diff --git a/accounting/others/adviser/fiscalyear.rst b/accounting/others/adviser/fiscalyear.rst index e3120a9a5..7f19b8317 100644 --- a/accounting/others/adviser/fiscalyear.rst +++ b/accounting/others/adviser/fiscalyear.rst @@ -88,3 +88,6 @@ the **Current Year Earnings**, you should set the **Lock Date** to the last day of the fiscal year. Making sure that before doing so, you confirm whether or not the current year earnings in the **Balance Sheet** is correctly reporting a 0 balance. + +.. seealso:: + * :doc:`../configuration/fiscal_year` \ No newline at end of file diff --git a/accounting/others/configuration.rst b/accounting/others/configuration.rst index 779dd5f21..b3e10f9f1 100644 --- a/accounting/others/configuration.rst +++ b/accounting/others/configuration.rst @@ -6,3 +6,4 @@ Configuration :titlesonly: configuration/account_type + configuration/fiscal_year diff --git a/accounting/others/configuration/fiscal_year.rst b/accounting/others/configuration/fiscal_year.rst new file mode 100644 index 000000000..e7f9522c6 --- /dev/null +++ b/accounting/others/configuration/fiscal_year.rst @@ -0,0 +1,34 @@ +=================== +Manage Fiscal Years +=================== + +In most cases, the fiscal years last 12 months. If it is your case, you +just have to define what is the last day of your fiscal year in the +accounting settings. By default, it is set on the 31st December. + +.. image:: media/fiscal_year01.png + :align: center + +However, there might be some exceptions. For example, if it is the first +fiscal year of your business, it could last more or less than 12 months. +In this case, some additional configuration is required. + +Go in :menuselection:`accounting --> configuration --> settings` and activate +the fiscal years. + +.. image:: media/fiscal_year02.png + :align: center + +You can then configure your fiscal years in +:menuselection:`accounting --> configuration --> fiscal years`. + +.. image:: media/fiscal_year03.png + :align: center + +.. note:: + You only have to create fiscal years if they last more or less + than 12 months. + +.. seealso:: + + * :doc:`../adviser/fiscalyear` diff --git a/accounting/others/configuration/media/fiscal_year01.png b/accounting/others/configuration/media/fiscal_year01.png new file mode 100644 index 000000000..7def9ae80 Binary files /dev/null and b/accounting/others/configuration/media/fiscal_year01.png differ diff --git a/accounting/others/configuration/media/fiscal_year02.png b/accounting/others/configuration/media/fiscal_year02.png new file mode 100644 index 000000000..977323dac Binary files /dev/null and b/accounting/others/configuration/media/fiscal_year02.png differ diff --git a/accounting/others/configuration/media/fiscal_year03.png b/accounting/others/configuration/media/fiscal_year03.png new file mode 100644 index 000000000..42915917a Binary files /dev/null and b/accounting/others/configuration/media/fiscal_year03.png differ