Accounting Module
- accounting-account-categories-create
- accounting-account-categories-id-update
- accounting-account-categories-id
- accounting-account-categories
- accounting-accounts-create
- accounting-accounts-id-update-header
- accounting-accounts-id-update-standard
- accounting-accounts-id
- accounting-accounts
- accounting-bank-accounts-create
- accounting-bank-accounts-id-update
- accounting-bank-accounts-id
- accounting-bank-accounts
- accounting-bank-information-id
- accounting-bank-information
- accounting-commission-payments-create
- accounting-commission-payments-id-update
- accounting-commission-payments-id
- accounting-commission-payments
- accounting-credit-card-accounts-create
- accounting-credit-card-accounts-id-update
- accounting-credit-card-accounts-id
- accounting-credit-card-accounts
- accounting-credit-card-charges-create
- accounting-credit-card-charges-id-update
- accounting-credit-card-charges-id
- accounting-credit-card-charges
- accounting-customer-credits-create
- accounting-customer-credits-id-update
- accounting-customer-credits-id
- accounting-customer-credits-pos-create
- accounting-customer-credits
- accounting-customer-debits-create
- accounting-date-range-report
- accounting-debit-cards-create
- accounting-debit-cards-id-update
- accounting-debit-cards-id
- accounting-debit-cards
- accounting-deposits-create
- accounting-deposits-id-update
- accounting-deposits-id
- accounting-deposits
- accounting-expense-categories-create
- accounting-expense-categories-id-update
- accounting-expense-categories-id
- accounting-expense-categories
- accounting-expense-records-create
- accounting-expense-records-id-update
- accounting-expense-records-id
- accounting-expense-records
- accounting-journal-entries-create
- accounting-journal-entries-id-update
- accounting-journal-entries-id
- accounting-journal-entries
- accounting-mileage-records-create
- accounting-mileage-records-id-update
- accounting-mileage-records-id
- accounting-mileage-records
- accounting-months-create
- accounting-months-id-update
- accounting-months-id
- accounting-months
- accounting-payable-transactions-id-update
- accounting-payables
- accounting-payment-terms-create
- accounting-payment-terms-id-update
- accounting-payment-terms-id
- accounting-payment-terms
- accounting-payments-create
- accounting-payments-id-update
- accounting-payments-id
- accounting-payments
- accounting-quarters-create
- accounting-quarters-id-update
- accounting-quarters-id
- accounting-quarters
- accounting-receivable-transactions-id-update
- accounting-reconciliations-create
- accounting-reconciliations-creditcard-id
- accounting-reconciliations-id-review
- accounting-reconciliations-id
- accounting-reconciliations
- accounting-taxes-create
- accounting-taxes-id-update
- accounting-taxes-id
- accounting-taxes
- accounting-transactions-create
- accounting-transactions-id-update
- accounting-transactions-id
- accounting-transactions
- accounting-vehicles-create
- accounting-vehicles-id-update
- accounting-vehicles-id
- accounting-vehicles
- accounting-vendor-invoices-create
- accounting-vendor-invoices-id-update
- accounting-vendor-invoices-id
- accounting-vendor-invoices
- accounting-work-periods-create
- accounting-work-periods-id-deposit
- accounting-work-periods-id-update
- accounting-work-periods-id
- accounting-work-periods
- accounting-years-create
- accounting-years-id-update
- accounting-years-id
- accounting-years
accounting-account-categories-create
Account Category – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/account-categories/create/
Model: AccountCategory
Record Name: Account Category
Plural Name: Account Categories
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Account Type | Text (choice) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-account-categories
- Detail View — accounting-account-categories-id
- Update View — accounting-account-categories-id-update
Advanced Notes
TODO
accounting-account-categories-id-update
Account Category – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/account-categories/<pk>/update/
Model: AccountCategory
Record Name: Account Category
Plural Name: Account Categories
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Account Type | Text (choice) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-account-categories
- Create View — accounting-account-categories-create
- Detail View — accounting-account-categories-id
Advanced Notes
TODO
accounting-account-categories-id
Account Category – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/account-categories/<pk>/
Model: AccountCategory
Record Name: Account Category
Plural Name: Account Categories
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Account Type | Text (choice) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-account-categories
- Create View — accounting-account-categories-create
- Update View — accounting-account-categories-id-update
Advanced Notes
TODO
accounting-account-categories
Account Categories – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/account-categories/
Model: AccountCategory
Record Name: Account Category
Plural Name: Account Categories
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Account Type | Text (choice) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-account-categories-create
- Detail View — accounting-account-categories-id
- Update View — accounting-account-categories-id-update
Advanced Notes
TODO
accounting-accounts-create
Account – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/accounts/create/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-accounts
- Detail View — accounting-accounts-id
- Update View — accounting-accounts-id-update-standard
- Update View — accounting-accounts-id-update-header
- List View — accounting-bank-accounts
- Create View — accounting-bank-accounts-create
- Detail View — accounting-bank-accounts-id
- Update View — accounting-bank-accounts-id-update
Advanced Notes
TODO
accounting-accounts-id-update-header
Account – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/accounts/<pk>/update-header/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-accounts
- Create View — accounting-accounts-create
- Detail View — accounting-accounts-id
- Update View — accounting-accounts-id-update-standard
- List View — accounting-bank-accounts
- Create View — accounting-bank-accounts-create
- Detail View — accounting-bank-accounts-id
- Update View — accounting-bank-accounts-id-update
Advanced Notes
TODO
accounting-accounts-id-update-standard
Account – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/accounts/<pk>/update-standard/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-accounts
- Create View — accounting-accounts-create
- Detail View — accounting-accounts-id
- Update View — accounting-accounts-id-update-header
- List View — accounting-bank-accounts
- Create View — accounting-bank-accounts-create
- Detail View — accounting-bank-accounts-id
- Update View — accounting-bank-accounts-id-update
Advanced Notes
TODO
accounting-accounts-id
Account – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/accounts/<pk>/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-accounts
- Create View — accounting-accounts-create
- Update View — accounting-accounts-id-update-standard
- Update View — accounting-accounts-id-update-header
- List View — accounting-bank-accounts
- Create View — accounting-bank-accounts-create
- Detail View — accounting-bank-accounts-id
- Update View — accounting-bank-accounts-id-update
Advanced Notes
TODO
accounting-accounts
Accounts – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/accounts/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-accounts-create
- Detail View — accounting-accounts-id
- Update View — accounting-accounts-id-update-standard
- Update View — accounting-accounts-id-update-header
- List View — accounting-bank-accounts
- Create View — accounting-bank-accounts-create
- Detail View — accounting-bank-accounts-id
- Update View — accounting-bank-accounts-id-update
Advanced Notes
TODO
accounting-bank-accounts-create
Account – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/bank-accounts/create/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-accounts
- Create View — accounting-accounts-create
- Detail View — accounting-accounts-id
- Update View — accounting-accounts-id-update-standard
- Update View — accounting-accounts-id-update-header
- List View — accounting-bank-accounts
- Detail View — accounting-bank-accounts-id
- Update View — accounting-bank-accounts-id-update
Advanced Notes
TODO
accounting-bank-accounts-id-update
Account – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/bank-accounts/<pk>/update/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-accounts
- Create View — accounting-accounts-create
- Detail View — accounting-accounts-id
- Update View — accounting-accounts-id-update-standard
- Update View — accounting-accounts-id-update-header
- List View — accounting-bank-accounts
- Create View — accounting-bank-accounts-create
- Detail View — accounting-bank-accounts-id
Advanced Notes
TODO
accounting-bank-accounts-id
Account – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/bank-accounts/<pk>/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-accounts
- Create View — accounting-accounts-create
- Detail View — accounting-accounts-id
- Update View — accounting-accounts-id-update-standard
- Update View — accounting-accounts-id-update-header
- List View — accounting-bank-accounts
- Create View — accounting-bank-accounts-create
- Update View — accounting-bank-accounts-id-update
Advanced Notes
TODO
accounting-bank-accounts
Accounts – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/bank-accounts/
Model: Account
Record Name: Account
Plural Name: Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account Name | Text | TODO |
| Category | Relationship (single) | TODO |
| Balance Currency | Text (choice) (optional) | TODO |
| Balance | Number (decimal) (optional) | TODO |
| Account Number | Text (optional) | TODO |
| Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. |
| Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system |
| Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-accounts
- Create View — accounting-accounts-create
- Detail View — accounting-accounts-id
- Update View — accounting-accounts-id-update-standard
- Update View — accounting-accounts-id-update-header
- Create View — accounting-bank-accounts-create
- Detail View — accounting-bank-accounts-id
