Accounts (accounting.Accounts)

Every row of this data table is a Account.

User guide: The accounting plugin.

Columns

  • Description (description) : See Description.

  • Needs partner (needs_partner) : Whether bookings to this account need a partner specified.

  • Clearable (clearable) : See Clearable.

  • Reference (ref) : An optional unique name which can be used to reference a given account.

Detail layout

    • Reference (ref) : An optional unique name which can be used to reference a given account.

    • Common account (common_account) : See Common account.

    • ID (id) : See ID.

    • Designation (name) : The multilingual designation of this account, as the users see it.

    • Designation (de) (name_de) : See Designation (de).

    • Designation (fr) (name_fr) : See Designation (fr).

    • Designation (et) (name_et) : See Designation (et).

    • Needs partner (needs_partner) : Whether bookings to this account need a partner specified.

    • Clearable (clearable) : See Clearable.

    • Default amount (default_amount) : The default amount to book in bank statements or journal entries when this account has been selected manually. The default booking direction is that of the type.

  • Movements (accounting.MovementsByAccount1) : See Movements.

Toolbar actions

  • Table (landscape) (as_pdf) : See (unformatted: <lino_xl.lib.appypod.mixins.PrintTableAction as_pdf ('Table (landscape)')>).

  • Table (portrait) (as_pdf_p) : See (unformatted: <lino_xl.lib.appypod.mixins.PortraitPrintTableAction as_pdf_p ('Table (portrait)')>).

  • Export to .xls (export_excel) : Export this table as an .xls document

  • None (grid_post) : See (unformatted: <lino.core.actions.CreateRow grid_post>).

  • None (grid_put) : See (unformatted: <lino.core.actions.SaveGridCell grid_put>).

  • New (insert) : Insert a new Account.

  • Create (submit_insert) : Submit this form, i.e. send your data to the server.

  • Duplicate (clone_row) : Create a duplicate of this row and insert the new row below this one.

  • Delete (delete_selected) : Delete this record

  • Merge (merge_row) : Merge this object into another object of same class.

  • Debts (due) : The ExpectedMovements accessible by clicking the “Debts” action button on an account.

  • None (grid) : See (unformatted: <lino.core.actions.ShowTable grid>).

  • Move down (move_down) : Exchange the seqno of this item and the next item.

  • Move up (move_up) : Exchange the seqno of this item and the previous item.

  • None (open_help) : Open Help Window

  • None (validate) : See (unformatted: <lino.core.actions.ValidateForm validate>).

  • Save (submit_detail) : Save changes in this form

Filter parameters

  • VAT class (vat_class) : The default VAT class to use for transactions on this account.

  • VAT column (vat_column) : See VAT column.

  • Common account (common_account) : See Common account.

Hidden columns

  • ID (id) : See ID.

  • Designation (name) : The multilingual designation of this account, as the users see it.

  • Designation (de) (name_de) : See Designation (de).

  • Designation (fr) (name_fr) : See Designation (fr).

  • Designation (et) (name_et) : See Designation (et).

  • No. (seqno) : The sequence number of this item with its parent.

  • Common account (common_account) : See Common account.

  • VAT column (vat_column) : See VAT column.

  • VAT class (vat_class) : The default VAT class to use for transactions on this account.

  • Default amount (default_amount) : The default amount to book in bank statements or journal entries when this account has been selected manually. The default booking direction is that of the type.

  • Sales (sales_allowed) : Whether this account is available for Sales transactions.

  • Purchases (purchases_allowed) : Whether this account is available for Purchases transactions.

  • Wages (wages_allowed) : Whether this account is available for Wages transactions.

  • Taxes (taxes_allowed) : Whether this account is available for Taxes transactions.

  • Clearings (clearings_allowed) : Whether this account is available for Clearings transactions.

  • Bank payment orders (bank_po_allowed) : Whether this account is available for Bank payment orders transactions.

  • Select multiple rows (rowselect) : See Select multiple rows.

  • ⇵ (dndreorder) : A place holder column for drag and drop row reorder on React front end