Changeset - 18a4125ff756
[Not reviewed]
0 2 0
Bradley Kuhn (bkuhn) - 8 years ago 2013-05-10 21:04:15
bkuhn@ebb.org
Initial documentation for Income accounts, including tagging requirements.

Implemented in the config-accounts.ledger is an incomeChecker() function that
matches the documentation requirements.
2 files changed with 22 insertions and 1 deletions:
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accounts/config/config-accounts.ledger
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@@ -81,6 +81,8 @@ account Expense:Main Org:Occupancy
 

	
 
; Organizational Income Accounts
 

	
 
define incomeChecker(amt) = (tag("Entity") !~ /^\s*$/ or (amt > -800.00 and amt < 800.00)) and tag("IncomeType") !~ /^\s*$/ and tag("Program") !~ /^\s*$/
 

	
 
account Income:Main Org:Donations
 
    assert tag("IncomeType") =~ /^Donations$/
 
    assert incomeChecker(amount) and tag("IncomeType") =~ /^Donations$/
 
    note Donation income to the Main Org.
npo-ledger-cli-tutorial.md
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@@ -420,6 +420,25 @@ However, going forward, you'd likely never enter anything the ledger
 
the Expense did/should occur.  This use of `NEVER CHARGED` in the payee is
 
thus deprecated.
 

	
 
#### Income Account Documentation
 

	
 
Each `Income:` account must have the following tags:
 

	
 
* One of: [`Invoice:`](#invoice-tag),
 
  [`PurchaseOrder:`](#purchase-order-tag),
 
  [`Statement:`](#statement-tag) or
 
  [`Contract`](#contract-tag).  (Exceptions to this requirement are as follows:
 
     + the income generated from the transaction is less than $800, or
 
     + the `IncomeType` is `RBI` and the income is for a defined, public
 
       program (such as conference registration)
 

	
 
* An [`Entity:`](#entity-tag) tag, *iff.* the Income for the transaction is
 
  for more than $800.
 

	
 
* An [`IncomeType:`](#incometype-tag) tag.
 

	
 
* A [`Program:`](#program-tag) tag.
 

	
 
Analysis of the Data
 
--------------------
 

	
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