- Update View — accounting-bank-accounts-id-update
Advanced Notes
TODO
accounting-bank-information-id
Bank Information – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/bank-information/<pk>/
Model: BankInformation
Record Name: Bank Information
Plural Name: Bank Information
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Information | Relationship (one-to-one) | Connects to the GL transaction that needs to be balanced |
| Transaction Date | Date | Record the date that this transaction took place |
| Posted | Yes/No | Records whether or not this transaction has cleared the bank |
| Expense Account | Relationship (single) (optional) | If this is balanced by a single transaction, select a balancing account to use |
| Check Number | Text (optional) | Record the check number, ACH number, or other identifying number here |
| Payee | Text (optional) | Records the payee or "Pay to the order of" field on a check |
| Dispersal Method | Text (choice) | Records how this withdrawal was made. If Print Check is selected, this check will be printed or added to the print queue. |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-bank-information
Advanced Notes
TODO
accounting-bank-information
Bank Information – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/bank-information/
Model: BankInformation
Record Name: Bank Information
Plural Name: Bank Information
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Information | Relationship (one-to-one) | Connects to the GL transaction that needs to be balanced |
| Transaction Date | Date | Record the date that this transaction took place |
| Posted | Yes/No | Records whether or not this transaction has cleared the bank |
| Expense Account | Relationship (single) (optional) | If this is balanced by a single transaction, select a balancing account to use |
| Check Number | Text (optional) | Record the check number, ACH number, or other identifying number here |
| Payee | Text (optional) | Records the payee or "Pay to the order of" field on a check |
| Dispersal Method | Text (choice) | Records how this withdrawal was made. If Print Check is selected, this check will be printed or added to the print queue. |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Detail View — accounting-bank-information-id
Advanced Notes
TODO
accounting-commission-payments-create
Commission Payment – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/commission-payments/create/
Model: CommissionPayment
Record Name: Commission Payment
Plural Name: Commission Payments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) (optional) | TODO |
| Salesperson | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Check Date | Date (optional) | TODO |
| Check Number | Number (integer) (optional) | TODO |
| Payee Override | Text (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-commission-payments
- Detail View — accounting-commission-payments-id
- Update View — accounting-commission-payments-id-update
Advanced Notes
TODO
accounting-commission-payments-id-update
Commission Payment – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/commission-payments/<pk>/update/
Model: CommissionPayment
Record Name: Commission Payment
Plural Name: Commission Payments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) (optional) | TODO |
| Salesperson | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Check Date | Date (optional) | TODO |
| Check Number | Number (integer) (optional) | TODO |
| Payee Override | Text (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-commission-payments
- Create View — accounting-commission-payments-create
- Detail View — accounting-commission-payments-id
Advanced Notes
TODO
accounting-commission-payments-id
Commission Payment – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/commission-payments/<pk>/
Model: CommissionPayment
Record Name: Commission Payment
Plural Name: Commission Payments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) (optional) | TODO |
| Salesperson | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Check Date | Date (optional) | TODO |
| Check Number | Number (integer) (optional) | TODO |
| Payee Override | Text (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-commission-payments
- Create View — accounting-commission-payments-create
- Update View — accounting-commission-payments-id-update
Advanced Notes
TODO
accounting-commission-payments
Commission Payments – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/commission-payments/
Model: CommissionPayment
Record Name: Commission Payment
Plural Name: Commission Payments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) (optional) | TODO |
| Salesperson | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Check Date | Date (optional) | TODO |
| Check Number | Number (integer) (optional) | TODO |
| Payee Override | Text (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-commission-payments-create
- Detail View — accounting-commission-payments-id
- Update View — accounting-commission-payments-id-update
Advanced Notes
TODO
accounting-credit-card-accounts-create
Credit Card Account – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/credit-card-accounts/create/
Model: CreditCardAccount
Record Name: Credit Card Account
Plural Name: Credit Card Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (one-to-one) | Select the payable account that represents this credit card |
| Account Number | Text (optional) | TODO |
| Institution | Number (integer) (optional) | TODO |
| Vendor | Relationship (single) (optional) | Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-credit-card-accounts
- Detail View — accounting-credit-card-accounts-id
- Update View — accounting-credit-card-accounts-id-update
Advanced Notes
TODO
accounting-credit-card-accounts-id-update
Credit Card Account – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/credit-card-accounts/<pk>/update/
Model: CreditCardAccount
Record Name: Credit Card Account
Plural Name: Credit Card Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (one-to-one) | Select the payable account that represents this credit card |
| Account Number | Text (optional) | TODO |
| Institution | Number (integer) (optional) | TODO |
| Vendor | Relationship (single) (optional) | Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-credit-card-accounts
- Create View — accounting-credit-card-accounts-create
- Detail View — accounting-credit-card-accounts-id
Advanced Notes
TODO
accounting-credit-card-accounts-id
Credit Card Account – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/credit-card-accounts/<pk>/
Model: CreditCardAccount
Record Name: Credit Card Account
Plural Name: Credit Card Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (one-to-one) | Select the payable account that represents this credit card |
| Account Number | Text (optional) | TODO |
| Institution | Number (integer) (optional) | TODO |
| Vendor | Relationship (single) (optional) | Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-credit-card-accounts
- Create View — accounting-credit-card-accounts-create
- Update View — accounting-credit-card-accounts-id-update
Advanced Notes
TODO
accounting-credit-card-accounts
Credit Card Accounts – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/credit-card-accounts/
Model: CreditCardAccount
Record Name: Credit Card Account
Plural Name: Credit Card Accounts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (one-to-one) | Select the payable account that represents this credit card |
| Account Number | Text (optional) | TODO |
| Institution | Number (integer) (optional) | TODO |
| Vendor | Relationship (single) (optional) | Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-credit-card-accounts-create
- Detail View — accounting-credit-card-accounts-id
- Update View — accounting-credit-card-accounts-id-update
Advanced Notes
TODO
accounting-credit-card-charges-create
Credit Card Charge – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/credit-card-charges/create/
Model: CreditCardCharge
Record Name: Credit Card Charge
Plural Name: Credit Card Charges
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this credit card charge |
| Card Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Reference # | Text (optional) | The reference number for this transaction |
| Charge Date | Date (optional) | Date that the card was charged |
| Transaction Type | Text (choice) | Determines whether this credit card transaction is a charge or a credit |
| Cleared | Yes/No | Records whether or not this transaction has cleared on a credit card statement |
| Memo | Long text (optional) | TODO |
| Processed | Yes/No | Internal status field that indicates whether accounting changes have occurred or not |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-credit-card-charges
- Detail View — accounting-credit-card-charges-id
- Update View — accounting-credit-card-charges-id-update
Advanced Notes
TODO
accounting-credit-card-charges-id-update
Credit Card Charge – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/credit-card-charges/<pk>/update/
Model: CreditCardCharge
Record Name: Credit Card Charge
Plural Name: Credit Card Charges
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this credit card charge |
| Card Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Reference # | Text (optional) | The reference number for this transaction |
| Charge Date | Date (optional) | Date that the card was charged |
| Transaction Type | Text (choice) | Determines whether this credit card transaction is a charge or a credit |
| Cleared | Yes/No | Records whether or not this transaction has cleared on a credit card statement |
| Memo | Long text (optional) | TODO |
| Processed | Yes/No | Internal status field that indicates whether accounting changes have occurred or not |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-credit-card-charges
- Create View — accounting-credit-card-charges-create
- Detail View — accounting-credit-card-charges-id
Advanced Notes
TODO
accounting-credit-card-charges-id
Credit Card Charge – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/credit-card-charges/<pk>/
Model: CreditCardCharge
Record Name: Credit Card Charge
Plural Name: Credit Card Charges
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this credit card charge |
| Card Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Reference # | Text (optional) | The reference number for this transaction |
| Charge Date | Date (optional) | Date that the card was charged |
