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  <chapter id="custom-gnucash">
    <title>Customizing <application>&app;</application></title>

    <sect1 id="account-options">
      <title>Account Display Options</title>

      <para>The <menuchoice><guimenu>View</guimenu> <guimenuitem>Filter By ...</guimenuitem></menuchoice>
       is used to set or modify the view of the account tree
       window. The <guilabel>Accounts</guilabel> tab of this form allows the selection of the types of accounts
       to display. These selections effect the view on each specific open window of the account
       tree.
      </para>

      <para>The <guilabel>Other</guilabel> tab allows enabling/disabling of the options; Show Hidden accounts,
       Show zero total accounts.</para>

      <para>The account tree window, by default, only shows the quantity of each commodity
       that you own, under the column heading <guilabel>Total</guilabel>. Often, however,
       you may want to display other values. This is easily accomplished by clicking on the
       <guibutton>Options</guibutton> button (the small down pointing arrow on the
       right side of the main account window <emphasis>Titlebar</emphasis>), and selecting the option(s) to
       display.  These selections set the view on all open windows of the account tree.
      </para>

    </sect1>
  
  <sect1 id="set-prefs">
    <title>Setting Preferences</title>

    <para>The <guilabel>&app; Preferences</guilabel> window allows you to customize your <application>&app;</application> 
    session by setting several options. From the <application>&app;</application> menu
    select <menuchoice><guimenu>Edit</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice>
    (<menuchoice><guimenu>GnuCash</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice> on Mac OS X).
    The <guilabel>&app; Preferences</guilabel> window will open. 
    Using the tabs on the left make your desired changes. The settings in
    this dialog are set per user and not stored with the file. This is
    in contrast to the settings described in <xref linkend="book-options"/>,
    which are kept with, and are part of, the file (or Book), and as such are
    common to all users. So <guilabel>&app; Preferences</guilabel> settings are
    individual to each user who uses a given file and any changes made by one
    user will not affect other users of that file. Also, a given user's
    preferences will be common to all files that that user opens with
    <application>&app;</application>.</para>
    <tip>
      <para>Pausing the cursor for a couple of seconds over options in these windows
      will display a tooltip with in-depth information on the choice.</para>
    </tip>
    <note>
      <para>The changes you make will be applied at once.</para>
    </note>  
    <para>To close the <guilabel>&app; Preferences</guilabel> window press the
    <guibutton>Close</guibutton> button.</para>

    <para>Each tab in the <guilabel>&app; Preferences</guilabel> window is
    discussed in its own section below. For a listing of the tabs, see
    <xref linkend="custom-gnucash"/>.</para>

    <sect2 id="prefs-accounting-period">
      <title>Accounting Period</title>

      <figure id="prefs-acct-period-fig">
        <title>The <guilabel>Preferences &mdash; Accounting Period</guilabel> tab</title>
        <screenshot id="Prefer_Accounting-Period">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_AccntPeriod.png" format="PNG"
                         srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_AccntPeriod.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Accounting Period tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>

          <listitem>
            <para><guilabel>Start Date</guilabel> &mdash; This item sets the accounting period&rsquo;s start date.</para>
             <itemizedlist>
              <listitem>
               <para><guilabel>Relative</guilabel> &mdash; Use the specified relative starting date for profit/loss
                calculations.  Also use this date for net assets calculations.  Relative defines
                start by today or start of current/previous year, quarter, month.</para>
              </listitem>

              <listitem>
               <para><guilabel>Absolute</guilabel> &mdash; Use the specified absolute starting date for profit/loss
                calculations.  Also use this date for net assets calculations.</para>
              </listitem>
             </itemizedlist>

          </listitem>

          <listitem>
            <para><guilabel>End Date</guilabel> &mdash; This item sets the accounting period&rsquo;s end date.</para>
             <itemizedlist>
              <listitem>
               <para><guilabel>Relative</guilabel> &mdash; Use the specified relative ending date for profit/loss
                calculations.  Also use this date for net assets calculations.</para>
              </listitem>

              <listitem>
               <para><guilabel>Absolute</guilabel> &mdash; Use the specified absolute ending date for profit/loss
                calculations.  Also use this date for net assets calculations.</para>
              </listitem>
             </itemizedlist>

          </listitem>

        <listitem>
        <para><guilabel>Summarybar content</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Include grand total</guilabel> &mdash; If checked, show in the <emphasis>Summarybar</emphasis> a grand total of all
              accounts converted to the default currency.</para>
            </listitem>

            <listitem>
              <para><guilabel>Include non-currency totals</guilabel> &mdash; if this
              option is selected, <application>&app;</application> will include in the <emphasis>Summarybar</emphasis> a total 
              for non-currency items (for instance number of shares).</para>
            </listitem>
          </itemizedlist>
        </listitem>

      </itemizedlist>
    </sect2>

    <sect2 id="prefs-accounts">
      <title>Accounts</title>

      <figure id="prefs-acct-fig">
        <title>The <guilabel>Preferences &mdash; Accounts</guilabel> tab</title>
        <screenshot id="Prefer_Accounts">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_Accnts.png" format="PNG"
                         srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_Accnts.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>
            
            <textobject>
              <phrase>The Accounts tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>Separator Character</guilabel> &mdash; The account
          separator is the character that separates a parent account from its
          sub-account, for example Utilities:Electric. The default is a
          <keycap>:</keycap> (Colon), but you can also select
          <keycap>/</keycap> (Slash),
          <keycap>\</keycap> (Backslash), <keycap>&mdash;</keycap> (Dash)
          or <keycap>.</keycap> (Period), or any Unicode character 
          that isn&rsquo;t a letter or a number.</para>
        </listitem>

        <listitem>
          <para><guilabel>Reverse Balanced accounts</guilabel> &mdash; This option
          lets you determine whether account balances will display as positive
          or negative numbers:</para>
            <itemizedlist>
              <listitem>
                <para><guilabel>Income &amp; Expense</guilabel> assigns a
                positive credit balance to income account balances and a
                negative debit balance to expense account balances. See
                <xref linkend="acct-types"></xref> for more information 
                on these account types.</para>
              </listitem>

              <listitem>
                <para><guilabel>Credit accounts</guilabel> (default) displays
                a positive balance for account types that would normally carry
                a credit balance (income, credit, liability, equity). See
                <xref linkend="acct-types"></xref> for more information on 
                these account types.</para>
              </listitem>

              <listitem>
                <para><guilabel>None</guilabel> shows all credit balances as
                negative and all debit balances as positive.</para>
              </listitem>
            </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Labels</guilabel> &mdash; Select this option if you want
          column headings in the register to refer to <guilabel>debits</guilabel> and 
          <guilabel>credits</guilabel> instead of the default informal headings such
          as <guilabel>withdrawal</guilabel>
          and <guilabel>deposit</guilabel>.</para>
        </listitem>

        <listitem>
          <para><guilabel>Default Currency</guilabel> &mdash; This item determines
          which currency will be selected by default when creating new
          accounts.</para>

          <itemizedlist>
            <listitem>
              <para><guilabel>Locale</guilabel> &mdash; Use the system locale currency for 
              all newly created accounts.</para>
            </listitem>

            <listitem>
              <para><guilabel>Choose</guilabel> &mdash; specify the
              currency to use, independent of your system
              settings.</para>
            </listitem>
          </itemizedlist>
        </listitem>
  
        <listitem>
          <para><guilabel>Account Color</guilabel> &mdash; This option
          lets you manage the display of the account color set in the 
          <guilabel>Edit Account</guilabel> window:</para>
            <itemizedlist>
              <listitem>
                <para><guilabel>Show the Account Colors as background</guilabel> &mdash; show the
                accounts color as account name background in the Accounts Page.</para>
              </listitem>

              <listitem>
                <para><guilabel>Show the Account Colors on tabs</guilabel> &mdash; show the accounts 
                color as background in the account register tabs.</para>
              </listitem>
            </itemizedlist>
        </listitem>
    </itemizedlist>
    </sect2>

    <sect2 id="prefs-biz">
      <title>Business</title>

      <figure id="prefs-biz-fig">
        <title>The <guilabel>Preferences &mdash; Business</guilabel> tab</title>
        <screenshot id="Prefer_Business">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_Business.png" format="PNG"
                         srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_Business.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Business tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
        <para><guilabel>General</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Enable extra buttons</guilabel> &mdash; If checked,
              extra toolbar buttons for common business functions are shown.</para>
            </listitem>

            <listitem>
              <para><guilabel>Open in new window</guilabel> &mdash; If checked, each
              invoice will be opened in its own top level window. If clear, the
              invoice will be opened in the current window.</para>
            </listitem>

            <listitem>
              <para><guilabel>Accumulate splits on post</guilabel> &mdash; Whether
              multiple entries in an invoice which transfer to the same account
              should be accumulated into a single split by default.</para>
            </listitem>
          </itemizedlist>
        </listitem>  
        
        <listitem>
        <para><guilabel>Invoices</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Report for printing:</guilabel> &mdash; Allows to select
              the invoice report to be used for printing.</para>
            </listitem>

            <listitem>
              <para><guilabel>Tax Included</guilabel> &mdash; Whether tax are
              included by default in entries on invoices. This setting is
              inherited by new customers and vendors.</para>
            </listitem>

