Transactions

Accounts transactions — 26 entities with their key fields and relationships.

Submittable documents with a docstatus lifecycle. Once submitted they are immutable and post ledger entries; corrections are amendments or returns.

26 entities in Accounts.

Bank Guarantee

Records a guarantee issued or received through a bank, including the beneficiary, amount, validity, and linked transaction.

Transaction Submittable

Naming: Expression · 30 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`bg_type`	Select	yes	Bank Guarantee Type
`amount`	Currency	yes	Amount
`start_date`	Date	yes	Start Date

Relationships

Field	Type	References
`account`	Link	Account
`amended_from`	Link	Bank Guarantee
`bank`	Link	Bank
`bank_account`	Link	Bank Account
`customer`	Link	Customer
`project`	Link	Project
`reference_doctype`	Link	DocType (fw)
`supplier`	Link	Supplier
`reference_docname`	Dynamic Link	resolved via `reference_doctype`

Bank Transaction

Represents a bank-statement transaction imported or entered for matching and reconciliation against ERPNext payments.

Transaction Submittable

Naming: Naming Series · 37 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`status`	Select		Status
`description`	Small Text		Description
`deposit`	Currency		Deposit
`withdrawal`	Currency		Withdrawal

Relationships

Field	Type	References
`amended_from`	Link	Bank Transaction
`bank_account`	Link	Bank Account
`company`	Link	Company
`currency`	Link	Currency (fw)
`matched_transaction_rule`	Link	Bank Transaction Rule
`party_type`	Link	DocType (fw)
`payment_entries`	Table	Bank Transaction Payments
`party`	Dynamic Link	resolved via `party_type`

Budget

Sets spending or income limits for accounts and cost centers over a fiscal year.

Transaction Submittable

Naming: Naming Series · 40 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`budget_against`	Select	yes	Budget Against
`naming_series`	Select	yes	Series
`budget_amount`	Currency	yes	Budget Amount
`distribution_frequency`	Select	yes	Distribution Frequency

Relationships

Field	Type	References	Req
`account`	Link	Account	yes
`amended_from`	Link	Budget
`company`	Link	Company	yes
`cost_center`	Link	Cost Center
`from_fiscal_year`	Link	Fiscal Year	yes
`project`	Link	Project
`to_fiscal_year`	Link	Fiscal Year	yes
`budget_distribution`	Table	Budget Distribution

Cashier Closing

Summarizes a cashier’s payments, expenses, returns, custody, and outstanding amount for a selected time window.

Transaction Submittable

Naming: Naming Series · 12 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select		Series
`from_time`	Time	yes	From Time
`time`	Time	yes	To Time
`net_amount`	Float		Net Amount

Relationships

Field	Type	References	Req
`amended_from`	Link	Cashier Closing
`user`	Link	User (fw)	yes
`payments`	Table	Cashier Closing Payments

Cost Center Allocation

Defines how amounts posted to one cost center are distributed among other cost centers by percentage.

Transaction Submittable

Naming: Expression (old style) · 7 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`valid_from`	Date	yes	Valid From

Relationships

Field	Type	References	Req
`amended_from`	Link	Cost Center Allocation
`company`	Link	Company	yes
`main_cost_center`	Link	Cost Center	yes
`allocation_percentages`	Table	Cost Center Allocation Percentage	yes

Dunning

Creates a formal payment demand for overdue Sales Invoices, including interest, fees, and letter text.

Transaction Submittable

Naming: Naming Series · 54 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select		Series
`customer_name`	Data		Customer Name
`posting_date`	Date	yes	Date
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Dunning
`company`	Link	Company	yes
`company_address`	Link	Address (fw)
`contact_person`	Link	Contact (fw)
`cost_center`	Link	Cost Center
`currency`	Link	Currency (fw)
`customer`	Link	Customer	yes
`customer_address`	Link	Address (fw)
`dunning_type`	Link	Dunning Type
`income_account`	Link	Account
`language`	Link	Language (fw)
`letter_head`	Link	Letter Head (fw)
`overdue_payments`	Table	Overdue Payment

Exchange Rate Revaluation

Revalues foreign-currency account balances at a selected exchange rate and creates the resulting accounting adjustment.

