Journal Entry Custom Fields

Standard entries lack a free note and a revenue category for analysis. This module adds a Note on the journal entry header and a Sales Revenue selection on invoice and journal lines, with its own list of revenue types. It is used by accountants and account managers and plugs into Accounting.

1. 1

   Define revenue types

   Open the Sales Revenue menu, visible to Accounting managers, and add editable rows with a translatable name.

   • Menu: Sales Revenue
   • Name is translatable
2. 2

   Write a note on the entry

   Open a journal entry or invoice. A Note text field is placed in the right side of the header group.

   • Field: Note
   • Plain text
3. 3

   Classify invoice lines

   In invoice lines a Sales Revenue column appears after the product. Pick a revenue type for each line without creating new ones on the fly.

   • Column: Sales Revenue
   • Creation on the fly disabled
4. 4

   Classify journal items

   The same field is added to journal items after the label, so manual entries can be classified too.

   • Journal Items tab
   • Same revenue list

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