| Transaction Type | Text (choice) | Determines whether this credit card transaction is a charge or a credit |
| Cleared | Yes/No | Records whether or not this transaction has cleared on a credit card statement |
| Memo | Long text (optional) | TODO |
| Processed | Yes/No | Internal status field that indicates whether accounting changes have occurred or not |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-credit-card-charges
- Create View — accounting-credit-card-charges-create
- Update View — accounting-credit-card-charges-id-update
Advanced Notes
TODO
accounting-credit-card-charges
Credit Card Charges – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/credit-card-charges/
Model: CreditCardCharge
Record Name: Credit Card Charge
Plural Name: Credit Card Charges
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this credit card charge |
| Card Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Reference # | Text (optional) | The reference number for this transaction |
| Charge Date | Date (optional) | Date that the card was charged |
| Transaction Type | Text (choice) | Determines whether this credit card transaction is a charge or a credit |
| Cleared | Yes/No | Records whether or not this transaction has cleared on a credit card statement |
| Memo | Long text (optional) | TODO |
| Processed | Yes/No | Internal status field that indicates whether accounting changes have occurred or not |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-credit-card-charges-create
- Detail View — accounting-credit-card-charges-id
- Update View — accounting-credit-card-charges-id-update
Advanced Notes
TODO
accounting-customer-credits-create
Customer Credit – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/customer-credits/create/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Customer | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". |
| Check Number | Text (optional) | TODO |
| Card Type | Text (choice) (optional) | TODO |
| Memo | Text (optional) | TODO |
| Related Sale | Relationship (single) (optional) | TODO |
| Relatedcredit | Relationship (single) (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Gateway Id | Text (optional) | Records the system ID at the payment gateway |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-customer-credits
- Create View — accounting-customer-credits-pos-create
- Detail View — accounting-customer-credits-id
- Update View — accounting-customer-credits-id-update
Advanced Notes
TODO
accounting-customer-credits-id-update
Customer Credit – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/customer-credits/<pk>/update/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Customer | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". |
| Check Number | Text (optional) | TODO |
| Card Type | Text (choice) (optional) | TODO |
| Memo | Text (optional) | TODO |
| Related Sale | Relationship (single) (optional) | TODO |
| Relatedcredit | Relationship (single) (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Gateway Id | Text (optional) | Records the system ID at the payment gateway |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-customer-credits
- Create View — accounting-customer-credits-create
- Create View — accounting-customer-credits-pos-create
- Detail View — accounting-customer-credits-id
Advanced Notes
TODO
accounting-customer-credits-id
Customer Credit – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/customer-credits/<pk>/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Customer | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". |
| Check Number | Text (optional) | TODO |
| Card Type | Text (choice) (optional) | TODO |
| Memo | Text (optional) | TODO |
| Related Sale | Relationship (single) (optional) | TODO |
| Relatedcredit | Relationship (single) (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Gateway Id | Text (optional) | Records the system ID at the payment gateway |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-customer-credits
- Create View — accounting-customer-credits-create
- Create View — accounting-customer-credits-pos-create
- Update View — accounting-customer-credits-id-update
Advanced Notes
TODO
accounting-customer-credits-pos-create
Customer Credit – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/customer-credits/pos-create/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Customer | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". |
| Check Number | Text (optional) | TODO |
| Card Type | Text (choice) (optional) | TODO |
| Memo | Text (optional) | TODO |
| Related Sale | Relationship (single) (optional) | TODO |
| Relatedcredit | Relationship (single) (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Gateway Id | Text (optional) | Records the system ID at the payment gateway |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-customer-credits
- Create View — accounting-customer-credits-create
- Detail View — accounting-customer-credits-id
- Update View — accounting-customer-credits-id-update
Advanced Notes
TODO
accounting-customer-credits
Customer Credits – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/customer-credits/
Model: CustomerCredit
Record Name: Customer Credit
Plural Name: Customer Credits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Customer | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". |
| Check Number | Text (optional) | TODO |
| Card Type | Text (choice) (optional) | TODO |
| Memo | Text (optional) | TODO |
| Related Sale | Relationship (single) (optional) | TODO |
| Relatedcredit | Relationship (single) (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Gateway Id | Text (optional) | Records the system ID at the payment gateway |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-customer-credits-create
- Create View — accounting-customer-credits-pos-create
- Detail View — accounting-customer-credits-id
- Update View — accounting-customer-credits-id-update
Advanced Notes
TODO
accounting-customer-debits-create
Customer Debit – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/customer-debits/create/
Model: CustomerDebit
Record Name: Customer Debit
Plural Name: Customer Debits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Customer | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". |
| Check Number | Text (optional) | TODO |
| Card Type | Text (choice) (optional) | TODO |
| Memo | Text (optional) | TODO |
| Related Sale | Relationship (single) (optional) | TODO |
| Relatedcredit | Relationship (single) (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Gateway Id | Text (optional) | Records the system ID at the payment gateway |
| Customercredit Ptr | Relationship (one-to-one) | TODO |
| Original Credit | Relationship (single) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
Advanced Notes
TODO
accounting-date-range-report
Date Range Report View – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/date-range-report
Model: N/A
Record Name: Date Range Report View
Plural Name: Date Range Report Views
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Advanced Notes
TODO
accounting-debit-cards-create
Debit Card – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/debit-cards/create/
Model: DebitCard
Record Name: Debit Card
Plural Name: Debit Cards
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Account | Relationship (single) | Connects this debit card to the bank account it draws from |
| Card Holder | Text | Enter the name of the card holder on this account |
| Identifier | Text | Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname |
| System Generated | Yes/No | Represents payment by bank without debit card for use by checkbook system |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-debit-cards
- Detail View — accounting-debit-cards-id
- Update View — accounting-debit-cards-id-update
Advanced Notes
TODO
accounting-debit-cards-id-update
Debit Card – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/debit-cards/<pk>/update/
Model: DebitCard
Record Name: Debit Card
Plural Name: Debit Cards
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Account | Relationship (single) | Connects this debit card to the bank account it draws from |
| Card Holder | Text | Enter the name of the card holder on this account |
| Identifier | Text | Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname |
| System Generated | Yes/No | Represents payment by bank without debit card for use by checkbook system |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-debit-cards
- Create View — accounting-debit-cards-create
- Detail View — accounting-debit-cards-id
Advanced Notes
TODO
accounting-debit-cards-id
Debit Card – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/debit-cards/<pk>/
Model: DebitCard
Record Name: Debit Card
Plural Name: Debit Cards
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Account | Relationship (single) | Connects this debit card to the bank account it draws from |
| Card Holder | Text | Enter the name of the card holder on this account |
| Identifier | Text | Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname |
| System Generated | Yes/No | Represents payment by bank without debit card for use by checkbook system |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-debit-cards
- Create View — accounting-debit-cards-create
- Update View — accounting-debit-cards-id-update
Advanced Notes
TODO
accounting-debit-cards
Debit Cards – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/debit-cards/
Model: DebitCard
Record Name: Debit Card
Plural Name: Debit Cards
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Account | Relationship (single) | Connects this debit card to the bank account it draws from |
| Card Holder | Text | Enter the name of the card holder on this account |
| Identifier | Text | Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname |
| System Generated | Yes/No | Represents payment by bank without debit card for use by checkbook system |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-debit-cards-create
- Detail View — accounting-debit-cards-id
- Update View — accounting-debit-cards-id-update
Advanced Notes
TODO
accounting-deposits-create
Deposit – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/deposits/create/
Model: Deposit
Record Name: Deposit
Plural Name: Deposits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Account | Relationship (single) | Select the bank account to which this deposit will be made |
