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<chapter id="ch_AccRegTools">
  <title>Tools &amp; Assistants</title>

      <para>There are many specialized Tools used in <application>&app;</application>. These tools enable access to the enhanced functionality
       in <application>&app;</application>.  These tools are accessed via the <guimenu>Tools</guimenu> option from any window that displays a
       <guimenu>Tools</guimenu> menu.  Several of these tools may not be displayed depending on if your
       software was not configured to support Online banking, or the tools appropriate for the current window.</para>

  <sect1 id="tool-find"><title>Find</title>
    <para>The <application>&app;</application> <emphasis>Find</emphasis> assistant can be used to <link linkend="tool-find-txn">find 
    transactions</link> or to perform <link linkend="tool-find-bsnss">business related</link> research on your data file.</para>

    <sect2 id="tool-find-txn">
      <title>Find Transaction</title>
        <para><guilabel>Find Transaction</guilabel> is used to search for transactions in <application>&app;</application>
        and display the results in a register window. To open the <guilabel>Find Transaction</guilabel> dialog in 
        <guilabel>Split Search</guilabel> mode, you can type the keyboard shortcut <keycombo><keycap>Ctrl</keycap><keycap>f</keycap></keycombo>.</para>

        <para>Exactly which transactions are searched depends on
        where you invoke the tool from. If you start from the main
        accounts hierarchy page, all transactions will be searched.
        If you start from an individual account register, only
        transactions in that account will be searched. And if you
        filter the transactions in a register using
        <menuchoice><guimenuitem>View </guimenuitem><guimenuitem>
        Filter By... </guimenuitem></menuchoice>, then only
        transactions in that account and shown by the filter will be
        searched.</para>

        <note>
          <para>The first row of the <guilabel>Find Transaction</guilabel> dialog
          indicates that you are performing a <guilabel>Split Search</guilabel>.</para>
        </note>
 
        <para>There are two panes in the <guilabel>Find Transaction</guilabel> dialog. The top pane contains
        the <guilabel>Search Criteria</guilabel> buttons and the bottom pane contains the <guilabel>Type of
        Search</guilabel> selection.</para>

        <para>There are two buttons in the top of the <guilabel>Search Criteria</guilabel> pane.
        The left button allows you to <guibutton>Add</guibutton> another criteria row to search for
        multiple criteria. The existing criteria row needs to be completed
        before adding a new row. The right button is used to <guilabel>Search for items
        where all criteria are met</guilabel> or <guilabel>Search for items where any criteria are
        met</guilabel>. The <guilabel>all criteria are met</guilabel> search requires all of the criteria rows
        to have at least one match. The <guilabel>any criteria are met</guilabel> search requires
        only one of the criteria rows to be matched.</para>

        <para>The criteria row  in the <guilabel>Search Criteria</guilabel> pane is used to combine different 
        criteria buttons (see table <xref linkend="tool-find-bttns" /> for a comprehensive list of combinations)</para>

 	<para>In the <guilabel>Type of Search</guilabel> pane there are five selections. The first option is always enabled, the following
        three are available when you invoke the <guimenuitem>Find...</guimenuitem> option from a register window or after performing the 
        first <guibutton>Find</guibutton> if the <guimenuitem>Find...</guimenuitem> command was invoked from any other window. 
        Last option is available only for <link linkend="tool-find-bsnss">Business search</link>.</para>

        <variablelist>
          <varlistentry>
            <term><guilabel>New Search</guilabel></term>
            <listitem>
              <para>Perform a new transaction search</para>
            </listitem>
          </varlistentry>
  
          <varlistentry>
            <term><guilabel>Refine current search</guilabel></term>
            <listitem>
              <para>Search within the results of the previous search</para>
            </listitem>
          </varlistentry>
  
          <varlistentry>
            <term><guilabel>Add results to current search</guilabel></term>
            <listitem>
              <para>Search based on the first set of criteria or the new criteria</para>
            </listitem>
          </varlistentry>
  
          <varlistentry>
            <term><guilabel>Delete results from current search</guilabel></term>
            <listitem>
              <para>Discard any results that match the previous search results</para>
            </listitem>
          </varlistentry>
  
          <varlistentry>
            <term><guilabel>Search only active data</guilabel></term>
          <listitem>
            <para>Search only if data are marked as active. This selector
            is greyed out for the <guilabel>Split Search</guilabel> as it is meaningful only for 
            <link linkend="tool-find-bsnss">business related search</link></para>
          </listitem>
          </varlistentry>
        </variablelist>

        <note>
          <para>When selecting search criteria keep in mind that criteria are applied to
         individual splits or fields in transactions, and that the entire transaction is
         included in the results. There is no visual indication in the results to
         indicate which split or field met the search criteria.</para>
        </note>

	<para>When search criteria are selected, you can press the <guibutton>Find</guibutton> button. You will be
        presented with the search results in a new register tab.</para>

        <note>
          <para>Press the <guibutton>Close</guibutton> button to close the <guilabel>Find Transaction</guilabel> dialog.</para>
        </note>

        <table frame="topbot" id="tool-find-bttns">
          <title>Search criteria buttons - Split Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button 2</para></entry>

                <entry><para>Button 3</para></entry>

                <entry><para>Button 4</para></entry>

                <entry><para>Button 5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Description<footnote id="DMN"><para>The Description, Memo, Number
                are common to all lines in a transaction.</para></footnote></para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>matches regex<footnote id="rgx"><para><emphasis>regex</emphasis>
                means regular expression text search as used in various computer programs such
                as <application>Perl</application></para></footnote></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Memo<footnoteref linkend="DMN"/></para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Number<footnoteref linkend="DMN"/></para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Action</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Notes</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>Date Posted</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>

              <row>
                <entry morerows="17" valign="middle"><para>Value</para></entry>

                <entry morerows="5" valign="middle"><para>has credits or debits</para></entry>

                <entry><para>less than</para></entry>

                <entry morerows="17" valign="middle"><para>Amount entry field</para></entry>

                <entry morerows="17" valign="middle"><para>Remove row</para></entry>

                <entry morerows="17" valign="middle"><para></para></entry>

                <entry morerows="17" valign="middle"><para></para></entry>

                <entry morerows="17" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>less than or equal to</para></entry>
              </row>

              <row>
                <entry><para>equal to</para></entry>
              </row>

              <row>
                <entry><para>not equal to</para></entry>
              </row>

              <row>
                <entry><para>greater than</para></entry>
              </row>

              <row>
                <entry><para>greater than or equal to</para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>has credits</para></entry>

                <entry><para>less than</para></entry>
              </row>

              <row>
                <entry><para>less than or equal to</para></entry>
              </row>

              <row>
                <entry><para>equal to</para></entry>
              </row>

              <row>
                <entry><para>not equal to</para></entry>
              </row>

