fix: Esperanto translations

fix: validation message in stock reco row idx (backport #51934)

.git-blame-ignore-revs

@@ -45,3 +45,9 @@ d827ed21adc7b36047e247cbb0dc6388d048a7f9
 
 # `frappe.flags.in_test` => `frappe.in_test`
 7a482a69985c952de0e8193c9d4e086aee65ee6d
+
+# these commits actually changed something valuable
+# but they have a lot of whitespace changes that make blame noisy
+# PR: https://github.com/frappe/erpnext/pull/49816
+3ffd50c772735877b330d010c1058f623da8721d
+0e8f8677b8eb31e7834f72d1c6314d3c3f392ca6

.github/workflows/backport.yml

@@ -14,7 +14,7 @@ jobs:
     timeout-minutes: 60
     steps:
       - name: Checkout Actions
-        uses: actions/checkout@v2
+        uses: actions/checkout@v6
         with:
           repository: "frappe/backport"
           path: ./actions

.github/workflows/docs-checker.yml

@@ -13,12 +13,12 @@ jobs:
 
     steps:
       - name: 'Setup Environment'
-        uses: actions/setup-python@v2
+        uses: actions/setup-python@v6
         with:
           python-version: '3.10'
 
       - name: 'Clone repo'
-        uses: actions/checkout@v2
+        uses: actions/checkout@v6
 
       - name: Validate Docs
         env:

.github/workflows/generate-pot-file.yml

@@ -21,14 +21,14 @@ jobs:
 
     steps:
         - name: Checkout
-          uses: actions/checkout@v4
+          uses: actions/checkout@v6
           with:
             ref: ${{ matrix.branch }}
 
         - name: Setup Python
-          uses: actions/setup-python@v5
+          uses: actions/setup-python@v6
           with:
-            python-version: "3.12"
+            python-version: "3.14"
 
         - name: Run script to update POT file
           run: |

.github/workflows/initiate_release.yml

@@ -19,7 +19,7 @@ jobs:
     strategy:
       fail-fast: false
       matrix:
-        version: ["14", "15"]
+        version: ["14", "15", "16"]
 
     steps:
       - uses: octokit/request-action@v2.x

.github/workflows/linters.yml

@@ -12,12 +12,12 @@ jobs:
     name: linters
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v6
 
-      - name: Set up Python 3.10
-        uses: actions/setup-python@v4
+      - name: Set up Python 3.14
+        uses: actions/setup-python@v6
         with:
-          python-version: '3.10'
+          python-version: '3.14'
           cache: pip
 
       - name: Install and Run Pre-commit
@@ -27,12 +27,12 @@ jobs:
     name: semgrep
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v6
 
-      - name: Set up Python 3.10
-        uses: actions/setup-python@v4
+      - name: Set up Python 3.14
+        uses: actions/setup-python@v6
         with:
-          python-version: '3.10'
+          python-version: '3.14'
           cache: pip
 
       - name: Download Semgrep rules

.github/workflows/patch.yml

@@ -29,7 +29,7 @@ jobs:
 
     services:
       mysql:
-        image: mariadb:10.6
+        image: mariadb:11.8
         env:
           MARIADB_ROOT_PASSWORD: 'root'
         ports:
@@ -38,7 +38,7 @@ jobs:
 
     steps:
       - name: Clone
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Check for valid Python & Merge Conflicts
         run: |
@@ -49,14 +49,17 @@ jobs:
           fi
 
       - name: Setup Python
-        uses: actions/setup-python@v5
+        uses: actions/setup-python@v6
         with:
-          python-version: '3.11'
+          python-version: |
+            3.11
+            3.13
+            3.14
 
       - name: Setup Node
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
-          node-version: 18
+          node-version: 24
           check-latest: true
 
       - name: Add to Hosts
@@ -110,8 +113,8 @@ jobs:
           jq 'del(.install_apps)' ~/frappe-bench/sites/test_site/site_config.json > tmp.json
           mv tmp.json ~/frappe-bench/sites/test_site/site_config.json
 
-          wget https://erpnext.com/files/v13-erpnext.sql.gz
-          bench --site test_site --force restore ~/frappe-bench/v13-erpnext.sql.gz
+          wget https://frappe.io/files/erpnext-v14.sql.gz
+          bench --site test_site --force restore ~/frappe-bench/erpnext-v14.sql.gz
 
           git -C "apps/frappe" remote set-url upstream https://github.com/frappe/frappe.git
           git -C "apps/erpnext" remote set-url upstream https://github.com/frappe/erpnext.git
@@ -132,15 +135,14 @@ jobs:
             # Resetup env and install apps
             pgrep honcho | xargs kill
             rm -rf ~/frappe-bench/env
-            bench -v setup env
+            bench -v setup env --python python$2
             bench pip install -e ./apps/erpnext
             bench start &>> ~/frappe-bench/bench_start.log &
 
             bench --site test_site migrate
           }
 
-          update_to_version 14
-          update_to_version 15
+          update_to_version 15 3.13
 
           echo "Updating to latest version"
           git -C "apps/frappe" fetch --depth 1 upstream "${GITHUB_BASE_REF:-${GITHUB_REF##*/}}"

