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[FIX] accounting: remove Configuration H2 and shift headings up

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closes odoo/documentation#14865

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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“Dallas”
2025-10-14 15:01:01 +02:00
committed by Audrey (auva)
parent cffa547a46
commit 1f52d06189
1 changed files with 14 additions and 19 deletions
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content/applications/finance/accounting/get_started/journals.rst
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@@ -18,11 +18,6 @@ records:
each for a unique bank account, or two separate sales journals to track :abbr:`B2B (business to each for a unique bank account, or two separate sales journals to track :abbr:`B2B (business to
business)` versus :abbr:`B2C (business to customer)` income. business)` versus :abbr:`B2C (business to customer)` income.
.. _accounting/journals/configuration:
Configuration
=============
Each card on the :guilabel:`Accounting Dashboard` represents a journal. To edit the configuration of Each card on the :guilabel:`Accounting Dashboard` represents a journal. To edit the configuration of
a journal, click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` on the journal card, then a journal, click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` on the journal card, then
click :guilabel:`Configuration`. Alternatively, go to :menuselection:`Accounting --> Configuration click :guilabel:`Configuration`. Alternatively, go to :menuselection:`Accounting --> Configuration
@@ -62,7 +57,7 @@ The :guilabel:`Advanced Settings` tab contains more technical options:
.. _accounting/journals/bank-cash-cc: .. _accounting/journals/bank-cash-cc:
Bank, cash, and credit card journals Bank, cash, and credit card journals
------------------------------------ ====================================
Bank, cash, and credit card journals share the following features: Bank, cash, and credit card journals share the following features:
@@ -103,7 +98,7 @@ available depending on the journal type. If desired, set :ref:`outstanding accou
.. _accounting/journals/outstanding-accounts: .. _accounting/journals/outstanding-accounts:
Outstanding accounts Outstanding accounts
~~~~~~~~~~~~~~~~~~~~ --------------------
By default, payments in Odoo do not create journal entries, but they can be configured to create By default, payments in Odoo do not create journal entries, but they can be configured to create
journal entries by using **outstanding accounts** on :ref:`bank <accounting/journals/bank>` and journal entries by using **outstanding accounts** on :ref:`bank <accounting/journals/bank>` and
@@ -117,14 +112,14 @@ journal entries by using **outstanding accounts** on :ref:`bank <accounting/jour
These accounts are usually of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets` and These accounts are usually of :ref:`type <chart-of-account/type>` :guilabel:`Current Assets` and
:guilabel:`Current Liabilities`. :guilabel:`Current Liabilities`.
Payments that are registered in Odoo are posted to the outstanding receipts and outstanding accounts Payments that are registered in Odoo are posted to the outstanding receipts and outstanding payments
until they are reconciled. At any moment, the outstanding receipts account's balance in the general accounts until they are reconciled. At any moment, the outstanding receipts account's balance in the
ledger shows the balance of registered incoming payments that have not yet been reconciled, and the general ledger shows the balance of registered incoming payments that have not yet been reconciled,
outstanding payments account's balance in the general ledger shows the balance of registered and the outstanding payments account's balance in the general ledger shows the balance of registered
outgoing payments that have not yet been reconciled. outgoing payments that have not yet been reconciled.
Configuration Configuration
************* ~~~~~~~~~~~~~
To configure outstanding accounts, go to :menuselection:`Accounting --> Configuration --> Journals` To configure outstanding accounts, go to :menuselection:`Accounting --> Configuration --> Journals`
and select or create a bank or cash journal. In the :guilabel:`Incoming Payments` and and select or create a bank or cash journal. In the :guilabel:`Incoming Payments` and
@@ -142,7 +137,7 @@ entries.
.. _accounting/journals/bank: .. _accounting/journals/bank:
Bank Bank
~~~~ ----
Bank journals are used to record journal entries related to :doc:`bank transactions Bank journals are used to record journal entries related to :doc:`bank transactions
<../bank/transactions>` and incoming and outgoing :doc:`payments <../payments>`. The following <../bank/transactions>` and incoming and outgoing :doc:`payments <../payments>`. The following
@@ -170,7 +165,7 @@ outgoing payment files, such as :doc:`SEPA <../payments/pay_sepa>` or :ref:`NACH
.. _accounting/journals/cash: .. _accounting/journals/cash:
Cash Cash
~~~~ ----
Cash journals are used to record journal entries related to cash :doc:`transactions Cash journals are used to record journal entries related to cash :doc:`transactions
<../bank/transactions>`. The following fields are specific to cash journals: <../bank/transactions>`. The following fields are specific to cash journals:
@@ -187,7 +182,7 @@ Only manual payment methods are available for cash journals.
.. _accounting/journals/credit: .. _accounting/journals/credit:
Credit card Credit card
~~~~~~~~~~~ -----------
Credit card journals are used to record journal entries related to credit cards. The following Credit card journals are used to record journal entries related to credit cards. The following
fields are specific to credit card journals: fields are specific to credit card journals:
@@ -202,12 +197,12 @@ Only manual payment methods are available for credit card journals.
.. _accounting/journals/sales-purchase-misc: .. _accounting/journals/sales-purchase-misc:
Sales, purchase, and miscellaneous journals Sales, purchase, and miscellaneous journals
------------------------------------------- ===========================================
.. _accounting/journals/sales: .. _accounting/journals/sales:
Sales Sales
~~~~~ -----
Sales journals, also known as income journals, are used to record journal entries related to Sales journals, also known as income journals, are used to record journal entries related to
:doc:`customer invoices <../customer_invoices>`. The following fields are specific to customer :doc:`customer invoices <../customer_invoices>`. The following fields are specific to customer
@@ -235,7 +230,7 @@ refer to that particular invoice when making a payment:
.. _accounting/journals/purchase: .. _accounting/journals/purchase:
Purchase Purchase
~~~~~~~~ --------
Purchase journals are used to record journal entries related to :doc:`vendor bills Purchase journals are used to record journal entries related to :doc:`vendor bills
<../vendor_bills>`. The following fields are specific to purchase journals: <../vendor_bills>`. The following fields are specific to purchase journals:
@@ -255,7 +250,7 @@ Purchase journals are used to record journal entries related to :doc:`vendor bil
.. _accounting/journals/misc: .. _accounting/journals/misc:
Miscellaneous Miscellaneous
~~~~~~~~~~~~~ -------------
Miscellaneous journals are used to record journal entries that are not related to any of the other Miscellaneous journals are used to record journal entries that are not related to any of the other
journal types such as tax closing journal entries. journal types such as tax closing journal entries.