Changeset - 8b5f3f7fab25
[Not reviewed]
0 1 0
Bradley Kuhn (bkuhn) - 9 years ago 2013-04-29 21:10:37
bkuhn@ebb.org
Create links in Expense: account section to (Invoice|Statement|Receipt) tag sections.
1 file changed with 5 insertions and 4 deletions:
0 comments (0 inline, 0 general)
npo-ledger-cli-tutorial.md
Show inline comments
...
 
@@ -197,52 +197,53 @@ Some examples of appropriate uses of the `Invoice:` tag are:
 

	
 
#### Statement Tag
 

	
 
The `Statement:` tag refers to any sort of written statement received from an
 
external party (or even perhaps generated internally) that provides document,
 
insight, or other information about the transaction.  The value of the
 
`Statement:` tag is always a valid pathname in the repository to the document.
 

	
 
Some examples of appropriate uses of the `Statement:` tag are:
 

	
 
* bank statements, as received from the banking institution.
 

	
 
* written reports of travel.
 

	
 
* blog posts made by a contractor documenting their work.
 

	
 
* written organizational policies about the expense.
 

	
 
* just about anything that is clearly not an [invoice](invoice-tag) nor a
 
  [receipt](receipt-tag), but definitely is valid backup documentation for
 
  the transaction.
 

	
 
### Expense Account Documentation
 

	
 
Each Expense account entries need to be tagged with an `Invoice`, `Receipt`,
 
or `Statement` tag.  The value of the tag is a relative path name of a file
 
elsewhere in the same repository that documents the specific expense.  For
 
example, an entry like this:
 
Each Expense account entries need to be tagged with an
 
[`Invoice`](#invoice-tag), [`Receipt`](#receipt-tag), or
 
[`Statement`](#statement-tag) tag.  The value of the tag is a relative path
 
name of a file elsewhere in the same repository that documents the specific
 
expense.  For example, an entry like this:
 

	
 
     2012-02-05 Office Supply Galore - Online Order
 
         Expense:Main Org:Office Supplies      $35.00
 
             ;Receipt: accounts/documentation/org/receipts/2012-02-05_office-supply-galore.txt
 
         Liabilities:Credit Card:Visa         -$35.00
 

	
 
shows that a purchase was made at Office Supply Galore's online store for
 
$35.00, and the file `accounts/documentation/org/receipts/2012-02-05_office-supply-galore.txt`
 
contains the receipt from that purchase.
 

	
 
#### payee with "NEVER CHARGED"
 

	
 
The only exception to the standard tagging requirement is when the payee has
 
been modified to indicate that the expense was `NEVER CHARGED`.  This is an
 
historical special-case.  The solution was originally design for the
 
following scenario:
 

	
 
Suppose an expense was expected — for example, a situation where you
 
gave a credit card number to charge something and the charge never came
 
through — but it turns out the charge never happened.
 

	
 
The recommended way to resolve this problem in the system is to just delete
 
the entry entirely from the Ledger file, and allow the VCS to log the fact
 
that the charge was expected, but the vendor never billed the credit card.
0 comments (0 inline, 0 general)