Normally this would be 'Company')</para> - <para>Enter or use the lookup to select the 'GL Account'</para> - <para>Press the 'Add' button</para> - <para>NOTE: The GL account used must have already been created in the Global GL Settings and linked to the chart of accounts for 'Company'</para> - </section> - <section> - <title>How do I update a general ledger account for a Tax Authority?</title> - <para>The general ledger account can be updated by simply adding a new account to replace the existing entry.</para> - <para>Enter or use the lookup to select the 'Organisation Party Id' (NOTE: Normally this would be 'Company')</para> - <para>Enter or use the lookup to select the updated 'GL Account' </para> - <para>Press the 'Add' button</para> - <para>The existing entry will be replaced by the updated GL Account</para> - <para>NOTE: Be careful when updating a general ledger account because some transactions may have already been posted to the existing account.</para> - </section> - <section> - <title>How do I delete a general ledger account for a Tax Authority?</title> - <para>Locate the entry required</para> - <para>Press the 'Delete' button next to the entry that needs to be deleted</para> - <para>The entry is removed </para> - </section> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Edit Tax Authority GL Accounts screen.</title> + <para>The GL Accounts sub menu screen allows you specify which general + ledger account any tax calculated for this tax authority will be + posted. This is done at at organisation level so the minimum + requirement is that 'Company' is setup.</para> + <para>It is used to consolidate taxes for a specific tax authority into + one general ledger account. It can be very useful if you need to track + taxes for several tax authorities (eg different states or countries). + </para> + <section> + <title>How do I add a new general ledger account for a Tax Authority? + </title> + <orderedlist> + <listitem> + <para>Enter or use the lookup to select the 'Organisation Party Id' + (NOTE: Normally this would be 'Company')</para> + </listitem> + <listitem> + <para>Enter or use the lookup to select the 'GL Account'</para> + </listitem> + <listitem> + <para>Press the 'Add' button</para> + </listitem> + </orderedlist> + <para>NOTE: The GL account used must have already been created in the + Global GL Settings and linked to the chart of accounts for 'Company' + </para> + </section> + <section> + <title>How do I update a general ledger account for a Tax Authority? + </title> + <orderedlist> + <listitem> + <para>The general ledger account can be updated by simply adding a + new account to replace the existing entry.</para> + </listitem> + <listitem> + <para>Enter or use the lookup to select the 'Organisation Party Id' + (NOTE: Normally this would be 'Company')</para> + </listitem> + <listitem> + <para>Enter or use the lookup to select the updated 'GL Account' + </para> + </listitem> + <listitem> + <para>Press the 'Add' button</para> + </listitem> + <listitem> + <para>The existing entry will be replaced by the updated GL Account + </para> + </listitem> + </orderedlist> + <para>NOTE: Be careful when updating a general ledger account because + some transactions may have already been posted to the existing + account.</para> + </section> + <section> + <title>How do I delete a general ledger account for a Tax Authority? + </title> + <orderedlist> + <listitem> + <para>Locate the entry required</para> + </listitem> + <listitem> + <para>Press the 'Delete' button next to the entry that needs to be + deleted</para> + </listitem> + <listitem> + <para>The entry is removed </para> + </listitem> + </orderedlist> + </section> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml Fri Nov 20 08:52:53 2009 @@ -1,55 +1,109 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. +Licensed to the Apache Software Foundation (ASF) under one or more +contributor license agreements. See the NOTICE file distributed with +this work for additional information regarding copyright ownership. +The ASF licenses this file to you under the Apache License, Version +2.0 (the "License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at +http://www.apache.org/licenses/LICENSE-2.0 Unless required by +applicable law or agreed to in writing, software distributed under the +License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR +CONDITIONS OF ANY KIND, either express or implied. See the License for +the specific language governing permissions and limitations under the +License. --> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink" - xmlns:xi="http://www.w3.org/2001/XInclude" - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - <title>The Edit Tax Authority Product Rates screen.</title> - <para>This screen allows the setup of tax rates and types. The rates or type can be assigned globally to a store (ie tax will be applied to all products at the same rate) or category (ie limited to products in a specific category).</para> - <para>Other parameters are available to allow the user to limit whether the tax is to be applied to all purchases / sales or only those which are above a certain threshold. </para> - <para>Tax associated with shipping charges or promotions can also be configured here.