From 10cdcd5826ea6aae1f7cd4631e2605a453aba966 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?C=C3=A9dric=20Krier?= Date: Sat, 10 Feb 2024 20:29:00 +0100 Subject: [PATCH] Document how to fill opening balance --- modules/account/doc/setup.rst | 16 ++++++++++++++++ 1 file changed, 16 insertions(+) diff --git a/modules/account/doc/setup.rst b/modules/account/doc/setup.rst index bba64b17b0..f6e66efd38 100644 --- a/modules/account/doc/setup.rst +++ b/modules/account/doc/setup.rst @@ -62,3 +62,19 @@ smaller chunks. .. tip:: Tryton also provides easy ways of `Creating additional fiscal years`. + +.. _Fill opening balance: + +Fill opening balance +==================== + +If your company already had a balance before the first :ref:`Fiscal Year +` created in Tryton, you should `create a journal +entry ` with one line for each `Account +` with the balance as credit or debit. + +.. tip:: + + It is best to use an adjustment `Period ` at the + begining the fiscal year and a ``Situation`` `Journal + `.