From b1e7d4d418c7273ad36aa220a9aff606a426a33c Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E2=80=9CDallas=E2=80=9D?= Date: Tue, 14 Oct 2025 13:01:01 +0000 Subject: [PATCH] [FIX] accounting: remove Configuration H2 and shift headings up X-original-commit: 1f52d06189faccebdb62d87cbd49387b89c44ea4 --- .../accounting/get_started/journals.rst | 33 ++++++++----------- 1 file changed, 14 insertions(+), 19 deletions(-) diff --git a/content/applications/finance/accounting/get_started/journals.rst b/content/applications/finance/accounting/get_started/journals.rst index c9492bfd1c..178c771043 100644 --- a/content/applications/finance/accounting/get_started/journals.rst +++ b/content/applications/finance/accounting/get_started/journals.rst @@ -18,11 +18,6 @@ records: each for a unique bank account, or two separate sales journals to track :abbr:`B2B (business to business)` versus :abbr:`B2C (business to customer)` income. -.. _accounting/journals/configuration: - -Configuration -============= - Each card on the :guilabel:`Accounting Dashboard` represents a journal. To edit the configuration of a journal, click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` on the journal card, then click :guilabel:`Configuration`. Alternatively, go to :menuselection:`Accounting --> Configuration @@ -62,7 +57,7 @@ The :guilabel:`Advanced Settings` tab contains more technical options: .. _accounting/journals/bank-cash-cc: Bank, cash, and credit card journals ------------------------------------- +==================================== Bank, cash, and credit card journals share the following features: @@ -103,7 +98,7 @@ available depending on the journal type. If desired, set :ref:`outstanding accou .. _accounting/journals/outstanding-accounts: Outstanding accounts -~~~~~~~~~~~~~~~~~~~~ +-------------------- By default, payments in Odoo do not create journal entries, but they can be configured to create journal entries by using **outstanding accounts** on :ref:`bank ` and @@ -117,14 +112,14 @@ journal entries by using **outstanding accounts** on :ref:`bank ` :guilabel:`Current Assets` and :guilabel:`Current Liabilities`. -Payments that are registered in Odoo are posted to the outstanding receipts and outstanding accounts -until they are reconciled. At any moment, the outstanding receipts account's balance in the general -ledger shows the balance of registered incoming payments that have not yet been reconciled, and the -outstanding payments account's balance in the general ledger shows the balance of registered +Payments that are registered in Odoo are posted to the outstanding receipts and outstanding payments +accounts until they are reconciled. At any moment, the outstanding receipts account's balance in the +general ledger shows the balance of registered incoming payments that have not yet been reconciled, +and the outstanding payments account's balance in the general ledger shows the balance of registered outgoing payments that have not yet been reconciled. Configuration -************* +~~~~~~~~~~~~~ To configure outstanding accounts, go to :menuselection:`Accounting --> Configuration --> Journals` and select or create a bank or cash journal. In the :guilabel:`Incoming Payments` and @@ -142,7 +137,7 @@ entries. .. _accounting/journals/bank: Bank -~~~~ +---- Bank journals are used to record journal entries related to :doc:`bank transactions <../bank/transactions>` and incoming and outgoing :doc:`payments <../payments>`. The following @@ -170,7 +165,7 @@ outgoing payment files, such as :doc:`SEPA <../payments/pay_sepa>` or :ref:`NACH .. _accounting/journals/cash: Cash -~~~~ +---- Cash journals are used to record journal entries related to cash :doc:`transactions <../bank/transactions>`. The following fields are specific to cash journals: @@ -187,7 +182,7 @@ Only manual payment methods are available for cash journals. .. _accounting/journals/credit: Credit card -~~~~~~~~~~~ +----------- Credit card journals are used to record journal entries related to credit cards. The following fields are specific to credit card journals: @@ -202,12 +197,12 @@ Only manual payment methods are available for credit card journals. .. _accounting/journals/sales-purchase-misc: Sales, purchase, and miscellaneous journals -------------------------------------------- +=========================================== .. _accounting/journals/sales: Sales -~~~~~ +----- Sales journals, also known as income journals, are used to record journal entries related to :doc:`customer invoices <../customer_invoices>`. The following fields are specific to customer @@ -235,7 +230,7 @@ refer to that particular invoice when making a payment: .. _accounting/journals/purchase: Purchase -~~~~~~~~ +-------- Purchase journals are used to record journal entries related to :doc:`vendor bills <../vendor_bills>`. The following fields are specific to purchase journals: @@ -255,7 +250,7 @@ Purchase journals are used to record journal entries related to :doc:`vendor bil .. _accounting/journals/misc: Miscellaneous -~~~~~~~~~~~~~ +------------- Miscellaneous journals are used to record journal entries that are not related to any of the other journal types such as tax closing journal entries.