              <row>
                <entry><para>greater than</para></entry>
              </row>

              <row>
                <entry><para>greater than or equal to</para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>has debits</para></entry>

                <entry><para>less than</para></entry>
              </row>

              <row>
                <entry><para>less than or equal to</para></entry>
              </row>

              <row>
                <entry><para>equal to</para></entry>
              </row>

              <row>
                <entry><para>not equal to</para></entry>
              </row>

              <row>
                <entry><para>greater than</para></entry>
              </row>

              <row>
                <entry><para>greater than or equal to</para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>Shares</para></entry>

                <entry><para>is less than</para></entry>

                <entry morerows="5" valign="middle"><para>Amount entry field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is less than or equal to</para></entry>
              </row>

              <row>
                <entry><para>equals</para></entry>
              </row>

              <row>
                <entry><para>does not equal to</para></entry>
              </row>

              <row>
                <entry><para>is greater than</para></entry>
              </row>

              <row>
                <entry><para>is greater than or equal to</para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>Share Price</para></entry>

                <entry><para>is less than</para></entry>

                <entry morerows="5" valign="middle"><para>Amount entry field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is less than or equal to</para></entry>
              </row>

              <row>
                <entry><para>equals</para></entry>
              </row>

              <row>
                <entry><para>is not equal to</para></entry>
              </row>

              <row>
                <entry><para>is greater than</para></entry>
              </row>

              <row>
                <entry><para>is greater than or equal to</para></entry>
              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Reconcile<footnote><para>The 
                <guilabel>Reconcile</guilabel> option applies the selected criteria to each line
		of a transaction individually. Each transaction line may have only one of the indicated values,
		but there is often a mix of values within a complete transaction, so companion lines may 
		not meet the selected criteria. See separate note defining status values. For a detailed 
                description of transaction statuses see <xref linkend="trans-stts" />
                </para></footnote></para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>Not Cleared</para></entry>

                <entry morerows="1" valign="middle"><para>Cleared</para></entry>

                <entry morerows="1" valign="middle"><para>Reconciled</para></entry>

                <entry morerows="1" valign="middle"><para>Frozen</para></entry>

                <entry morerows="1" valign="middle"><para>Voided</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>
              </row>

              <row>

                <entry><para>is not</para></entry>

              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Balanced</para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>set true</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>

                <entry><para>is not</para></entry>

              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Account<footnote><para>The 
                <guilabel>Account</guilabel> option performs a search where the accounts selected
                in the <guilabel>Choose Accounts</guilabel> dialog will both be searched individually for
	        results. This means that a match in any of the selected accounts will
        	either be displayed (matches any account) or discarded (matches no
        	account).</para></footnote></para></entry>

                <entry><para>matches any account</para></entry>

                <entry morerows="1" valign="middle"><para>Choose Accounts</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>

                <entry><para>matches no accounts</para></entry>

              </row>

              <row>
                <entry><para>All Accounts<footnote><para>The <guilabel>All Accounts</guilabel> 
                option performs a search where accounts selected in the <guilabel>Choose Accounts</guilabel>
                dialog will only return results that match in both accounts.</para></footnote></para></entry>

                <entry><para>matches all accounts</para></entry>

                <entry><para>Choose Accounts</para></entry>

                <entry><para>Remove row</para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>

                <entry><para></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <sect3 id="tool-find-txn-criteria"><title>Explanations of the
        Criteria</title>
          <para>The <guibutton>Reconcile</guibutton> criterion
          deserves some more explanation. Think of the selected
          reconciliation status buttons
          (<guibutton>Not Cleared</guibutton>,
          <guibutton>Cleared</guibutton>, and so on) as a single group,
          joined with a logical &ldquo;or&rdquo;. In other words, the
          selection &ldquo;<guibutton>is
          </guibutton>&rdquo; or &ldquo;<guibutton>is
          not</guibutton>&rdquo; applies to the &ldquo;or&rdquo; of the
          selected status buttons. The buttons which are left unselected
          are simply ignored. (It&rsquo;s not the same as saying
          the reconciliation status <emphasis>must not</emphasis> be one
          of these.)</para>

          <para>For example: if you select <guibutton>Reconcile</guibutton>
          <guibutton>is</guibutton> <guibutton>Cleared</guibutton>
          <guibutton>Reconciled</guibutton>, that means you&rsquo;re
          saying &ldquo;I want all transactions which contain cleared
          splits OR reconciled splits&rdquo; (imagine an invisible
          &ldquo;OR&rdquo; between all the selected status buttons).
          It&rsquo;s the same as selecting
          <guibutton>Reconcile</guibutton> <guibutton>is</guibutton>
          <guibutton>Cleared</guibutton>, then adding another search
          criterion with the <guibutton>Add</guibutton> button, then on
          the new line selecting <guibutton>Reconcile</guibutton>
          <guibutton>is</guibutton> <guibutton>Reconciled</guibutton>,
          and finally selecting <guilabel>Search for items
          where</guilabel> <guibutton>any criteria are met</guibutton>.
          In either case, <application>&app;</application> will show
          you exactly the same set of transactions.</para>
        </sect3>
      </sect2>

      <sect2 id="tool-find-bsnss">
        <title>Find Customer, Invoice, Job, Vendor, Bill, Employee, Expense Voucher</title>
        <para>The business find assistant is used to search for business related items (Customer,
        Invoice, Job, Vendor, Bill, Employee, Expense Voucher). To open the business search dialog 
        select the desired item to <guimenuitem>Find</guimenuitem> from the 
        <menuchoice><guimenu>Business</guimenu><guisubmenu>Customer/Vendor/Employee </guisubmenu></menuchoice> submenus.</para>

        <tip> 
          <para>The titlebar and the first row of the assistant dialog reports the item type you are searching for: <guilabel>Customer,
          Invoice, Job, Vendor, Bill, Employee, Expense Voucher</guilabel>.</para>
        </tip>

        <para>There are two panes in the <guilabel>Find</guilabel> dialog. The top pane contains
        the <guilabel>Search Criteria</guilabel> buttons and the bottom pane contains the <guilabel>Type of
        Search</guilabel> selection.</para>

        <sect3>
            <title><guilabel>Search Criteria</guilabel> section</title>
        <para>There are two buttons in the top of the <guilabel>Search Criteria</guilabel> pane.
        The left button allows you to <guibutton>Add</guibutton> another criteria row to search for
        multiple criteria.</para>

        <note>
          <para>The existing criteria row needs to be completed
          before adding a new row.</para>
        </note>

        <para>The right button is used to <guilabel>Search for items
        where all criteria are met</guilabel> or <guilabel>Search for items where any criteria are
        met</guilabel>. The <guilabel>all criteria are met</guilabel> search requires all of the criteria rows
        to have at least one match. The <guilabel>any criteria are met</guilabel> search requires
        only one of the criteria rows to be matched.</para>