            <listitem>
              <para><guilabel>Auto pay on posting</guilabel> &mdash; If enabled, at post 
              time automatically attempt to pay customer documents with outstanding 
              pre-payments and counter documents.</para>
              <note>
                <para>Counter documents are documents with 
                opposite sign. For example for an invoice, customer credit notes and negative
                invoices are considered counter documents.</para>

                <para>The pre-payments and documents obviously
                have to be against the same customer.</para>
              </note>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Bills</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Notify when due</guilabel> &mdash; Lets you set whether
              you want to be notified at <application>&app;</application> startup 
              of when a bill is soon to be due.</para>
            </listitem>

            <listitem>
              <para><guilabel>Days in advance</guilabel> &mdash; How many days before 
              the due date to warn about bills coming due.</para>
            </listitem>

            <listitem>
              <para><guilabel>Tax Included</guilabel> &mdash; Whether tax are
              included by default in entries on bills. This setting is inherited
              by new customers and vendors.</para>
            </listitem>

            <listitem>
              <para><guilabel>Auto pay on posting</guilabel> &mdash; If enabled, at post 
              time automatically attempt to pay vendor documents with outstanding 
              pre-payments and counter documents.</para>
              <note>
                <para>Counter documents are documents with 
                opposite sign. For example for a bill, vendor credit notes and negative
                bills are considered counter documents.</para>

                <para>The pre-payments and documents obviously
                have to be against the same vendor.</para>
              </note>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    
    </sect2>

    <sect2 id="prefs-date-time">
      <title>Date/Time</title>

      <figure id="prefs-date-time-fig">
        <title>The <guilabel>Preferences &mdash; Date/Time</guilabel> tab</title>
        <screenshot id="Prefer_DateTime">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_DateTime.png" format="PNG"
                         srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_DateTime.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Date/Time tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
          <para><guilabel>Time Format</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Use 24-hour clock</guilabel> &mdash; Lets you specify if you
              want to use 24 or 12 hours time format. That is if 11 o&rsquo;clock at 
              night should be represented as 11PM or 23:00.</para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Date Format</guilabel> &mdash; This option controls the
          appearance of the date (you could see a preview of the date beside any of the choices).
          The available choices are:</para>
            <itemizedlist>
             <listitem>
              <para><guilabel>US</guilabel> &mdash; Use the date format common in the United States.</para>
             </listitem>

             <listitem>
              <para><guilabel>UK</guilabel> &mdash; Use the date format common in the United Kingdom.</para>
             </listitem>

             <listitem>
              <para><guilabel>Europe</guilabel> &mdash; Use the date format common in continental Europe.</para>
             </listitem>

             <listitem>
              <para><guilabel>ISO</guilabel> &mdash; Use the date format specified by the ISO-8601 standard.</para>
             </listitem>

             <listitem>
              <para><guilabel>Locale</guilabel> &mdash; Use the date format specified by the system locale.</para>
             </listitem>
            </itemizedlist>
        </listitem>

        <listitem>
          <para><guilabel>Date completion</guilabel> &mdash; This option
          lets you manage the case when a date is entered without a year: 
            <itemizedlist>
              <listitem>
                <para><guilabel>In the current calendar year</guilabel> (Default) &mdash; Dates will be completed so that 
                they are within the current calendar year.</para>
              </listitem>

              <listitem>
                <para><guilabel>In a sliding 12-month window starting a configurable number of months before 
                the current month</guilabel> &mdash; Dates will be completed so that they are close to the current 
                date. You can enter the maximum number of months to go backwards in time when completing dates.</para>
              </listitem>
            </itemizedlist>
          </para>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-general">
      <title>General</title>

      <figure id="prefs-general-fig">
        <title>The <guilabel>Preferences &mdash; General</guilabel> tab</title>
        <screenshot id="Prefer_General">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_General.png" format="PNG"
                         srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_General.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The General tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
        <para><guilabel>General</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Display "Tip of the Day" dialog</guilabel> &mdash; This option displays or hides the 
              <guilabel>Tip of the Day</guilabel> screen when <application>&app;</application> is started.</para>
            </listitem>

            <listitem>
              <para><guilabel>Show splash screen</guilabel> &mdash; With this option you
              can enable or disable the visualization of the startup screen while
              <application>&app;</application> is starting up.</para>
            </listitem>

            <listitem>
              <para><guilabel>Perform account list setup on new file</guilabel> &mdash;
              This option turns off the display of the <guilabel>New Account
              Hierarchy Setup</guilabel> assistant when the entry <menuchoice><guimenu>File</guimenu>
              <guimenuitem>New File</guimenuitem></menuchoice> is selected from the 
              <application>&app;</application> menu.</para>
            </listitem>

            <listitem>
              <para><guilabel>Set book option on new files to use split "action"
              field for "Num" field on registers/reports</guilabel> &mdash;
              If selected, the displayed setting on the <guilabel>New Book
              Options</guilabel> dialog for the <guilabel>Use Split Action Field
              for Number</guilabel> setting will be selected and, if saved, the
              book option for the new file will be set so that
              the "Num" field on registers shows/updates the split-action field
              and the transaction-num field is shown on the second line in
              double line mode (and is not visible in single line mode).
              Otherwise, the displayed setting on the dialog will not be
              selected and, if saved, the book option for the new file will be
              set so that the "Num" field on registers shows/updates the
              transaction-num field. See the discussion in <xref
              linkend="book-options"/> about how to set book options including
              the option for <xref linkend="num-action-book-option"/>.
              Regardless of the setting of this preference, the
              user can modify the initially displayed setting for this option on
              the <guilabel>New Book Options</guilabel> dialog before saving the
              options.</para>
            </listitem>
          </itemizedlist>
            <note>
              <para>If the <guilabel>New Book Options</guilabel> dialog appears
              in situations where a new book is being set up, the settings from
              this preference will determine the default setting for the
              corresponding check box on the dialog. However, the
              <guibutton>OK</guibutton> button on the <guilabel>New Book
              Options</guilabel> dialog must be pressed for the setting to be
              made for the new book; otherwise it will default to <emphasis>not
              selected</emphasis>.</para>
            </note>

        </listitem>
        <listitem>
          <para><guilabel>Numbers</guilabel></para>
            <itemizedlist>
              <listitem>
                <para><guilabel>Display negative amounts in red</guilabel> &mdash; If you
                turn off this option, <application>&app;</application> will display negative numbers in
                black.</para>
              </listitem>

              <listitem>
                <para><guilabel>Automatic Decimal Point</guilabel> &mdash; This option
                will automatically insert a decimal point into numbers you type
                in.</para>
              </listitem>

              <listitem>
                <para><guilabel>Decimal Places</guilabel> &mdash; This field allows you
                to set the number of decimal places to be used.</para>
              </listitem>
            </itemizedlist>
        </listitem> 

        <listitem>
        <para><guilabel>Files</guilabel></para>
            <note>
              <para>The following options are only relevant for files saved in <acronym>XML</acronym> format.</para>
            </note>
          <itemizedlist>
            <listitem>
              <para><guilabel>Compress files</guilabel> &mdash; This option determines
              whether the <application>&app;</application> data file will be compressed or not.</para>
            </listitem>

            <listitem>
              <para><guilabel>Show auto-save confirmation question</guilabel> &mdash;
              If this option is enabled, <application>&app;</application> will show you a confirmation screen
              each time the auto-save process is started.</para>
            </listitem>

            <listitem>
              <para><guilabel>Auto-save time interval</guilabel> &mdash;
              This field sets the number of minutes between each automatic saving of the file.
              Set to 0 to disable the auto-save feature.</para>
            </listitem>

            <listitem>
              <para><guilabel>Enable timout on "Save changes on closing" question</guilabel> &mdash;
              If enabled, the <guilabel>Save changes on closing</guilabel> question will only wait a 
              limited number of seconds for an answer. If the user didn&rsquo;t answer within that time,
              the changes will be saved automatically and the question window closed.
              You can sete the number of seconds in the <guilabel>Time to wait for answer</guilabel> field.</para>    
            </listitem>

            <listitem>
              <para><guilabel>Retain log files</guilabel> &mdash; In this section you could set
              your preferences about the log files using the provided radio buttons.</para> 
              <itemizedlist>
                <listitem>
                  <para><guilabel>Never</guilabel> &mdash; Disable the creation of log files.</para>
                </listitem>

                <listitem>
                  <para><guilabel>For:</guilabel> &mdash; Enter a specific number of days for which keep the files.</para>
                </listitem>

                <listitem>
                  <para><guilabel>Forever</guilabel> &mdash; Disable the auto deletion of log files; retains the log files forever.</para>
                </listitem>
              </itemizedlist>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
        <para><guilabel>Search Dialog</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>New search limit:</guilabel> &mdash; Defaults to "new
              search" if fewer than this number of items is returned.</para>
            </listitem>
          </itemizedlist>
        </listitem> 
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-online">
      <title>Online Banking</title>