</para> - <section> - <title>How do I add a new product tax rate?</title> - <para>Use the drop down box to select the tax 'Type' (eg Sales Tax)</para> - <para>Use the lookup to select a 'Store Id' (or leave blank for all Stores)</para> - <para>If a category has been setup it will be available for selection in 'Category' field otherwise leave this blank</para> - <para>Leave 'Title Transfer' blank</para> - <para>Enter a value for the 'Minimum Price' for a product where the tax is to be applied (NOTE: The Demo Data sets this as zero)</para> - <para>Enter a value for the 'Minimun Purchase' where the tax is to be applied (NOTE: The Demo Data sets this as zero)</para> - <para>Use the drop down box to select whether 'Shipping Charges' will be taxable</para> - <para>Enter the tax rate in the 'Tax Percentage' field (eg 12.5)</para> - <para>Use the drop down box to select whether products on 'Promotion' will be taxable</para> - <para>Leave the 'From Date' and 'Thru Date' blank</para> - <para>Enter the name of the tax in the 'Description' field (eg VAT) as this will be displayed and printed on documents when the tax is applied</para> - <para>Press the 'Add' button</para> - </section> - <section> - <title>How do I update an existing product tax rate</title> - <para>Select the entry that needs to be updated</para> - <para>Make the changes required</para> - <para>Press the 'Update' button next to the entry that needs to be updated</para> - </section> - <section> - <title>How do I delete a product tax rate?</title> - <para>Press the 'Delete' button next to the entry that needs to be removed</para> - <para>NOTE: The deletion of tax rates may cause audit problems particularly if the rate has already been used as part of a transaction. In this case it would be better to expire the old rate using the 'Thru Date' field and then enter the new rate.</para> - </section> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Edit Tax Authority Product Rates screen.</title> + <para>This screen allows the setup of tax rates and types. The rates or + type can be assigned globally to a store (ie tax will be applied to + all products at the same rate) or category (ie limited to products in + a specific category).</para> + <para>Other parameters are available to allow the user to limit whether + the tax is to be applied to all purchases / sales or only those which + are above a certain threshold. </para> + <para>Tax associated with shipping charges or promotions can also be + configured here.</para> + <section> + <title>How do I add a new product tax rate?</title> + <orderedlist> + <listitem> + <para>Use the drop down box to select the tax 'Type' (eg Sales Tax) + </para> + </listitem> + <listitem> + <para>Use the lookup to select a 'Store Id' (or leave blank for all + Stores)</para> + </listitem> + <listitem> + <para>If a category has been setup it will be available for + selection in 'Category' field otherwise leave this blank</para> + </listitem> + <listitem> + <para>Leave 'Title Transfer' blank</para> + </listitem> + <listitem> + <para>Enter a value for the 'Minimum Price' for a product where the + tax is to be applied (NOTE: The Demo Data sets this as zero)</para> + </listitem> + <listitem> + <para>Enter a value for the 'Minimun Purchase' where the tax is to + be applied (NOTE: The Demo Data sets this as zero)</para> + </listitem> + <listitem> + <para>Use the drop down box to select whether 'Shipping Charges' + will be taxable</para> + </listitem> + <listitem> + <para>Enter the tax rate in the 'Tax Percentage' field (eg 12.5) + </para> + </listitem> + <listitem> + <para>Use the drop down box to select whether products on + 'Promotion' will be taxable</para> + </listitem> + <listitem> + <para>Leave the 'From Date' and 'Thru Date' blank</para> + </listitem> + <listitem> + <para>Enter the name of the tax in the 'Description' field (eg VAT) + as this will be displayed and printed on documents when the tax is + applied</para> + </listitem> + <listitem> + <para>Press the 'Add' button</para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I update an existing product tax rate</title> + <orderedlist> + <listitem> + <para>Select the entry that needs to be updated</para> + </listitem> + <listitem> + <para>Make the changes required</para> + </listitem> + <listitem> + <para>Press the 'Update' button next to the entry that needs to be + updated</para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I delete a product tax rate?</title> + <orderedlist> + <listitem> + <para>Press the 'Delete' button next to the entry that needs to be + removed</para> + </listitem> + </orderedlist> + <para>NOTE: The deletion of tax rates may cause audit problems + particularly if the rate has already been used as part of a + transaction. In this case it would be better to expire the old rate + using the 'Thru Date' field and then enter the new rate.</para> + </section> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FinAccountMain.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FinAccountMain.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FinAccountMain.