        <para>The criteria row  in the <guilabel>Search Criteria</guilabel> pane is used to combine different 
        criteria buttons (see tables <xref linkend="tool-find-cstmr" />,
        <xref linkend="tool-find-nvc" />, <xref linkend="tool-find-jb" />, <xref linkend="tool-find-vndr" />,
        <xref linkend="tool-find-bll" />, <xref linkend="tool-find-mply" /> <xref linkend="tool-find-vx" />
        for a comprehensive list of combinations)</para>
        </sect3>

        <sect3>
            <title><guilabel>Type of Search</guilabel> section</title>
 	<para>In the <guilabel>Type of Search</guilabel> pane there are five selections. The first and alst options are
        always selectable while the following three are available only when you perform the first search by setting
        some search criteria and pressing the <guibutton>Find</guibutton> button.</para>

        <variablelist>
          <varlistentry>
            <term><guilabel>New Search</guilabel></term>
            <listitem>
              <para>Perform a new search</para>
            </listitem>
          </varlistentry>
  
          <varlistentry>
            <term><guilabel>Refine current search</guilabel></term>
            <listitem>
              <para>Search within the results of the previous search</para>
            </listitem>
          </varlistentry>
  
          <varlistentry>
            <term><guilabel>Add results to current search</guilabel></term>
            <listitem>
              <para>Search based on the first set of criteria or the new criteria</para>
            </listitem>
          </varlistentry>
  
          <varlistentry>
            <term><guilabel>Delete results from current search</guilabel></term>
            <listitem>
              <para>Discard any results that match the previous search results</para>
            </listitem>
          </varlistentry>
  
          <varlistentry>
            <term><guilabel>Search only active data</guilabel></term>
          <listitem>
            <para>Search only if data are marked as active.</para>
          </listitem>
          </varlistentry>
        </variablelist>
        </sect3>

        <sect3>
            <title>The rest of the search dialog</title>
	<para>When search criteria are selected, you can press the <guibutton>Find</guibutton> button. You will be
        presented with the list of search results in the same <guilabel>Find</guilabel> dialog.</para> 

        <tip>
          <para>Aside the results, <application>&app;</application> gives you some buttons to manage 
          the highlighted result.</para>
        </tip>

	<tip>
          <para>In the bottom right of the <guilabel>Find</guilabel> dialog there is a button that allows to create a 
          <guibutton>New</guibutton> business item.</para>
        </tip>

        <note>
          <para>Press the <guibutton>Close</guibutton> button to close the <guilabel>Find</guilabel> assistant dialog.</para>
        </note>
        </sect3>
  
        <sect3>
            <title>List of search criteria buttons</title>
        <table frame="topbot" id="tool-find-cstmr">
          <title>Search criteria buttons - Customer Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button 2</para></entry>

                <entry><para>Button 3</para></entry>

                <entry><para>Button 4</para></entry>

                <entry><para>Button 5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Company Name</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Customer ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Billing Contact</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Shipping Contact</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-nvc">
          <title>Search criteria buttons - Invoice Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button 2</para></entry>

                <entry><para>Button 3</para></entry>

                <entry><para>Button 4</para></entry>

                <entry><para>Button 5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Invoice ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Company Name</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>Date Opened</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Is Posted?</para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>set true</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is not</para></entry>
              </row>


              <row>
                <entry morerows="5" valign="middle"><para>Date Posted</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Is Paid?</para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>set true</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is not</para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Billing ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Invoice Notes</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="7" valign="middle"><para>Invoice Owner</para></entry>

                <entry morerows="3" valign="middle"><para>is</para></entry>

                <entry><para>Customer</para></entry>

                <entry morerows="7" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="7" valign="middle"><para>Select...</para></entry>

                <entry morerows="7" valign="middle"><para>Remove row</para></entry>

                <entry morerows="7" valign="middle"><para></para></entry>

                <entry morerows="7" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>Vendor</para></entry>
              </row>

              <row>
                <entry><para>Employee</para></entry>
              </row>

              <row>
                <entry><para>Job</para></entry>
              </row>

              <row>
                <entry morerows="3" valign="middle"><para>is not</para></entry>

                <entry><para>Customer</para></entry>
              </row>

              <row>
                <entry><para>Vendor</para></entry>
              </row>

              <row>
                <entry><para>Employee</para></entry>
              </row>

              <row>
                <entry><para>Job</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-jb">
          <title>Search criteria buttons - Job Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button 2</para></entry>

                <entry><para>Button 3</para></entry>

                <entry><para>Button 4</para></entry>

                <entry><para>Button 5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Job Name</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Job Number</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Billing ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Only Active?</para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>set true</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is not</para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Owner's Name</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-vndr">
          <title>Search criteria buttons - Vendor Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button 2</para></entry>

                <entry><para>Button 3</para></entry>

                <entry><para>Button 4</para></entry>

                <entry><para>Button 5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Company Name</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Vendor ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Billing Contact</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-bll">
          <title>Search criteria buttons - Bill Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button 2</para></entry>

                <entry><para>Button 3</para></entry>

                <entry><para>Button 4</para></entry>

                <entry><para>Button 5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Bill ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Company Name</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>Due Date</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>


              <row>
                <entry morerows="5" valign="middle"><para>Date Opened</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Is Posted?</para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>set true</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is not</para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>Date Posted</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Is Paid?</para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>set true</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is not</para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Billing ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Bill Notes</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="7" valign="middle"><para>Bill Owner</para></entry>

                <entry morerows="3" valign="middle"><para>is</para></entry>

                <entry><para>Customer</para></entry>

                <entry morerows="7" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="7" valign="middle"><para>Select...</para></entry>

                <entry morerows="7" valign="middle"><para>Remove row</para></entry>

                <entry morerows="7" valign="middle"><para></para></entry>

                <entry morerows="7" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>Vendor</para></entry>
              </row>

              <row>
                <entry><para>Employee</para></entry>
              </row>

              <row>
                <entry><para>Job</para></entry>
              </row>

              <row>
                <entry morerows="3" valign="middle"><para>is not</para></entry>

                <entry><para>Customer</para></entry>
              </row>

              <row>
                <entry><para>Vendor</para></entry>
              </row>

              <row>
                <entry><para>Employee</para></entry>
              </row>

              <row>
                <entry><para>Job</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-mply">
          <title>Search criteria buttons - Employee Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button 2</para></entry>

                <entry><para>Button 3</para></entry>

                <entry><para>Button 4</para></entry>

                <entry><para>Button 5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Employee Name</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Employee Username</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Employee ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>

        <table frame="topbot" id="tool-find-vx">
          <title>Search criteria buttons - Expense Voucher Search</title>

