Finance Reference Public

Data and Screen Reference

A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Finance module package.

Guide version: r1 Module version: 1.6.0 Updated: 2026-07-22 Estimated time: 5 min 2 views
Reference

Data and Screen Reference

A compact reference of screens, data records, routes, and supporting files found in the module package.

Slug: financeVersion: 1.6.0Category: FinanceReviewed: 2026-07-11

Screens and Views

Controllers

  • Account_transactions - modal_form, list_data
  • Account_transfers
  • Account_types - index, modal_form, save, list_data, delete
  • Accounts
  • Accounts - index, view
  • Accounts - index, view
  • Aging
  • Alphalist
  • Balance_sheet
  • BankReconciliation
  • Banks - index, modal_form, save, list_data, delete, view
  • Bir_reports
  • Books
  • Cheque_booklets - index, modal_form, save, list_data, view, update_status
  • Cheques - list_data, issue_cheque_modal_form, save_cheque_issue, update_status
  • Detail_types - index, modal_form, save, list_data, delete
  • Employee_bir
  • Expense_categories
  • Expenses
  • Expenses_payments
  • Fiscal_periods
  • Gov_contributions
  • Invoice_payments
  • Journals - index, listData
  • Payment_methods
  • Tax_reports
  • Taxes
  • Transaction_classifier - index, modal_form, save, list_data, delete
  • Trial_balance
  • Vouchers - index, modal_form, save, list_data
  • VoucherTypes - index, modalForm, save, listData, delete

View files

  • accounts/account_types/index.php
  • accounts/account_types/modal_form.php
  • accounts/classifier/index.php
  • accounts/classifier/modal_form.php
  • accounts/detail_types/index.php
  • accounts/detail_types/modal_form.php
  • accounts/import_modal_form.php
  • accounts/index.php
  • accounts/modal_form.php
  • accounts/transactions/modal_form.php
  • accounts/transactions/transaction_list_modal_form.php
  • accounts/transactions/view_file.php
  • accounts/view/index.php
  • account_transfers/index.php
  • account_transfers/modal_form.php
  • aging/index.php
  • alphalist/index.php
  • banks/index.php
  • banks/modal_form.php
  • banks/view/index.php
  • banks/view/modal_form.php
  • bir_reports/annualization.php
  • bir_reports/form_1601c.php
  • bir_reports/form_2316.php
  • bir_reports/form_2316_pdf.php
  • bir_reports/index.php
  • bir_reports/view_2316_modal.php
  • bir_reports/withholding_summary.php
  • bir_reports/_content.php
  • booklets/cheques/index.php
  • booklets/cheques/issue_cheque_modal_form.php
  • booklets/index.php
  • booklets/modal_form.php
  • books/index.php
  • employee_bir/tab_content.php
  • expenses/custom_expenses.php
  • expenses/expense_details.php
  • expenses/file_preview.php
  • expenses/income_expenses_widget.php
  • expenses/index.php
  • expenses/modal_form.php
  • expenses/overdue_expenses_widget.php
  • expenses/payment_modal_form.php
  • expenses/recurring_expenses_list.php
  • expenses/summary/balance_sheet.php
  • expenses/summary/cash_flows.php
  • expenses/summary/income_statements.php
  • expenses/yearly_expenses.php
  • expense_categories/index.php
  • expense_categories/modal_form.php
  • fiscal_periods/index.php
  • fiscal_periods/modal_form.php
  • fiscal_periods/periods.php
  • gov_contributions/index.php
  • journals/index.php
  • payment_methods/index.php
  • payment_methods/modal_form.php
  • taxes/biweekly_tax.php
  • taxes/import_modal_form.php
  • taxes/index.php
  • taxes/modal_form.php
  • taxes/monthly_tax.php
  • taxes/simple_tax_calculator_modal.php
  • taxes/tax_calculator_modal.php
  • taxes/weekly_tax.php
  • tax_reports/index.php
  • trial_balance/index.php
  • vouchers/index.php
  • vouchers/modal_form.php
  • vouchers/types/index.php
  • vouchers/types/modal_form.php
  • vouchers/view/index.php

Data Records

Models

  • Accounting_periods_model.php
  • Accounts_model.php
  • Account_transactions_model.php
  • Account_transfers_model.php
  • Account_types_model.php
  • Aging_model.php
  • BankReconciliations_model.php
  • Banks_model.php
  • Books_model.php
  • Cheques_model.php
  • Cheque_booklets_model.php
  • Contributions_model.php
  • Detail_types_model.php
  • Expenses_model.php
  • Expenses_payments_model.php
  • Expense_categories_model.php
  • Fiscal_years_model.php
  • Gl_reports_model.php
  • Invoice_payments_model.php
  • Journal_posting_model.php
  • Payment_methods_model.php
  • Payrolls_alphalists_model.php
  • Taxes_model.php
  • Tax_reports_model.php
  • Transaction_classifier_model.php
  • Transaction_items_model.php
  • Vouchers_model.php