| Source Account | Relationship (single) (optional) | Select the source of undeposited funds |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Deposit Date | Date (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Dispersal Method | Text (choice) (optional) | Records how this deposit was made. |
| Work Period | Relationship (single) (optional) | Optionally link this deposit to a work period |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Enable Splits | Yes/No | Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-deposits
- Detail View — accounting-deposits-id
- Update View — accounting-deposits-id-update
Advanced Notes
TODO
accounting-deposits-id-update
Deposit – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/deposits/<pk>/update/
Model: Deposit
Record Name: Deposit
Plural Name: Deposits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Account | Relationship (single) | Select the bank account to which this deposit will be made |
| Source Account | Relationship (single) (optional) | Select the source of undeposited funds |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Deposit Date | Date (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Dispersal Method | Text (choice) (optional) | Records how this deposit was made. |
| Work Period | Relationship (single) (optional) | Optionally link this deposit to a work period |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Enable Splits | Yes/No | Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-deposits
- Create View — accounting-deposits-create
- Detail View — accounting-deposits-id
Advanced Notes
TODO
accounting-deposits-id
Deposit – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/deposits/<pk>/
Model: Deposit
Record Name: Deposit
Plural Name: Deposits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Account | Relationship (single) | Select the bank account to which this deposit will be made |
| Source Account | Relationship (single) (optional) | Select the source of undeposited funds |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Deposit Date | Date (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Dispersal Method | Text (choice) (optional) | Records how this deposit was made. |
| Work Period | Relationship (single) (optional) | Optionally link this deposit to a work period |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Enable Splits | Yes/No | Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-deposits
- Create View — accounting-deposits-create
- Update View — accounting-deposits-id-update
Advanced Notes
TODO
accounting-deposits
Deposits – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/deposits/
Model: Deposit
Record Name: Deposit
Plural Name: Deposits
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Bank Account | Relationship (single) | Select the bank account to which this deposit will be made |
| Source Account | Relationship (single) (optional) | Select the source of undeposited funds |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Deposit Date | Date (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Dispersal Method | Text (choice) (optional) | Records how this deposit was made. |
| Work Period | Relationship (single) (optional) | Optionally link this deposit to a work period |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Enable Splits | Yes/No | Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-deposits-create
- Detail View — accounting-deposits-id
- Update View — accounting-deposits-id-update
Advanced Notes
TODO
accounting-expense-categories-create
Expense Category – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/expense-categories/create/
Model: ExpenseCategory
Record Name: Expense Category
Plural Name: Expense Categories
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Define the category name |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-expense-categories
- Detail View — accounting-expense-categories-id
- Update View — accounting-expense-categories-id-update
Advanced Notes
TODO
accounting-expense-categories-id-update
Expense Category – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/expense-categories/<pk>/update/
Model: ExpenseCategory
Record Name: Expense Category
Plural Name: Expense Categories
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Define the category name |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-expense-categories
- Create View — accounting-expense-categories-create
- Detail View — accounting-expense-categories-id
Advanced Notes
TODO
accounting-expense-categories-id
Expense Category – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/expense-categories/<pk>/
Model: ExpenseCategory
Record Name: Expense Category
Plural Name: Expense Categories
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Define the category name |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-expense-categories
- Create View — accounting-expense-categories-create
- Update View — accounting-expense-categories-id-update
Advanced Notes
TODO
accounting-expense-categories
Expense Categories – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/expense-categories/
Model: ExpenseCategory
Record Name: Expense Category
Plural Name: Expense Categories
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Define the category name |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-expense-categories-create
- Detail View — accounting-expense-categories-id
- Update View — accounting-expense-categories-id-update
Advanced Notes
TODO
accounting-expense-records-create
Expense Record – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/expense-records/create/
Model: ExpenseRecord
Record Name: Expense Record
Plural Name: Expense Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Expense Date | Date | TODO |
| Category | Relationship (single) | TODO |
| Retailer | Text (optional) | Record the business where this purchase was made |
| Memo | Text (optional) | Record notes about this expense record |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-expense-records
- Detail View — accounting-expense-records-id
- Update View — accounting-expense-records-id-update
Advanced Notes
TODO
accounting-expense-records-id-update
Expense Record – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/expense-records/<pk>/update/
Model: ExpenseRecord
Record Name: Expense Record
Plural Name: Expense Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Expense Date | Date | TODO |
| Category | Relationship (single) | TODO |
| Retailer | Text (optional) | Record the business where this purchase was made |
| Memo | Text (optional) | Record notes about this expense record |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-expense-records
- Create View — accounting-expense-records-create
- Detail View — accounting-expense-records-id
Advanced Notes
TODO
accounting-expense-records-id
Expense Record – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/expense-records/<pk>/
Model: ExpenseRecord
Record Name: Expense Record
Plural Name: Expense Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Expense Date | Date | TODO |
| Category | Relationship (single) | TODO |
| Retailer | Text (optional) | Record the business where this purchase was made |
| Memo | Text (optional) | Record notes about this expense record |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-expense-records
- Create View — accounting-expense-records-create
- Update View — accounting-expense-records-id-update
Advanced Notes
TODO
accounting-expense-records
Expense Records – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/expense-records/
Model: ExpenseRecord
Record Name: Expense Record
Plural Name: Expense Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Expense Date | Date | TODO |
| Category | Relationship (single) | TODO |
| Retailer | Text (optional) | Record the business where this purchase was made |
| Memo | Text (optional) | Record notes about this expense record |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-expense-records-create
- Detail View — accounting-expense-records-id
- Update View — accounting-expense-records-id-update
Advanced Notes
TODO
accounting-journal-entries-create
Journal Entry – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/journal-entries/create/
Model: JournalEntry
Record Name: Journal Entry
Plural Name: Journal Entries
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Memo | Long text | TODO |
| Reversed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-journal-entries
- Detail View — accounting-journal-entries-id
- Update View — accounting-journal-entries-id-update
Advanced Notes
TODO
accounting-journal-entries-id-update
Journal Entry – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/journal-entries/<pk>/update/
Model: JournalEntry
Record Name: Journal Entry
Plural Name: Journal Entries
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Memo | Long text | TODO |
| Reversed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-journal-entries
- Create View — accounting-journal-entries-create
- Detail View — accounting-journal-entries-id
Advanced Notes
TODO
accounting-journal-entries-id
Journal Entry – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/journal-entries/<pk>/
Model: JournalEntry
Record Name: Journal Entry
Plural Name: Journal Entries
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Memo | Long text | TODO |
| Reversed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-journal-entries
- Create View — accounting-journal-entries-create
- Update View — accounting-journal-entries-id-update
Advanced Notes
TODO
accounting-journal-entries
Journal Entries – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/journal-entries/
Model: JournalEntry
Record Name: Journal Entry
Plural Name: Journal Entries
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Memo | Long text | TODO |
| Reversed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-journal-entries-create
- Detail View — accounting-journal-entries-id
- Update View — accounting-journal-entries-id-update
Advanced Notes
TODO
accounting-mileage-records-create
Mileage Record – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/mileage-records/create/
Model: MileageRecord
Record Name: Mileage Record
Plural Name: Mileage Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Beginning Miles | Number (decimal) | TODO |
| Ending Miles | Number (decimal) | TODO |
| Expense Date | Date | TODO |
| Vehicle | Relationship (single) | TODO |
| Memo | Text (optional) | Record notes about this mileage record |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-mileage-records