          <tgroup cols="8" rowsep="1">
            <thead>
              <row>
                <entry><para>Button 1</para></entry>

                <entry><para>Button 2</para></entry>

                <entry><para>Button 3</para></entry>

                <entry><para>Button 4</para></entry>

                <entry><para>Button 5</para></entry>

                <entry><para>Button 6</para></entry>

                <entry><para>Button 7</para></entry>

                <entry><para>Button 8</para></entry>
              </row>
            </thead>

            <tbody>
              <row>
                <entry morerows="2" valign="middle"><para>Voucher ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>
              <row>
                <entry morerows="2" valign="middle"><para>Employee Name</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>Due Date</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>


              <row>
                <entry morerows="5" valign="middle"><para>Date Opened</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Is Posted?</para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>set true</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is not</para></entry>
              </row>

              <row>
                <entry morerows="5" valign="middle"><para>Date Posted</para></entry>

                <entry><para>is before</para></entry>

                <entry morerows="5" valign="middle"><para>Date selection field</para></entry>

                <entry morerows="5" valign="middle"><para>Remove row</para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>

                <entry morerows="5" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is before or on</para></entry>
              </row>

              <row>
                <entry><para>is on</para></entry>
              </row>

              <row>
                <entry><para>is not on</para></entry>
              </row>

              <row>
                <entry><para>is after</para></entry>
              </row>

              <row>
                <entry><para>is on or after</para></entry>
              </row>

              <row>
                <entry morerows="1" valign="middle"><para>Is Paid?</para></entry>

                <entry><para>is</para></entry>

                <entry morerows="1" valign="middle"><para>set true</para></entry>

                <entry morerows="1" valign="middle"><para>Remove row</para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>

                <entry morerows="1" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>is not</para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Billing ID</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="2" valign="middle"><para>Voucher Notes</para></entry>

                <entry><para>contains</para></entry>

                <entry morerows="2" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="2" valign="middle"><para>Is entry Case Insensitive?</para></entry>

                <entry morerows="2" valign="middle"><para>Remove row</para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>

                <entry morerows="2" valign="middle"><para></para></entry>
              </row>

               <row>
                <entry><para>matches regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry><para>does not match regex<footnoteref linkend="rgx"/></para></entry>
              </row>

              <row>
                <entry morerows="7" valign="middle"><para>Voucher Owner</para></entry>

                <entry morerows="3" valign="middle"><para>is</para></entry>

                <entry><para>Customer</para></entry>

                <entry morerows="7" valign="middle"><para>Criteria entry field</para></entry>

                <entry morerows="7" valign="middle"><para>Select...</para></entry>

                <entry morerows="7" valign="middle"><para>Remove row</para></entry>

                <entry morerows="7" valign="middle"><para></para></entry>

                <entry morerows="7" valign="middle"><para></para></entry>
              </row>

              <row>
                <entry><para>Vendor</para></entry>
              </row>

              <row>
                <entry><para>Employee</para></entry>
              </row>

              <row>
                <entry><para>Job</para></entry>
              </row>

              <row>
                <entry morerows="3" valign="middle"><para>is not</para></entry>

                <entry><para>Customer</para></entry>
              </row>

              <row>
                <entry><para>Vendor</para></entry>
              </row>

              <row>
                <entry><para>Employee</para></entry>
              </row>

              <row>
                <entry><para>Job</para></entry>
              </row>
            </tbody>
          </tgroup>
        </table>
        </sect3>
    </sect2>
  </sect1>

  <sect1 id="trans-sched-slr">
    <title>Since Last Run Assistant</title>

      <para>The <guilabel>Since Last Run</guilabel> assistant is run automatically when 
      <application>&app;</application> is started. It is
      used to enter into the register any transactions that are due to be automatically
      entered (see <xref linkend="trans-sched"></xref>). The run on <application>&app;</application> start can be 
      altered in the <link linkend="prefs-sched">Scheduled Transactions</link> tab of the <guilabel>&app; Preferences</guilabel>.
      To run the <guilabel>Since Last Run</guilabel> assistant manually, go to 
      <menuchoice><guilabel>Actions</guilabel><guisubmenu>Scheduled Transactions</guisubmenu>
      <guimenuitem>Since Last Run...</guimenuitem></menuchoice></para>

        <para>In the <guilabel>Since Last Run</guilabel> assistant window you can see three columns:</para>
        <variablelist termlength="8">
          <varlistentry>
          <term><guilabel>Transaction</guilabel></term>
            <listitem>
              <para>The name assigned in the <guilabel>Scheduled Transaction Editor</guilabel> that identifies 
              the scheduled transaction.</para>
            </listitem>
          </varlistentry>
          
          <varlistentry>
          <term><guilabel>State</guilabel></term>
            <listitem>
              <para>The <guilabel>state</guilabel> column of the scheduled transaction can be one of the
              following:</para>
              <tip>
                <para>Click on the <guilabel>state</guilabel> field in the row of a transaction to 
                change its state (this option is available only if the <guilabel>state</guilabel> field is not 
                <emphasis>empty</emphasis>)</para>
              </tip>
                <variablelist termlength="8">
                  <varlistentry>
                  <term><guilabel>Ignored</guilabel></term>
                    <listitem>
                      <para>If a scheduled transaction is being displayed, either to be created or as a reminder, the user can
                      set the status to <guilabel>Ignored</guilabel> to skip this event. The scheduled transaction will not be entered in
                      the register and the next reminder for this scheduled transaction will be the next occurrence. 
                      For instance, if you have a scheduled transaction set up with a reminder to transfer $500 at the
                      end of the month to your <emphasis>savings</emphasis> account but you bought yourself a computer
                      this month and don&rsquo;t have the money for this month&rsquo;s transfer then you would
                      set the status to <guilabel>Ignored</guilabel>.</para>
                    </listitem>
                  </varlistentry>

                  <varlistentry>
                  <term><guilabel>Postponed</guilabel></term>
                    <listitem>
                      <para>If a scheduled transaction has been listed with a status <guilabel>To-create</guilabel> but you
                      want to hold it and not have it entered to your register yet, then you can set it 
                      to <guilabel>Postponed</guilabel>.</para>
                    </listitem>
                  </varlistentry>
                  

                  <varlistentry>
                  <term><guilabel>Reminder</guilabel></term>
                    <listitem>
                      <para>You are <emphasis>n</emphasis> days from the scheduled transaction due date. 
                      The number of days <emphasis>n</emphasis> to remind in advance, is set either in 
                      the <guilabel>&app; Preferences</guilabel> <link linkend="prefs-sched">Scheduled Transactions</link> 
                      tab or in the <guilabel>Overview</guilabel> tab of the 
                      <link linkend="sched-editor">Scheduled Transaction Editor</link>.</para>
                    </listitem>
                  </varlistentry>