Transaction Submittable

Naming: Expression (old style) · 13 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`posting_date`	Date	yes	Posting Date

Relationships

Field	Type	References	Req
`amended_from`	Link	Exchange Rate Revaluation
`company`	Link	Company	yes
`accounts`	Table	Exchange Rate Revaluation Account	yes

Invoice Discounting

Tracks short-term financing obtained against unpaid Sales Invoices and the associated bank charges and repayments.

Transaction Submittable

Naming: ACC-INV-DISC-.YYYY.-.##### · 22 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`posting_date`	Date	yes	Posting Date
`status`	Select		Status

Relationships

Field	Type	References	Req
`accounts_receivable_credit`	Link	Account	yes
`accounts_receivable_discounted`	Link	Account	yes
`accounts_receivable_unpaid`	Link	Account	yes
`amended_from`	Link	Invoice Discounting
`bank_account`	Link	Account	yes
`bank_charges_account`	Link	Account	yes
`company`	Link	Company	yes
`short_term_loan`	Link	Account	yes
`invoices`	Table	Discounted Invoice	yes

Journal Entry

Posts a balanced set of debit and credit lines directly to the general ledger.

Transaction Submittable

Naming: Naming Series · 74 fields · 7 inbound refs

Key fields

Field	Type	Req	Label
`title`	Data		Title
`voucher_type`	Select	yes	Entry Type
`naming_series`	Select	yes	Series
`posting_date`	Date	yes	Posting Date
`total_debit`	Currency		Total Debit
`total_amount`	Currency		Total Amount

Relationships

Field	Type	References	Req
`amended_from`	Link	Journal Entry
`auto_repeat`	Link	Auto Repeat (fw)
`company`	Link	Company	yes
`finance_book`	Link	Finance Book
`from_template`	Link	Journal Entry Template
`inter_company_journal_entry_reference`	Link	Journal Entry
`letter_head`	Link	Letter Head (fw)
`mode_of_payment`	Link	Mode of Payment
`payment_order`	Link	Payment Order
`periodic_entry_difference_account`	Link	Account
`process_deferred_accounting`	Link	Process Deferred Accounting
`reversal_of`	Link	Journal Entry
`select_print_heading`	Link	Print Heading (fw)
`stock_asset_account`	Link	Account
`stock_entry`	Link	Stock Entry
`tax_withholding_category`	Link	Tax Withholding Category
`tax_withholding_group`	Link	Tax Withholding Group
`total_amount_currency`	Link	Currency (fw)
`accounts`	Table	Journal Entry Account	yes
`tax_withholding_entries`	Table	Tax Withholding Entry

POS Closing Entry

Closes a cashier’s POS Opening Entry by consolidating its invoices, payments, taxes, and totals for the session.

Transaction Submittable

Naming: Expression (old style) · 31 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`period_start_date`	Datetime	yes	Period Start Date
`period_end_date`	Datetime	yes	Period End Date
`posting_date`	Date	yes	Posting Date
`status`	Select		Status
`posting_time`	Time	yes	Posting Time

Relationships

Field	Type	References	Req
`amended_from`	Link	POS Closing Entry
`company`	Link	Company	yes
`pos_opening_entry`	Link	POS Opening Entry	yes
`pos_profile`	Link	POS Profile	yes
`user`	Link	User (fw)	yes
`payment_reconciliation`	Table	POS Closing Entry Detail
`pos_invoices`	Table	POS Invoice Reference
`sales_invoices`	Table	Sales Invoice Reference
`taxes`	Table	POS Closing Entry Taxes

POS Invoice

Records an immediate point-of-sale sale or return, including items, stock impact, taxes, and payments.

Transaction Submittable

Naming: Naming Series · 185 fields · 5 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`customer_name`	Data		Customer Name
`is_pos`	Check	yes	Include Payment (POS)
`posting_date`	Date	yes	Date
`conversion_rate`	Float	yes	Exchange Rate
`plc_conversion_rate`	Float	yes	Price List Exchange Rate
`base_net_total`	Currency	yes	Net Total (Company Currency)
`base_grand_total`	Currency	yes	Grand Total (Company Currency)
`grand_total`	Currency	yes	Grand Total
`rounded_total`	Currency		Rounded Total
`status`	Select		Status
`title`	Data		Title