.github/workflows/release.yml

@@ -2,7 +2,7 @@ name: Generate Semantic Release
 on:
   push:
     branches:
-      - version-13
+      - version-16
 
 permissions:
   contents: read
@@ -13,12 +13,12 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout Entire Repository
-        uses: actions/checkout@v2
+        uses: actions/checkout@v6
         with:
           fetch-depth: 0
           persist-credentials: false
       - name: Setup Node.js
-        uses: actions/setup-node@v2
+        uses: actions/setup-node@v6
         with:
           node-version: 20
       - name: Setup dependencies

.github/workflows/run-indinvidual-tests.yml

@@ -17,7 +17,7 @@ jobs:
       matrix: ${{ steps.set-matrix.outputs.matrix }}
     steps:
     - name: Clone
-      uses: actions/checkout@v4
+      uses: actions/checkout@v6
     - id: set-matrix
       run: |
         # Use grep and find to get the list of test files
@@ -72,17 +72,17 @@ jobs:
 
     steps:
       - name: Clone
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Setup Python
-        uses: actions/setup-python@v5
+        uses: actions/setup-python@v6
         with:
-          python-version: '3.12'
+          python-version: '3.14'
 
       - name: Setup Node
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
-          node-version: 18
+          node-version: 24
           check-latest: true
 
       - name: Add to Hosts

.github/workflows/semantic-commits.yml

@@ -15,11 +15,11 @@ jobs:
     name: Check Commit Titles
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v6
         with:
           fetch-depth: 200
 
-      - uses: actions/setup-node@v3
+      - uses: actions/setup-node@v6
         with:
           node-version: 18
           check-latest: true

.github/workflows/server-tests-mariadb.yml

@@ -7,6 +7,7 @@ on:
     paths-ignore:
       - '**.js'
       - '**.css'
+      - '**.svg'
       - '**.md'
       - '**.html'
       - 'crowdin.yml'
@@ -62,12 +63,12 @@ jobs:
 
     steps:
       - name: Clone
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Setup Python
-        uses: actions/setup-python@v5
+        uses: actions/setup-python@v6
         with:
-          python-version: '3.12'
+          python-version: '3.14'
 
       - name: Check for valid Python & Merge Conflicts
         run: |
@@ -78,9 +79,9 @@ jobs:
           fi
 
       - name: Setup Node
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
-          node-version: 18
+          node-version: 24
           check-latest: true
 
       - name: Add to Hosts
@@ -149,7 +150,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Clone
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Download artifacts
         uses: actions/download-artifact@v4

.github/workflows/server-tests-postgres.yml

@@ -47,12 +47,12 @@ jobs:
     steps:
 
       - name: Clone
-        uses: actions/checkout@v4
+        uses: actions/checkout@v6
 
       - name: Setup Python
-        uses: actions/setup-python@v5
+        uses: actions/setup-python@v6
         with:
-          python-version: '3.12'
+          python-version: '3.14'
 
       - name: Check for valid Python & Merge Conflicts
         run: |
@@ -63,9 +63,9 @@ jobs:
           fi
 
       - name: Setup Node
-        uses: actions/setup-node@v4
+        uses: actions/setup-node@v6
         with:
-          node-version: 18
+          node-version: 24
           check-latest: true
 
       - name: Add to Hosts

erpnext/__init__.py

@@ -6,7 +6,7 @@ import frappe
 from frappe.model.document import Document
 from frappe.utils.user import is_website_user
 
-__version__ = "16.0.0-dev"
+__version__ = "16.0.0"
 
 
 def get_default_company(user=None):

erpnext/accounts/dashboard_chart/bank_balance/bank_balance.json

@@ -9,18 +9,20 @@
  "idx": 0,
  "is_public": 1,
  "is_standard": 1,
- "last_synced_on": "2020-07-22 12:19:59.879476",
- "modified": "2020-07-22 12:21:48.780513",
+ "last_synced_on": "2026-01-02 13:01:24.037552",
+ "modified": "2026-01-02 13:04:57.850305",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Balance",
  "number_of_groups": 0,
  "owner": "Administrator",
+ "roles": [],
+ "show_values_over_chart": 1,
  "source": "Account Balance Timeline",
- "time_interval": "Quarterly",
- "timeseries": 0,
+ "time_interval": "Monthly",
+ "timeseries": 1,
  "timespan": "Last Year",
  "type": "Line",
  "use_report_chart": 0,
  "y_axis": []
-}
+}