Database tables

  • accounts
  • account_types
  • detail_types
  • account_transactions
  • account_transfers
  • transaction_items
  • transaction_classifier
  • vouchers
  • voucher_types
  • banks
  • bank_reconciliation
  • taxes
  • expenses
  • expense_categories
  • expenses_payments
  • invoice_payments
  • payment_methods
  • fin_fiscal_years
  • fin_accounting_periods
  • cheque_booklets
  • cheques
  • payrolls_alphalists

Routes and Entry Points

RouteTarget
fas/summaryExpenses/cash_flow_comparison
fas/balance_sheet/(:any)Balance_sheet/$1
fas/trial_balanceTrial_balance/index
fas/trial_balance/(:any)Trial_balance/$1
fas/booksBooks/index
fas/books/(:any)Books/$1
fas/tax_reportsTax_reports/index
fas/tax_reports/(:any)Tax_reports/$1
fas/agingAging/index
fas/aging/(:any)Aging/$1
fas/gov_contributionsGov_contributions/index
fas/gov_contributions/(:any)Gov_contributions/$1
fas/gov_contributions/(:any)/(:any)Gov_contributions/$1/$2
fas/fiscal_periodsFiscal_periods/index
fas/fiscal_periods/(:any)Fiscal_periods/$1
fas/fiscal_periods/(:any)/(:any)Fiscal_periods/$1/$2
fas/paymentsInvoice_payments/index
fas/payments/(:any)Invoice_payments/$1
fas/payments/(:any)/(:any)Invoice_payments/$1/$2
fas/expensesExpenses/index
fas/expenses/(:any)Expenses/$1
fas/expenses/(:any)/(:any)Expenses/$1/$2
fas/expense_categoriesExpense_categories/index
fas/expense_categories/(:any)Expense_categories/$1
fas/expense_categories/(:any)/(:any)Expense_categories/$1/$2
fas/transfersaccount_transfers/index
fas/account_transfers/(:any)Account_transfers/$1
fas/accountsaccounts/index
fas/accounts/(:any)Accounts/$1
fas/accounts/(:any)/(:any)Accounts/$1/$2
fas/account_typesaccount_types/index
fas/account_types/(:any)account_types/$1
fas/detail_typesdetail_types/index
fas/detail_types/(:any)detail_types/$1
fas/account_transactionsaccount_transactions/index
fas/account_transactions/(:any)account_transactions/$1
fas/account_transactions/(:any)/(:any)account_transactions/$1/$2
fas/vouchersVouchers/index
fas/vouchers/(:any)Vouchers/$1
fas/vouchers/(:any)/(:any)Vouchers/$1/$2
15 additional route(s) omitted for readability.

Supporting Files

Migrations

  • 20251209081819_alter_transaction_items_modify_credit_debit_column.php
  • 20251209092331_alter_voucher_table_add_custom_id.php
  • 20251209113100_alter_transaction_items_add_name_types.php
  • 20251210110008_alter_vouchers_table_add_date_column.php
  • 20251218024142_create_voucher_types_table.php
  • 20251218051542_alter_voucher_table_add_voucher_type_id.php
  • 20260126000001_add_banks_table.php
  • 20260128090740_alter_transaction_items_table.php
  • 20260203075315_add_bank_reconciliation_table.php
  • 20260203101944_alter_voucher_table_add_view_columns.php
  • 20260624224037_alter_account_types_add_class_and_normal_balance.php
  • 20260624224038_alter_accounts_add_control_flags.php
  • 20260624224039_create_fiscal_years_table.php
  • 20260624224040_create_accounting_periods_table.php
  • 20260624224041_alter_vouchers_add_posting_fields.php
  • 20260624224042_seed_ph_chart_of_accounts.php
  • 20260624224043_backfill_legacy_ledger_to_gl.php
  • 20260625002801_alter_taxes_add_type_and_atc.php

Seeders

  • FinanceDemoSeeder.php

Tests

  • FinanceStandaloneContractTest.php

Helpers

  • bank_helper.php
  • chart_of_accounts_helper.php
  • finance_widget_helper.php
  • posting_helper.php
  • taxes_helper.php
  • transaction_classes_helper.php

Libraries

No module libraries were found.

API configs

  • api.php
  • api_openapi.php
  • api_scope.php
  • euapi_openapi.php
  • v1_api.php
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