[ADD] accounting: Manage fiscal years
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@ -88,3 +88,6 @@ the **Current Year Earnings**, you should set the **Lock Date** to the last day
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of the fiscal year. Making sure that before doing so, you confirm
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of the fiscal year. Making sure that before doing so, you confirm
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whether or not the current year earnings in the **Balance Sheet** is
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whether or not the current year earnings in the **Balance Sheet** is
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correctly reporting a 0 balance.
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correctly reporting a 0 balance.
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.. seealso::
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* :doc:`../configuration/fiscal_year`
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@ -6,3 +6,4 @@ Configuration
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:titlesonly:
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:titlesonly:
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configuration/account_type
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configuration/account_type
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configuration/fiscal_year
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34
accounting/others/configuration/fiscal_year.rst
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34
accounting/others/configuration/fiscal_year.rst
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@ -0,0 +1,34 @@
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===================
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Manage Fiscal Years
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===================
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In most cases, the fiscal years last 12 months. If it is your case, you
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just have to define what is the last day of your fiscal year in the
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accounting settings. By default, it is set on the 31st December.
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.. image:: media/fiscal_year01.png
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:align: center
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However, there might be some exceptions. For example, if it is the first
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fiscal year of your business, it could last more or less than 12 months.
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In this case, some additional configuration is required.
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Go in :menuselection:`accounting --> configuration --> settings` and activate
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the fiscal years.
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.. image:: media/fiscal_year02.png
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:align: center
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You can then configure your fiscal years in
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:menuselection:`accounting --> configuration --> fiscal years`.
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.. image:: media/fiscal_year03.png
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:align: center
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.. note::
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You only have to create fiscal years if they last more or less
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than 12 months.
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.. seealso::
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* :doc:`../adviser/fiscalyear`
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accounting/others/configuration/media/fiscal_year01.png
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accounting/others/configuration/media/fiscal_year02.png
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accounting/others/configuration/media/fiscal_year03.png
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