erpnext/accounts/dashboard_chart/profit_and_loss/profit_and_loss.json

@@ -1,7 +1,7 @@
 {
  "chart_name": "Profit and Loss",
  "chart_type": "Report",
- "creation": "2020-07-17 11:25:34.448572",
+ "creation": "2025-04-01 20:38:16.986176",
  "docstatus": 0,
  "doctype": "Dashboard Chart",
  "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_fiscal_year\":\"erpnext.utils.get_fiscal_year()\",\"to_fiscal_year\":\"erpnext.utils.get_fiscal_year()\"}",
@@ -9,7 +9,7 @@
  "idx": 0,
  "is_public": 1,
  "is_standard": 1,
- "modified": "2023-07-19 13:08:56.470390",
+ "modified": "2025-12-19 12:37:31.673782",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Profit and Loss",
@@ -17,8 +17,9 @@
  "owner": "Administrator",
  "report_name": "Profit and Loss Statement",
  "roles": [],
+ "show_values_over_chart": 1,
  "timeseries": 0,
- "type": "Bar",
+ "type": "Line",
  "use_report_chart": 1,
  "y_axis": []
-}
+}

erpnext/accounts/deferred_revenue.py

@@ -450,14 +450,12 @@ def process_deferred_accounting(posting_date=None):
 	for company in companies:
 		for record_type in ("Income", "Expense"):
 			doc = frappe.get_doc(
-				dict(
-					doctype="Process Deferred Accounting",
-					company=company.name,
-					posting_date=posting_date,
-					start_date=start_date,
-					end_date=end_date,
-					type=record_type,
-				)
+				doctype="Process Deferred Accounting",
+				company=company.name,
+				posting_date=posting_date,
+				start_date=start_date,
+				end_date=end_date,
+				type=record_type,
 			)
 
 			doc.insert()

erpnext/accounts/doctype/account/account_tree.js

@@ -70,6 +70,7 @@ frappe.treeview_settings["Account"] = {
 					args: {
 						accounts: accounts,
 						company: cur_tree.args.company,
+						include_default_fb_balances: true,
 					},
 				});
 

erpnext/accounts/doctype/account/test_account.py

@@ -415,15 +415,13 @@ def create_account(**kwargs):
 		return account.name
 	else:
 		account = frappe.get_doc(
-			dict(
-				doctype="Account",
-				is_group=kwargs.get("is_group", 0),
-				account_name=kwargs.get("account_name"),
-				account_type=kwargs.get("account_type"),
-				parent_account=kwargs.get("parent_account"),
-				company=kwargs.get("company"),
-				account_currency=kwargs.get("account_currency"),
-			)
+			doctype="Account",
+			is_group=kwargs.get("is_group", 0),
+			account_name=kwargs.get("account_name"),
+			account_type=kwargs.get("account_type"),
+			parent_account=kwargs.get("parent_account"),
+			company=kwargs.get("company"),
+			account_currency=kwargs.get("account_currency"),
 		)
 
 		account.save()

erpnext/accounts/doctype/accounting_period/accounting_period.json

@@ -12,6 +12,7 @@
   "column_break_4",
   "company",
   "disabled",
+  "exempted_role",
   "section_break_7",
   "closed_documents"
  ],
@@ -67,10 +68,18 @@
    "label": "Closed Documents",
    "options": "Closed Document",
    "reqd": 1
+  },
+  {
+   "description": "Role allowed to bypass period restrictions.",
+   "fieldname": "exempted_role",
+   "fieldtype": "Link",
+   "label": "Exempted Role",
+   "link_filters": "[[\"Role\",\"disabled\",\"=\",0]]",
+   "options": "Role"
   }
  ],
  "links": [],
- "modified": "2025-10-06 15:00:15.568067",
+ "modified": "2025-12-01 16:53:44.631299",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounting Period",

erpnext/accounts/doctype/accounting_period/accounting_period.py

@@ -30,6 +30,7 @@ class AccountingPeriod(Document):
 		company: DF.Link
 		disabled: DF.Check
 		end_date: DF.Date
+		exempted_role: DF.Link | None
 		period_name: DF.Data
 		start_date: DF.Date
 	# end: auto-generated types
@@ -113,7 +114,7 @@ def validate_accounting_period_on_doc_save(doc, method=None):
 	accounting_period = (
 		frappe.qb.from_(ap)
 		.from_(cd)
-		.select(ap.name)
+		.select(ap.name, ap.exempted_role)
 		.where(
 			(ap.name == cd.parent)
 			& (ap.company == doc.company)
@@ -126,6 +127,11 @@ def validate_accounting_period_on_doc_save(doc, method=None):
 	).run(as_dict=1)
 