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FinAccountMain.xml Fri Nov 20 08:52:53 2009 @@ -1,31 +1,35 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink" - xmlns:xi="http://www.w3.org/2001/XInclude" - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - <title>The Financial Account Main screen.</title> - <para></para> - <section> - <title></title> - <para></para> - </section> +Licensed to the Apache Software Foundation (ASF) under one or more +contributor license agreements. See the NOTICE file distributed with +this work for additional information regarding copyright ownership. +The ASF licenses this file to you under the Apache License, Version +2.0 (the "License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at +http://www.apache.org/licenses/LICENSE-2.0 Unless required by +applicable law or agreed to in writing, software distributed under the +License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR +CONDITIONS OF ANY KIND, either express or implied. See the License for +the specific language governing permissions and limitations under the +License. + --> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Financial Account Main screen.</title> + <para>The default screen for Financial Accounts displays a list of any + bank accounts that have been created. Details listed include the + account the following</para> + <itemizedlist> + <listitem> + <para>account name</para> + </listitem> + <listitem> + <para>organisation the account is linked to</para> + </listitem> + <listitem> + <para>account balances (available and actual)</para> + </listitem> + </itemizedlist> </section> \ No newline at end of file Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindFinAccountTrans.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindFinAccountTrans.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindFinAccountTrans.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindFinAccountTrans.xml Fri Nov 20 08:52:53 2009 @@ -1,51 +1,59 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. +Licensed to the Apache Software Foundation (ASF) under one or more +contributor license agreements. See the NOTICE file distributed with +this work for additional information regarding copyright ownership. +The ASF licenses this file to you under the Apache License, Version +2.0 (the "License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at +http://www.apache.org/licenses/LICENSE-2.0 Unless required by +applicable law or agreed to in writing, software distributed under the +License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR +CONDITIONS OF ANY KIND, either express or implied. See the License for +the specific language governing permissions and limitations under the +License. --> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - <title>The Find Financial Account Transactions screen.</title> - <para>A transaction is an entry that is shown on the financial account. Transactions can be one - of the following types:</para> - <para> - <itemizedlist> - <listitem> - <para>Deposits</para> - </listitem> - <listitem> - <para>Withdrawals</para> - </listitem> - <listitem> - <para>Adjustments</para> - </listitem> - </itemizedlist> - </para> - <para>Transactions are used to show entries and the financial history of the financial account. - Similar to a bank account or credit card statement the transaction will show details of what - was spent or paid into the account.</para> - <para>Some transaction totals have been added to this screen to help as part of the - reconciliation processes. Additional details available include number of transactions, - transaction totals and status.</para> - <section> - <title>How do I find transactions for a Financial Account?</title> - <para>Press the 'Search' button</para> - <para>A list of transactions for the financial account will be displayed</para> - </section> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Find Financial Account Transactions screen.</title> + <para>A transaction is an entry that is shown on the financial account. + Transactions can be one + of the following types:</para> + <para> + <itemizedlist> + <listitem> + <para>Deposits</para> + </listitem> + <listitem> + <para>Withdrawals</para> + </listitem> + <listitem> + <para>Adjustments</para> + </listitem> + </itemizedlist> + </para> + <para>Transactions are used to show entries and the financial history + of the financial account. + Similar to a bank account or credit card statement the transaction will show + details of what + was spent or paid into the account.</para> + <para>Some transaction totals have been added to this screen to help as + part of the + reconciliation processes. Additional details available include number of + transactions, + transaction totals and status.</para> + <section> + <title>How do I find transactions for a Financial Account?</title> + <itemizedlist> + <listitem> + <para>Press the 'Search' button</para> + </listitem> + <listitem> + <para>A list of transactions for the financial account will be + displayed</para> + </listitem> + </itemizedlist> + </section> </section> Modified: ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml URL: http://svn.apache.org/viewvc/ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml?rev=882452&r1=882451&r2=882452&view=diff ============================================================================== --- ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml (original) +++ ofbiz/trunk/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml Fri Nov 20 08:52:53 2009 @@ -1,50 +1,87 @@ <?xml version="1.0" encoding="UTF-8"?