Commit graph

18 commits

Author SHA1 Message Date
Martin Michlmayr
620278d220 Cosmetic fixes 2014-04-18 22:32:53 -04:00
Bradley M. Kuhn
78e68f0bd9 W2 is also a valid tag value for TaxImplication: tag. 2013-05-10 17:33:23 -04:00
Bradley M. Kuhn
18a4125ff7 Initial documentation for Income accounts, including tagging requirements.
Implemented in the config-accounts.ledger is an incomeChecker() function that
matches the documentation requirements.
2013-05-10 17:04:15 -04:00
Bradley M. Kuhn
4a1ce514a5 Add example into the main-org.ledger where the TaxImplication and Entity are required. 2013-05-10 16:56:28 -04:00
Bradley M. Kuhn
3569620d0f Require and Entity and TaxImplication tag for outgoing payments over $10.
This now enforces what was said in the documentation in the previous commit:

   The `TaxImplication:` tag is used for all `Asset:` accounts when the
   transaction includes a payment of $10.00 or more leaving the
   account. .... An [`Entity:` tag](entity-tag) should always go along with a
   TaxImplication tag.
2013-05-10 16:54:44 -04:00
Bradley M. Kuhn
9f9ba87e52 Initial documentation of the TaxImplication tag.
Includes declaration in the configuration for TaxImplication tag.
2013-05-10 16:53:04 -04:00
Bradley M. Kuhn
f0ea3f31bf First documentation for the Entity: tag.
Included also is a ledger command to get the list of all tag values.
2013-04-30 14:42:54 -04:00
Bradley M. Kuhn
a4a10fc7b0 Initial documentation of the Program: tag.
Includes introduction of the section about making use of these tags.
2013-04-29 19:55:07 -04:00
Bradley M. Kuhn
204faae77f Added Accrued:Accounts Receivable:Main Org and some other trivial changes. 2013-04-29 17:55:14 -04:00
Bradley M. Kuhn
621bc34ecb Add Income:Main Org:Donations account. 2013-04-29 17:54:43 -04:00
Bradley M. Kuhn
8edcae92d3 First documentation of the IncomeType tag. 2013-04-29 17:50:07 -04:00
Bradley M. Kuhn
8d70db6127 Split out config-npo.ledger into four different files.
I realized that it makes more sense, even if it does create extra files, for
the accounts, commodities and tags declarations of the project to be
carefully split into different files.  It's definitely more didactic to have
separate files for these declarations, to note that they are, in fact,
separable.

More to that point, users who cut-and-paste from this project into their own
setup will likely be least interested in the chart of accounts, which is
likely to be the longest file by far.  The tags will probably be the most
interesting, so it's important they are in a stand-alone file that can be
easily found.
2013-04-29 16:20:05 -04:00
Bradley M. Kuhn
a274533f02 Properly declare Receipt, Invoice, and Statement tags.
The Statement, Receipt, and Invoice tags' values should always a be a
relative path names.  Note that we "check", but do not "assert" that the file
name match a standard Unix-like path syntax, without spaces in the file name.
2013-04-29 16:09:29 -04:00
Bradley M. Kuhn
746a998ba3 Added Visa Credit Card to list of declared accounts. 2013-04-29 16:01:36 -04:00
Bradley M. Kuhn
8f1f957cab Initial documentation for Expense: documentation requirements.
This includes some additions to the example ledger files.
2013-04-29 15:41:44 -04:00
Bradley M. Kuhn
85016f3754 Basic organizational expense accounts, with a tester function for assert.
Note that Expense account entries need to be tagged with an Invoice, Receipt,
or Statement tag (those tag declarations will be added in next commit).

payee with "NEVER CHARGED"
==========================

The only exception is when the payee has been modified to indicate that the
expense was "NEVER CHARGED".  This was a special-case we encountered where we
were expecting something, they never invoiced us, and it turns out the thing
to be invoiced for never happened.

Typically, we'd just remove the entry from the Ledger file, and allow the VCS
to log the fact that we thought we'd be charged and weren't.  However, in
this case, the expense had been post-audit and therefore was a permanent
fixture on our books.  Changing the payee allowed it to pass checks.

However, going forward, we'd likely never enter anything the ledger UNTIL we
had real proof via an Invoice, Receipt or Statement that showed the Expense
did/should occur.
2013-04-29 15:15:10 -04:00
Bradley M. Kuhn
75bf92ca81 Center header a bit better. 2013-04-29 13:52:07 -04:00
Bradley M. Kuhn
4d319df867 First draft of configuration template for NPO accounts. 2013-04-20 14:37:07 -04:00