      <figure id="prefs-online-fig">
        <title>The <guilabel>Preferences &mdash; Online Banking</guilabel> tab</title>
        <screenshot id="Prefer_OnlineBanking">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_OnlineBanking.png"
                         format="PNG" srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_OnlineBanking.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Online Banking tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
        <para><guilabel>QIF Import</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Show documentation</guilabel> &mdash; The first time you
              use the QIF importer you may
              notice that the importer has detailed instructions on how to import
              a file. Once you have become familiar with using the importer, you
              might want to turn off this option. Turning off the option gives you
              less detail in the importer screens.</para>
            </listitem>

            <listitem>
              <para><guilabel>Default transaction status (overridden by the status given by the QIF file)</guilabel> &mdash;
              In this section you could set the default status for imported transactions using the provided 
              self-explainingradio buttons:</para> 
              <itemizedlist>
                <listitem>
                  <para><guilabel>Not cleared</guilabel> (Default)</para>
                </listitem>

                <listitem>
                  <para><guilabel>Cleared</guilabel></para>
                </listitem>

                <listitem>
                  <para><guilabel>Reconciled</guilabel></para>
                </listitem>
              </itemizedlist>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
        <para><guilabel>Generic Importer</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Enable skip transaction action</guilabel> &mdash; Enable the SKIP
              action in the transaction matcher. If enabled, a transaction whose best match&rsquo;s score
              is in the yellow zone (above the Auto-ADD threshold but below the Auto-CLEAR threshold)
              will be skipped by default.</para>
            </listitem>

            <listitem>
              <para><guilabel>Enable update match action</guilabel> &mdash; Enable the UPDATE AND RECONCILE
              action in the transaction matcher. If enabled, a transaction whose best match&rsquo;s score is 
              above the Auto-CLEAR threshold and has a different date or amount than the matching existing 
              transaction will cause the existing transaction to be updated and cleared by default.</para>
            </listitem>

            <listitem>
              <para><guilabel>Use Bayesian matching</guilabel> &mdash; Use Bayesian
               algorithms to match new transactions with existing accounts.</para>
            </listitem>

            <listitem>
              <para><guilabel>Match display threshold</guilabel> &mdash; The minimal
              score a potential match must have to be displayed in the match
              list.</para>
            </listitem>

            <listitem>
              <para><guilabel>Auto-add threshold</guilabel> &mdash; A transaction whose
              best match&rsquo;s score is in the red zone (above display threshold, but
              below or equal to Auto-add threshold) will be added by
              default.</para>
            </listitem>

            <listitem>
              <para><guilabel>Auto-clear threshold</guilabel> &mdash; A transaction
              whose best match&rsquo;s score is in the green zone (above or equal to
              Auto-clear threshold) will be cleared by default.</para>
            </listitem>

            <listitem>
              <para><guilabel>Commercial ATM fees threshold</guilabel> &mdash;
              In some places commercial ATMs (not
              belonging to a financial institution) are installed in places like convenience
              store.  These ATM add its fee directly to the amount instead of showing up as a
              separate transaction or in your monthly banking fees.  For example, you withdraw
              $100, and you are charged $101.50 plus Interac fees.  If you manually entered
              that $100, the amounts won&rsquo;t match.  You should set this to whatever is the
              maximum such fee in your area (in units of your local currency), so the
              transaction will be recognized as a match by 
              <application>&app;</application>.</para>
            </listitem>

            <listitem>
              <para><guilabel>Automatically create new commodities</guilabel> &mdash; Enables the 
              automatic creation of new commodities if any unknown commodity is encountered during 
              import. If not enabled, the user will be asked what to do with each unknown commodity.</para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
        <para><guilabel>Online Banking</guilabel></para>
        <note>
          <para>This section is shown only if <application>&app;</application> is compiled with
          Aqbanking and <acronym>HBCI</acronym> support.</para>
        </note>
          <itemizedlist>
            <listitem>
              <para><guilabel>Close log window when finished</guilabel> &mdash; Close the log window 
              when the operation is completed.</para>
            </listitem>

            <listitem>
              <para><guilabel>Remember PIN</guilabel> &mdash; Enable this option if you
              want <application>&app;</application> to remember the PIN you
              enter for online banking authentication.</para>
            </listitem>

            <listitem>
              <para><guilabel>Verbose debug messages</guilabel> &mdash; Enable this option if you
              want <application>&app;</application> to show more information about the online
              banking operations.</para>
            </listitem>
          </itemizedlist>
        </listitem>            
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-printing">
      <title>Printing</title>

      <figure id="prefs-printing-fig">
        <title>The <guilabel>Preferences &mdash; Printing</guilabel> tab</title>
        <screenshot id="Prefer_Printing">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_Printing.png"
                         format="PNG" srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_Printing.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Printing tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Printing</guilabel> tab allows you to set
        some options that affect the printing on paper of
        checks.</para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Print date format</guilabel> &mdash; Enable this option
          if you want to print on the check, below the actual date, its format in 8 point type.
          </para>
        </listitem>

        <listitem>
          <para><guilabel>Print blocking chars</guilabel> &mdash; Enable this option to print
          a series of three asterisks before and after each text field in the check.</para>
        </listitem>

        <listitem>
          <para><guilabel>Default font:</guilabel> &mdash; Click the button on the left to open
          a <guilabel>Pick a Font</guilabel> screen in which you can customize the font
          that will be used to print checks.</para>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-reg">
      <title>Register</title>

      <figure id="prefs-reg-fig">
        <title>The <guilabel>Preferences &mdash; Register</guilabel> tab</title>
        <screenshot id="Prefer_Register">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_Register.png"
                         format="PNG" srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_Register.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Register tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
        <para><guilabel>Actions</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>'Enter' moves to blank transaction</guilabel> &mdash; If
              selected, move the cursor to the blank transaction at the end of the register
              after the user presses the <keycap function="enter">Enter</keycap> key. Otherwise the cursor will be moved
              down one row.</para>
            </listitem>

            <listitem>
              <para><guilabel>Auto-raise lists</guilabel> &mdash; If selected, all lists
              will automatically be expanded when input focus is in the list
              field.</para>
            </listitem>

            <listitem>
              <para><guilabel>Tab order includes Transfer on Memorised Transaction</guilabel> &mdash; 
              If selected, when the transaction is auto filled, pressing the 
              <keycap>Tab</keycap> key in the register the cursor&rsquo;s jump 
              will include the <guilabel>Transfer</guilabel> field.</para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
        <para><guilabel>Reconciling</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Check cleared transactions</guilabel> &mdash; If selected,
              automatically check off cleared transactions when
              reconciling.</para>
            </listitem>

            <listitem>
              <para><guilabel>Automatic interest transfer</guilabel> &mdash; If
              selected, prior to reconciling an account which charges or pays
              interest, prompt the user to enter a transaction for the interest
              charge or payment. Currently only enabled for Bank, Credit, Mutual,
              Asset, Receivable, Payable, and Liability accounts.</para>
            </listitem>

            <listitem>
              <para><guilabel>Automatic credit card payment</guilabel> &mdash; If
              selected, after reconciling a credit card statement, prompt the user
              to enter a credit card payment.</para>
            </listitem>
            
            <listitem>
              <para><guilabel>Always reconcile to today</guilabel> &mdash; If
              selected, always open the reconcile screen with today&rsquo;s date for
              statement date, regardless of previous reconciliation.</para>
             </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
        <para><guilabel>Graphics</guilabel></para>
          <itemizedlist>
          
            <listitem>
              <para><guilabel>Use system theme colors</guilabel> &mdash; If selected, 
              the system color theme will be applied to register windows. Otherwise
              the original <application>&app;</application> register color will be used.</para>
            </listitem>
            
            <listitem>
              <para><guilabel>Double mode colors alternate with
              transactions</guilabel> &mdash; If selected, configures the register
              window to alternate between the primary and secondary colors with
              each transaction, instead of each row.</para>
            </listitem>

            <listitem>
              <para><guilabel>Draw horizontal lines between rows</guilabel> &mdash; If
              selected, <application>&app;</application> will draw a horizontal line between each
              row.</para>
            </listitem>

            <listitem>
              <para><guilabel>Draw vertical lines between columns</guilabel> &mdash; If
              selected, <application>&app;</application> will draw a vertical line between the cells in
              each row.</para>
             </listitem>

          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-reg-def">
      <title>Register Defaults</title>

      <figure id="prefs-reg-def-fig">
        <title>The <guilabel>Preferences &mdash; Register Defaults</guilabel> tab</title>
        <screenshot id="Prefer_RegisterDefaults">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_RegisterDefaults.png"
                         format="PNG" srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_RegisterDefaults.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Register Defaults tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Register Defaults</guilabel> tab
        preferences affect the behavior of the transaction register
        windows.</para>

      <itemizedlist>
        <listitem>
        <para><guilabel>Default Style</guilabel></para>
          <para>Here you can choose from 3
          different styles for register windows:
            <itemizedlist>
             <listitem>
              <para><guilabel>Basic ledger</guilabel> &mdash; Show all transactions on one line. (Two in double line
               mode.)</para>
             </listitem>

             <listitem>
              <para><guilabel>Auto-split ledger</guilabel> &mdash; Automatically expand the current transaction to show
               all splits.  All other transactions are shown on one line. (Two in double line
               mode.)</para>
             </listitem>

             <listitem>
              <para><guilabel>Transaction journal</guilabel> &mdash; All transactions are expanded to show all splits.
              </para>
             </listitem>
            </itemizedlist>
            </para>
        </listitem>

