Merge pull request #52118 from frappe/mergify/bp/version-16-hotfix/pr-51894

refactor: accounting workspace (backport #51894)
2026-04-29 03:28:32 +00:00 · 2026-01-27 20:08:29 +05:30
parent 4f1695616a 61ad67ec29
commit 31385a1f91
17 changed files with 655 additions and 326 deletions
--- a/erpnext/accounts/accounts_dashboard/payments/payments.json
+++ b/erpnext/accounts/accounts_dashboard/payments/payments.json
@@ -0,0 +1,50 @@
+{
+ "cards": [
+  {
+   "card": "Total Outgoing Bills"
+  },
+  {
+   "card": "Total Incoming Bills"
+  },
+  {
+   "card": "Total Incoming Payment"
+  },
+  {
+   "card": "Total Outgoing Payment"
+  }
+ ],
+ "charts": [
+  {
+   "chart": "Incoming Bills (Purchase Invoice)",
+   "width": "Half"
+  },
+  {
+   "chart": "Outgoing Bills (Sales Invoice)",
+   "width": "Half"
+  },
+  {
+   "chart": "Accounts Receivable Ageing",
+   "width": "Half"
+  },
+  {
+   "chart": "Accounts Payable Ageing",
+   "width": "Half"
+  },
+  {
+   "chart": "Bank Balance",
+   "width": "Full"
+  }
+ ],
+ "creation": "2026-01-26 21:25:12.793893",
+ "dashboard_name": "Payments",
+ "docstatus": 0,
+ "doctype": "Dashboard",
+ "idx": 0,
+ "is_default": 0,
+ "is_standard": 1,
+ "modified": "2026-01-26 21:25:12.793893",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Payments",
+ "owner": "Administrator"
+}
--- a/erpnext/accounts/workspace/accounting/accounting.json
+++ b/erpnext/accounts/workspace/accounting/accounting.json
@@ -14,10 +14,10 @@
 "for_user": "",
 "hide_custom": 0,
 "icon": "accounting",
- "idx": 3,
+ "idx": 4,
 "indicator_color": "",
 "is_hidden": 0,
- "label": "Accounting",
+ "label": "Invoicing",
 "links": [
  {
   "hidden": 0,
@@ -587,10 +587,10 @@
   "type": "Link"
  }
 ],
- "modified": "2025-12-24 13:20:34.857205",
+ "modified": "2026-01-23 11:05:47.246213",
 "modified_by": "Administrator",
 "module": "Accounts",
- "name": "Accounting",
+ "name": "Invoicing",
 "number_cards": [
  {
   "label": "Outgoing Bills",
@@ -617,6 +617,6 @@
 "roles": [],
 "sequence_id": 2.0,
 "shortcuts": [],
- "title": "Accounting",
+ "title": "Invoicing",
 "type": "Workspace"
 }
--- a/erpnext/desktop_icon/accounting.json
+++ b/erpnext/desktop_icon/accounting.json
@@ -1,20 +1,20 @@
 {
 "app": "erpnext",
- "creation": "2025-11-17 20:55:11.854086",
+ "creation": "2026-01-27 17:02:43.440221",
 "docstatus": 0,
 "doctype": "Desktop Icon",
 "hidden": 0,
 "icon": "accounting",
- "icon_type": "Link",
+ "icon_type": "Folder",
 "idx": 1,
 "label": "Accounting",
- "link_to": "Accounting",
+ "link_to": "",
 "link_type": "Workspace Sidebar",
- "modified": "2026-01-01 20:07:01.203651",
+ "modified": "2026-01-27 17:04:04.351402",
 "modified_by": "Administrator",
 "name": "Accounting",
 "owner": "Administrator",
- "parent_icon": "Accounts",
+ "parent_icon": "",
 "restrict_removal": 0,
 "roles": [],
 "standard": 1
--- a/erpnext/desktop_icon/accounts.json
+++ b/erpnext/desktop_icon/accounts.json
@@ -1,18 +0,0 @@
-{
- "app": "erpnext",
- "creation": "2025-11-12 13:07:51.988728",
- "docstatus": 0,
- "doctype": "Desktop Icon",
- "hidden": 0,
- "icon_type": "Folder",
- "idx": 1,
- "label": "Accounts",
- "link_type": "DocType",
- "logo_url": "",
- "modified": "2025-11-17 17:39:36.915358",
- "modified_by": "Administrator",
- "name": "Accounts",
- "owner": "Administrator",
- "roles": [],
- "standard": 1
-}
--- a/erpnext/desktop_icon/accounts_setup.json
+++ b/erpnext/desktop_icon/accounts_setup.json
@@ -0,0 +1,20 @@
+{
+ "app": "erpnext",
+ "creation": "2026-01-23 14:37:24.851308",
+ "docstatus": 0,
+ "doctype": "Desktop Icon",
+ "hidden": 0,
+ "icon_type": "Link",
+ "idx": 3,
+ "label": "Accounts Setup",
+ "link_to": "Accounting Setup",
+ "link_type": "Workspace Sidebar",
+ "modified": "2026-01-23 14:38:48.805670",
+ "modified_by": "Administrator",
+ "name": "Accounts Setup",
+ "owner": "Administrator",
+ "parent_icon": "Accounting",
+ "restrict_removal": 0,
+ "roles": [],
+ "standard": 1
+}
--- a/erpnext/desktop_icon/banking.json
+++ b/erpnext/desktop_icon/banking.json
@@ -14,7 +14,7 @@
 "modified_by": "Administrator",