 	if accounting_period:
+		if (
+			accounting_period[0].get("exempted_role")
+			and accounting_period[0].get("exempted_role") in frappe.get_roles()
+		):
+			return
 		frappe.throw(
 			_("You cannot create a {0} within the closed Accounting Period {1}").format(
 				doc.doctype, frappe.bold(accounting_period[0]["name"])

erpnext/accounts/doctype/accounting_period/test_accounting_period.py

@@ -37,6 +37,59 @@ class TestAccountingPeriod(IntegrationTestCase):
 		doc = create_sales_invoice(do_not_save=1, cost_center="_Test Company - _TC", warehouse="Stores - _TC")
 		self.assertRaises(ClosedAccountingPeriod, doc.save)
 
+	def test_accounting_period_exempted_role(self):
+		# Create Accounting Period with exempted role
+		ap = create_accounting_period(
+			period_name="Test Accounting Period Exempted",
+			exempted_role="Accounts Manager",
+			start_date="2025-12-01",
+			end_date="2025-12-31",
+		)
+		ap.save()
+
+		# Create users
+		users = frappe.get_all("User", filters={"email": ["like", "test%"]}, limit=1)
+		user = None
+
+		if users[0].name:
+			user = frappe.get_doc("User", users[0].name)
+		else:
+			user = frappe.get_doc(
+				{
+					"doctype": "User",
+					"email": "test1@example.com",
+					"first_name": "Test1",
+				}
+			)
+			user.insert()
+
+		user.roles = []
+		user.append("roles", {"role": "Accounts User"})
+
+		# ---- Non-exempted user should FAIL ----
+		user.save(ignore_permissions=True)
+		frappe.clear_cache(user=user.name)
+
+		frappe.set_user(user.name)
+		posting_date = "2025-12-11"
+		doc = create_sales_invoice(
+			do_not_save=1,
+			posting_date=posting_date,
+		)
+
+		with self.assertRaises(frappe.ValidationError):
+			doc.submit()
+
+		# ---- Exempted role should PASS ----
+		user.append("roles", {"role": "Accounts Manager"})
+		user.save(ignore_permissions=True)
+		frappe.clear_cache(user=user.name)
+
+		doc = create_sales_invoice(do_not_save=1, posting_date=posting_date)
+
+		doc.submit()  # Should not raise
+		self.assertEqual(doc.docstatus, 1)
+
 	def tearDown(self):
 		for d in frappe.get_all("Accounting Period"):
 			frappe.delete_doc("Accounting Period", d.name)
@@ -51,5 +104,6 @@ def create_accounting_period(**args):
 	accounting_period.company = args.company or "_Test Company"
 	accounting_period.period_name = args.period_name or "_Test_Period_Name_1"
 	accounting_period.append("closed_documents", {"document_type": "Sales Invoice", "closed": 1})
+	accounting_period.exempted_role = args.exempted_role or ""
 