                  <varlistentry>
                  <term><guilabel>To-create</guilabel></term>
                    <listitem>
                      <para>This scheduled transaction will be automatically created when 
                      you press <guibutton>OK</guibutton>.</para>
                    </listitem>
                  </varlistentry>

                  <varlistentry>
                  <term><emphasis>Empty</emphasis></term>
                    <listitem>
                      <para>An empty field means that no operations are pending for the 
                      scheduled transaction.</para>
                    </listitem>
                  </varlistentry>
                </variablelist>  
            </listitem>
          </varlistentry>
        </variablelist>
        
        <para>At the bottom of the window there are two buttons:</para>
        <itemizedlist>
          <listitem>
            <para>The <guibutton>Cancel</guibutton> button is used to exit the <guilabel>Since Last Run</guilabel>
            window without creating the transactions scheduled to be entered.</para>
          </listitem>

          <listitem>
            <para>The <guibutton>Ok</guibutton> button closes the <guilabel>Since Last Run</guilabel> window and applies 
            the pending operations.</para>
          </listitem>
        </itemizedlist>
            
        <para>At the bottom right of the <guilabel>Since Last Run</guilabel> window there is also an 
        option that allows to <guilabel>Review created transactions</guilabel>. If this option 
        is enabled when there are one or more transactions <guilabel>To-create</guilabel>, 
        pressing <guibutton>OK</guibutton> will open a register window in which are shown the 
        details of the scheduled transactions splits entered automatically by <application>&app;</application>.</para>

   </sect1>

   <sect1 id="trans-sched-loans">
          <title>Mortgage &amp; Loan Repayment Assistant</title>

          <para>This assistant creates a loan repayment scheduled transaction. When used to setup
           a scheduled transaction, the assistant creates a variable formula so that the
           compounding interest is correctly calculated. To start this assistant manually go to
           <menuchoice><guilabel>Actions</guilabel><guisubmenu>Scheduled Transactions</guisubmenu>
           <guimenuitem>Mortgage and Loan Repayment...</guimenuitem></menuchoice>.</para>

          <para>The Mortgage and Loan Repayment assistant opens with a screen that briefly
           describes what this assistant does. The three buttons at the very bottom of the screen
           will not change while using the assistant.</para>
  
          <itemizedlist>
            <listitem>
              <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel creating the
               scheduled transaction. Any selections you have made in this assistant up to this
               point will be lost.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Back</guibutton> button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Forward</guibutton> button will bring up the next screen so you can continue
               though the assistant.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen allows you to enter the basic loan information. This is
           usually the information provided by the bank when loan and disclosure documents
           are given to the borrower. Here you can also setup an account that the scheduled
           transaction will use to enter the payment transaction.</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Loan Account:</guilabel> Choose an account for the loan payment transactions or use
               New... to setup a new account for the transactions.</para>
            </listitem>

            <listitem>
              <para><guilabel>Loan Amount:</guilabel> Enter the amount of the loan.</para>
            </listitem>

            <listitem>
              <para><guilabel>Interest Rate:</guilabel> Enter the loan interest rate.</para>
            </listitem>

            <listitem>
              <para><guilabel>Type:</guilabel> Choose the type of loan. If an adjustable rate is used the
               frequency screen is enabled.</para>
            </listitem>

            <listitem>
              <para><guilabel>Interest Rate Change Frequency:</guilabel> Choose the frequency for the rate change
               and the start date of the rate change.</para>
            </listitem>

            <listitem>
              <para><guilabel>Start Date:</guilabel> Choose the date the loan is starting on.</para>
            </listitem>

            <listitem>
              <para><guilabel>Length:</guilabel> Enter the length of the loan.</para>
            </listitem>

            <listitem>
              <para><guilabel>Months Remaining:</guilabel> This should be automatically calculated. Choose how many
               months are remaining on the loan.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to set escrow, insurance and tax options for the
           loan. It is mainly used for mortgage payments. When each of the options here is set,
           this enables additional pages in the assistant to setup those portions of the payments.
           All of the pages will be described here, even though some may not show if that
           option is not chosen.</para>

          <itemizedlist>
            <listitem>
              <para>... utilize an escrow account for payments?: This selection enables the
               use of an account setup for tracking escrow payments. If the mortgage or loan
               uses an escrow account to pay taxes, insurance, etc then setup an account here.
              </para>
            </listitem>

            <listitem>
              <para>... pay "Taxes"?: adds an additional page to setup a scheduled transaction
               to pay taxes.</para>
            </listitem>

            <listitem>
              <para>... pay "Insurance"?: adds an additional page to setup a scheduled
               transaction to pay insurance payments.</para>
            </listitem>
            <listitem>
              <para>... pay "PMI"?: adds an additional page to setup a scheduled transaction to pay PMI payments.</para>
            </listitem>
            <listitem>
              <para>... pay "Other Expense"?: adds an additional page to setup a scheduled transaction to pay other
              expenses.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Loan Repayment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>

            <listitem>
              <para>Payment Amount: Shows the variable used to calculate the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the loan amount from.</para>
            </listitem>

            <listitem>
              <para>Principal To: Choose an account to transfer the principal part of the loan to.</para>
            </listitem>

            <listitem>
              <para>Interest To: Choose an account to transfer the interest part of the loan to.</para>
            </listitem>

            <listitem>
              <para>Remainder to: Choose an account to transfer the rest of the payment amount to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for loan repayments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Tax payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>

            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the tax amount from.</para>
            </listitem>

            <listitem>
              <para>Payment To: Choose an account to transfer the tax payment to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for tax payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Insurance payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>
            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the insurance amount from.</para>
            </listitem>

            <listitem>
              <para>Payment To: Choose an account to transfer the insurance payment to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for insurance payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the PMI payment.</para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>

            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the PMI amount from.</para>
            </listitem>

            <listitem>
              <para>Payment To: Choose an account to transfer the PMI payment to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for PMI payments.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen is used to setup the details of the scheduled transaction for the Other Expense payment.
          </para>

          <itemizedlist>
            <listitem>
              <para>Transaction Memo: The name entered here will be used as the name for the scheduled transaction,
              the description of the scheduled transaction and the memo.</para>
            </listitem>

            <listitem>
              <para>Amount: Enter the payment amount.</para>
            </listitem>

            <listitem>
              <para>Payment From: Choose an account to pay the other expense amount from.</para>
            </listitem>

            <listitem>
              <para>Payment To: Choose an account to transfer the other expense payment to.</para>
            </listitem>

            <listitem>
              <para>Repayment Frequency: Select the Frequency and start date for other expense payments.</para>
            </listitem>
          </itemizedlist>

          <para>The last screen gives you a list of three choices to finish the assistant.</para>