Relationships

Field	Type	References	Req
`account_for_change_amount`	Link	Account
`amended_from`	Link	POS Invoice
`auto_repeat`	Link	Auto Repeat (fw)
`cash_bank_account`	Link	Account
`company`	Link	Company	yes
`company_address`	Link	Address (fw)
`company_contact_person`	Link	Contact (fw)
`consolidated_invoice`	Link	Sales Invoice
`contact_person`	Link	Contact (fw)
`cost_center`	Link	Cost Center
`coupon_code`	Link	Coupon Code
`currency`	Link	Currency (fw)	yes
`customer`	Link	Customer
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`debit_to`	Link	Account	yes
`inter_company_invoice_reference`	Link	Purchase Invoice
`letter_head`	Link	Letter Head (fw)
`loyalty_program`	Link	Loyalty Program
`loyalty_redemption_account`	Link	Account
`loyalty_redemption_cost_center`	Link	Cost Center
`party_account_currency`	Link	Currency (fw)
`payment_terms_template`	Link	Payment Terms Template
`pos_profile`	Link	POS Profile
`price_list_currency`	Link	Currency (fw)	yes
`project`	Link	Project
`return_against`	Link	POS Invoice
`sales_partner`	Link	Sales Partner
`select_print_heading`	Link	Print Heading (fw)
`selling_price_list`	Link	Price List	yes
`set_warehouse`	Link	Warehouse
`shipping_address_name`	Link	Address (fw)
`shipping_rule`	Link	Shipping Rule
`tax_category`	Link	Tax Category
`taxes_and_charges`	Link	Sales Taxes and Charges Template
`tc_name`	Link	Terms and Conditions
`territory`	Link	Territory
`utm_campaign`	Link	UTM Campaign (fw)
`utm_medium`	Link	UTM Medium (fw)
`utm_source`	Link	UTM Source (fw)
`write_off_account`	Link	Account
`write_off_cost_center`	Link	Cost Center
`advances`	Table	Sales Invoice Advance
`item_wise_tax_details`	Table	Item Wise Tax Detail
`items`	Table	POS Invoice Item	yes
`packed_items`	Table	Packed Item
`payment_schedule`	Table	Payment Schedule
`payments`	Table	Sales Invoice Payment
`pricing_rules`	Table	Pricing Rule Detail
`sales_team`	Table	Sales Team
`taxes`	Table	Sales Taxes and Charges
`timesheets`	Table	Sales Invoice Timesheet

POS Opening Entry

Opens a cashier’s POS session for a selected profile and records the starting balances by payment method.

Transaction Submittable

Naming: POS-OPE-.YYYY.-.##### · 16 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`period_start_date`	Datetime	yes	Period Start Date
`period_end_date`	Date		Period End Date
`posting_date`	Date	yes	Posting Date
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	POS Opening Entry
`company`	Link	Company	yes
`pos_profile`	Link	POS Profile	yes
`user`	Link	User (fw)	yes
`balance_details`	Table	POS Opening Entry Detail	yes

Payment Entry

Records money received, paid, or transferred and allocates it to invoices, orders, or other references.

Transaction Submittable

Naming: Naming Series · 93 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`payment_type`	Select	yes	Payment Type
`posting_date`	Date	yes	Posting Date
`paid_amount`	Currency	yes	Paid Amount
`source_exchange_rate`	Float	yes	Source Exchange Rate
`base_paid_amount`	Currency	yes	Paid Amount (Company Currency)
`received_amount`	Currency	yes	Received Amount
`target_exchange_rate`	Float	yes	Target Exchange Rate
`base_received_amount`	Currency	yes	Received Amount (Company Currency)
`total_allocated_amount`	Currency		Total Allocated Amount
`difference_amount`	Currency		Difference Amount (Company Currency)
`reference_no`	Data		Cheque/Reference No
`reference_date`	Date		Cheque/Reference Date
`title`	Data		Title
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Payment Entry
`auto_repeat`	Link	Auto Repeat (fw)
`bank_account`	Link	Bank Account
`company`	Link	Company	yes
`contact_person`	Link	Contact (fw)
`cost_center`	Link	Cost Center
`letter_head`	Link	Letter Head (fw)
`mode_of_payment`	Link	Mode of Payment
`paid_from`	Link	Account	yes
`paid_from_account_currency`	Link	Currency (fw)	yes
`paid_to`	Link	Account	yes
`paid_to_account_currency`	Link	Currency (fw)	yes
`party_bank_account`	Link	Bank Account
`party_type`	Link	DocType (fw)
`payment_order`	Link	Payment Order
`print_heading`	Link	Print Heading (fw)
`project`	Link	Project
`purchase_taxes_and_charges_template`	Link	Purchase Taxes and Charges Template
`sales_taxes_and_charges_template`	Link	Sales Taxes and Charges Template
`tax_withholding_category`	Link	Tax Withholding Category
`tax_withholding_group`	Link	Tax Withholding Group
`deductions`	Table	Payment Entry Deduction
`references`	Table	Payment Entry Reference
`tax_withholding_entries`	Table	Tax Withholding Entry
`taxes`	Table	Advance Taxes and Charges
`party`	Dynamic Link	resolved via `party_type`

Payment Order

Collects approved Supplier payments into a bulk payment instruction.

