File diff 46ff687b0e5e → 8aa83cee1e89
npo-ledger-cli-tutorial.md
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@@ -455,6 +455,7 @@ Assume for this example that the shell variables `entity`, `program`, and
 
`invoice` are set as follows:
 

	
 
    $ entity=Sir-Moneybags; program='Main.*Org:.*Direct'; invoice=2012-05-30
 

	
 
If the invoice was paid, this ledger command will have two lines of output,
 
and the second line will be a transaction on the payment date.  If only one
 
line appears, it's the receivable accrual and we see the invoice is not paid.
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@@ -465,6 +466,20 @@ Alternatively, the following command will only have output if the invoice is unp
 

	
 
    $ ledger -f accounts/books.ledger  -V --limit 'tag("Entity") =~ /'$entity'/ and tag("Program") =~ /'$program'/ and tag("Invoice") =~ /'$invoice'/' bal /Accrued/
 

	
 
### Calculating Donation Portion of Invoice
 

	
 
As described in
 
[IRS 501(c)(3) rules](https://www.irs.gov/charities-non-profits/substantiating-charitable-contributions),
 
a charity must substantiate portions of a contribution that are RBI, and
 
portions that are donations separately and inform the donor which portion was
 
a donation that may be eligible for tax deduction.  Use of the `IncomeType`
 
tag facilities collection of the necessary data to determine the total, and
 
the following command line will total up all the donation portions for a
 
particular invoice:
 

	
 
    $ entity=BigCorp; program=Foo.*Conf.*2017; invoice=2016-01-30
 
    $ ledger -f accounts/books.ledger  -V --sort d --limit 'tag("IncomeType") =~ /Donation/ and tag("Entity") =~ /'$entity'/ and tag("Program") =~ /'$program'/ and tag("Invoice") =~ /'$invoice'/' reg
 

	
 
Analysis of the Data
 
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