- Detail View — accounting-mileage-records-id
- Update View — accounting-mileage-records-id-update
Advanced Notes
TODO
accounting-mileage-records-id-update
Mileage Record – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/mileage-records/<pk>/update/
Model: MileageRecord
Record Name: Mileage Record
Plural Name: Mileage Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Beginning Miles | Number (decimal) | TODO |
| Ending Miles | Number (decimal) | TODO |
| Expense Date | Date | TODO |
| Vehicle | Relationship (single) | TODO |
| Memo | Text (optional) | Record notes about this mileage record |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-mileage-records
- Create View — accounting-mileage-records-create
- Detail View — accounting-mileage-records-id
Advanced Notes
TODO
accounting-mileage-records-id
Mileage Record – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/mileage-records/<pk>/
Model: MileageRecord
Record Name: Mileage Record
Plural Name: Mileage Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Beginning Miles | Number (decimal) | TODO |
| Ending Miles | Number (decimal) | TODO |
| Expense Date | Date | TODO |
| Vehicle | Relationship (single) | TODO |
| Memo | Text (optional) | Record notes about this mileage record |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-mileage-records
- Create View — accounting-mileage-records-create
- Update View — accounting-mileage-records-id-update
Advanced Notes
TODO
accounting-mileage-records
Mileage Records – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/mileage-records/
Model: MileageRecord
Record Name: Mileage Record
Plural Name: Mileage Records
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Beginning Miles | Number (decimal) | TODO |
| Ending Miles | Number (decimal) | TODO |
| Expense Date | Date | TODO |
| Vehicle | Relationship (single) | TODO |
| Memo | Text (optional) | Record notes about this mileage record |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-mileage-records-create
- Detail View — accounting-mileage-records-id
- Update View — accounting-mileage-records-id-update
Advanced Notes
TODO
accounting-months-create
Month – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/months/create/
Model: Month
Record Name: Month
Plural Name: Months
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Quarter | Relationship (single) (optional) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Finance Charges Levied | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-months
- Detail View — accounting-months-id
- Update View — accounting-months-id-update
Advanced Notes
TODO
accounting-months-id-update
Month – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/months/<pk>/update/
Model: Month
Record Name: Month
Plural Name: Months
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Quarter | Relationship (single) (optional) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Finance Charges Levied | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-months
- Create View — accounting-months-create
- Detail View — accounting-months-id
Advanced Notes
TODO
accounting-months-id
Month – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/months/<pk>/
Model: Month
Record Name: Month
Plural Name: Months
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Quarter | Relationship (single) (optional) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Finance Charges Levied | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-months
- Create View — accounting-months-create
- Update View — accounting-months-id-update
Advanced Notes
TODO
accounting-months
Months – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/months/
Model: Month
Record Name: Month
Plural Name: Months
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Quarter | Relationship (single) (optional) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Finance Charges Levied | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-months-create
- Detail View — accounting-months-id
- Update View — accounting-months-id-update
Advanced Notes
TODO
accounting-payable-transactions-id-update
Transaction – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/payable-transactions/<pk>/update/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Memo | Long text | TODO |
| Journal Entry | Relationship (single) (optional) | TODO |
| Parent Sale | Relationship (single) (optional) | TODO |
| Parent Return | Relationship (single) (optional) | TODO |
| Parent Purchase | Relationship (single) (optional) | TODO |
| Parent Mfg Instance | Relationship (single) (optional) | TODO |
| Parent Journal Entry | Relationship (single) (optional) | TODO |
| Parent Inv Adjustment | Relationship (single) (optional) | TODO |
| Parent Payment | Relationship (single) (optional) | TODO |
| Parent Commission Payment | Relationship (single) (optional) | TODO |
| Parent Invoice | Relationship (single) (optional) | TODO |
| Parent Customer Credit | Relationship (single) (optional) | TODO |
| Parent Inventory Receipt | Relationship (single) (optional) | TODO |
| Parent Credit Memo | Relationship (single) (optional) | TODO |
| Parent Payout | Relationship (single) (optional) | TODO |
| Parent Credit Card Charge | Relationship (single) (optional) | TODO |
| Parent Deposit | Relationship (single) (optional) | TODO |
| Parent Reconciliation | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-transactions
- Detail View — accounting-transactions-id
- Create View — accounting-transactions-create
- Update View — accounting-transactions-id-update
- Update View — accounting-receivable-transactions-id-update
Advanced Notes
TODO
accounting-payables
Vendor Invoices – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/payables/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this invoice |
| Invoice # | Text | The invoice number provided by the vendor |
| Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system |
| Invoice Date | Date (optional) | Date that the vendor generated the invoice |
| Payment Terms | Relationship (single) (optional) | TODO |
| Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms |
| Memo | Long text (optional) | TODO |
| Paid | Yes/No | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) (optional) | TODO |
| Subtotal | Number (decimal) (optional) | TODO |
| Discount Currency | Text (choice) (optional) | TODO |
| Discount | Number (decimal) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-vendor-invoices
- Create View — accounting-vendor-invoices-create
- Detail View — accounting-vendor-invoices-id
- Update View — accounting-vendor-invoices-id-update
Advanced Notes
TODO
accounting-payment-terms-create
Payment Terms – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/payment-terms/create/
Model: PaymentTerms
Record Name: Payment Terms
Plural Name: Payment Terms
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Use this field to identify this set of payment terms throughout Brisk. |
| Length | Number (integer) | This field sets the number of days a transaction can be unpaid before being considered past due. |
| Late Fee % | Number (decimal) (optional) | Use this field to define the monthly finance charge for past due transactions. |
| Discount Days | Number (integer) (optional) | If transactions are paid within this many days of the statement date, they will be discounted. |
| Discount % | Number (decimal) (optional) | Use this field to define the percent taken off if the transaction is paid within the discount period. |
| Aging Option | Text (choice) | Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-payment-terms
- Detail View — accounting-payment-terms-id
- Update View — accounting-payment-terms-id-update
Advanced Notes
TODO
accounting-payment-terms-id-update
Payment Terms – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/payment-terms/<pk>/update/
Model: PaymentTerms
Record Name: Payment Terms
Plural Name: Payment Terms
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Use this field to identify this set of payment terms throughout Brisk. |
| Length | Number (integer) | This field sets the number of days a transaction can be unpaid before being considered past due. |
| Late Fee % | Number (decimal) (optional) | Use this field to define the monthly finance charge for past due transactions. |
| Discount Days | Number (integer) (optional) | If transactions are paid within this many days of the statement date, they will be discounted. |
| Discount % | Number (decimal) (optional) | Use this field to define the percent taken off if the transaction is paid within the discount period. |
| Aging Option | Text (choice) | Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-payment-terms
- Create View — accounting-payment-terms-create
- Detail View — accounting-payment-terms-id
Advanced Notes
TODO
accounting-payment-terms-id
Payment Terms – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/payment-terms/<pk>/
Model: PaymentTerms
Record Name: Payment Terms
Plural Name: Payment Terms
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Use this field to identify this set of payment terms throughout Brisk. |
| Length | Number (integer) | This field sets the number of days a transaction can be unpaid before being considered past due. |
| Late Fee % | Number (decimal) (optional) | Use this field to define the monthly finance charge for past due transactions. |
| Discount Days | Number (integer) (optional) | If transactions are paid within this many days of the statement date, they will be discounted. |
| Discount % | Number (decimal) (optional) | Use this field to define the percent taken off if the transaction is paid within the discount period. |
| Aging Option | Text (choice) | Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-payment-terms
- Create View — accounting-payment-terms-create
- Update View — accounting-payment-terms-id-update
Advanced Notes
TODO
accounting-payment-terms
Payment Terms – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/payment-terms/
Model: PaymentTerms
Record Name: Payment Terms
Plural Name: Payment Terms
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Use this field to identify this set of payment terms throughout Brisk. |
| Length | Number (integer) | This field sets the number of days a transaction can be unpaid before being considered past due. |
| Late Fee % | Number (decimal) (optional) | Use this field to define the monthly finance charge for past due transactions. |