 "name": "Banking",
 "owner": "Administrator",
- "parent_icon": "Accounts",
+ "parent_icon": "Accounting",
 "restrict_removal": 0,
 "roles": [],
 "standard": 1
--- a/erpnext/desktop_icon/budget.json
+++ b/erpnext/desktop_icon/budget.json
@@ -1,20 +1,20 @@
 {
 "app": "erpnext",
- "creation": "2025-11-10 16:54:04.780644",
+ "creation": "2026-01-23 11:00:23.272751",
 "docstatus": 0,
 "doctype": "Desktop Icon",
 "hidden": 0,
 "icon": "expenses",
 "icon_type": "Link",
- "idx": 4,
+ "idx": 6,
 "label": "Budget",
 "link_to": "Budget",
 "link_type": "Workspace Sidebar",
- "modified": "2026-01-01 20:07:01.449176",
+ "modified": "2026-01-23 14:39:30.839274",
 "modified_by": "Administrator",
 "name": "Budget",
 "owner": "Administrator",
- "parent_icon": "Accounts",
+ "parent_icon": "Accounting",
 "restrict_removal": 0,
 "roles": [],
 "standard": 1
--- a/erpnext/desktop_icon/financial_reports.json
+++ b/erpnext/desktop_icon/financial_reports.json
@@ -1,20 +1,20 @@
 {
 "app": "erpnext",
- "creation": "2025-11-17 20:55:11.772622",
+ "creation": "2026-01-23 11:00:23.250819",
 "docstatus": 0,
 "doctype": "Desktop Icon",
 "hidden": 0,
 "icon": "file",
 "icon_type": "Link",
- "idx": 0,
+ "idx": 2,
 "label": "Financial Reports",
 "link_to": "Financial Reports",
 "link_type": "Workspace Sidebar",
- "modified": "2026-01-01 20:07:01.253367",
+ "modified": "2026-01-23 14:38:46.479759",
 "modified_by": "Administrator",
 "name": "Financial Reports",
 "owner": "Administrator",
- "parent_icon": "Accounts",
+ "parent_icon": "Accounting",
 "restrict_removal": 0,
 "roles": [],
 "sidebar": "",
--- a/erpnext/desktop_icon/invoicing.json
+++ b/erpnext/desktop_icon/invoicing.json
@@ -0,0 +1,21 @@
+{
+ "app": "erpnext",
+ "creation": "2026-01-23 10:51:05.799725",
+ "docstatus": 0,
+ "doctype": "Desktop Icon",
+ "hidden": 0,
+ "icon": "accounting",
+ "icon_type": "Link",
+ "idx": 0,
+ "label": "Invoicing",
+ "link_to": "Invoicing",
+ "link_type": "Workspace Sidebar",
+ "modified": "2026-01-23 15:17:23.564795",
+ "modified_by": "Administrator",
+ "name": "Invoicing",
+ "owner": "Administrator",
+ "parent_icon": "Accounting",
+ "restrict_removal": 0,
+ "roles": [],
+ "standard": 1
+}
--- a/erpnext/desktop_icon/payments.json
+++ b/erpnext/desktop_icon/payments.json
@@ -0,0 +1,21 @@
+{
+ "app": "erpnext",
+ "creation": "2026-01-23 11:37:39.786353",
+ "docstatus": 0,
+ "doctype": "Desktop Icon",
+ "hidden": 0,
+ "icon": "receipt-text",
+ "icon_type": "Link",
+ "idx": 1,
+ "label": "Payments",
+ "link_to": "Payments",
+ "link_type": "Workspace Sidebar",
+ "modified": "2026-01-23 14:38:17.837380",
+ "modified_by": "Administrator",
+ "name": "Payments",
+ "owner": "Administrator",
+ "parent_icon": "Accounting",
+ "restrict_removal": 0,
+ "roles": [],
+ "standard": 1
+}
--- a/erpnext/desktop_icon/share_management.json
+++ b/erpnext/desktop_icon/share_management.json
@@ -1,19 +1,19 @@
 {
 "app": "erpnext",
- "creation": "2026-01-12 12:31:53.444807",
+ "creation": "2026-01-23 11:00:23.303554",
 "docstatus": 0,
 "doctype": "Desktop Icon",
 "hidden": 0,
 "icon_type": "Link",
- "idx": 8,
+ "idx": 7,
 "label": "Share Management",
 "link_to": "Share Management",
 "link_type": "Workspace Sidebar",
- "modified": "2026-01-12 12:31:53.444807",
+ "modified": "2026-01-23 14:39:34.128991",
 "modified_by": "Administrator",
 "name": "Share Management",
 "owner": "Administrator",
- "parent_icon": "Accounts",
+ "parent_icon": "Accounting",
 "restrict_removal": 0,
 "roles": [],
 "standard": 1
--- a/erpnext/desktop_icon/subscription.json
+++ b/erpnext/desktop_icon/subscription.json
@@ -1,20 +1,20 @@
 {
 "app": "erpnext",
- "creation": "2025-11-10 16:14:25.976756",
+ "creation": "2026-01-23 11:00:23.344237",
 "docstatus": 0,
 "doctype": "Desktop Icon",
 "hidden": 0,
 "icon": "monitor-check",
 "icon_type": "Link",
- "idx": 99,
+ "idx": 8,
 "label": "Subscription",
 "link_to": "Subscription",
 "link_type": "Workspace Sidebar",
- "modified": "2026-01-01 20:07:01.548581",
+ "modified": "2026-01-23 14:39:37.830722",
 "modified_by": "Administrator",