 	return accounting_period

erpnext/accounts/doctype/accounts_settings/accounts_settings.json

@@ -64,10 +64,6 @@
   "role_allowed_to_over_bill",
   "credit_controller",
   "make_payment_via_journal_entry",
-  "pos_tab",
-  "pos_setting_section",
-  "post_change_gl_entries",
-  "column_break_xrnd",
   "assets_tab",
   "asset_settings_section",
   "calculate_depr_using_total_days",
@@ -79,11 +75,6 @@
   "ignore_account_closing_balance",
   "use_legacy_controller_for_pcv",
   "column_break_25",
-  "tab_break_dpet",
-  "show_balance_in_coa",
-  "banking_tab",
-  "enable_party_matching",
-  "enable_fuzzy_matching",
   "reports_tab",
   "remarks_section",
   "general_ledger_remarks_length",
@@ -91,13 +82,20 @@
   "receivable_payable_remarks_length",
   "accounts_receivable_payable_tuning_section",
   "receivable_payable_fetch_method",
+  "default_ageing_range",
   "column_break_ntmi",
   "drop_ar_procedures",
   "legacy_section",
   "ignore_is_opening_check_for_reporting",
-  "payment_request_settings",
+  "tab_break_dpet",
+  "chart_of_accounts_section",
+  "show_balance_in_coa",
+  "banking_section",
+  "enable_party_matching",
+  "enable_fuzzy_matching",
+  "payment_request_section",
   "create_pr_in_draft_status",
-  "budget_settings",
+  "budget_section",
   "use_legacy_budget_controller"
  ],
  "fields": [
@@ -281,16 +279,9 @@
    "fieldname": "column_break_19",
    "fieldtype": "Column Break"
   },
-  {
-   "default": "1",
-   "description": "If enabled, ledger entries will be posted for change amount in POS transactions",
-   "fieldname": "post_change_gl_entries",
-   "fieldtype": "Check",
-   "label": "Create Ledger Entries for Change Amount"
-  },
   {
    "default": "0",
-   "description": "Learn about <a href=\"https://docs.erpnext.com/docs/v13/user/manual/en/accounts/articles/common_party_accounting#:~:text=Common%20Party%20Accounting%20in%20ERPNext,Invoice%20against%20a%20primary%20Supplier.\">Common Party</a>",
+   "description": "Learn about <a href=\"https://docs.frappe.io/erpnext/user/manual/en/common_party_accounting\">Common Party</a>",
    "fieldname": "enable_common_party_accounting",
    "fieldtype": "Check",
    "label": "Enable Common Party Accounting"
@@ -328,11 +319,6 @@
    "fieldtype": "Tab Break",
    "label": "Accounts Closing"
   },
-  {
-   "fieldname": "pos_setting_section",
-   "fieldtype": "Section Break",
-   "label": "POS Setting"
-  },
   {
    "fieldname": "invoice_and_billing_tab",
    "fieldtype": "Tab Break",
@@ -347,11 +333,6 @@
    "fieldname": "column_break_17",
    "fieldtype": "Column Break"
   },
-  {
-   "fieldname": "pos_tab",
-   "fieldtype": "Tab Break",
-   "label": "POS"
-  },
   {
    "default": "0",
    "description": "Enabling this will allow creation of multi-currency invoices against single party account in company currency",
@@ -362,7 +343,7 @@
   {
    "fieldname": "tab_break_dpet",
    "fieldtype": "Tab Break",
-   "label": "Chart Of Accounts"
+   "label": "Others"
   },
   {
    "default": "1",
@@ -406,11 +387,6 @@
    "fieldtype": "Check",
    "label": "Show Taxes as Table in Print"
   },
-  {
-   "fieldname": "banking_tab",
-   "fieldtype": "Tab Break",
-   "label": "Banking"
-  },
   {
    "default": "0",
    "description": "Auto match and set the Party in Bank Transactions",
@@ -486,14 +462,9 @@
    "fieldtype": "Check",
    "label": "Calculate daily depreciation using total days in depreciation period"
   },
-  {
-   "description": "Payment Request created from Sales Order or Purchase Order will be in Draft status. When disabled document will be in unsaved state.",
-   "fieldname": "payment_request_settings",
-   "fieldtype": "Tab Break",
-   "label": "Payment Request"
-  },
   {
    "default": "1",
+   "description": "Payment Requests made from Sales / Purchase Invoice will be put in Draft explicitly",
    "fieldname": "create_pr_in_draft_status",
    "fieldtype": "Check",
    "label": "Create in Draft Status"
@@ -535,10 +506,6 @@
    "label": "Posting Date Inheritance for Exchange Gain / Loss",
    "options": "Invoice\nPayment\nReconciliation Date"
   },
-  {
-   "fieldname": "column_break_xrnd",
-   "fieldtype": "Column Break"
-  },
   {
    "default": "Buffered Cursor",
    "fieldname": "receivable_payable_fetch_method",
@@ -578,11 +545,6 @@
    "label": "Role Allowed to Override Stop Action",
    "options": "Role"
   },
-  {
-   "fieldname": "budget_settings",
-   "fieldtype": "Tab Break",
-   "label": "Budget"
-  },
   {
    "default": "1",
    "description": "If enabled, user will be alerted before resetting posting date to current date in relevant transactions",
@@ -649,15 +611,42 @@
    "fieldtype": "Link",
    "label": "Role to Notify on Depreciation Failure",
    "options": "Role"
+  },
+  {
+   "default": "30, 60, 90, 120",
+   "fieldname": "default_ageing_range",
+   "fieldtype": "Data",
+   "label": "Default Ageing Range"
+  },
+  {
+   "fieldname": "chart_of_accounts_section",
+   "fieldtype": "Section Break",
+   "label": "Chart Of Accounts"
+  },
+  {
+   "fieldname": "banking_section",
+   "fieldtype": "Section Break",
+   "label": "Banking"
+  },
+  {
+   "fieldname": "payment_request_section",
+   "fieldtype": "Section Break",
+   "label": "Payment Request"
+  },
+  {
+   "fieldname": "budget_section",
+   "fieldtype": "Section Break",
+   "label": "Budget"
   }
  ],
  "grid_page_length": 50,
+ "hide_toolbar": 1,
  "icon": "icon-cog",
  "idx": 1,
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2025-12-03 20:42:13.238050",
+ "modified": "2026-01-11 18:30:45.968531",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounts Settings",