| Discount Days | Number (integer) (optional) | If transactions are paid within this many days of the statement date, they will be discounted. |
| Discount % | Number (decimal) (optional) | Use this field to define the percent taken off if the transaction is paid within the discount period. |
| Aging Option | Text (choice) | Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-payment-terms-create
- Detail View — accounting-payment-terms-id
- Update View — accounting-payment-terms-id-update
Advanced Notes
TODO
accounting-payments-create
Payment – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/payments/create/
Model: Payment
Record Name: Payment
Plural Name: Payments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Bank Account | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Check Date | Date (optional) | TODO |
| Check Number | Number (integer) (optional) | TODO |
| Payee Override | Text (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-payments
- Detail View — accounting-payments-id
- Update View — accounting-payments-id-update
Advanced Notes
TODO
accounting-payments-id-update
Payment – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/payments/<pk>/update/
Model: Payment
Record Name: Payment
Plural Name: Payments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Bank Account | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Check Date | Date (optional) | TODO |
| Check Number | Number (integer) (optional) | TODO |
| Payee Override | Text (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-payments
- Create View — accounting-payments-create
- Detail View — accounting-payments-id
Advanced Notes
TODO
accounting-payments-id
Payment – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/payments/<pk>/
Model: Payment
Record Name: Payment
Plural Name: Payments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Bank Account | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Check Date | Date (optional) | TODO |
| Check Number | Number (integer) (optional) | TODO |
| Payee Override | Text (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-payments
- Create View — accounting-payments-create
- Update View — accounting-payments-id-update
Advanced Notes
TODO
accounting-payments
Payments – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/payments/
Model: Payment
Record Name: Payment
Plural Name: Payments
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Bank Account | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Check Date | Date (optional) | TODO |
| Check Number | Number (integer) (optional) | TODO |
| Payee Override | Text (optional) | TODO |
| Memo | Long text (optional) | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-payments-create
- Detail View — accounting-payments-id
- Update View — accounting-payments-id-update
Advanced Notes
TODO
accounting-quarters-create
Quarter – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/quarters/create/
Model: Quarter
Record Name: Quarter
Plural Name: Quarters
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-quarters
- Detail View — accounting-quarters-id
- Update View — accounting-quarters-id-update
Advanced Notes
TODO
accounting-quarters-id-update
Quarter – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/quarters/<pk>/update/
Model: Quarter
Record Name: Quarter
Plural Name: Quarters
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-quarters
- Create View — accounting-quarters-create
- Detail View — accounting-quarters-id
Advanced Notes
TODO
accounting-quarters-id
Quarter – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/quarters/<pk>/
Model: Quarter
Record Name: Quarter
Plural Name: Quarters
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-quarters
- Create View — accounting-quarters-create
- Update View — accounting-quarters-id-update
Advanced Notes
TODO
accounting-quarters
Quarters – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/quarters/
Model: Quarter
Record Name: Quarter
Plural Name: Quarters
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-quarters-create
- Detail View — accounting-quarters-id
- Update View — accounting-quarters-id-update
Advanced Notes
TODO
accounting-receivable-transactions-id-update
Transaction – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/receivable-transactions/<pk>/update/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Memo | Long text | TODO |
| Journal Entry | Relationship (single) (optional) | TODO |
| Parent Sale | Relationship (single) (optional) | TODO |
| Parent Return | Relationship (single) (optional) | TODO |
| Parent Purchase | Relationship (single) (optional) | TODO |
| Parent Mfg Instance | Relationship (single) (optional) | TODO |
| Parent Journal Entry | Relationship (single) (optional) | TODO |
| Parent Inv Adjustment | Relationship (single) (optional) | TODO |
| Parent Payment | Relationship (single) (optional) | TODO |
| Parent Commission Payment | Relationship (single) (optional) | TODO |
| Parent Invoice | Relationship (single) (optional) | TODO |
| Parent Customer Credit | Relationship (single) (optional) | TODO |
| Parent Inventory Receipt | Relationship (single) (optional) | TODO |
| Parent Credit Memo | Relationship (single) (optional) | TODO |
| Parent Payout | Relationship (single) (optional) | TODO |
| Parent Credit Card Charge | Relationship (single) (optional) | TODO |
| Parent Deposit | Relationship (single) (optional) | TODO |
| Parent Reconciliation | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-transactions
- Detail View — accounting-transactions-id
- Create View — accounting-transactions-create
- Update View — accounting-transactions-id-update
- Update View — accounting-payable-transactions-id-update
Advanced Notes
TODO
accounting-reconciliations-create
Reconciliation – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/reconciliations/create/
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) | TODO |
| Statement Date | Date | TODO |
| Endingbalance Currency | Text (choice) (optional) | TODO |
| Ending Balance | Number (decimal) (optional) | TODO |
| Processed | Yes/No | System flag that is set to true once this reconciliation has been completed |
| Servicecharge Currency | Text (choice) (optional) | TODO |
| Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement |
| Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank |
| Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to |
| Interest Currency | Text (choice) (optional) | TODO |
| Interest | Number (decimal) (optional) | The total amount of interest earned on this statement |
| Interest Date | Date (optional) | Record the date that the interest was deposited by the bank |
| Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to |
| Difference Currency | Text (choice) (optional) | TODO |
| Difference | Number (decimal) (optional) | Hidden field that saves the difference |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-reconciliations
- Update View — accounting-reconciliations-id
- Update View — accounting-reconciliations-creditcard-id
- Detail View — accounting-reconciliations-id-review
Advanced Notes
TODO
accounting-reconciliations-creditcard-id
Reconciliation – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/reconciliations-creditcard/<pk>/
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) | TODO |
| Statement Date | Date | TODO |
| Endingbalance Currency | Text (choice) (optional) | TODO |
| Ending Balance | Number (decimal) (optional) | TODO |
| Processed | Yes/No | System flag that is set to true once this reconciliation has been completed |
| Servicecharge Currency | Text (choice) (optional) | TODO |
| Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement |
| Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank |
| Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to |
| Interest Currency | Text (choice) (optional) | TODO |
| Interest | Number (decimal) (optional) | The total amount of interest earned on this statement |
| Interest Date | Date (optional) | Record the date that the interest was deposited by the bank |
| Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to |
| Difference Currency | Text (choice) (optional) | TODO |
| Difference | Number (decimal) (optional) | Hidden field that saves the difference |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-reconciliations
- Create View — accounting-reconciliations-create
- Update View — accounting-reconciliations-id
- Detail View — accounting-reconciliations-id-review
Advanced Notes
TODO
accounting-reconciliations-id-review
Reconciliation – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/reconciliations/<pk>/review
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) | TODO |
| Statement Date | Date | TODO |
| Endingbalance Currency | Text (choice) (optional) | TODO |
| Ending Balance | Number (decimal) (optional) | TODO |
| Processed | Yes/No | System flag that is set to true once this reconciliation has been completed |
| Servicecharge Currency | Text (choice) (optional) | TODO |
| Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement |
| Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank |
| Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to |
| Interest Currency | Text (choice) (optional) | TODO |
| Interest | Number (decimal) (optional) | The total amount of interest earned on this statement |
| Interest Date | Date (optional) | Record the date that the interest was deposited by the bank |
| Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to |
| Difference Currency | Text (choice) (optional) | TODO |
| Difference | Number (decimal) (optional) | Hidden field that saves the difference |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-reconciliations
- Create View — accounting-reconciliations-create
- Update View — accounting-reconciliations-id
- Update View — accounting-reconciliations-creditcard-id
Advanced Notes
TODO
accounting-reconciliations-id
Reconciliation – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/reconciliations/<pk>/
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) | TODO |
| Statement Date | Date | TODO |
| Endingbalance Currency | Text (choice) (optional) | TODO |
| Ending Balance | Number (decimal) (optional) | TODO |
| Processed | Yes/No | System flag that is set to true once this reconciliation has been completed |
| Servicecharge Currency | Text (choice) (optional) | TODO |
| Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement |
| Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank |
| Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to |
