Files
tryton/modules/account/doc/usage/view.rst
T

59 lines
2.0 KiB
ReStructuredText
Raw Normal View History

2021-01-18 12:57:35 +00:00
.. _Viewing journal entries:
Viewing journal entries
=======================
In Tryton there are plenty of different ways of getting information about
the `journal entries`_ that record your
`Company's <company:model-company.company>` accounting transactions.
Each journal entry is represented by an `Account Move <model-account.move>`.
These account moves, and the `Account Move Lines <model-account.move.line>`
that make them up, can be found by:
* Using the items in the [:menuselection:`Financial --> Entries`] main menu
item.
* `Viewing your chart of accounts data` and opening the accounts.
* `Using the general ledger` and opening the accounts.
* `Using the balance sheet` and opening the lines and then accounts.
* `Using the income statement` and opening the lines and then accounts.
.. tip::
Account moves that are created by, or relate to, other documents or items
on you Tryton system can also often be found from those documents or items.
.. _journal entries: https://en.wikipedia.org/wiki/Journal_entry
.. _Viewing your chart of accounts data:
Viewing your chart of accounts data
===================================
2022-07-18 00:04:04 +02:00
The [:menuselection:`Financial --> Reporting -> Chart of Accounts`] provides a
structured view of all the `Accounts <model-account.account>` that form your
`Company's <company:model-company.company>` accounts.
2021-01-18 12:57:35 +00:00
.. tip::
Each account can be opened to show the
`Account Move Lines <model-account.move.line>` that contributed to the
debits and credits shown for that account.
.. _Viewing your tax code data:
Viewing your tax code data
==========================
2022-07-18 00:04:04 +02:00
From [:menuselection:`Financial --> Reporting -> Chart of Tax Codes`] you are
able to see data about what `Taxes <model-account.tax>` have been applied and
what amounts these were based on.
2021-01-18 12:57:35 +00:00
The `Tax Codes <model-account.tax.code>` are normally structured so that you
can find the data that you need to do your tax reporting.
.. tip::
Each tax code can be opened to show the
`Tax Lines <model-account.tax.line>` that contribute to the tax code's
amount.