From 5aa9fb54df4fc1f7d3daaea015bd59ef36f91754 Mon Sep 17 00:00:00 2001 From: Andrew Hunt Date: Tue, 30 Apr 2013 13:19:17 -0400 Subject: [PATCH] clarify help text for fin accts and types --- templates/CRM/Financial/Page/FinancialAccount.tpl | 7 +++++-- templates/CRM/Financial/Page/FinancialType.tpl | 7 +++++-- templates/CRM/Financial/Page/FinancialTypeAccount.tpl | 4 ++-- 3 files changed, 12 insertions(+), 6 deletions(-) diff --git a/templates/CRM/Financial/Page/FinancialAccount.tpl b/templates/CRM/Financial/Page/FinancialAccount.tpl index a5ac8c7fcb..5b692641b7 100644 --- a/templates/CRM/Financial/Page/FinancialAccount.tpl +++ b/templates/CRM/Financial/Page/FinancialAccount.tpl @@ -27,7 +27,10 @@ {include file="CRM/Financial/Form/FinancialAccount.tpl"} {else}
-

{ts}Financial types are used to categorize contributions for reporting and accounting purposes. These are also referred to as Funds. You may set up as many types as needed. Each type can carry an accounting code which can be used to map contributions to codes in your accounting system. Commonly used financial types are: Donation, Campaign Contribution, Membership Dues...{/ts}

+ {capture assign="typeLink"}{crmURL p="civicrm/admin/financial/financialType" q="reset=1"}{/capture} + {capture assign="paymentLink"}{crmURL p="civicrm/admin/options/payment_instrument" q="group=payment_instrument&reset=1"}{/capture} + {capture assign="premiumLink"}{crmURL p="civicrm/admin/contribute/managePremiums" q="reset=1"}{/capture} +

{ts 1=$typeLink 2=$paymentLink 3=$premiumLink}Financial accounts correspond to those in your accounting system. Financial types, payment instruments, and premiums are associated with financial accounts so that they can result in the proper double-entry transactions to export to your accounting system.{/ts}

{if $action ne 1 and $action ne 2} {/if} -{/if} \ No newline at end of file +{/if} diff --git a/templates/CRM/Financial/Page/FinancialType.tpl b/templates/CRM/Financial/Page/FinancialType.tpl index 2fd3289820..a58a5d070b 100644 --- a/templates/CRM/Financial/Page/FinancialType.tpl +++ b/templates/CRM/Financial/Page/FinancialType.tpl @@ -27,7 +27,10 @@ {include file="CRM/Financial/Form/FinancialType.tpl"} {else}
-

{ts}Financial types are used to categorize contributions for reporting and accounting purposes. These are also referred to as Funds. You may set up as many types as needed. Each type can carry an accounting code which can be used to map contributions to codes in your accounting system. Commonly used financial types are: Donation, Campaign Contribution, Membership Dues...{/ts}

+ {capture assign="premiumLink"}{crmURL p="civicrm/admin/contribute/managePremiums" q="reset=1"}{/capture} +

{ts 1=$premiumLink}Financial types are used to categorize contributions for reporting and accounting purposes. You may set up as many as needed, including commonly used types such as Donation, Campaign Contribution or Membership Dues. Additionally, financial types can account for the inventory and expense of premiums.{/ts}

+ {capture assign="acctLink"}{crmURL p="civicrm/admin/financial/financialAccount" q="reset=1&action=browse"}{/capture} +

{ts 1=$acctLink}Each financial type relates to a number of financial accounts to track income, accounts receivable, and fees.

{/ts}
{if $rows} @@ -75,4 +78,4 @@ {ts 1=$crmURL}There are no Financial Types entered. You can add one.{/ts} {/if} -{/if} \ No newline at end of file +{/if} diff --git a/templates/CRM/Financial/Page/FinancialTypeAccount.tpl b/templates/CRM/Financial/Page/FinancialTypeAccount.tpl index 42f6558ff2..aa336abba9 100644 --- a/templates/CRM/Financial/Page/FinancialTypeAccount.tpl +++ b/templates/CRM/Financial/Page/FinancialTypeAccount.tpl @@ -71,10 +71,10 @@ {else} -
+
{capture assign=crmURL}{crmURL q="action=add&reset=1&aid=$aid"}{/capture} {ts 1=$crmURL}There are no financial accounts assigned to this financial type. You can assign one.{/ts}
{/if} -{/if} \ No newline at end of file +{/if} -- 2.25.1