Journals (accounting.JournalsOverview)

The list of all Journals shown in the dashboard. (more)

Inherits from lino_xl.lib.accounting.Journals

Every row of this data table is a Journal.

User guide: The accounting plugin.

Columns

  • Description (description) : See Description.

  • Total (num_vouchers) : See Total.

  • This year (this_year) : See This year.

  • This month (this_month) : See This month.

  • Unfinished (state_draft) : See Unfinished.

  • Warnings (warnings) : See Warnings.

Detail layout

    • Designation (name) : The translatable name of this database row.

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

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

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

    • Reference (ref) : The reference. This must be either empty or unique.

    • Journal group (journal_group) : Pointer to an item of JournalGroups.

    • Voucher type (voucher_type) : Pointer to an item of VoucherTypes.

    • Trade type (trade_type) : Pointer to TradeTypes.

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

    • ID (id) : See ID.

    • Account (account) : The account to use for the counter-movements generated by vouchers in this journal.

    • Organization (partner) : The partner to use as default partner for vouchers in this journal.

    • Print method (build_method) : A pointer to an item of BuildMethods.

    • Template (template) : See PrintableType.template.

    • Library volume (uploads_volume) : See Library volume.

    • Primary booking direction (dc) : The primary booking direction. Voucher items in this direction increase the total amount of the voucher.

    • Make ledger movements (make_ledger_movements) : Whether vouchers in this journal generate ledger movements.

    • Make storage movements (make_storage_movements) : See Make storage movements.

    • Send via Peppol (is_outbound) : Whether vouchers of this journal should be sent via the Peppol network.

    • Last sending (last_sending) : The date of the latest invoice in this journal that has been sent via Peppol.

    • Force chronological sequence (force_sequence) : See Force chronological sequence.

    • Yearly numbering (yearly_numbering) : Whether the number of vouchers should restart at 1 every year.

    • Fill suggestions (auto_fill_suggestions) : Whether to automatically fill voucher item from due payments of the partner when entering a financial voucher.

    • Check clearing (auto_check_clearings) : Whether to automatically check and update the ‘cleared’ status of ledger movements when (de)registering a voucher of this journal.

    • must declare (must_declare) : Whether movements made by this journal should be included in VAT declarations.

    • Preliminary (preliminary) : Whether transactions in this journal are considered preliminary.

    • Printed document designation (printed_name) : See Printed document designation.

    • Printed document designation (de) (printed_name_de) : See Printed document designation (de).

    • Printed document designation (fr) (printed_name_fr) : See Printed document designation (fr).

    • Printed document designation (et) (printed_name_et) : See Printed document designation (et).

  • Match rules (accounting.MatchRulesByJournal)

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

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

  • None (grid) : The list of all Journals shown in the dashboard.

  • None (open_help) : Open Help Window

Hidden columns

  • ID (id) : See ID.

  • Designation (name) : The translatable name of this database row.

  • 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.

  • Reference (ref) : The reference. This must be either empty or unique.

  • Print method (build_method) : A pointer to an item of BuildMethods.

  • Template (template) : See PrintableType.template.

  • Send via Peppol (is_outbound) : Whether vouchers of this journal should be sent via the Peppol network.

  • Last sending (last_sending) : The date of the latest invoice in this journal that has been sent via Peppol.

  • Trade type (trade_type) : Pointer to TradeTypes.

  • Voucher type (voucher_type) : Pointer to an item of VoucherTypes.

  • Journal group (journal_group) : Pointer to an item of JournalGroups.

  • Check clearing (auto_check_clearings) : Whether to automatically check and update the ‘cleared’ status of ledger movements when (de)registering a voucher of this journal.

  • Fill suggestions (auto_fill_suggestions) : Whether to automatically fill voucher item from due payments of the partner when entering a financial voucher.

  • Force chronological sequence (force_sequence) : See Force chronological sequence.

  • Preliminary (preliminary) : Whether transactions in this journal are considered preliminary.

  • Make ledger movements (make_ledger_movements) : Whether vouchers in this journal generate ledger movements.

  • Make storage movements (make_storage_movements) : See Make storage movements.

  • Account (account) : The account to use for the counter-movements generated by vouchers in this journal.

  • Organization (partner) : The partner to use as default partner for vouchers in this journal.

  • Printed document designation (printed_name) : See Printed document designation.

  • Printed document designation (de) (printed_name_de) : See Printed document designation (de).

  • Printed document designation (fr) (printed_name_fr) : See Printed document designation (fr).

  • Printed document designation (et) (printed_name_et) : See Printed document designation (et).

  • Primary booking direction (dc) : The primary booking direction. Voucher items in this direction increase the total amount of the voucher.

  • Yearly numbering (yearly_numbering) : Whether the number of vouchers should restart at 1 every year.

  • must declare (must_declare) : Whether movements made by this journal should be included in VAT declarations.

  • Library volume (uploads_volume) : See Library volume.

  • Match available credit (auto_match) : Set the match automatically when registering a voucher to use available credit

  • Default invoiceable type (default_invoiceable_type) : Default value for the type of lino_xl.lib.trading.InvoiceItem.invoiceable.

  • Bank account (sepa_account) : Your bank account to specify in payment order.

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

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