erpnext/accounts/doctype/accounts_settings/accounts_settings.py

@@ -40,6 +40,7 @@ class AccountsSettings(Document):
 		confirm_before_resetting_posting_date: DF.Check
 		create_pr_in_draft_status: DF.Check
 		credit_controller: DF.Link | None
+		default_ageing_range: DF.Data | None
 		delete_linked_ledger_entries: DF.Check
 		determine_address_tax_category_from: DF.Literal["Billing Address", "Shipping Address"]
 		enable_common_party_accounting: DF.Check
@@ -56,7 +57,6 @@ class AccountsSettings(Document):
 		make_payment_via_journal_entry: DF.Check
 		merge_similar_account_heads: DF.Check
 		over_billing_allowance: DF.Currency
-		post_change_gl_entries: DF.Check
 		receivable_payable_fetch_method: DF.Literal["Buffered Cursor", "UnBuffered Cursor", "Raw SQL"]
 		receivable_payable_remarks_length: DF.Int
 		reconciliation_queue_size: DF.Int
@@ -152,6 +152,5 @@ class AccountsSettings(Document):
 	def drop_ar_sql_procedures(self):
 		from erpnext.accounts.report.accounts_receivable.accounts_receivable import InitSQLProceduresForAR
 
-		frappe.db.sql(f"drop function if exists {InitSQLProceduresForAR.genkey_function_name}")
 		frappe.db.sql(f"drop procedure if exists {InitSQLProceduresForAR.init_procedure_name}")
 		frappe.db.sql(f"drop procedure if exists {InitSQLProceduresForAR.allocate_procedure_name}")

erpnext/accounts/doctype/advance_tax/advance_tax.json

@@ -1,57 +0,0 @@
-{
- "actions": [],
- "allow_rename": 1,
- "creation": "2021-11-25 10:24:39.836195",
- "doctype": "DocType",
- "engine": "InnoDB",
- "field_order": [
-  "reference_type",
-  "reference_name",
-  "reference_detail",
-  "account_head",
-  "allocated_amount"
- ],
- "fields": [
-  {
-   "fieldname": "reference_type",
-   "fieldtype": "Link",
-   "label": "Reference Type",
-   "options": "DocType"
-  },
-  {
-   "fieldname": "reference_name",
-   "fieldtype": "Dynamic Link",
-   "label": "Reference Name",
-   "options": "reference_type"
-  },
-  {
-   "fieldname": "reference_detail",
-   "fieldtype": "Data",
-   "label": "Reference Detail"
-  },
-  {
-   "fieldname": "account_head",
-   "fieldtype": "Link",
-   "label": "Account Head",
-   "options": "Account"
-  },
-  {
-   "fieldname": "allocated_amount",
-   "fieldtype": "Currency",
-   "label": "Allocated Amount",
-   "options": "party_account_currency"
-  }
- ],
- "index_web_pages_for_search": 1,
- "istable": 1,
- "links": [],
- "modified": "2024-03-27 13:05:58.308002",
- "modified_by": "Administrator",
- "module": "Accounts",
- "name": "Advance Tax",
- "owner": "Administrator",
- "permissions": [],
- "sort_field": "creation",
- "sort_order": "DESC",
- "states": []
-}

erpnext/accounts/doctype/advance_tax/advance_tax.py

@@ -1,27 +0,0 @@
-# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
-# For license information, please see license.txt
-
-# import frappe
-from frappe.model.document import Document
-
-
-class AdvanceTax(Document):
-	# begin: auto-generated types
-	# This code is auto-generated. Do not modify anything in this block.
-
-	from typing import TYPE_CHECKING
-
-	if TYPE_CHECKING:
-		from frappe.types import DF
-
-		account_head: DF.Link | None
-		allocated_amount: DF.Currency
-		parent: DF.Data
-		parentfield: DF.Data
-		parenttype: DF.Data
-		reference_detail: DF.Data | None
-		reference_name: DF.DynamicLink | None
-		reference_type: DF.Link | None
-	# end: auto-generated types
-
-	pass

erpnext/accounts/doctype/advance_taxes_and_charges/advance_taxes_and_charges.json