Transaction Submittable

Naming: Naming Series · 12 fields · 4 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`posting_date`	Date		Posting Date
`payment_order_type`	Select	yes	Payment Order Type

Relationships

Field	Type	References	Req
`amended_from`	Link	Payment Order
`company`	Link	Company	yes
`company_bank`	Link	Bank
`company_bank_account`	Link	Bank Account	yes
`party`	Link	Supplier
`references`	Table	Payment Order Reference	yes

Payment Request

Requests payment for a transaction through a configured payment gateway or other payment channel.

Transaction Submittable

Naming: Naming Series · 60 fields · 3 inbound refs

Key fields

Field	Type	Req	Label
`payment_request_type`	Select	yes	Payment Request Type
`transaction_date`	Date		Transaction Date
`naming_series`	Select	yes	Series
`grand_total`	Currency	yes	Amount
`status`	Select		Status

Relationships

Field	Type	References
`amended_from`	Link	Payment Request
`bank`	Link	Bank
`bank_account`	Link	Bank Account
`company`	Link	Company
`cost_center`	Link	Cost Center
`currency`	Link	Currency (fw)
`mode_of_payment`	Link	Mode of Payment
`party_account_currency`	Link	Currency (fw)
`party_type`	Link	DocType (fw)
`payment_gateway_account`	Link	Payment Gateway Account
`payment_order`	Link	Payment Order
`project`	Link	Project
`reference_doctype`	Link	DocType (fw)
`payment_reference`	Table	Payment Reference
`subscription_plans`	Table	Subscription Plan Detail
`party`	Dynamic Link	resolved via `party_type`
`reference_name`	Dynamic Link	resolved via `reference_doctype`

Period Closing Voucher

Closes profit-and-loss balances for an accounting period by transferring the result to a closing Account.

Transaction Submittable

Naming: Expression (old style) · 11 fields · 3 inbound refs

Key fields

Field	Type	Req	Label
`transaction_date`	Date		Transaction Date
`remarks`	Small Text	yes	Remarks
`period_end_date`	Date	yes	Period End Date
`period_start_date`	Date	yes	Period Start Date

Relationships

Field	Type	References	Req
`amended_from`	Link	Period Closing Voucher
`closing_account_head`	Link	Account	yes
`company`	Link	Company	yes
`fiscal_year`	Link	Fiscal Year	yes

Process Deferred Accounting

Runs deferred revenue or expense recognition for a selected company and posting period.

Transaction Submittable

Naming: ACC-PDA-.##### · 8 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`type`	Select	yes	Type
`start_date`	Date	yes	Service Start Date
`end_date`	Date	yes	Service End Date
`posting_date`	Date	yes	Posting Date

Relationships

Field	Type	References	Req
`account`	Link	Account
`amended_from`	Link	Process Deferred Accounting
`company`	Link	Company	yes

Process Payment Reconciliation

Runs payment reconciliation in the background for a selected party, account, and invoice/payment date range.

Transaction Submittable

Naming: format ACC-PPR-{#####} · 20 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Process Payment Reconciliation
`bank_cash_account`	Link	Account
`company`	Link	Company	yes
`cost_center`	Link	Cost Center
`default_advance_account`	Link	Account
`party_type`	Link	DocType (fw)	yes
`receivable_payable_account`	Link	Account	yes
`party`	Dynamic Link	resolved via `party_type`

Process Period Closing Voucher

Tracks the staged processing of a Period Closing Voucher across normal, opening, profit-and-loss, and balance-sheet balances.

Transaction Submittable

Naming: format Process-PCV-{###} · 9 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Process Period Closing Voucher
`parent_pcv`	Link	Period Closing Voucher	yes
`normal_balances`	Table	Process Period Closing Voucher Detail
`z_opening_balances`	Table	Process Period Closing Voucher Detail

Process Subscription

Runs subscription processing for a selected posting date and optional Subscription.