 "name": "Subscription",
 "owner": "Administrator",
- "parent_icon": "Accounts",
+ "parent_icon": "Accounting",
 "restrict_removal": 0,
 "roles": [],
 "standard": 1
--- a/erpnext/desktop_icon/taxes.json
+++ b/erpnext/desktop_icon/taxes.json
@@ -1,20 +1,20 @@
 {
 "app": "erpnext",
- "creation": "2025-11-12 15:05:54.474218",
+ "creation": "2026-01-23 11:00:23.262357",
 "docstatus": 0,
 "doctype": "Desktop Icon",
 "hidden": 0,
 "icon": "book-text",
 "icon_type": "Link",
- "idx": 3,
+ "idx": 4,
 "label": "Taxes",
 "link_to": "Taxes",
 "link_type": "Workspace Sidebar",
- "modified": "2026-01-01 20:07:01.356333",
+ "modified": "2026-01-23 14:39:25.636166",
 "modified_by": "Administrator",
 "name": "Taxes",
 "owner": "Administrator",
- "parent_icon": "Accounts",
+ "parent_icon": "Accounting",
 "restrict_removal": 0,
 "roles": [],
 "sidebar": "",
--- a/erpnext/public/icons/desktop_icons/solid/accounting.svg
+++ b/erpnext/public/icons/desktop_icons/solid/accounting.svg
--- a/erpnext/workspace_sidebar/accounts_setup.json
+++ b/erpnext/workspace_sidebar/accounts_setup.json
@@ -0,0 +1,287 @@
+{
+ "app": "erpnext",
+ "creation": "2026-01-23 14:36:51.659571",
+ "docstatus": 0,
+ "doctype": "Workspace Sidebar",
+ "header_icon": "database",
+ "idx": 1,
+ "items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "database",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Setup",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Chart of Accounts",
+   "link_to": "Account",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Chart of Cost Centers",
+   "link_to": "Cost Center",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Account Category",
+   "link_to": "Account Category",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounting Dimension",
+   "link_to": "Accounting Dimension",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Currency",
+   "link_to": "Currency",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Currency Exchange",
+   "link_to": "Currency Exchange",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Finance Book",
+   "link_to": "Finance Book",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Mode of Payment",
+   "link_to": "Mode of Payment",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Payment Term",
+   "link_to": "Payment Term",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Journal Entry Template",
+   "link_to": "Journal Entry Template",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Terms and Conditions",
+   "link_to": "Terms and Conditions",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Company",
+   "link_to": "Company",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Fiscal Year",
+   "link_to": "Fiscal Year",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "lock-keyhole-open",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Opening & Closing",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "COA Importer",
+   "link_to": "Chart of Accounts Importer",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Opening Invoice Tool",
+   "link_to": "Opening Invoice Creation Tool",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounting Period",
+   "link_to": "Accounting Period",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "FX Revaluation",
+   "link_to": "Exchange Rate Revaluation",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Period Closing Voucher",
+   "link_to": "Period Closing Voucher",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "settings",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Settings",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "icon": "",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounts Settings",
+   "link_to": "Accounts Settings",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Currency Exchange Settings",
+   "link_to": "Currency Exchange Settings",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Repost Accounting Ledger Settings",
+   "link_to": "Repost Accounting Ledger Settings",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-01-23 16:43:27.989825",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Accounts Setup",
