Movements (accounting.MovementsByPartner)

Shows the ledger movements linked to a given partner. (more)

Inherits from lino_xl.lib.accounting.Movements

Every row of this data table is a Movement.

User guide: The accounting plugin.

Columns

  • Value date (value_date) : The date at which this movement is to be entered into the accounting. This is usually the voucher’s entry_date, except e.g. for bank statements where each item can have its own value date.

  • Voucher (voucher_link) : A virtual field which shows a link to the voucher.

  • Description (description) : See Description.

  • Debit (debit) : Virtual field showing amount if dc is DEBIT.

  • Credit (credit) : Virtual field showing amount if dc is CREDIT.

  • Match (match) : An unique name used to group a set of movements that are to be cleared.

  • Cleared (cleared) : Whether this movement “is satisfied” or “has been paid”.

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>).

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

  • Delete (delete_selected) : Delete this record

  • None (grid) : Shows the ledger movements linked to a given partner.

  • None (open_help) : Open Help Window

Filter parameters

  • Fiscal year (year) : See year.

  • Journal group (journal_group) : See journal_group.

  • Partner (partner) : See partner.

  • None (None) : See None.

  • Account (account) : See account.

  • Journal (journal) : See journal.

  • Show cleared movements (cleared) : See cleared.

  • Date from (start_date) : Start of observed date range

  • until (end_date) : End of observed date range

  • Period from (start_period) : Start of observed period range.

  • Period until (end_period) : Optional end of observed period range. Leave empty to observe only the start period.

Hidden columns

  • ID (id) : See ID.

  • Voucher (voucher) : Pointer to the numbered voucher that caused this movement.

  • Seq.No. (seqno) : Sequential number within a voucher.

  • Account (account) : Pointer to the Account that is being moved by this movement.

  • amount (amount) : See amount.

  • VAT regime (vat_regime) : See VAT regime.

  • VAT class (vat_class) : See VAT class.

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

  • Partner (partner) : Pointer to the partner involved in this movement.