@@ -14,6 +14,7 @@
   "description",
   "included_in_paid_amount",
   "set_by_item_tax_template",
+  "is_tax_withholding_account",
   "accounting_dimensions_section",
   "cost_center",
   "dimension_col_break",
@@ -25,7 +26,6 @@
   "net_amount",
   "tax_amount",
   "total",
-  "allocated_amount",
   "column_break_13",
   "base_tax_amount",
   "base_net_amount",
@@ -97,11 +97,11 @@
    "fieldtype": "Column Break"
   },
   {
-    "allow_on_submit": 1,
-    "fieldname": "project",
-    "fieldtype": "Link",
-    "label": "Project",
-    "options": "Project"
+   "allow_on_submit": 1,
+   "fieldname": "project",
+   "fieldtype": "Link",
+   "label": "Project",
+   "options": "Project"
   },
   {
    "fieldname": "section_break_8",
@@ -172,12 +172,6 @@
    "fieldtype": "Check",
    "label": "Considered In Paid Amount"
   },
-  {
-   "fieldname": "allocated_amount",
-   "fieldtype": "Currency",
-   "label": "Allocated Amount",
-   "options": "currency"
-  },
   {
    "fetch_from": "account_head.account_currency",
    "fieldname": "currency",
@@ -213,18 +207,26 @@
    "print_hide": 1,
    "read_only": 1,
    "report_hide": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_tax_withholding_account",
+   "fieldtype": "Check",
+   "label": "Is Tax Withholding Account",
+   "read_only": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2024-11-22 19:16:22.346267",
+ "modified": "2025-12-15 06:42:18.707671",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Advance Taxes and Charges",
  "owner": "Administrator",
  "permissions": [],
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "ASC",
  "states": []
-}
+}

erpnext/accounts/doctype/advance_taxes_and_charges/advance_taxes_and_charges.py

@@ -17,7 +17,6 @@ class AdvanceTaxesandCharges(Document):
 
 		account_head: DF.Link
 		add_deduct_tax: DF.Literal["Add", "Deduct"]
-		allocated_amount: DF.Currency
 		base_net_amount: DF.Currency
 		base_tax_amount: DF.Currency
 		base_total: DF.Currency
@@ -28,10 +27,12 @@ class AdvanceTaxesandCharges(Document):
 		currency: DF.Link | None
 		description: DF.SmallText
 		included_in_paid_amount: DF.Check
+		is_tax_withholding_account: DF.Check
 		net_amount: DF.Currency
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data
+		project: DF.Link | None
 		rate: DF.Float
 		row_id: DF.Data | None
 		set_by_item_tax_template: DF.Check

erpnext/accounts/doctype/bank_account/bank_account.js

@@ -42,8 +42,4 @@ frappe.ui.form.on("Bank Account", {
 			});
 		}
 	},
-
-	is_company_account: function (frm) {
-		frm.set_df_property("account", "reqd", frm.doc.is_company_account);
-	},
 });

erpnext/accounts/doctype/bank_account/bank_account.json

@@ -52,6 +52,7 @@
    "fieldtype": "Link",
    "in_list_view": 1,
    "label": "Company Account",
+   "mandatory_depends_on": "is_company_account",
    "options": "Account"
   },
   {
@@ -98,6 +99,7 @@
    "in_list_view": 1,
    "in_standard_filter": 1,
    "label": "Company",
+   "mandatory_depends_on": "is_company_account",
    "options": "Company"
   },
   {
@@ -252,7 +254,7 @@
    "link_fieldname": "default_bank_account"
   }
  ],
- "modified": "2025-08-29 12:32:01.081687",
+ "modified": "2026-01-20 00:46:16.633364",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Account",

erpnext/accounts/doctype/bank_account/bank_account.py

@@ -51,25 +51,29 @@ class BankAccount(Document):
 		delete_contact_and_address("Bank Account", self.name)
 
 	def validate(self):
-		self.validate_company()
-		self.validate_account()
+		self.validate_is_company_account()
 		self.update_default_bank_account()
 
-	def validate_account(self):
-		if self.account:
-			if accounts := frappe.db.get_all(
-				"Bank Account", filters={"account": self.account, "name": ["!=", self.name]}, as_list=1
-			):
-				frappe.throw(
-					_("'{0}' account is already used by {1}. Use another account.").format(
-						frappe.bold(self.account),
-						frappe.bold(comma_and([get_link_to_form(self.doctype, x[0]) for x in accounts])),
-					)
-				)
+	def validate_is_company_account(self):
+		if self.is_company_account:
+			if not self.company:
+				frappe.throw(_("Company is mandatory for company account"))
 