        <listitem>
        <para><guilabel>Other Defaults</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Register opens in a new window</guilabel> &mdash; If
              selected, register will be in a separate window instead of in a
              tab.</para>
            </listitem>

            <listitem>
              <para><guilabel>Double line mode</guilabel> &mdash; If selected, show two
              lines of information for each transaction instead of one.</para>
            </listitem>

            <listitem>
              <para><guilabel>Only display leaf account names</guilabel> &mdash; If selected, only the name of the leaf
              accounts will be displayed in the <guilabel>Account</guilabel> selection popup.
              The default behavoir is to display the full account name including the path in the account tree.</para>
              <warning>
                <para>
                Enabling this option implies that you use unique leaf account names.
                </para>
              </warning>
            </listitem>
            
            <listitem>
              <para><guilabel>Number of transactions</guilabel> &mdash; How many
              transactions to show in a register. Set to 0 to show all transactions.</para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-reports">
      <title>Reports</title>

      <figure id="prefs-reports-fig">
        <title>The <guilabel>Preferences &mdash; Reports</guilabel> tab</title>
        <screenshot id="Prefer_Reports">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_Reports.png"
                         format="PNG" srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_Reports.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Reports tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Reports</guilabel> tab preferences affect
        the behavior of <application>&app;</application>
        reports.</para>

      <itemizedlist>
        <listitem>
          <para><guilabel>Default Report Currency</guilabel> &mdash; This item
          determines which currency will be used by default when creating
          reports. You can choose:</para>
           <itemizedlist>
            <listitem>
             <para><guilabel>Locale</guilabel> &mdash; Use the system locale currency for all 
             newly created reports.</para>
            </listitem>

            <listitem>
             <para><guilabel>Choose</guilabel> &mdash; Use the specified currency for all 
             newly created reports.</para>
            </listitem>
           </itemizedlist>          
        </listitem>

        <listitem>
          <para><guilabel>Location</guilabel></para>
            <itemizedlist>
             <listitem>
               <para><guilabel>Report opens in a new window</guilabel> &mdash; if you select this option, the
               reports will open up in a new window, instead of in a tab.</para>
             </listitem>
           </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-sched">
      <title>Scheduled Transactions</title>

      <figure id="prefs-sched-fig">
        <title>The <guilabel>Preferences &mdash; Scheduled Transactions</guilabel> tab</title>
        <screenshot id="Prefer_ScheduledTransactions">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_Sched.png"
                         format="PNG" srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_Sched.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Scheduled Transactions tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <para>The <guilabel>Scheduled Transactions</guilabel> tab
        preferences affect the behavior of
        <application>&app;</application> for scheduling transactions.
        More information about scheduled transactions can be found in
        <xref linkend="trans-sched"/>.</para>

      <itemizedlist>
        <listitem>
        <para><guilabel>Since Last Run Dialog</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Run when data file opened</guilabel> &mdash; If selected,
              the <guilabel>Since Last Run</guilabel> screen will appear on <application>&app;</application> start-up (or
              rather when <application>&app;</application> opens the file).
              </para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
        <para><guilabel>Transaction Editor Defaults</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Auto-Create new transactions</guilabel> &mdash; If
              selected, new scheduled transactions will automatically be entered
              into the register. If the auto-create option is enabled, you could also check
              <guilabel>Notify before transactions are created</guilabel> so that you will be
              able to confirm creating the transactions.</para>
            </listitem>

            <listitem>
              <para><guilabel>Create in advance</guilabel> &mdash; The default
              number of days in advance to create the registered scheduled
              transactions.</para>
            </listitem>

            <listitem>
              <para><guilabel>Remind in advance</guilabel> &mdash; The default
              number of days in advance to remind on new scheduled
              transactions.</para>
            </listitem>
          </itemizedlist>
        </listitem>
      </itemizedlist>
    </sect2>

    <sect2 id="prefs-window">
      <title>Windows</title>

      <figure id="prefs-windows-fig">
        <title>The <guilabel>Preferences &mdash; Windows</guilabel> tab</title>
        <screenshot id="Prefer_Windows">
          <mediaobject>
            <imageobject role="html">
              <imagedata fileref="figures/Help_Pref_Windows.png"
                         format="PNG" srccredit="Cristian Marchi" width="510px"></imagedata>
            </imageobject>
            <imageobject role="fo">
              <imagedata fileref="figures/Help_Pref_Windows.png" format="PNG"
                         srccredit="Cristian Marchi"></imagedata>
            </imageobject>

            <textobject>
              <phrase>The Windows tab</phrase>
            </textobject>
          </mediaobject>
        </screenshot>
      </figure>

      <itemizedlist>
        <listitem>
        <para><guilabel>Window Geometry</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Save window size and position</guilabel> &mdash; If
              selected, next time <application>&app;</application> starts will re-use the windows size
              and position configured in the last run.</para>
            </listitem>
          </itemizedlist>
        </listitem>

        <listitem>
        <para><guilabel>Tabs</guilabel></para>
          <itemizedlist>
            <listitem>
              <para><guilabel>Show close button on notebook tabs</guilabel> &mdash; Adds
              a small close icon on each tab, to make it easier to close the
              various tabs.</para>
            </listitem>
            
            <listitem>
              <para><guilabel>Bring the most recent tab to the front</guilabel> &mdash; If
              selected, the newly created tab will be shown over the other tabs.</para>
            </listitem>
            
            <listitem>
              <para><guilabel>Width:</guilabel> &mdash; The width of tab label 
              expressed in characters.
              <note>
                <para>If the text in the tab is longer than this value 
                (the test is approximate) then the tab label will have the middle cut 
                and replaced with an ellipsis.
                </para>
              </note>
              </para>
            </listitem>
          </itemizedlist>
        </listitem>
        
        <listitem>
          <para><guilabel>Tab Position</guilabel></para>
          <para>Position the tabs at the
          <guilabel>Top</guilabel> (default), <guilabel>Bottom</guilabel>,
          <guilabel>Left</guilabel> or <guilabel>Right</guilabel>.</para>
        </listitem>
        
        <listitem>
          <para><guilabel>Summary Bar Position</guilabel></para>
          <para>Position the Summary Bar at the
          <guilabel>Top</guilabel> or at the <guilabel>Bottom</guilabel> (default) of
          the <application>&app;</application> main window.</para>
        </listitem>
      </itemizedlist>
    </sect2>
  </sect1>

    <sect1 id="book-options">
      <title>Book Options</title>

      <para>The <menuchoice><guimenu>File</guimenu>
       <guimenuitem>Properties</guimenuitem></menuchoice>
       menu item is used to set or modify choices that affect how a specific
       <application>&app;</application> file (also referred to as a Book)
       operates. Selecting this menu item brings up the <guilabel>Book Options
       </guilabel> dialog. This dialog also appears in situations where you are
       importing transactions into a new book, with the title <guilabel>New Book
       Options</guilabel>. It is automatically raised in these 'new book'
       situations because these settings can affect how imported data
       are converted to <application>&app;</application> transactions and so
       should be considered and set before your first import (specifically, the
       <xref linkend="num-action-book-option"/> setting).
      </para>

      <para>The settings in this dialog are kept with, and are part of, the file
       (or Book). This is in contrast to the settings described in
       <xref linkend="set-prefs"/>, which are set per user and not stored with
       the file. So <guilabel>Book Options</guilabel> settings are shared
       by all users who use a given file and any changes made by one
       user will affect all users of that file.
      </para>

      <tip>
        <para>Pausing the cursor for a couple of seconds over options in these
         tabs will display a tooltip with a more detailed description of the
         choice.
        </para>
      </tip>

      <para>The <guilabel>Book Options</guilabel> dialog has five buttons that
        are common to all tabs. The <guibutton>Reset defaults</guibutton> button
        takes all items on the visible tab and sets their value to the default
        setting; it only affects the visible tab. The <guibutton>Help</guibutton>
        button opens up a help window to this section. The <guibutton>Cancel</guibutton>
        button closes the dialog, making no changes to the saved settings for
        <guilabel>Book Options</guilabel>. The <guibutton>Apply</guibutton>
        button is initially insensitive but becomes sensitive when any setting
        is set or changed. Selecting it saves the setting(s) for the book but
        keeps the <guilabel>Book Options</guilabel> dialog open. Typically, the
        changes are reflected in the affected areas of <application>&app;</application>
        as soon as the button is pressed, so it can be used to 'see' the effect
        of a given option without having to re-open the dialog. The
        <guibutton>Apply</guibutton> button is not sensitive on the dialog if 
        it appears during transaction import (that is, 'new book') situations.
        The <guibutton>OK</guibutton> button behaves like the
        <guibutton>Apply</guibutton> button except that it immediately
        <emphasis>closes</emphasis> the dialog, as well.
      </para>

      <sect2 id="accounts-book-options">
        <title>Accounts Book Options Tab</title>

        <para>The <guilabel>Accounts</guilabel> tab of this dialog allows
          the selection of options that affect how accounting registers function.
        </para>
 
        <sect3 id="trading-accounts-book-option">
          <title>Use Trading Accounts</title>