> <!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. +Licensed to the Apache Software Foundation (ASF) under one or more +contributor license agreements. See the NOTICE file distributed with +this work for additional information regarding copyright ownership. +The ASF licenses this file to you under the Apache License, Version +2.0 (the "License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at +http://www.apache.org/licenses/LICENSE-2.0 Unless required by +applicable law or agreed to in writing, software distributed under the +License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR +CONDITIONS OF ANY KIND, either express or implied. See the License for +the specific language governing permissions and limitations under the +License. --> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink" - xmlns:xi="http://www.w3.org/2001/XInclude" - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - <title>The List Tax Authority Parties screen.</title> - <para>This screen list any parties that have been associated with a tax authority and tax rate. To have any tax calculated for Sales Orders or Purchase Orders then an entry must exist for 'Company'.</para> - <para>Entries can also be created, updated or deleted.</para> - <section> - <title>How do I add a new Tax Authority Party Info?</title> - <para>Press the 'New Tax Authority Party Info' button</para> - <para>Enter or use the lookup to select the 'Party Id'</para> - <para>Leave the 'From Date' blank (NOTE: Default will be current date and time)</para> - <para>Leave the 'Thru Date' blank</para> - <para>Enter the 'Party Tax Id' if required (NOTE: This can be VAT or GST number)</para> - <para>Use the drop down box to select whether the party select is 'Tax Exempt'</para> - <para>Use the drop down box to select whether the party selected is 'Nexus' (See note below)</para> - <para>Press the 'Create' button</para> - <para>NOTE: 'Nexus' is a term that refers to an agreement for between the tax authority and potential tax payer that the tax authority can impose the tax. This is usually for Sales Tax. If you have a Sales Tax that is uniformly applied to a product or range of products then the 'Nexus' field can be set to 'Y'</para> - </section> - <section> - <title>How do I update a Tax Authority Party Info?</title> - <para>Press the 'Edit' button next to the entry that needs to be amended</para> - <para>Update the fields as required</para> - <para>Press the 'Update' button</para> - </section> - <section> - <title>How do I delete a Tax Authority Party Info?</title> - <para>Press the 'Delete' button next to the entry that needs to be deleted</para> - </section> +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The List Tax Authority Parties screen.</title> + <para>This screen list any parties that have been associated with a tax + authority and tax rate. To have any tax calculated for Sales Orders or + Purchase Orders then an entry must exist for 'Company'.</para> + <para>Entries can also be created, updated or deleted.</para> + <section> + <title>How do I add a new Tax Authority Party Info?</title> + <orderedlist> + <listitem> + <para>Press the 'New Tax Authority Party Info' button</para> + </listitem> + <listitem> + <para>Enter or use the lookup to select the 'Party Id'</para> + </listitem> + <listitem> + <para>Leave the 'From Date' blank (NOTE: Default will be current + date and time)</para> + </listitem> + <listitem> + <para>Leave the 'Thru Date' blank</para> + </listitem> + <listitem> + <para>Enter the 'Party Tax Id' if required (NOTE: This can be VAT or + GST number)</para> + </listitem> + <listitem> + <para>Use the drop down box to select whether the party select is + 'Tax Exempt'</para> + </listitem> + <listitem> + <para>Use the drop down box to select whether the party selected is + 'Nexus' (See note below)</para> + </listitem> + <listitem> + <para>Press the 'Create' button</para> + </listitem> + </orderedlist> + <para>NOTE: 'Nexus' is a term that refers to an agreement for between + the tax authority and potential tax payer that the tax authority can + impose the tax. This is usually for Sales Tax. If you have a Sales + Tax that is uniformly applied to a product or range of products then + the 'Nexus' field can be set to 'Y'</para> + </section> + <section> + <title>How do I update a Tax Authority Party Info?</title> + <orderedlist> + <listitem> + <para>Press the 'Edit' button next to the entry that needs to be + amended</para> + </listitem> + <listitem> + <para>Update the fields as required</para> + </listitem> + <listitem> + <para>Press the 'Update' button</para> + </listitem> + </orderedlist> + </section> + <section> + <title>How do I delete a Tax Authority Party Info?</title> + <orderedlist> + <listitem> + <para>Press the 'Delete' button next to the entry that needs to be + deleted</para> + </listitem> + </orderedlist> + </section> </section> \ No newline at end of file |
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