+ "owner": "Administrator",
+ "standard": 1,
+ "title": "Accounts Setup"
+}
--- a/erpnext/workspace_sidebar/accounting.json
+++ b/erpnext/workspace_sidebar/accounting.json
@@ -3,8 +3,9 @@
 "creation": "2025-10-26 21:53:46.303793",
 "docstatus": 0,
 "doctype": "Workspace Sidebar",
+ "for_user": "",
 "header_icon": "accounting",
- "idx": 0,
+ "idx": 1,
 "items": [
  {
   "child": 0,
@@ -13,7 +14,7 @@
   "indent": 0,
   "keep_closed": 0,
   "label": "Home",
-   "link_to": "Accounting",
+   "link_to": "Invoicing",
   "link_type": "Workspace",
   "show_arrow": 0,
   "type": "Link"
@@ -30,6 +31,18 @@
   "show_arrow": 0,
   "type": "Link"
  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "list-tree",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Chart of Accounts",
+   "link_to": "Account",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
  {
   "child": 0,
   "collapsible": 1,
@@ -151,7 +164,7 @@
   "collapsible": 1,
   "icon": "money-coins-1",
   "indent": 1,
-   "keep_closed": 1,
+   "keep_closed": 0,
   "label": "Payments",
   "link_type": "DocType",
   "show_arrow": 0,
@@ -261,7 +274,7 @@
   "collapsible": 1,
   "icon": "sheet",
   "indent": 1,
-   "keep_closed": 1,
+   "keep_closed": 0,
   "label": "Reports",
   "link_type": "DocType",
   "show_arrow": 0,
@@ -299,283 +312,13 @@
   "link_type": "Workspace",
   "show_arrow": 0,
   "type": "Link"
-  },
-  {
-   "child": 0,
-   "collapsible": 1,
-   "icon": "lock-keyhole-open",
-   "indent": 1,
-   "keep_closed": 1,
-   "label": "Opening & Closing",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Section Break"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "icon": "",
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "COA Importer",
-   "link_to": "Chart of Accounts Importer",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "icon": "",
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Opening Invoice Tool",
-   "link_to": "Opening Invoice Creation Tool",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "icon": "",
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Accounting Period",
-   "link_to": "Accounting Period",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "icon": "",
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "FX Revaluation",
-   "link_to": "Exchange Rate Revaluation",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "icon": "",
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Period Closing Voucher",
-   "link_to": "Period Closing Voucher",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 0,
-   "collapsible": 1,
-   "icon": "database",
-   "indent": 1,
-   "keep_closed": 1,
-   "label": "Setup",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Section Break"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Chart of Accounts",
-   "link_to": "Account",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Chart of Cost Centers",
-   "link_to": "Cost Center",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Account Category",
-   "link_to": "Account Category",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Accounting Dimension",
-   "link_to": "Accounting Dimension",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Currency",
-   "link_to": "Currency",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Currency Exchange",
-   "link_to": "Currency Exchange",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Finance Book",
-   "link_to": "Finance Book",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Mode of Payment",
-   "link_to": "Mode of Payment",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Payment Term",
-   "link_to": "Payment Term",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Journal Entry Template",
-   "link_to": "Journal Entry Template",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Terms and Conditions",
-   "link_to": "Terms and Conditions",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Company",