          <para>Check the <guilabel>Use Trading Accounts</guilabel> checkbox to
            have trading accounts used for transactions involving more than one
            currency or commodity.
          </para>
        </sect3>

        <sect3 id="read-only-days-option">
          <title>Day Threshold for Read-Only Transactions</title>

          <para>Use the <guilabel>Day Threshold for Read-Only
            Transactions</guilabel> spin-box to choose the number of days before
            today, prior to which, transactions will be read-only and cannot be
            edited anymore in the registers. This threshold is marked by a red
            line in the account register windows. If zero, all transactions can
            be edited and none are read-only. This feature is intended to be
            used to guard against accidental changes to non-current transactions.
          </para>
        </sect3>

        <sect3 id="num-action-book-option">
          <title>Use Split Action Field for Number</title>

          <note>
            <para>This option is only available in <application>&app;
             </application> version 2.5 or later.</para>
          </note>  
          <para>Check the <guilabel>Use Split Action Field for Number</guilabel>
            checkbox to have the split action field of the anchor split used for
            the 'Num' column in registers, reports and import/export functions,
            where applicable, in place of the transaction number; the
            transaction number is then shown as 'T-Num' on reports and on the
            second line of registers. This choice has a corresponding effect on
            business features.
          </para>
          <para>The difference between the two is that with the checkbox not
            selected, the same 'Num' is displayed for a given transaction
            regardless of what register it is viewed in and with the checkbox
            selected, a different 'Num' can be entered/displayed for a given
            transaction in each register it is viewed in. In both cases, the
            'next number logic' of the 'Num' cell is based on the account of the
            register the transaction is entered to or viewed from but in one
            case it fills the transaction number, in the other, it fills the
            split action field of the anchor split. In both cases, both fields
            are visible and can be viewed and used as free-form text in
            double-line mode for any value the user wants.
          </para>
          <warning>
            <para>Initial setup of <application>&app;</application>: It is
             expected that, after careful consideration of the consequences,
             this option will be set when a new <application>&app;</application>
             file is created and not changed thereafter (see next warning). For
             this reason, a preference is provided (see <link
             linkend="prefs-general">Setting Preferences - General </link>) that
             can establish an initial default setting for new files, so that if
             you will have more than one file, it is easier to set them all up
             consistently. You may wish to set up a test file and experiment
             with the two settings to understand the differences before
             establishing your first real <application>&app;</application> file.
            </para>
          </warning>
          <tip>
            <para>Moving from Quicken: For users that are switching from other
             personal accounting applications, such as Quicken, selecting this
             option may be more consistent with the numbering approach used
             there and can preserve the numbering of historical data brought
             over; this option should be set before performing the initial
             import.
            </para>
          </tip>
          <warning>
            <para>Changing this option for an existing <application>&app;
             </application> file: If you change this option for an existing
             file, historical data will not be changed. This means that if you
             set the option one way, enter (or import) transactions, then change
             the option and enter (or import) additional transactions and switch
             back-and-forth, you will end up with a file that will appear to
             have inconsistent treatment of numbers in registers, reports and
             exports. This is because the setting of this option at the time of
             data entry/import determines where the number data is stored and
             the setting at the time of data display/reporting/exporting
             determines which field is displayed as number.
            </para>
            <para>There is no reason to avoid changing this option for an
             existing <application>&app;</application> file if you understand
             the implications. If you elect to make this change, it should
             probably be done between accounting periods with the understanding
             that number data prior to the date the option is changed will be
             displayed/reported/exported differently from that after the date.
            </para>
          </warning>
          <warning>
            <para>If you change this option, and press <guibutton>Apply
             </guibutton> or <guibutton>OK</guibutton>, open registers and
             labels on query and sorting dialogs will be refreshed to reflect
             the new option immediately. But open reports need to be
             individually reloaded by the user to have the change reflected on
             the report.
            </para>
          </warning>
          <warning>
            <para>This option is only available in <application>&app;
             </application> version 2.5 or later. If a <application>&app;
             </application> file from an earlier version is opened in version
             2.5 or later, and this feature is not used, this feature will not
             prevent the file from being opened in the earlier version of
             <application>&app;</application>. However, if the option is set,
             the file will not be able to be opened by the earlier version, even
             if the option is set back to its original setting. A warning dialog
             will be displayed from the earlier version. Do not set this option
             if you want to open the file with an earlier version.
            </para>
          </warning>
        </sect3>

     </sect2>

      <sect2 id="budgeting-book-options">
        <title>Budgeting Book Options Tab</title>

        <para>The <guilabel>Budgeting</guilabel> tab allows you to specify the
         budget to be used for reports when none has otherwise been specified.</para>
      </sect2>

      <sect2 id="business-book-options">
        <title>Business Book Options Tab</title>

        <para>The <guilabel>Business</guilabel> tab allows you to enter values
        that are in turn used by the business features of <application>&app;</application>:</para>
      
      <variablelist>
        <varlistentry>
          <term>Company Name</term>
          <listitem><para>The name of the company.</para></listitem>
        </varlistentry>

        <varlistentry>
          <term>Company Contact Person</term>
          <listitem><para>The name of the contact person to print on invoices.</para></listitem>
        </varlistentry>

        <varlistentry>
          <term>Company Phone, Fax, Email Address</term>
          <listitem><para>The references of your business.</para></listitem>
        </varlistentry>

        <varlistentry>
          <term>Company Website URL</term>
          <listitem><para>The internet address of the company&rsquo;s website.</para></listitem>
        </varlistentry>

        <varlistentry>
          <term>Company ID</term>
          <listitem><para>The tax ID of your company.</para></listitem>
        </varlistentry>

        <varlistentry>
          <term>Default Customer TaxTable</term>
          <listitem><para>The default taxtable applicable to your most common customers.</para></listitem>
        </varlistentry>

        <varlistentry>
          <term>Default Vendor TaxTable</term>
          <listitem><para>The default taxtable applicable to your most common vendors.</para></listitem>
        </varlistentry>

        <varlistentry>
          <term>Fancy Date Format</term>
          <listitem><para>The default date format used for fancy printed dates 
          (e.g. on invoices).</para></listitem>
        </varlistentry>

        <varlistentry>
          <term><guibutton>Reset Defaults</guibutton></term>
          <listitem><para>Press the button to reset all values to their defaults.</para></listitem>
        </varlistentry>
      </variablelist>

	<note>
	  <para>None of the above values is required to use <application>&app;</application>
          but, if given, will be used throughout the program. (f.e. in reports, invoices etc...)</para>
        </note>
      </sect2>

      <sect2 id="counters-book-options">
        <title>Counters Book Options Tab</title>

        <para>The <guilabel>Counters</guilabel> tab allows you to set the
         'previous' value for each number indicated: Bill, Customer, Employee,
         etc. These counters are used by the <xref linkend="chapter_busnss" /> of
         <application>&app;</application>.</para>

        <para>The number entered here will be incremented when the various
         business features calculate a value for a corresponding field on a
         dialog. For example, if you leave the Customer Number field blank on
         the New Customer dialog, the customer will be assigned the number in
         the counter field plus 1. The numbers displayed in the tab are
         incremented as these business features are used. (But note that if you
         have the <guilabel>Book Options</guilabel> dialog open, you need to
         close it and re-open it to see the changes; the displayed field values
         are not automatically refreshed.)</para>

        <para>The corresponding format fields are
         used to specify printf-style format strings that are used to format the
         printing of the number. For example, to put the literal "C - " in front
         of the customer number, you would put "C - %li" (without the quotes;
         "li" on Unix, "I64i" on Windows) in the customer format string field.
         If the value in the customer number field was 5, the next cutomer added
         would be assigned the number "C - 6". As another example, if you wanted
         the number to be printed with leading zeros and 5 characters wide, you
         would enter "C - %05li" and the next customer number would be assigned
         the number "C - 00006".</para>
      </sect2>

    </sect1>
  
    <sect1 id="change-style">
      <title>Changing Style Sheets</title>

      <para><application>&app;</application> has four default style sheets for web-page reports. These style sheets can
       be altered by using the <acronym>HTML</acronym> Style Sheets editor. To access the editor go to <menuchoice><guimenu>Edit</guimenu>
       <guimenuitem>Style Sheets...</guimenuitem></menuchoice></para>

      <para>Using the Style Sheet Editor you may display/modify the setting of a Style
       Sheet.</para>

      <note><para>Changing the Style Sheet will change the appearance of all reports
       that have selected that Style Sheet. A <guibutton>Reload</guibutton> is required to view the changes, if
       the report(s) are currently displayed.</para></note>

      <para>To add a new Style Sheet click the <guibutton>New...</guibutton> button in the Style Sheet pane.
       The <guilabel>New Style Sheet</guilabel> dialog will appear. Fill in the <guilabel>name</guilabel> field with 
       the name of the new Style Sheet and choose a template. To remove a Style Sheet select the Style Sheet from
       the list and click <guibutton>Delete</guibutton>.</para>

      <sect2 id="style-default">
        <title>Default Style Sheet</title>

        <para>The Default Style Sheet has four tabs to alter the appearance of 
         reports utilizing it, Colors, Fonts, General and Tables. </para>

        <sect3 id="style-def-color">
          <title>Colors Tab</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the 
               color picker to choose a color that will be applied to alternate
               table rows.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-def-fonts">
          <title>Fonts Tab</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Title:</guilabel> Select the font and size for 
               Titles.</para>
            </listitem>