          <itemizedlist>
            <listitem>
              <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel creating a new loan scheduled transaction.
               Any selections you have made in this assistant up to this point will be lost.</para>
            </listitem>

            <listitem>
              <para>The Back button will bring up the previous screen so you can change a selection made on that screen.
              </para>
            </listitem>

            <listitem>
              <para>The Finish button creates the scheduled transaction.</para>
            </listitem>
          </itemizedlist>

          <para>You should now have the Mortgage or Loan Repayment scheduled transaction
           setup.</para>

  </sect1>

    <sect1 id="stock-split">
        <title>Recording a Stock Split</title>

        <para>Stock splits commonly occur when a company decides its stock price is to
         expensive for individual investors to buy the stock. Splits have the effect of
         lowering the price of a single share while keeping the value of shares owned by
         investors who have already purchased shares.</para>

        <sect2 id="stock-split-assistant">
          <title>Stock Split Assistant</title>

          <para><application>&app;</application> uses the Stock Split assistant to record stock splits. This provides a
           way of entering the details of the stock split and also any change in stock price
           or cash disbursement as a result of the stock split.</para>

          <para>The Stock Split assistant is accessed by going to <menuchoice><guimenu>Actions</guimenu>
          <guimenuitem>Stock Split...</guimenuitem></menuchoice>.
          </para>

          <para>The Stock Split assistant opens with a screen that briefly describes what this
           assistant does. The three buttons at the very bottom of the screen will not change
           while using the assistant.</para>

          <itemizedlist>
            <listitem>
              <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel entering the stock
               split information. Any selections you have made in this assistant up to this point
               will be lost.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Back</guibutton> button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Forward</guibutton> button will bring up the next screen so you can continue
               though the assistant.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen allows you to select a Stock Account. Select an account from
           the list to record a stock split or merger.</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Account:</guilabel> Lists the <application>&app;</application> account name for the stock.</para>
            </listitem>

            <listitem>
              <para><guilabel>Symbol:</guilabel> The stock symbol for the stock associated with this account.</para>
            </listitem>

            <listitem>
              <para><guilabel>Shares:</guilabel> The amount of shares that have been purchased in the account.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen lets you set the Stock Split Details. The top part of the
           screen contains details used in creating the stock split transaction. </para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Date:</guilabel> Choose the date of the stock split.</para>
            </listitem>

            <listitem>
              <para><guilabel>Share Distribution:</guilabel> Enter the amount of shares gained from the stock split.
               For a stock merger enter a negative number.</para>
            </listitem>

            <listitem>
              <para><guilabel>Description:</guilabel> Enter a description or leave as the default.</para>
            </listitem>
          </itemizedlist>

          <para>The bottom part of the screen contains details used to record a price for the
           split (optional).</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>New Price:</guilabel> Enter the price of the shares on the day of the stock split.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Currency:</guilabel> Choose the currency of the shares.</para>
            </listitem>
          </itemizedlist>

          <para>The next screen lets you enter a transaction for a cash disbursement (Cash In
           Lieu) as a result of the stock split (optional).</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Cash Amount:</guilabel> Enter the amount of the Cash disbursement.</para>
            </listitem>

            <listitem>
              <para><guilabel>Memo:</guilabel> Enter a memo or leave as the default.</para>
            </listitem>

            <listitem>
              <para><guilabel>Income Account:</guilabel> Choose an Income Account for the disbursement.</para>
            </listitem>

            <listitem>
              <para><guilabel>Asset Account:</guilabel> Choose an Asset Account for the disbursement.</para>
            </listitem>
          </itemizedlist>

          <para>The last screen gives you a list of three choices to finish the assistant.</para>

          <itemizedlist>
            <listitem>
              <para>The <guibutton>Cancel</guibutton> button is used to exit the assistant and cancel creating the
               Stock Split transactions.  Any selections you have made in this assistant up to
               this point will be lost.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Back</guibutton> button will bring up the previous screen so you can change a
               selection made on that screen.</para>
            </listitem>

            <listitem>
              <para>The <guibutton>Finish</guibutton> button creates the transactions for the Stock Split.</para>
            </listitem>
          </itemizedlist>

          <para>You should now have successfully entered the Stock Split or Merger.</para>
        </sect2>
      </sect1>

       <sect1 id="tools-on-line-banking">
        <title><acronym>HBCI</acronym> (Online Banking) Setup Assistant</title>

<note><para>This section is "under construction - any input will be welcome !!".</para></note>

        <para>The <acronym>HBCI</acronym> Assistant is used to create and edit data to enable access to Online banking transactions.
        Currently the best instruction for this process are in the <application>&app;</application> wiki at 
        <ulink url="http://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect_in_&app;_2">Setting up OFXDirectConnect
         in <application>&app;</application> 2</ulink>.  If <guilabel>HBCI Setup</guilabel> does not appear in your <guimenu>Tools</guimenu> menu, verify that you
         are in an Account Tree or Register tab.
        </para>

       </sect1>

   <sect1 id="tool-price">
        <title>Price Editor</title>

        <para>The Price Editor is used to track/modify the value of a currency, mutual fund and stocks.
         It provides a unified interface to updating the values of these commodities and is able to update manually
         or through on-line quotes.</para>

        <para>Each entry in the editor shows a record of a security/commodity price(s):</para>

        <itemizedlist>
          <listitem>
            <para><emphasis role="bold">Security: </emphasis>The Security/commodity being priced. The display is sorted
             by the <guilabel>exchange</guilabel> that the individual securities are listed on.  The list is expanded by clicking on the
             <guilabel>caret</guilabel> on the left of the name.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Currency: </emphasis>The currency the price is recorded in.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Date: </emphasis>The date the price was recorded.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Source: </emphasis>The source of the commodities price quote. Typically, this
             will be either <guilabel>user:price-editor</guilabel>, indicating you entered it directly, or <guilabel>Finance::Quote</guilabel>, indicating
             that it was retrieved from an on-line source by the <application>Finance::Quote</application> module.</para>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Type: </emphasis>There are several different types
            of stock price quotes.</para>

           <itemizedlist>
            <listitem>
             <para><emphasis role="bold">Bid: </emphasis>Indicates what a specialist dealer is prepared to pay for a
              stock.</para>
            </listitem>

            <listitem>
             <para><emphasis role="bold">Ask: </emphasis>Indicates at what price the dealers are prepared to sell a
              stock.</para>
             </listitem>

            <listitem>
             <para><emphasis role="bold">Last: </emphasis>Indicate the price at which the last trade in that
              stock/security occurred at. This is the price most commonly quoted in the media.</para>
            </listitem>

            <listitem>
             <para><emphasis role="bold">Net Asset Value: </emphasis>Are typically used for mutual funds. They are
              calculated on the net value of the fund&rsquo;s assets.</para>
            </listitem>

