NAME¶

LedgerSMB::DBObject::EOY - End of Year handling module

SYNOPSYS¶

This class contains methods for end of year entry.

BASIC PROPERTIES¶

end_date specifies the end date for a closed period.

reference specifies the gl reference field associated with the account closure

description specifies the gl description field associated with the account closure

retention_acc_id specifies the account id used as a retaining account.

METHODS¶

$eoy->checkpoint_only();

This creates account checkpoints at $eoy->{end_date}. This has two uses: 1) Can be used to "close" books without zeroing income/expense accounts. This prevents data from being inserted for earlier dates.

 

2) This can be used to improve performance by creating a "lookback" point.

$eoy->reopen_books()

This reverses any end of year transaction on $eoy->{end_date}, and deletes checkpoints for that day.

$eoy->close_books()

Requires all properies in BASIC PROPERTIES to be set. This creates a gl yearend transaction, and moves income/expenses to the selected equity account for retained earnings.

$eoy->list_earnings_accounts

Returns a list of equity accounts, and sets $eoy->{earnings_accounts} to a list of hashrefs. These are used to select retained earnings accounts in closing books.

COPYRYIGHT¶

Copyright (C) 2009 The LedgerSMB Core Team. This may be re-used as permitted by the GNU General Public License v 2 or at your option any later version. Please see included License.txt for details.