            <listitem>
              <para><guilabel>Account Link:</guilabel> Select the font and size 
               for Account Links.</para>
            </listitem>

            <listitem>
              <para><guilabel>Number Cell:</guilabel> Select the font and size 
               for Number Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Negative Values in Red:</guilabel> Select to have
               negative values displayed in red.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Cell:</guilabel> Select the font and size 
               for Text Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Total Number Cell:</guilabel> Select the font and 
               size for Total Number Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Total Label Cell:</guilabel> Select the font and
               size for Total Label Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Centered Label Cell:</guilabel> Select the font and
               size for Centered Label Cells.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-def-general">
          <title>General Tab</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Background Color:</guilabel> Opens the color picker 
               to choose a new background color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Background Pixmap:</guilabel> Use the <guibutton>Browse</guibutton> button 
               to select a picture to use as the background in reports.</para>
            </listitem>

            <listitem>
              <para><guilabel>Enable Links:</guilabel> Select this to enable 
               blue hyperlinks in reports.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-def-tables">
          <title>Tables Tab</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Table cell spacing:</guilabel> Sets the space between table
               cells</para>
            </listitem>

            <listitem>
              <para><guilabel>Table cell padding:</guilabel> Sets the space 
               between table cell edges and contents</para>
            </listitem>

            <listitem>
              <para><guilabel>Table border width:</guilabel> Sets the width of 
               the borders on tables.</para>
            </listitem>
          </itemizedlist>

        </sect3>
      </sect2>

      <sect2 id="style-easy">
        <title>Easy Style Sheet</title>

        <para>The Easy Style Sheet has five tabs to alter the appearance of 
         reports: Colors, Fonts, General, Images and Tables.</para>

        <sect3 id="style-easy-colors">
          <title>Colors</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Background Color:</guilabel> Opens the color picker 
               to choose a new background color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Color:</guilabel> Opens the color picker to 
               choose a new text color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Cell Color:</guilabel> Opens the color picker
               to choose a new text cell color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Link Color:</guilabel> Opens the color picker to 
               choose a new link color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the 
               color picker to choose a new color for alternate table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens 
               the color picker to choose a new color for subheading/subtotal 
               table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens 
               the color picker to choose a new color for sub-subheading/total 
               table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color 
               picker to choose a new color for grand total rows.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-easy-fonts">
          <title>Fonts</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Title:</guilabel> Select the font and size for 
               Titles.</para>
            </listitem>

            <listitem>
              <para><guilabel>Account Link:</guilabel> Select the font and size 
               for Account Links.</para>
            </listitem>

            <listitem>
              <para><guilabel>Number Cell:</guilabel> Select the font and size 
               for Number Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Negative Values in Red:</guilabel> Select to have
               negative values displayed in red.</para>
            </listitem>

            <listitem>
              <para><guilabel>Number Header:</guilabel> Select the font and size 
               for Number Header table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Cell:</guilabel> Select the font and size 
               for Text Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Total Number Cell:</guilabel> Select the font and 
               size for Total Number Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Total Label Cell:</guilabel> Select the font and
               size for Total Label Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Centered Label Cell:</guilabel> Select the font and
               size for Centered Label Cells.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-easy-general">
          <title>General</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Preparer:</guilabel> Name of the person preparing 
               the report.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Prepared for:</guilabel> Name of Organization or Company the
               report is prepared for.</para>
            </listitem>

            <listitem>
              <para><guilabel>Show preparer info:</guilabel> Show the Preparer information in
               the report.</para>
            </listitem>

            <listitem>
              <para><guilabel>Enable Links:</guilabel> Select this to enable blue hyperlinks
               in reports.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-easy-images">
          <title>Images</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
               picture to use as the background in reports. The <guibutton>Clear</guibutton> button will clear the
               selection.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
               picture to use as the heading in reports.  The <guibutton>Clear</guibutton> button will clear the
               selection.</para>
            </listitem>

            <listitem>
              <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left,
               Right, Center, to specify the alignment of the banner at top of report(s).</para>
            </listitem>

            <listitem>
              <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to
               use as the logo in reports.  The <guibutton>Clear</guibutton> button will clear the selection.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-easy-tables">
          <title>Tables</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Table cell spacing:</guilabel> Sets the space between table
               cells</para>
            </listitem>

            <listitem>
              <para><guilabel>Table cell padding:</guilabel> Sets the space 
               between table cell edges and contents</para>
            </listitem>

            <listitem>
              <para><guilabel>Table border width:</guilabel> Sets the width of the borders on
               tables.</para>
            </listitem>
          </itemizedlist>
        </sect3>
      </sect2>

      <sect2 id="style-footer">
        <title>Footer Style Sheet</title>

        <para>The Footer Style Sheet has the same five tabs to alter the 
         appearance of reports as the Easy Style Sheets: Colors, Fonts, General, 
         Images and Tables.</para>

        <sect3 id="style-footer-colors">
          <title>Colors</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Background Color:</guilabel> Opens the color picker 
               to choose a new background color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Color:</guilabel> Opens the color picker to 
               choose a new text color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Cell Color:</guilabel> Opens the color picker
               to choose a new text cell color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Link Color:</guilabel> Opens the color picker to 
               choose a new link color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the 
               color picker to choose a new color for alternate table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens 
               the color picker to choose a new color for subheading/subtotal 
               table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens 
               the color picker to choose a new color for sub-subheading/total 
               table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color 
               picker to choose a new color for grand total rows.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-footer-fonts">
          <title>Fonts</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Title:</guilabel> Select the font and size for 
               Titles.</para>
            </listitem>

            <listitem>
              <para><guilabel>Account Link:</guilabel> Select the font and size 
               for Account Links.</para>
            </listitem>

            <listitem>
              <para><guilabel>Number Cell:</guilabel> Select the font and size 
               for Number Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Negative Values in Red:</guilabel> Select to have
               negative values displayed in red.</para>
            </listitem>

            <listitem>
              <para><guilabel>Number Header:</guilabel> Select the font and size 
               for Number Header table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Cell:</guilabel> Select the font and size 
               for Text Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Total Number Cell:</guilabel> Select the font and 
               size for Total Number Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Total Label Cell:</guilabel> Select the font and
               size for Total Label Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Centered Label Cell:</guilabel> Select the font and
               size for Centered Label Cells.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-footer-general">
          <title>General</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Preparer:</guilabel> Name of the person preparing 
               the report.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Prepared for:</guilabel> Name of Organization or Company the
               report is prepared for.</para>
            </listitem>

            <listitem>
              <para><guilabel>Show preparer info:</guilabel> Show the Preparer information in
               the report.</para>
            </listitem>

            <listitem>
              <para><guilabel>Enable Links:</guilabel> Select this to enable blue hyperlinks
               in reports.</para>
            </listitem>
            <listitem>
              <para><guilabel>Footer:</guilabel> Text to be included in report
               footer.</para>
            </listitem>

          </itemizedlist>
        </sect3>

        <sect3 id="style-footer-images">
          <title>Images</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
               picture to use as the background in reports. The <guibutton>Clear</guibutton> button will clear the
               selection.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
               picture to use as the heading in reports.  The <guibutton>Clear</guibutton> button will clear the
               selection.</para>
            </listitem>

            <listitem>
              <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left,
               Right, Center, to specify the alignment of the banner at top of report(s).</para>
            </listitem>

            <listitem>
              <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to
               use as the logo in reports.  The <guibutton>Clear</guibutton> button will clear the selection.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-footer-tables">
          <title>Tables</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Table cell spacing:</guilabel> Sets the space between table
               cells</para>
            </listitem>

            <listitem>
              <para><guilabel>Table cell padding:</guilabel> Sets the space 
               between table cell edges and contents</para>
            </listitem>

            <listitem>
              <para><guilabel>Table border width:</guilabel> Sets the width of
               the borders on tables.</para>
            </listitem>
          </itemizedlist>
        </sect3>
      </sect2>

      <sect2 id="style-technicolor">
        <title>Technicolor Style Sheet</title>

        <para>The Technicolor Style Sheet has has five tabs to alter the 
         appearance of reports: Colors, Fonts, General, Images and Tables.</para>

        <sect3 id="style-tech-colors">
          <title>Colors</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Background Color:</guilabel> Opens the color picker 
               to choose a new background color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Color:</guilabel> Opens the color picker to 
               choose a new text color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Cell Color:</guilabel> Opens the color picker
               to choose a new text cell color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Link Color:</guilabel> Opens the color picker to 
               choose a new link color.</para>
            </listitem>

            <listitem>
              <para><guilabel>Alternate Table Cell Color:</guilabel> Opens the 
               color picker to choose a new color for alternate table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Subheading/Subtotal Cell Color:</guilabel> Opens 
               the color picker to choose a new color for subheading/subtotal 
               table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Sub-subheading/total Cell Color:</guilabel> Opens 
               the color picker to choose a new color for sub-subheading/total 
               table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Grand Total Cell Color:</guilabel> Opens the color 
               picker to choose a new color for grand total rows.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-tech-fonts">
          <title>Fonts</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Title:</guilabel> Select the font and size for 
               Titles.</para>
            </listitem>