| Interest Currency | Text (choice) (optional) | TODO |
| Interest | Number (decimal) (optional) | The total amount of interest earned on this statement |
| Interest Date | Date (optional) | Record the date that the interest was deposited by the bank |
| Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to |
| Difference Currency | Text (choice) (optional) | TODO |
| Difference | Number (decimal) (optional) | Hidden field that saves the difference |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-reconciliations
- Create View — accounting-reconciliations-create
- Update View — accounting-reconciliations-creditcard-id
- Detail View — accounting-reconciliations-id-review
Advanced Notes
TODO
accounting-reconciliations
Reconciliations – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/reconciliations/
Model: Reconciliation
Record Name: Reconciliation
Plural Name: Reconciliations
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Account | Relationship (single) | TODO |
| Statement Date | Date | TODO |
| Endingbalance Currency | Text (choice) (optional) | TODO |
| Ending Balance | Number (decimal) (optional) | TODO |
| Processed | Yes/No | System flag that is set to true once this reconciliation has been completed |
| Servicecharge Currency | Text (choice) (optional) | TODO |
| Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement |
| Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank |
| Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to |
| Interest Currency | Text (choice) (optional) | TODO |
| Interest | Number (decimal) (optional) | The total amount of interest earned on this statement |
| Interest Date | Date (optional) | Record the date that the interest was deposited by the bank |
| Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to |
| Difference Currency | Text (choice) (optional) | TODO |
| Difference | Number (decimal) (optional) | Hidden field that saves the difference |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-reconciliations-create
- Update View — accounting-reconciliations-id
- Update View — accounting-reconciliations-creditcard-id
- Detail View — accounting-reconciliations-id-review
Advanced Notes
TODO
accounting-taxes-create
Tax – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/taxes/create/
Model: Tax
Record Name: Tax
Plural Name: Taxes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Set an easily understandable name for this tax |
| Percent | Number (decimal) | Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0. |
| Liability Account | Relationship (single) (optional) | Sets the GL account that tracks sales tax transactions |
| Payee | Relationship (single) (optional) | For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities. |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-taxes
- Detail View — accounting-taxes-id
- Update View — accounting-taxes-id-update
Advanced Notes
TODO
accounting-taxes-id-update
Tax – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/taxes/<pk>/update/
Model: Tax
Record Name: Tax
Plural Name: Taxes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Set an easily understandable name for this tax |
| Percent | Number (decimal) | Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0. |
| Liability Account | Relationship (single) (optional) | Sets the GL account that tracks sales tax transactions |
| Payee | Relationship (single) (optional) | For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities. |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-taxes
- Create View — accounting-taxes-create
- Detail View — accounting-taxes-id
Advanced Notes
TODO
accounting-taxes-id
Tax – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/taxes/<pk>/
Model: Tax
Record Name: Tax
Plural Name: Taxes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Set an easily understandable name for this tax |
| Percent | Number (decimal) | Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0. |
| Liability Account | Relationship (single) (optional) | Sets the GL account that tracks sales tax transactions |
| Payee | Relationship (single) (optional) | For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities. |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-taxes
- Create View — accounting-taxes-create
- Update View — accounting-taxes-id-update
Advanced Notes
TODO
accounting-taxes
Taxes – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/taxes/
Model: Tax
Record Name: Tax
Plural Name: Taxes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Set an easily understandable name for this tax |
| Percent | Number (decimal) | Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0. |
| Liability Account | Relationship (single) (optional) | Sets the GL account that tracks sales tax transactions |
| Payee | Relationship (single) (optional) | For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities. |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-taxes-create
- Detail View — accounting-taxes-id
- Update View — accounting-taxes-id-update
Advanced Notes
TODO
accounting-transactions-create
Transaction – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/transactions/create/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Memo | Long text | TODO |
| Journal Entry | Relationship (single) (optional) | TODO |
| Parent Sale | Relationship (single) (optional) | TODO |
| Parent Return | Relationship (single) (optional) | TODO |
| Parent Purchase | Relationship (single) (optional) | TODO |
| Parent Mfg Instance | Relationship (single) (optional) | TODO |
| Parent Journal Entry | Relationship (single) (optional) | TODO |
| Parent Inv Adjustment | Relationship (single) (optional) | TODO |
| Parent Payment | Relationship (single) (optional) | TODO |
| Parent Commission Payment | Relationship (single) (optional) | TODO |
| Parent Invoice | Relationship (single) (optional) | TODO |
| Parent Customer Credit | Relationship (single) (optional) | TODO |
| Parent Inventory Receipt | Relationship (single) (optional) | TODO |
| Parent Credit Memo | Relationship (single) (optional) | TODO |
| Parent Payout | Relationship (single) (optional) | TODO |
| Parent Credit Card Charge | Relationship (single) (optional) | TODO |
| Parent Deposit | Relationship (single) (optional) | TODO |
| Parent Reconciliation | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-transactions
- Detail View — accounting-transactions-id
- Update View — accounting-transactions-id-update
- Update View — accounting-receivable-transactions-id-update
- Update View — accounting-payable-transactions-id-update
Advanced Notes
TODO
accounting-transactions-id-update
Transaction – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/transactions/<pk>/update/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Memo | Long text | TODO |
| Journal Entry | Relationship (single) (optional) | TODO |
| Parent Sale | Relationship (single) (optional) | TODO |
| Parent Return | Relationship (single) (optional) | TODO |
| Parent Purchase | Relationship (single) (optional) | TODO |
| Parent Mfg Instance | Relationship (single) (optional) | TODO |
| Parent Journal Entry | Relationship (single) (optional) | TODO |
| Parent Inv Adjustment | Relationship (single) (optional) | TODO |
| Parent Payment | Relationship (single) (optional) | TODO |
| Parent Commission Payment | Relationship (single) (optional) | TODO |
| Parent Invoice | Relationship (single) (optional) | TODO |
| Parent Customer Credit | Relationship (single) (optional) | TODO |
| Parent Inventory Receipt | Relationship (single) (optional) | TODO |
| Parent Credit Memo | Relationship (single) (optional) | TODO |
| Parent Payout | Relationship (single) (optional) | TODO |
| Parent Credit Card Charge | Relationship (single) (optional) | TODO |
| Parent Deposit | Relationship (single) (optional) | TODO |
| Parent Reconciliation | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-transactions
- Detail View — accounting-transactions-id
- Create View — accounting-transactions-create
- Update View — accounting-receivable-transactions-id-update
- Update View — accounting-payable-transactions-id-update
Advanced Notes
TODO
accounting-transactions-id
Transaction – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/transactions/<pk>/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Memo | Long text | TODO |
| Journal Entry | Relationship (single) (optional) | TODO |
| Parent Sale | Relationship (single) (optional) | TODO |
| Parent Return | Relationship (single) (optional) | TODO |
| Parent Purchase | Relationship (single) (optional) | TODO |
| Parent Mfg Instance | Relationship (single) (optional) | TODO |
| Parent Journal Entry | Relationship (single) (optional) | TODO |
| Parent Inv Adjustment | Relationship (single) (optional) | TODO |
| Parent Payment | Relationship (single) (optional) | TODO |
| Parent Commission Payment | Relationship (single) (optional) | TODO |
| Parent Invoice | Relationship (single) (optional) | TODO |
| Parent Customer Credit | Relationship (single) (optional) | TODO |
| Parent Inventory Receipt | Relationship (single) (optional) | TODO |
| Parent Credit Memo | Relationship (single) (optional) | TODO |
| Parent Payout | Relationship (single) (optional) | TODO |
| Parent Credit Card Charge | Relationship (single) (optional) | TODO |
| Parent Deposit | Relationship (single) (optional) | TODO |
| Parent Reconciliation | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-transactions
- Create View — accounting-transactions-create
- Update View — accounting-transactions-id-update
- Update View — accounting-receivable-transactions-id-update
- Update View — accounting-payable-transactions-id-update
Advanced Notes
TODO
accounting-transactions
Transactions – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/transactions/
Model: Transaction
Record Name: Transaction
Plural Name: Transactions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Date Created | Date & time (optional) | TODO |
| Account | Relationship (single) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Memo | Long text | TODO |
| Journal Entry | Relationship (single) (optional) | TODO |
| Parent Sale | Relationship (single) (optional) | TODO |
| Parent Return | Relationship (single) (optional) | TODO |
| Parent Purchase | Relationship (single) (optional) | TODO |
| Parent Mfg Instance | Relationship (single) (optional) | TODO |
| Parent Journal Entry | Relationship (single) (optional) | TODO |
| Parent Inv Adjustment | Relationship (single) (optional) | TODO |
