New Institution doc question

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New Institution doc question

by Jack Ostroff :: Rate this Message:

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The screenshot for the New Institution Dialog doesn't match what I have  
in 0.9.3.  The docs show the second to last field as Account Number  
(which is referred to in the text) but my version has Routing Number.  
I can submit a new png, but there is one other problem.  The text  
refers to IBAN, and links to a definition at investordictionary.com,  
but both screenshots show BIC, which I assume is Bank Identifier Code,  
which seems to be part of the SWIFT system, which appears to be used  
much more in Europe than the US.  I found a page on  BIC at wikipedia,  
and could switch the reference, but I don't  know enough about online  
banking to know which is really needed - IBAN or BIC.

Can somebody clarify this issue?

Thanks.

Jack

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Re: New Institution doc question

by Thomas Baumgart :: Rate this Message:

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On Thursday 09 July 2009 16:14:28 Jack wrote:

> The screenshot for the New Institution Dialog doesn't match what I have
> in 0.9.3.  The docs show the second to last field as Account Number
> (which is referred to in the text) but my version has Routing Number.

Account Number at that position is wrong. The Routing number can be a local
number and the BIC is more of an international routing number.

> I can submit a new png, but there is one other problem.

We need to rework all the screenshots and want to do that from a single box to
make them all look alike (theme and style wise). So no need to supply an
update here.

> The text
> refers to IBAN, and links to a definition at investordictionary.com,
> but both screenshots show BIC, which I assume is Bank Identifier Code,
> which seems to be part of the SWIFT system, which appears to be used
> much more in Europe than the US.  I found a page on  BIC at wikipedia,
> and could switch the reference, but I don't  know enough about online
> banking to know which is really needed - IBAN or BIC.

Well, both are required. The BIC is the Bank Identifier Code and identifies
the institution whereas the IBAN is the International Bank Account Number and
identifies the account with the bank.

So the text

"This will bring up the following dialog in which to enter your account number
and the bank’s IBAN
number. These fields may be left blank and filled in at a later time; they are
only required for online
banking. To proceed to the next step click on Next."

is just wrong at this point. The dialog should contain the bank information,
not the account information. They also might be needed for online banking. In
today's version of KMyMoney they are simply documentation.


http://en.wikipedia.org/wiki/ISO_9362  (for the BIC)
http://en.wikipedia.org/wiki/International_Bank_Account_Number (for the IBAN)

> Can somebody clarify this issue?

So the BIC is stored with the institution and the IBAN with the account.
Maybe, a link to the above pages is helpful inside the KMyMoney documentation.
I don't like the one to a page with too many commercials anyway.

Hope that makes it clear.

--

Regards

Thomas Baumgart

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Re: New Institution doc question

by Jack-160 :: Rate this Message:

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On 2009.07.09 14:34, Thomas Baumgart wrote:

> On Thursday 09 July 2009 16:14:28 Jack wrote:
>> The screenshot for the New Institution Dialog doesn't match what I  
>> have in 0.9.3.  The docs show the second to last field as Account  
>> Number (which is referred to in the text) but my version has Routing  
>> Number.
>
> Account Number at that position is wrong. The Routing number can be a  
> local number and the BIC is more of an international routing number.
>
>> I can submit a new png, but there is one other problem.
>
> We need to rework all the screenshots and want to do that from a  
> single box to make them all look alike (theme and style wise). So no  
> need to supply an update here.
>
>> The text refers to IBAN, and links to a definition at  
>> investordictionary.com, but both screenshots show BIC, which I  
>> assume is Bank Identifier Code, which seems to be part of the SWIFT  
>> system, which appears to be used much more in Europe than the US.  I  
>> found a page on  BIC at wikipedia, and could switch the reference,  
>> but I don't  know enough about online banking to know which is  
>> really needed - IBAN or BIC.
>
> Well, both are required. The BIC is the Bank Identifier Code and  
> identifies the institution whereas the IBAN is the International Bank  
> Account Number and identifies the account with the bank.
>
> So the text
>
> "This will bring up the following dialog in which to enter your  
> account number and the bank’s IBAN number. These fields may be left  
> blank and filled in at a later time; they are only required for  
> online banking. To proceed to the next step click on Next."
>
> is just wrong at this point. The dialog should contain the bank  
> information, not the account information. They also might be needed  
> for online banking. In today's version of KMyMoney they are simply  
> documentation.
>
> http://en.wikipedia.org/wiki/ISO_9362  (for the BIC)
> http://en.wikipedia.org/wiki/International_Bank_Account_Number (for  
> the IBAN)
>
>> Can somebody clarify this issue?
>
> So the BIC is stored with the institution and the IBAN with the  
> account. Maybe, a link to the above pages is helpful inside the  
> KMyMoney documentation. I don't like the one to a page with too many  
> commercials anyway.
>
I think some additional confusion was caused by putting the new  
intitution dialog screenshot in the middle of the new account  
description.  I moved it, so the Institution chapter now has the New  
Institution Dialog, and in the Account chapter, the New Account Dialog  
first section (specify the institution) now seems to flow better.  I  
also used both wikipedia links, replacing the old link.  Obviously both  
chapters need new screenshots.

I've attached the institution and account chapter docbook files.


Jack



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details-accounts.docbook (28K) Download Attachment
details-institutions.docbook (6K) Download Attachment

Re: New Institution doc question

by Bugzilla from asoliverez@gmail.com :: Rate this Message:

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On Sat, Aug 8, 2009 at 8:43 PM, Jack <ostroffjh@...> wrote:


I've attached the institution and account chapter docbook files.


Jack


Added to CVS.

Regards,
Alvaro

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