            <listitem>
              <para><guilabel>Account Link:</guilabel> Select the font and size 
               for Account Links.</para>
            </listitem>

            <listitem>
              <para><guilabel>Number Cell:</guilabel> Select the font and size 
               for Number Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Negative Values in Red:</guilabel> Select to have
               negative values displayed in red.</para>
            </listitem>

            <listitem>
              <para><guilabel>Number Header:</guilabel> Select the font and size 
               for Number Header table rows.</para>
            </listitem>

            <listitem>
              <para><guilabel>Text Cell:</guilabel> Select the font and size 
               for Text Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Total Number Cell:</guilabel> Select the font and 
               size for Total Number Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Total Label Cell:</guilabel> Select the font and
               size for Total Label Cells.</para>
            </listitem>

            <listitem>
              <para><guilabel>Centered Label Cell:</guilabel> Select the font and
               size for Centered Label Cells.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-tech-general">
          <title>General</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Preparer:</guilabel> Name of the person preparing the report.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Prepared for:</guilabel> Name of Organization or Company the
               report is prepared for.
              </para>
            </listitem>

            <listitem>
              <para><guilabel>Show preparer info:</guilabel> Show the Preparer information in
               the report.</para>
            </listitem>

            <listitem>
              <para><guilabel>Enable Links:</guilabel> Select this to enable blue hyperlinks in
               reports.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-tech-images">
          <title>Images</title>
  
          <itemizedlist>
            <listitem>
              <para><guilabel>Background Tile:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
               picture to use as the background in reports.  The <guibutton>Clear</guibutton> button will clear the
               selection.</para>
            </listitem>

            <listitem>
              <para><guilabel>Heading Banner:</guilabel> Use the <guibutton>Browse</guibutton> button to select a
               picture to use as the heading in reports.  The <guibutton>Clear</guibutton> button will clear the
               selection.</para>
            </listitem>

            <listitem>
              <para><guilabel>Heading Alignment:</guilabel> Select from pull-down list; Left,
               Right, Center, to specify the alignment of the banner at top of report(s).</para>
            </listitem>

            <listitem>
              <para><guilabel>Logo:</guilabel> Use the <guibutton>Browse</guibutton> button to select a picture to use
               as the logo in reports.  The <guibutton>Clear</guibutton> button will clear the selection.</para>
            </listitem>
          </itemizedlist>
        </sect3>

        <sect3 id="style-tech-tables">
          <title>Tables</title>

          <itemizedlist>
            <listitem>
              <para><guilabel>Table cell spacing:</guilabel> Sets the space between table
               cells</para>
            </listitem>

            <listitem>
              <para><guilabel>Table cell padding:</guilabel> Sets the space 
               between table cell edges and cell contents</para>
            </listitem>

            <listitem>
              <para><guilabel>Table border width:</guilabel> Sets the width of the borders on
               tables.</para>
            </listitem>
          </itemizedlist>
        </sect3>
      </sect2>

    </sect1>

    <sect1 id="set-tax-options">
      <title>Setting Tax Report Options</title>

      <para>The Income Tax Information dialog is used to set Tax Report Options. 
       The settings on accounts in this dialog are used by the <acronym>TXF</acronym> Export function
       in reports to select the accounts for export. To access this dialog go to 
       <menuchoice><guimenu>Edit</guimenu> <guimenuitem>Tax Report Options</guimenuitem></menuchoice>.</para>

      <para>If the Income Tax features are used, it is strongly recommended that 
       the <guilabel>Tax Info</guilabel> column be made visible on the accounts tab (click large 
       downward-pointing arrow and select <guilabel>Tax Info</guilabel> check box). The <guilabel>Tax Info</guilabel> 
       column will display the Form/Schedule and tax category (e.g., <guilabel>Schedule D 
       Dividend, cap gain distrib.</guilabel>) assigned to an account, if any. Alternatively, 
       it will display the following error messages which can be corrected through  
       <menuchoice><guimenu>Edit</guimenu> <guimenuitem>Tax Report Options</guimenuitem></menuchoice></para>

      <itemizedlist>
        <listitem>
          <para>Tax-related but has no tax code</para>
        </listitem>

        <listitem>
          <para>Tax entity type not specified</para>
        </listitem>

        <listitem>
          <para>Tax type "tax_type": invalid code "code" for account type"</para>
        </listitem>

        <listitem>
          <para>Not tax-related; tax type "tax_type": invalid code "code" for 
           account type</para>
        </listitem>

        <listitem>
          <para>Invalid code "code" for tax type "tax_type"</para>
        </listitem>

        <listitem>
          <para>Not tax-related; invalid code "code" for tax type "tax_type"</para>
        </listitem>

        <listitem>
          <para>No form: code "code", tax type "tax_type"</para>
        </listitem>

        <listitem>
          <para>Not tax-related; no form: code "code", tax type "tax_type"</para>
        </listitem>

        <listitem>
          <para>No description: form "form", code "code", tax type "tax_type"</para>
        </listitem>

        <listitem>
          <para>Not tax-related; no description: form "form", code "code", tax 
           type "tax_type"</para>
        </listitem>

        <listitem>
          <para>Not tax-related; "form"("copy") "desc" (code "code", tax type 
           "tax_type")</para>
        </listitem>
      </itemizedlist>

      <para>The Income Tax Identity must be set in order to assign codes to 
       individual accounts. Click <guibutton>Edit</guibutton> to set the identity. The Tax Name is 
       optional. If entered, it will be printed at the top of the report. A 
       <guilabel>Type</guilabel> must be selected in order to activate the tax category
       selections. The choices are:</para>

      <itemizedlist>
        <listitem>
          <para>Individual, Joint, etc. - Files US Form 1040 Tax Return </para>
        </listitem>

        <listitem>
          <para>Partnership - Files US Form 1065 Tax Return</para>
        </listitem>

        <listitem>
          <para>Corporation - Files US Form 1120 Tax Return</para>
        </listitem>

        <listitem>
          <para>S Corporation - Files US Form 1120S Tax Return</para>
        </listitem>

        <listitem>
          <para>None - No Income Tax Options Provided</para>
        </listitem>
      </itemizedlist>

      <para>While the Income Tax Entity Type can be changed after tax categories 
       have been assigned to accounts, you should be cautioned that you will need 
       to manually change each one if you do so, which could be quite tedious. 
       The tax categories are unique for each Income Tax Entity Type, so changing 
       the type will make all previously assigned categories invalid. It is assumed 
       (and highly recommended) that each <application>&app;</application> file is for only one tax entity
       and this is where you specify its type of tax entity. You should not keep, 
       for example, personal and partnership accounts mixed in one <application>&app;</application> file 
       if you plan to use the Income Tax Reporting features.</para>

      <para>A given <acronym>TXF</acronym> code can be assigned to multiple accounts. The Tax Schedule 
       Report will combine accounts by code and generate a detailed <acronym>TXF</acronym> record for 
       each account and a summary <acronym>TXF</acronym> record for the total as calculated by the 
       report.</para>

      <para>For codes for which the "Payer Name Source" is not grayed, the payer 
       on the <acronym>TXF</acronym> record will be based on what is specified here, either the 
       account name of the account or the account name of the account&rsquo;s parent 
       account. This feature is typically used for interest accounts or stocks or 
       mutual funds that pay dividends where the individual payees are shown on
       the tax schedule. For example, if the parent account&rsquo;s name is the name of 
       your broker and the sub-account&rsquo;s names are the names of individual stocks 
       that pay dividends and the name on the 1099-DIV received is that of the 
       broker, in order to match that name, you would select &rsquo;Parent Account&rsquo;; 
       the total dividends from the broker would be exported and, if you had 
       several brokers, there would be an amount exported and a subtotal for each 
       broker, along with each brokers name. Alternatively, if you had a parent 
       account named <emphasis>Directly Held</emphasis>, for example, and below it sub-accounts for 
       one or more stocks, you would receive a 1099-DIV from the issuer of each 
       stock separately and, in order to match that name, you would select 
       <guilabel>Current Account</guilabel>; the total dividends from each stock would be exported 
       and, if you had several stocks, there would be an amount exported and a 
       subtotal for each stock, along with each stock&rsquo;s name as the payer.</para>

      <para>Some tax Forms/Schedules need to have multiple copies filed under
       some circumstances (for example, Schedule C if a taxpayer and spouse have 
       separate businesses). For tax categories on these Forms/Schedules, the 
       <guilabel>Copy Number</guilabel> is not grayed out and can be used to segregate accounts by 
       copy number.</para>

      <itemizedlist>
        <listitem>
          <para>Accounts: This pane contains the list of accounts. Select an 
           account to set a <acronym>TXF</acronym> category. If no account is selected nothing is 
           changed. If multiple accounts are selected, all of the accounts will 
           be set to the selected item. </para>
        </listitem>

        <listitem>
          <para>Tax Related: Select this check-box to add tax information to an 
           account then select the <acronym>TXF</acronym> Category below. This setting is displayed 
           on the account edit dialogue but cannot be changed from there.</para>
        </listitem>

        <listitem>
          <para>TXF Categories: Select the desired one. A detailed description 
           appears just below (if available, otherwise it says <guilabel>No help 
           available</guilabel>), along with the <acronym>TXF</acronym> code for the category and information 
           about what line number on the form or schedule the amounts are 
           included in by tax year (used for detailed sort on report).</para>
        </listitem>