-   "link_to": "Company",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Fiscal Year",
-   "link_to": "Fiscal Year",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 0,
-   "collapsible": 1,
-   "icon": "settings",
-   "indent": 1,
-   "keep_closed": 1,
-   "label": "Settings",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Section Break"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "icon": "",
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Accounts Settings",
-   "link_to": "Accounts Settings",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Currency Exchange Settings",
-   "link_to": "Currency Exchange Settings",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
-  },
-  {
-   "child": 1,
-   "collapsible": 1,
-   "indent": 0,
-   "keep_closed": 0,
-   "label": "Repost Accounting Ledger Settings",
-   "link_to": "Repost Accounting Ledger Settings",
-   "link_type": "DocType",
-   "show_arrow": 0,
-   "type": "Link"
  }
 ],
- "modified": "2026-01-10 00:06:13.234927",
+ "modified": "2026-01-26 21:23:15.665712",
 "modified_by": "Administrator",
 "module": "Accounts",
- "name": "Accounting",
+ "name": "Invoicing",
 "owner": "Administrator",
 "standard": 1,
- "title": "Accounting"
+ "title": "Invoicing"
 }
--- a/erpnext/workspace_sidebar/payments.json
+++ b/erpnext/workspace_sidebar/payments.json
@@ -0,0 +1,205 @@
+{
+ "app": "erpnext",
+ "creation": "2026-01-23 11:36:55.020705",
+ "docstatus": 0,
+ "doctype": "Workspace Sidebar",
+ "header_icon": "receipt-text",
+ "idx": 0,
+ "items": [
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "chart",
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Dashboard",
+   "link_to": "Payments",
+   "link_type": "Dashboard",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "money-coins-1",
+   "indent": 1,
+   "keep_closed": 0,
+   "label": "Payments",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Payment Entry",
+   "link_to": "Payment Entry",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Journal Entry",
+   "link_to": "Journal Entry",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Payment Request",
+   "link_to": "Payment Request",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Payment Order",
+   "link_to": "Payment Order",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Payment Reconciliaition",
+   "link_to": "Payment Reconciliation",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Unreconcile Payment",
+   "link_to": "Unreconcile Payment",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Process Payment Reconciliation",
+   "link_to": "Process Payment Reconciliation",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Repost Accounting Ledger",
+   "link_to": "Repost Accounting Ledger",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Repost Payment Ledger",
+   "link_to": "Repost Payment Ledger",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 0,
+   "collapsible": 1,
+   "icon": "sheet",
+   "indent": 1,
+   "keep_closed": 1,
+   "label": "Reports",
+   "link_type": "DocType",
+   "show_arrow": 0,
+   "type": "Section Break"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounts Receivable",
+   "link_to": "Accounts Receivable",
+   "link_type": "Report",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Accounts Payable",
+   "link_to": "Accounts Payable",
+   "link_type": "Report",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "General Ledger",
+   "link_to": "General Ledger",
+   "link_type": "Report",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Trial Balance",
+   "link_to": "Trial Balance",
+   "link_type": "Report",
+   "show_arrow": 0,
+   "type": "Link"
+  },
+  {
+   "child": 1,
+   "collapsible": 1,
+   "indent": 0,
+   "keep_closed": 0,
+   "label": "Financial Reports",
+   "link_to": "Financial Reports",
+   "link_type": "Workspace",
+   "show_arrow": 0,
+   "type": "Link"
+  }
+ ],
+ "modified": "2026-01-26 21:25:37.877020",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Payments",
+ "owner": "Administrator",
+ "standard": 1,
+ "title": "Payments"
+}