            <listitem>
             <para><emphasis role="bold">Unknown: </emphasis>Use this if the type of price quoted is not known.</para>
            </listitem>

           </itemizedlist>
          </listitem>

          <listitem>
            <para><emphasis role="bold">Price: </emphasis>The actual price of the commodity.</para>
          </listitem>
        </itemizedlist>

    <sect2 id="invest-stockprice-manual">
       <title>Adding a stock price manually</title>

        <para>To add a new price, click on <guilabel>Add</guilabel>, and enter the details of the security and
        price into the dialog box. To edit an existing price, select the price
        in the price list, click the <guibutton>Edit</guibutton> button, and edit the figures.</para>

        <para>To remove just one price, select the price and click the <guibutton>Remove</guibutton>
        button. If you want to remove all prices older than a certain date,
        click on the <guilabel>Remove Old</guilabel> button and enter the details in the dialog
        box.</para>

        <para>A pop-up will display with the message
         <emphasis role="bold">"Delete all stock prices based upon the criteria below:".</emphasis>  Enter the
         date of the last price you wish to delete.</para>

        <para>Two check-boxes are below the date field;</para>

        <itemizedlist>
         <listitem>
          <para><guilabel>Delete manually entered prices</guilabel> - If checked, delete manually entered stock
           prices dated earlier than the specified date.  Otherwise only stock prices added by <application>Finance::Quote</application> will
           be deleted.</para>
         </listitem>

         <listitem>
          <para><guilabel>Delete last price for a stock</guilabel> - If checked, delete all prices before the
           specified date.  Otherwise the last stock price dated before the date will be kept and all earlier
           quotes deleted.</para>
         </listitem>
        </itemizedlist>
    </sect2>

    <sect2 id="invest-stockprice-online1">
      <title>Configuring for use of the <guibutton>Get Quotes</guibutton> button</title>

        <para>To support on-line quotations for a particular stock or mutual
        fund account, you must first enable on-line price quoting and select a
        price source in the Security. This is described in detail in <xref linkend="invest-stockprice-online3"></xref>.
        Once on-line quotes are enabled, and <application>Finance::Quote</application> is installed, you can update prices for your stocks and
        mutual funds manually by clicking the <guibutton>Get Quotes</guibutton> button.</para>
    </sect2>
   </sect1>

   <sect1 id="tool-security-edit">
    <title>Security Editor</title>

     <para>The Security Editor is used to create and edit commodities that are used by mutual fund and stock
      type accounts. It also shows the details of National Currencies that are used by <application>&app;</application>.</para>

     <para>To show the details for National Currencies click the <guilabel>Show National Currencies</guilabel>
      check-box at the bottom of the screen.</para>

     <para>Each entry in the editor shows the details used by the security/currency:</para>

      <itemizedlist>
       <listitem>
        <para><emphasis role="bold">Type:</emphasis> Categories for organizing securities. &app; has the following built in:<itemizedlist>
            <listitem>
              <para><guilabel>CURRENCY</guilabel> or <guilabel>ISO4317</guilabel>: These are used for national currencies and are not editable with the <guilabel>Security Editor</guilabel>.</para>
            </listitem>
            <listitem>
              <para><guilabel>FUND</guilabel>: Ordinarily used for open-ended mutual funds, i.e., those that one purchases from and sells to only the issuing company and that are priced daily at their net asset value.</para>
            </listitem>
            <listitem>
              <para><guilabel>AMEX</guilabel>, <guilabel>ASX</guilabel>, <guilabel>EUREX</guilabel>, <guilabel>NASDAQ</guilabel>, and <guilabel>NYSE</guilabel>: These represent a few of the exchanges on which stocks, closed-end mutual funds, and exchange-traded funds are traded.</para>
            </listitem>
            <listitem>
              <para><guilabel>Template</guilabel>: This is a reserved word. It will not normally appear in the <guilabel>Security Editor</guilabel> unless you type it in, and if you do it will cause problems. Don&apos;t use it.</para>
            </listitem>
          </itemizedlist></para>
        <para>If your investment doesn&apos;t fit into one of these categories, for example if you trade stocks on the DAX or LSE, you can easily create your own type simply by typing it into the field. The type of security has no meaning to Gnucash (except <guilabel>Template</guilabel>, don&apos;t use that!), it&apos;s there only to make it easier for you to find the security from the selection lists.</para>
       </listitem>

       <listitem>
        <para><emphasis role="bold">Symbol:</emphasis> Indicates the symbol or abbreviation for the
         commodity. This is usually the ticker symbol (for stocks) or other unique abbreviation for the commodity.
         If the commodity is traded on any public exchange, it is important to use the same identifier
         used on that exchange. For national currencies the symbol is the ISO-4217 currency code.</para>
       </listitem>

       <listitem>
        <para><emphasis role="bold">Name:</emphasis> The full name of the commodity is a recognizable name
         such as <emphasis>US Dollars</emphasis> or <emphasis>IBM Common Stock</emphasis>.</para>
       </listitem>

       <listitem>
        <para><emphasis role="bold">Code:</emphasis> This is any numeric or alphanumeric code that is used
         to identify the commodity. The CUSIP code is a unique identifying numeric string that is associated with
         every stock, bond or mutual fund, and most kinds of traded options, futures and commodities. This code is
         not required.</para>
       </listitem>

       <listitem>
        <para><emphasis role="bold">Fraction:</emphasis> This is the smallest traded unit of the commodity,
         expressed as a fraction of a single nominal unit. This unit is used by <application>&app;</application> accounts as the default
         fraction for trades in the commodity.</para>
       </listitem>
      </itemizedlist>

    <sect2 id="tool-commodity">
      <title>Adding or Editing a Commodity</title>

       <para>To add a new commodity (stock, or mutual fund), click on <guilabel>Add</guilabel>, and enter the
        details of the commodity into the <emphasis role="bold">New Security</emphasis> dialog box. To edit an
        existing commodity, select the commodity from the Commodities list, click the <guibutton>Edit</guibutton>
        button, and edit the <emphasis role="bold">Edit Security</emphasis> dialog box.  To remove a commodity,
        select the commodity and click the <guibutton>Remove</guibutton> button.</para>

       <para>The fields in the New/Edit Security screens are the same as defined for the Security Editor 
        <xref linkend="tool-security-edit"></xref>.  Below these fields are the options for Online Quotes.</para>

    </sect2>

    <sect2 id="invest-stockprice-online3">
      <title>Configuring Securities/Currencies for On-Line Retrieval of Prices</title>

        <para>To support on-line quotations for a particular stock or mutual fund account, you must first enable
        on-line price quoting and select a price source in the Security Editor. Online currency quotes require 
        only that the check-box for Online quotes and the timezone be selected, and that the <quote>Get Quotes</quote>
        box be checked in the Security Editor.</para>

