90 lines
3.0 KiB
ReStructuredText
90 lines
3.0 KiB
ReStructuredText
.. _model-account.fiscalyear:
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Fiscal Year
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===========
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In accounting the concept of a *Fiscal Year* is used when generating a
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`Company's <company:model-company.company>` financial reports.
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In Tryton it groups together a set of `Periods <model-account.period>`.
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.. seealso::
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Fiscal years can be found by opening the main menu item:
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|Financial --> Configuration --> Fiscal Years --> Fiscal Years|__
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.. |Financial --> Configuration --> Fiscal Years --> Fiscal Years| replace:: :menuselection:`Financial --> Configuration --> Fiscal Years --> Fiscal Years`
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__ https://demo.tryton.org/model/account.fiscalyear
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Wizards
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-------
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.. _wizard-account.fiscalyear.create_periods:
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Create Periods
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^^^^^^^^^^^^^^
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For a *Fiscal Year*, the *Create Periods* wizard creates a set of monthly,
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quarterly, or other fixed length periods.
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The periods that are created cover the whole of the fiscal year, and do not
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overlap.
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.. _wizard-account.fiscalyear.renew:
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Renew Fiscal Year
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^^^^^^^^^^^^^^^^^
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The *Renew Fiscal Year* wizard takes a previous *Fiscal Year* and lets the
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user create a new fiscal year based on it.
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When the wizard is started, by default, it is setup ready to create a new
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fiscal year based on, and immediately following, the latest fiscal year.
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.. seealso::
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The renew fiscal year wizard can be started from the main menu item:
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:menuselection:`Financial --> Configuration --> Fiscal Years --> Renew Fiscal Year`
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.. _wizard-account.fiscalyear.balance_non_deferral:
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Balance Non-Deferral
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^^^^^^^^^^^^^^^^^^^^
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At the fiscal year-end the *Balance Non-Deferral* wizard is used to
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create `Account Moves <model-account.move>` that zero the balances of each
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non-deferral `Account <model-account.account>` using a counterpart account.
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.. seealso::
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The balance non-deferral wizard is started using the main menu item:
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:menuselection:`Financial --> Processing --> Balance Non-Deferral`
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.. _model-account.period:
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Period
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======
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An accounting *Period* represents a period of time between two dates.
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It allows a `Company's <company:model-company.company>` accounts to be
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processed, aggregated and analysed based on this fixed range of time.
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Each period in Tryton belongs to a `Fiscal Year <model-account.fiscalyear>`.
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There are two different types of period, standard periods, and
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adjustment periods.
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Standard periods from the same fiscal year cannot overlap, and by default
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Tryton will only use Standard periods when creating new
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`Account Moves <model-account.move>`.
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Adjustment periods are typically used for things like the
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accounting moves created when `Closing a fiscal year`, and these periods may
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overlap other periods.
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.. seealso::
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Periods can be found by opening the main menu item:
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|Financial --> Configuration --> Fiscal Years --> Fiscal Years --> Periods|__
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.. |Financial --> Configuration --> Fiscal Years --> Fiscal Years --> Periods| replace:: :menuselection:`Financial --> Configuration --> Fiscal Years --> Fiscal Years --> Periods`
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__ https://demo.tryton.org/model/account.period
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