Git commit a1860acee34e5a81e2178a03bf1e2b11d81ac868 by Jack Ostroff. Committed on 30/08/2023 at 21:36. Pushed by ostroffjh into branch 'Handbook-5.2'.
correct bad markup M +64 -39 doc/details-ledgers.docbook M +2 -2 doc/details-schedules.docbook https://invent.kde.org/office/kmymoney/-/commit/a1860acee34e5a81e2178a03bf1e2b11d81ac868 diff --git a/doc/details-ledgers.docbook b/doc/details-ledgers.docbook index b30320f16..44de07f53 100644 --- a/doc/details-ledgers.docbook +++ b/doc/details-ledgers.docbook @@ -17,31 +17,42 @@ <title>The Ledger View</title> <para> - The Ledger view is functionally the data integration center of &kmymoney;. This - view is for entering, examining, deleting, and editing transactions in your defined - accounts. The view is split into three main areas: the filter area, the - transaction list, and the input area. + The Ledger View is functionally the data integration center of &kmymoney;. This + view is for entering, examining, editin, and deleting transactions in your defined + accounts. This veiw has had a major overaul since the 5.1 series of &kmymoney; + releases. The main difference is that it is now a tabbed display, so you can have + more than one account displayed at once. You can actually only see one at a time, + but switching by simply clicking on a different tab is significantly more + convenient than having to select the other account in a dropdown. +</para> + +<para> + The main display area shows zero or more tabs, each one for the ledger display on + one account. The rightmost tab will always have a <guilabel>+</guilabel>. + Clicking on this will display a dropdown where you can select the account to view, + and a new tab will be created for that account. The rest of this chapter will + descirbe using the ledger for any single account. </para> <para> - This view allows for several key actions: searching and viewing transactions; - entering new transaction; and editing, duplicating, deleting, and scheduling - existing transactions. Along with this it also provides the ability to move, - mark, and go to additional account transaction details. Other functionality + The Ledgers View allows for several key actions: searching and viewing + transactions; entering new transaction; and editing, duplicating, deleting, and + scheduling existing transactions. Along with this it also provides the ability to + move, mark, and go to additional account transaction details. Other functionality within the Ledgers View includes modifying and reconciling the account. </para> <para> - <screenshot> - <mediaobject> - <imageobject> + <screenshot> + <mediaobject> + <imageobject> <imagedata fileref="ledgerview-numbered.png" format="PNG" /> - </imageobject> - <textobject> + </imageobject> + <textobject> <phrase>Ledger View</phrase> - </textobject> - </mediaobject> - </screenshot> + </textobject> + </mediaobject> + </screenshot> </para> <para> @@ -49,12 +60,12 @@ </para> <itemizedlist> - <listitem><para>The filter area</para></listitem> + <listitem><para>The filter area, which may or may not be visible</para></listitem> <listitem><para>The transaction list</para></listitem> <listitem> <para> - The transaction form, which may or may not appear, depending upon - your configuration as selected in the Configure &kmymoney; Ledger section. + The transaction form, which may or may not appear, depending upon your + configuration as selected in the Configure &kmymoney; Ledger section. </para> </listitem> </itemizedlist> @@ -63,33 +74,47 @@ <title>The filter area</title> <para> - <screenshot> - <mediaobject> - <imageobject> + <screenshot> + <mediaobject> + <imageobject> <imagedata fileref="accountdropdown.png" format="PNG" /> - </imageobject> - <textobject> + </imageobject> + <textobject> <phrase>Filter area</phrase> - </textobject> - </mediaobject> - </screenshot> + </textobject> + </mediaobject> + </screenshot> </para> - + +<para> + In previous versions of &kmymoney;, the filter area was always displayed at the top + of the ledger. Now, it is normally hidden, but can be displayed by typing + <keycombo>&Ctrl;<keycap>F</keycap></keycombo>. It now appears below the + transaction list. +</para> + <para> - You can easily select any account via the account dropdown list at the top of - the view area. Note that depending upon the type of the account the <link - linkend="details.ledger.transactionform">transaction form</link> at the - bottom of the view may change. + Previous versions of &kmymoney; had a dropdown where you could select the account + to be displayed in the ledger. This is no longer necessary, as to view another + account, you can just open a new tab. Note that depending upon the type of the + account the <link linkend="details.ledger.transactionform">transaction form</link>, + if it is displayed, may change. </para> <para> - To the right of the account dropdown list, are two additional fields. The - filter box provides the ability to search for matching transactions - that will be displayed in the list view. The text specified can be in any - of the fields of the transaction for the specific account. The status field - is a dropdown list. The status field list allows for the selection of: - Any status, Imported, Matched, Erroneous, Not marked, Not reconciled, - Cleared, and scheduled transactions. + If displayed, most of the filter area is a text box. This filter box provides the + ability to search for transactions containing the text typed in the box. These + filtered transactions will then displayed in the list above. The text specified + can be in any of the fields of the transaction for the specific account. At the + right of the filter text is a status filter. The default value of this dropdown is + <guilabel>Any status</guilabel> which does not apply any filter to the list. The other values allow + you to restrict the list of displayed transactions to <guilabel></guilabel> + <guilabel></guilabel> + <guilabel></guilabel> + <guilabel></guilabel> <guilabel></guilabel> + <guilabel></guilabel> <guilabel></guilabel> + status, Imported, Matched, Erroneous, Not marked, Not reconciled, Cleared, and + scheduled. </para> </sect2> diff --git a/doc/details-schedules.docbook b/doc/details-schedules.docbook index 79900b9db..b74b8925e 100644 --- a/doc/details-schedules.docbook +++ b/doc/details-schedules.docbook @@ -305,8 +305,8 @@ <para> The first and third methods will display an <guilabel>Enter scheduled - transaction</gui> dialog (possibley after displaying an informational window about - the process.) This dialog prompts you to confirm or update the required + transaction</guilabel> dialog (possibley after displaying an informational window + about the process.) This dialog prompts you to confirm or update the required information that was entered when you created the schedule. </para>