| Parent Payment | Relationship (single) (optional) | TODO |
| Parent Commission Payment | Relationship (single) (optional) | TODO |
| Parent Invoice | Relationship (single) (optional) | TODO |
| Parent Customer Credit | Relationship (single) (optional) | TODO |
| Parent Inventory Receipt | Relationship (single) (optional) | TODO |
| Parent Credit Memo | Relationship (single) (optional) | TODO |
| Parent Payout | Relationship (single) (optional) | TODO |
| Parent Credit Card Charge | Relationship (single) (optional) | TODO |
| Parent Deposit | Relationship (single) (optional) | TODO |
| Parent Reconciliation | Relationship (single) (optional) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Detail View — accounting-transactions-id
- Create View — accounting-transactions-create
- Update View — accounting-transactions-id-update
- Update View — accounting-receivable-transactions-id-update
- Update View — accounting-payable-transactions-id-update
Advanced Notes
TODO
accounting-vehicles-create
Vehicle – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/vehicles/create/
Model: Vehicle
Record Name: Vehicle
Plural Name: Vehicles
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Set the name of this vehicle |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-vehicles
- Detail View — accounting-vehicles-id
- Update View — accounting-vehicles-id-update
Advanced Notes
TODO
accounting-vehicles-id-update
Vehicle – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/vehicles/<pk>/update/
Model: Vehicle
Record Name: Vehicle
Plural Name: Vehicles
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Set the name of this vehicle |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-vehicles
- Create View — accounting-vehicles-create
- Detail View — accounting-vehicles-id
Advanced Notes
TODO
accounting-vehicles-id
Vehicle – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/vehicles/<pk>/
Model: Vehicle
Record Name: Vehicle
Plural Name: Vehicles
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Set the name of this vehicle |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-vehicles
- Create View — accounting-vehicles-create
- Update View — accounting-vehicles-id-update
Advanced Notes
TODO
accounting-vehicles
Vehicles – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/vehicles/
Model: Vehicle
Record Name: Vehicle
Plural Name: Vehicles
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | Set the name of this vehicle |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-vehicles-create
- Detail View — accounting-vehicles-id
- Update View — accounting-vehicles-id-update
Advanced Notes
TODO
accounting-vendor-invoices-create
Vendor Invoice – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/vendor-invoices/create/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this invoice |
| Invoice # | Text | The invoice number provided by the vendor |
| Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system |
| Invoice Date | Date (optional) | Date that the vendor generated the invoice |
| Payment Terms | Relationship (single) (optional) | TODO |
| Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms |
| Memo | Long text (optional) | TODO |
| Paid | Yes/No | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) (optional) | TODO |
| Subtotal | Number (decimal) (optional) | TODO |
| Discount Currency | Text (choice) (optional) | TODO |
| Discount | Number (decimal) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-vendor-invoices
- Detail View — accounting-vendor-invoices-id
- Update View — accounting-vendor-invoices-id-update
- List View — accounting-payables
Advanced Notes
TODO
accounting-vendor-invoices-id-update
Vendor Invoice – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/vendor-invoices/<pk>/update/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this invoice |
| Invoice # | Text | The invoice number provided by the vendor |
| Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system |
| Invoice Date | Date (optional) | Date that the vendor generated the invoice |
| Payment Terms | Relationship (single) (optional) | TODO |
| Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms |
| Memo | Long text (optional) | TODO |
| Paid | Yes/No | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) (optional) | TODO |
| Subtotal | Number (decimal) (optional) | TODO |
| Discount Currency | Text (choice) (optional) | TODO |
| Discount | Number (decimal) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-vendor-invoices
- Create View — accounting-vendor-invoices-create
- Detail View — accounting-vendor-invoices-id
- List View — accounting-payables
Advanced Notes
TODO
accounting-vendor-invoices-id
Vendor Invoice – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/vendor-invoices/<pk>/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this invoice |
| Invoice # | Text | The invoice number provided by the vendor |
| Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system |
| Invoice Date | Date (optional) | Date that the vendor generated the invoice |
| Payment Terms | Relationship (single) (optional) | TODO |
| Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms |
| Memo | Long text (optional) | TODO |
| Paid | Yes/No | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) (optional) | TODO |
| Subtotal | Number (decimal) (optional) | TODO |
| Discount Currency | Text (choice) (optional) | TODO |
| Discount | Number (decimal) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-vendor-invoices
- Create View — accounting-vendor-invoices-create
- Update View — accounting-vendor-invoices-id-update
- List View — accounting-payables
Advanced Notes
TODO
accounting-vendor-invoices
Vendor Invoices – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/vendor-invoices/
Model: VendorInvoice
Record Name: Vendor Invoice
Plural Name: Vendor Invoices
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Vendor | Relationship (single) | Please select the vendor for this invoice |
| Invoice # | Text | The invoice number provided by the vendor |
| Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system |
| Invoice Date | Date (optional) | Date that the vendor generated the invoice |
| Payment Terms | Relationship (single) (optional) | TODO |
| Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms |
| Memo | Long text (optional) | TODO |
| Paid | Yes/No | TODO |
| Posted | Yes/No | TODO |
| Edit Locked | Yes/No | TODO |
| Subtotal Currency | Text (choice) (optional) | TODO |
| Subtotal | Number (decimal) (optional) | TODO |
| Discount Currency | Text (choice) (optional) | TODO |
| Discount | Number (decimal) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-vendor-invoices-create
- Detail View — accounting-vendor-invoices-id
- Update View — accounting-vendor-invoices-id-update
- List View — accounting-payables
Advanced Notes
TODO
accounting-work-periods-create
Work Period – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/work-periods/create/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
| Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-work-periods
- Detail View — accounting-work-periods-id
- Update View — accounting-work-periods-id-update
- Update View — accounting-work-periods-id-deposit
Advanced Notes
TODO
accounting-work-periods-id-deposit
Work Period – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/work-periods/<pk>/deposit/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
| Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-work-periods
- Create View — accounting-work-periods-create
- Detail View — accounting-work-periods-id
- Update View — accounting-work-periods-id-update
Advanced Notes
TODO
accounting-work-periods-id-update
Work Period – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/work-periods/<pk>/update/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
| Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-work-periods
- Create View — accounting-work-periods-create
- Detail View — accounting-work-periods-id
- Update View — accounting-work-periods-id-deposit
Advanced Notes
TODO
accounting-work-periods-id
Work Period – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/work-periods/<pk>/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
| Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-work-periods
- Create View — accounting-work-periods-create
- Update View — accounting-work-periods-id-update
- Update View — accounting-work-periods-id-deposit
Advanced Notes
TODO
accounting-work-periods
Work Periods – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/work-periods/
Model: WorkPeriod
Record Name: Work Period
Plural Name: Work Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Parent | Relationship (single) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
| Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-work-periods-create
- Detail View — accounting-work-periods-id
- Update View — accounting-work-periods-id-update
- Update View — accounting-work-periods-id-deposit
Advanced Notes
TODO
accounting-years-create
Year – Create View
Module: Accounting
Screen Type: Create View
URL: /^accounting/years/create/
Model: Year
Record Name: Year
Plural Name: Years
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-years
- Detail View — accounting-years-id
- Update View — accounting-years-id-update
Advanced Notes
TODO
accounting-years-id-update
Year – Update View
Module: Accounting
Screen Type: Update View
URL: /^accounting/years/<pk>/update/
Model: Year
Record Name: Year
Plural Name: Years
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-years
- Create View — accounting-years-create
- Detail View — accounting-years-id
Advanced Notes
TODO
accounting-years-id
Year – Detail View
Module: Accounting
Screen Type: Detail View
URL: /^accounting/years/<pk>/
Model: Year
Record Name: Year
Plural Name: Years
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — accounting-years
- Create View — accounting-years-create
- Update View — accounting-years-id-update
Advanced Notes
TODO
accounting-years
Years – List View
Module: Accounting
Screen Type: List View
URL: /^accounting/years/
Model: Year
Record Name: Year
Plural Name: Years
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Opening Date | Date & time | TODO |
| Closing Date | Date & time (optional) | TODO |
| Locked | Yes/No | TODO |
| Memo | Long text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — accounting-years-create
- Detail View — accounting-years-id
- Update View — accounting-years-id-update
Advanced Notes
TODO