        <listitem>
          <para>Payer Name Source: Select an option to determine where the text 
           description that is exported along with the value of the account is 
           derived from, as described above. This is usually the name of a bank, 
           stock, or mutual fund that pays dividends or interest. Occasionally, 
           it is a description of a deduction.</para>
        </listitem>

        <listitem>
          <para>Copy Number: A copy number that is exported along with the value
           of the account. This is used to segregate amounts between different 
           copies of the same Form/Schedule that may need to be filed (e.g., 
           Schedule C(1), Schedule C(2), etc.). This is also used to sort the 
           report.</para>
        </listitem>
      </itemizedlist>

      <sect2 id="txf-probs">
        <title>TXF Export - Known Anomalies and Limitations</title>

        <para>TaxCut 1999 </para>

        <itemizedlist>
          <listitem>
            <para>Code: N488 "^ Sched B \ Div. income, cap gain distrib."</para>
          </listitem>

          <listitem>
            <para>Code: N286 "^ Sched B \ Dividend income"</para>
          </listitem>
        </itemizedlist>

        <para>These two codes, from the same payer, are not correlated. The user will have to
         adjust for this after import. </para>

        <para>TaxCut 1999, 2000 </para>

        <itemizedlist>
          <listitem>
            <para>Code: N521 " F1040 \ Federal estimated tax, quarterly"</para>
          </listitem>
        </itemizedlist>

        <para>Does not accept the date field and does not import the individual 
         payment amounts, only the total. The date and individual payment amounts, 
         only matter if you have to compute the penalty. (this may be a TurboTax 
         enhancement) </para>

        <itemizedlist>
          <listitem>
            <para>Code: N460 " W-2 \ Salary or wages, self"</para>
          </listitem>

          <listitem>
            <para>Code: N506 " W-2 \ Salary or wages, spouse" </para>
          </listitem>

          <listitem>
            <para>and other related codes.</para>
          </listitem>
        </itemizedlist>

        <para>Use Copy Number to separate information from more than one job. </para>

        <para>TurboTax 1999, 2000 </para>

        <itemizedlist>
          <listitem>
            <para>Code: N521 " F1040 \ Federal estimated tax, quarterly"</para>
          </listitem>
        </itemizedlist>

        <para>Does not accept the dates outside of the tax year. This is a problem 
         for the last payment that is due Jan 15. <application>&app;</application> changes the the date of 
         the last payment to Dec 31 for the export unless the "Do not use special 
         date processing" option is selected in the report options display tab. 
         The user will have to adjust for this after import. The date only 
         matters if you have to compute the penalty. </para>

        <para>TXF Tax eXport Format </para>

        <itemizedlist>
          <listitem>
            <para>Duplicate Codes</para>
          </listitem>
        </itemizedlist>

        <para>Codes can be assigned to multiple accounts and the amounts will be 
         summed for all the accounts generating one detail <acronym>TXF</acronym> record per account 
         and one summary <acronym>TXF</acronym> record for the sum. Codes that let you select "Payer 
         Name Source" will generate a separate summary <acronym>TXF</acronym> account with each 
         change in payer. Selecting the "Print <acronym>TXF</acronym> export parameters" option will 
         cause the report to show to which codes this applies (Payer Name Source 
         option Y) and, for the accounts assigned to those codes, the Name Source
         each account is set to and the <acronym>TXF</acronym> item number that will be assigned to 
         each. A summary <acronym>TXF</acronym> record will be generated for each change in assigned 
         item line number. These may not be handled the same by TaxCut and 
         TurboTax.</para>


        <itemizedlist>
          <listitem>
            <para>Code: N673 "Short/Long gain or loss"</para>
          </listitem>
        </itemizedlist>

        <para>Short term or long term gain or loss from the sale of a security; 
         generates <acronym>TXF</acronym> output for only the date sold and sales amount, with the 
         date acquired and cost basis information left blank (to be separately 
         added in the tax software). The code can be assigned to either a short-,
         long-, or mixed-term gain/loss income account and the security sales 
         transaction should be entered as illustrated in Section 8.7, Selling 
         Shares, of the <application>&app;</application> Tutorial and Concepts Guide. The report uses the 
         transaction split of the gain/loss account to find one or more other 
         splits in the same transaction with negative share quantities. For each 
         of these found, it generates a detailed <acronym>TXF</acronym> output record with the 
         quantity sold, the name of the security, the date sold, and the sales 
         amount. Note that if, for a given transaction, more than one transaction 
         split is to a gain/loss income account assigned to code 673, <acronym>TXF</acronym> output 
         data will be erroneously repeated. That is because the report will 
         fetch the same data, and re-output it, for each transaction split set 
         to a gain/loss income account within the same transaction. For this 
         reason, there should be no more than one gain/loss account entered per
         transaction to use this tax reporting code properly. (Note that 
         no amounts are used from <application>&app;</application>&rsquo;s lot-tracking; a future enhancement 
         is expected to use this data to provide capital gain reporting).</para>

      </sect2>

      <sect2 id="txf-defs">
        <title>Detailed <acronym>TXF</acronym> Category Descriptions</title>

        <para>Table 32. Detailed <acronym>TXF</acronym> Category Descriptions</para>

	&txf-categories;
      </sect2>
    </sect1>

    <sect1  id="reset-warning">
     <title>Reset Warnings...</title>

      <para><application>&app;</application> gives warnings when certain operations are attempted, such as removing a transaction
       or removing the splits of a transaction.  The warning message gives you the option to not give you
       these warnings when attempting the operation. Check-boxes labeled <guilabel>Remember and don&rsquo;t ask me again</guilabel>
       and <guilabel>Remember and don&rsquo;t ask me again this session</guilabel> allow disabling the warnings. This option permits
       reseting the warnings to the default, IE make the warning happen. Warnings may be selectivly enabled.
     </para>

    </sect1>
    
    <sect1  id="chang-lang">
      <title>Changing the Language</title>
      
      <para>The language of the <application>&app;</application> user interface is not modifiable
      directly from the program&rsquo;s preferences.</para>
      
      <para>The way you can change the language depends on the operating system you are running 
      <application>&app;</application> on.</para>

      <variablelist>
      <varlistentry><term>Linux</term>
          <listitem>
            <para>In general you should set the <envar>LANGUAGE</envar> and <envar>LANG</envar> environment variables before starting <application>&app;</application>.
	  To do this you need to open a terminal and run the following command:</para>
	  <para><command>LANGUAGE=<replaceable>ll_LL</replaceable> LANG=<replaceable>ll_LL</replaceable> gnucash</command></para>
	  <para><replaceable>ll_LL</replaceable> is the locale you want to run <application>&app;</application> with (<emphasis>de_DE</emphasis> 
	  for Deutsch, <emphasis>it_IT</emphasis> for Italian etc.)</para>
	  <note>
	    <para>On some systems (e.g. Ubuntu) the encoding could be part of the locales name, like <replaceable>ll_LL.UTF-8</replaceable>. 
	    You can use these names as well.</para>
	  </note>
          </listitem>
        </varlistentry>

      <varlistentry><term>MacOSX</term>
          <listitem>
            <para>If you want to use a different translation from the one that is automatically selected, you can run the following in <application>Terminal.app</application>:</para>
            <para><command>defaults write $(mdls -name kMDItemCFBundleIdentifier -raw /Applications/GnuCash.app) AppleLanguages "(<replaceable>de</replaceable>, <replaceable>en</replaceable>)"</command></para>
            <para>Use whatever language codes you want, replacing Deutsch and English. It won&rsquo;t work if there isn&rsquo;t a translation file for the language you want.</para>
            <para>If you want to unset it (that is, return to using the system settings), run this:</para>
            <para><command>defaults delete $(mdls -name kMDItemCFBundleIdentifier -raw /Applications/GnuCash.app)</command></para>
          </listitem>
        </varlistentry>
	
      <varlistentry><term><trademark>Windows</trademark></term>
          <listitem>
            <para>If you are running <application>&app;</application> 2.4.0 (or newer) on Windows, you can set the interface language 
	  by editing the file <filename>environment</filename> with a text editor (e.g. <application>Notepad</application>). By default this file is installed in 
	  <filename role="directory">c:\Program Files\gnucash\etc\gnucash</filename>. Change this file such that the last few lines are:</para>
	  <para>
	  <programlisting linenumbering="unnumbered"># If you wish GnuCash to use a different language, uncomment the two parameters
# below and set LANG to your preferred locale
LANG=ll_LL
LANGUAGE={LANG}</programlisting>
	  </para>
	  <para><replaceable>ll_LL</replaceable> is the locale you want to run <application>&app;</application> with (<emphasis>de_DE</emphasis> 
	  for Deutsch, <emphasis>it_IT</emphasis> for Italian etc.)</para>
          </listitem>
        </varlistentry>
      </variablelist>
      
      <tip>
        <para>More and updated information about this topic can be found on the
        <ulink type="http" url="http://wiki.gnucash.org/wiki/Locale_Settings">Locale Settings page</ulink> of the <application>&app;</application> wiki.</para>
      </tip>
      
    </sect1>

  </chapter>