        <para>Detailed instructions are in the section on Creating New Accounts.
         <xref linkend="Online-price-setup"></xref></para>

     </sect2>

   </sect1>

   <sect1 id="tool-calc">
    <title>Loan Repayment Calculator</title>

     <para>The <guilabel>Loan Repayment Calculator</guilabel> is used to calculate compound interest.  It provides a way of entering four of
      the five parameters of a compound interest calculation and then calculating the remaining figure.</para>

     <para>The calculator is split into two panes. The left pane has five fields with a <guilabel>Calculate</guilabel>
      button and a <guibutton>Clear</guibutton> button.  The <guibutton>Calculate</guibutton> button is used to select
      the figure to calculate. The <guibutton>Clear</guibutton> button is used to clear any amount in the field.</para>

       <itemizedlist>
        <listitem>
         <para><emphasis role="bold">Payment Periods:</emphasis> This field is used to select the number of
          payments you wish to use in the calculation.</para>
        </listitem>

        <listitem>
         <para><emphasis role="bold">Interest Rate:</emphasis> This field is used for the interest rate
          percentage.</para>
        </listitem>

        <listitem>
         <para><emphasis role="bold">Present Value:</emphasis> This field usually contains the amount you
          have borrowed. It is the base amount you wish to compound.</para>
        </listitem>

        <listitem>
         <para><emphasis role="bold">Periodic Payment:</emphasis> This field contains the amount that is the
          payment for the period selected (IE monthly, weekly, etc). If it
          is for repaying a loan it should be a negative number.</para>
        </listitem>

        <listitem>
         <para><emphasis role="bold">Future Value:</emphasis> This field contains the final value at the end
          of the periods above. If we are repaying a loan in full it would be <emphasis>0</emphasis>.</para>
        </listitem>
       </itemizedlist>

       <para>The right pane contains buttons to select what sort of payments and compounding is used for the left
        pane calculations.</para>

        <itemizedlist>
         <listitem>
          <para><guibutton>Compounding:</guibutton> This button allows you to select the interval used if the
           <guilabel>Discrete Compounding</guilabel> button is selected.</para>
         </listitem>

         <listitem>
          <para><guibutton>Payments:</guibutton> This button allows you to select the interval used for the Payment
           Periods field.</para>
         </listitem>

         <listitem>
          <para><guibutton>End of Period Payments:</guibutton> Use this button if the payment is at the end of
           the period.</para>
         </listitem>

         <listitem>
          <para><guibutton>Beginning of Period Payments:</guibutton> Use this button if the payment
           is at the beginning of the period.</para>
         </listitem>

         <listitem>
          <para><guibutton>Discrete Compounding:</guibutton> This button is used where interest is
           charged at a discrete interval defined by the <guibutton>Compounding</guibutton> button above.</para>
         </listitem>

         <listitem>
          <para><guibutton>Continuous Compounding:</guibutton> This button is used when the
           interest is charged continuously.</para>
         </listitem>

         <listitem>
          <para><guibutton>Payment Total:</guibutton> This field shows the total amount paid.</para>
         </listitem>
        </itemizedlist>

        <para>Examples of using the <guilabel>Loan Repayment Calculator</guilabel> are given in the Tutorial and Concepts Guide.
         <ulink url="http://svn.gnucash.org/docs/guide/loans_calcs1.html"> <application>&app;</application> Tutorial and Concepts Guide&rsquo;s
         Chapter on Loans</ulink>
        </para>

   </sect1>

   <sect1 id="tool-close-book"><title>Close Book</title>
     <para>The <guilabel>Close Book</guilabel> dialog box is used
     for &ldquo;closing the books,&rdquo;--an accounting process that
     resets the balances of the income and expense accounts. In this
     process, income account balances are transferred into an income
     equity account, while expense account balances are transferred
     into an expense equity account. You must specify both these
     accounts, which may be the same. You must also specify the date
     for the closing transfer.</para>

     <sect2 id="tool-close-book-anatomy"><title>Dialog Box
     Details</title>
       <para>The dialog box has the following parts:</para>

       <itemizedlist>
         <listitem>
           <para><guilabel>Closing Date:</guilabel> Specify the date
           for the closing transfer. You can type in a date or
           choose one from the drop-down.</para>
         </listitem>

         <listitem>
           <para><guilabel>Income Total:</guilabel> Specify the
           account into which the total balance of all income
           accounts will be transferred. Optionally you can create a
           new account to receive the transfer using the <guibutton>
           New</guibutton> button.</para>
         </listitem>

         <listitem>
           <para><guilabel>Expense Total:</guilabel> Specify the
           account into which the total balance of all expense
           accounts will be transferred. Again, you can optionally
           create a new account to receive the transfer using the
           <guibutton>New</guibutton> button.</para>
         </listitem>

         <listitem>
           <para><guilabel>Description:</guilabel> Specify the
           description that will be entered in the closing entry.
           </para>
         </listitem>

       </itemizedlist>
     </sect2>

     <sect2 id="tool-close-book-workings"><title>How It Works</title>
       <para><application>&app;</application> closes books by
       creating one transaction per currency for income accounts,
       and one transaction per currency for expense accounts. The
       transactions all use the date selected by the user, and each
       transaction may contain any number of splits. Each split
       moves the balance out of one income or expense account. The
       last split in each closing transaction moves the total
       offsetting debit/credit balance into the specified equity
       account.</para>

       <para>Each transaction will use the description provided by
       the user in the <guilabel>Description:</guilabel> entry.</para>

       <para>The fact that <application>&app;</application> just
       uses transactions to close the books makes it very simple to
       undo a book closing: just delete the closing transactions.</para>
     </sect2>

     <sect2 id="tool-close-book-not"><title>What It Doesn&rsquo;t
     Do</title>
       <para>The book closing tool does not delete any accounts or
       transactions; create any new files; or hide any accounts.</para>
     </sect2>

     <sect2 id="tool-close-book-need"><title>Necessity</title>
       <para>Note that closing the books in <application>&app;
       </application> is unnecessary. You do not need to zero out
       your income and expense accounts at the end of each financial
       period. <application>&app;</application>&rsquo;s built-in
       reports automatically handle concepts like retained earnings
       between two different financial periods.</para>

       <para>In fact, closing the books reduces the usefulness of
       the standard reports because the reports don&rsquo;t
       currently understand closing transactions. So from their
       point of view it simply looks like the net income or expense
       in each account for a given period was simply zero.</para>
     </sect2>

     <sect2 id="tool-close-book-conclusion"><title>Conclusion</title>
       <para>If you close your books, be prepared to see inaccuracies
       in the standard reports. On the other hand, you will see
       current-period income and expense figures in the chart of
       accounts.</para>
     </sect2>
   </sect1>
</chapter>