Transaction Submittable

Naming: hash · 3 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`posting_date`	Date	yes	Posting Date

Relationships

Field	Type	References	Req
`amended_from`	Link	Process Subscription
`subscription`	Link	Subscription

Purchase Invoice

Records a Supplier bill, its taxes and charges, and the payable amount owed by the company.

Transaction Submittable

Naming: Naming Series · 200 fields · 8 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`supplier_name`	Data		Supplier Name
`due_date`	Date		Due Date
`posting_date`	Date	yes	Posting Date
`bill_no`	Data		Supplier Invoice No
`grand_total`	Currency		Grand Total
`status`	Select		Status
`title`	Data		Title

Relationships

Field	Type	References	Req
`amended_from`	Link	Purchase Invoice
`auto_repeat`	Link	Auto Repeat (fw)
`billing_address`	Link	Address (fw)
`buying_price_list`	Link	Price List
`cash_bank_account`	Link	Account
`company`	Link	Company
`contact_person`	Link	Contact (fw)
`cost_center`	Link	Cost Center
`credit_to`	Link	Account	yes
`currency`	Link	Currency (fw)
`dispatch_address`	Link	Address (fw)
`incoterm`	Link	Incoterm
`inter_company_invoice_reference`	Link	Sales Invoice
`letter_head`	Link	Letter Head (fw)
`mode_of_payment`	Link	Mode of Payment
`party_account_currency`	Link	Currency (fw)
`payment_terms_template`	Link	Payment Terms Template
`price_list_currency`	Link	Currency (fw)
`project`	Link	Project
`rejected_warehouse`	Link	Warehouse
`represents_company`	Link	Company
`return_against`	Link	Purchase Invoice
`select_print_heading`	Link	Print Heading (fw)
`set_from_warehouse`	Link	Warehouse
`set_warehouse`	Link	Warehouse
`shipping_address`	Link	Address (fw)
`shipping_rule`	Link	Shipping Rule
`subscription`	Link	Subscription
`supplier`	Link	Supplier	yes
`supplier_address`	Link	Address (fw)
`supplier_group`	Link	Supplier Group
`supplier_warehouse`	Link	Warehouse
`tax_category`	Link	Tax Category
`tax_withholding_group`	Link	Tax Withholding Group
`taxes_and_charges`	Link	Purchase Taxes and Charges Template
`tc_name`	Link	Terms and Conditions
`unrealized_profit_loss_account`	Link	Account
`write_off_account`	Link	Account
`write_off_cost_center`	Link	Cost Center
`advances`	Table	Purchase Invoice Advance
`item_wise_tax_details`	Table	Item Wise Tax Detail
`items`	Table	Purchase Invoice Item	yes
`payment_schedule`	Table	Payment Schedule
`pricing_rules`	Table	Pricing Rule Detail
`supplied_items`	Table	Purchase Receipt Item Supplied
`tax_withholding_entries`	Table	Tax Withholding Entry
`taxes`	Table	Purchase Taxes and Charges

Repost Accounting Ledger

Rebuilds accounting ledger entries for selected vouchers after validating that they are eligible for reposting.

Transaction Submittable

Naming: hash · 6 fields · 1 inbound ref

Relationships

Field	Type	References
`amended_from`	Link	Repost Accounting Ledger
`company`	Link	Company
`vouchers`	Table	Repost Accounting Ledger Items

Repost Payment Ledger

Rebuilds Payment Ledger Entries for selected vouchers and records the queued job’s result or errors.

Transaction Submittable

Naming: hash · 12 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`posting_date`	Date	yes	Posting Date

Relationships

Field	Type	References	Req
`amended_from`	Link	Repost Payment Ledger
`company`	Link	Company	yes
`voucher_type`	Link	DocType (fw)
`repost_vouchers`	Table	Repost Payment Ledger Items

Sales Invoice

Records a Customer bill, its taxes and charges, and the receivable amount owed to the company.

Transaction Submittable

Naming: Naming Series · 233 fields · 12 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`customer_name`	Small Text		Customer Name
`posting_date`	Date	yes	Posting Date
`due_date`	Date		Payment Due Date
`conversion_rate`	Float	yes	Exchange Rate
`plc_conversion_rate`	Float	yes	Price List Exchange Rate
`base_net_total`	Currency	yes	Net Total (Company Currency)
`base_grand_total`	Currency	yes	Grand Total (Company Currency
`grand_total`	Currency	yes	Grand Total
`rounded_total`	Currency		Rounded Total
`status`	Select		Status
`title`	Data		Title

Relationships

Field	Type	References	Req
`account_for_change_amount`	Link	Account
`additional_discount_account`	Link	Account
`amended_from`	Link	Sales Invoice
`auto_repeat`	Link	Auto Repeat (fw)
`cash_bank_account`	Link	Account
`company`	Link	Company	yes
`company_address`	Link	Address (fw)
`company_contact_person`	Link	Contact (fw)
`contact_person`	Link	Contact (fw)
`cost_center`	Link	Cost Center
`coupon_code`	Link	Coupon Code
`currency`	Link	Currency (fw)	yes
`customer`	Link	Customer	yes
`customer_address`	Link	Address (fw)
`customer_group`	Link	Customer Group
`debit_to`	Link	Account	yes
`dispatch_address_name`	Link	Address (fw)
`incoterm`	Link	Incoterm
`inter_company_invoice_reference`	Link	Purchase Invoice
`language`	Link	Language (fw)
`letter_head`	Link	Letter Head (fw)
`loyalty_program`	Link	Loyalty Program
`loyalty_redemption_account`	Link	Account
`loyalty_redemption_cost_center`	Link	Cost Center
`party_account_currency`	Link	Currency (fw)
`payment_terms_template`	Link	Payment Terms Template
`pos_closing_entry`	Link	POS Closing Entry
`pos_profile`	Link	POS Profile
`price_list_currency`	Link	Currency (fw)	yes
`project`	Link	Project
`represents_company`	Link	Company
`return_against`	Link	Sales Invoice
`sales_partner`	Link	Sales Partner
`select_print_heading`	Link	Print Heading (fw)
`selling_price_list`	Link	Price List	yes
`set_target_warehouse`	Link	Warehouse
`set_warehouse`	Link	Warehouse
`shipping_address_name`	Link	Address (fw)
`shipping_rule`	Link	Shipping Rule
`subscription`	Link	Subscription
`tax_category`	Link	Tax Category
`tax_withholding_group`	Link	Tax Withholding Group
`taxes_and_charges`	Link	Sales Taxes and Charges Template
`tc_name`	Link	Terms and Conditions
`territory`	Link	Territory
`unrealized_profit_loss_account`	Link	Account
`utm_campaign`	Link	UTM Campaign (fw)
`utm_medium`	Link	UTM Medium (fw)
`utm_source`	Link	UTM Source (fw)
`write_off_account`	Link	Account
`write_off_cost_center`	Link	Cost Center
`advances`	Table	Sales Invoice Advance
`item_wise_tax_details`	Table	Item Wise Tax Detail
`items`	Table	Sales Invoice Item	yes
`packed_items`	Table	Packed Item
`payment_schedule`	Table	Payment Schedule
`payments`	Table	Sales Invoice Payment
`pricing_rules`	Table	Pricing Rule Detail
`sales_team`	Table	Sales Team
`tax_withholding_entries`	Table	Tax Withholding Entry
`taxes`	Table	Sales Taxes and Charges
`timesheets`	Table	Sales Invoice Timesheet

Records the issue, transfer, or company purchase of shares between the company and its Shareholders.

Transaction Submittable

Naming: ACC-SHT-.YYYY.-.##### · 26 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`transfer_type`	Select	yes	Transfer Type
`date`	Date	yes	Date
`from_no`	Int	yes	From No
`rate`	Currency	yes	Rate
`no_of_shares`	Int	yes	No of Shares
`to_no`	Int	yes	To No

Relationships

Field	Type	References	Req
`amended_from`	Link	Share Transfer
`asset_account`	Link	Account
`company`	Link	Company	yes
`equity_or_liability_account`	Link	Account	yes
`from_shareholder`	Link	Shareholder
`share_type`	Link	Share Type	yes
`to_shareholder`	Link	Shareholder

Unreconcile Payment

Removes selected allocations between a payment or invoice and its linked vouchers without cancelling the original document.

Transaction Submittable

Naming: hash · 6 fields · 1 inbound ref

Relationships

Field	Type	References
`amended_from`	Link	Unreconcile Payment
`company`	Link	Company
`voucher_type`	Link	DocType (fw)
`allocations`	Table	Unreconcile Payment Entries
`voucher_no`	Dynamic Link	resolved via `voucher_type`