-	def validate_company(self):
-		if self.is_company_account and not self.company:
-			frappe.throw(_("Company is mandatory for company account"))
+			if not self.account:
+				frappe.throw(_("Company Account is mandatory"))
+
+			self.validate_account()
+
+	def validate_account(self):
+		if accounts := frappe.db.get_all(
+			"Bank Account", filters={"account": self.account, "name": ["!=", self.name]}, as_list=1
+		):
+			frappe.throw(
+				_("'{0}' account is already used by {1}. Use another account.").format(
+					frappe.bold(self.account),
+					frappe.bold(comma_and([get_link_to_form(self.doctype, x[0]) for x in accounts])),
+				)
+			)
 
 	def update_default_bank_account(self):
 		if self.is_default and not self.disabled:

erpnext/accounts/doctype/bank_clearance/bank_clearance.py

@@ -125,7 +125,7 @@ class BankClearance(Document):
 				)
 
 			msg += "</ul>"
-			frappe.throw(_(msg))
+			msgprint(_(msg))
 			return
 
 		if not entries_to_update:
@@ -134,16 +134,44 @@ class BankClearance(Document):
 
 		for d in entries_to_update:
 			if d.payment_document == "Sales Invoice":
-				frappe.db.set_value(
+				old_clearance_date = frappe.db.get_value(
 					"Sales Invoice Payment",
-					{"parent": d.payment_entry, "account": self.get("account"), "amount": [">", 0]},
+					{
+						"parent": d.payment_entry,
+						"account": self.account,
+						"amount": [">", 0],
+					},
 					"clearance_date",
-					d.clearance_date,
 				)
+				if d.clearance_date or old_clearance_date:
+					frappe.db.set_value(
+						"Sales Invoice Payment",
+						{"parent": d.payment_entry, "account": self.get("account"), "amount": [">", 0]},
+						"clearance_date",
+						d.clearance_date,
+					)
+					sales_invoice = frappe.get_lazy_doc("Sales Invoice", d.payment_entry)
+					sales_invoice.add_comment(
+						"Comment",
+						_("Clearance date changed from {0} to {1} via Bank Clearance Tool").format(
+							old_clearance_date, d.clearance_date
+						),
+					)
+
 			else:
-				# using db_set to trigger notification
 				payment_entry = frappe.get_lazy_doc(d.payment_document, d.payment_entry)
-				payment_entry.db_set("clearance_date", d.clearance_date)
+				old_clearance_date = payment_entry.clearance_date
+
+				if d.clearance_date or old_clearance_date:
+					# using db_set to trigger notification
+					payment_entry.db_set("clearance_date", d.clearance_date)
+
+					payment_entry.add_comment(
+						"Comment",
+						_("Clearance date changed from {0} to {1} via Bank Clearance Tool").format(
+							old_clearance_date, d.clearance_date
+						),
+					)
 
 		self.get_payment_entries()
 		msgprint(_("Clearance Date updated"))

erpnext/accounts/doctype/bank_clearance_detail/bank_clearance_detail.json

@@ -30,8 +30,7 @@
    "label": "Payment Entry",
    "oldfieldname": "voucher_id",
    "oldfieldtype": "Link",
-   "options": "payment_document",
-   "width": "50"
+   "options": "payment_document"
   },
   {
    "columns": 2,
@@ -69,7 +68,7 @@
    "read_only": 1
   },
   {
-   "columns": 2,
+   "columns": 1,
    "fieldname": "cheque_number",
    "fieldtype": "Data",
    "in_list_view": 1,
@@ -79,8 +78,10 @@
    "read_only": 1
   },
   {
+   "columns": 2,
    "fieldname": "cheque_date",
    "fieldtype": "Date",
+   "in_list_view": 1,
    "label": "Cheque Date",
    "oldfieldname": "cheque_date",
    "oldfieldtype": "Date",
@@ -96,17 +97,19 @@
    "oldfieldtype": "Date"
   }
  ],
+ "grid_page_length": 50,
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:06:37.609319",
+ "modified": "2025-12-17 14:33:45.913311",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Clearance Detail",
  "owner": "Administrator",
  "permissions": [],
  "quick_entry": 1,
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "ASC",
  "states": []
-}
+}

erpnext/accounts/doctype/bank_reconciliation_tool/bank_reconciliation_tool.py

@@ -304,6 +304,7 @@ def create_payment_entry_bts(
 	project=None,
 	cost_center=None,
 	allow_edit=None,
+	company_bank_account=None,
 ):
 	# Create a new payment entry based on the bank transaction
 	bank_transaction = frappe.db.get_values(
@@ -345,6 +346,9 @@ def create_payment_entry_bts(
 	pe.project = project
 	pe.cost_center = cost_center
 
+	if company_bank_account:
+		pe.bank_account = company_bank_account
+
 	pe.validate()
 
 	if allow_edit:

erpnext/accounts/doctype/bank_transaction/bank_transaction.json

@@ -38,7 +38,10 @@
   "column_break_3czf",
   "bank_party_name",
   "bank_party_account_number",
-  "bank_party_iban"
+  "bank_party_iban",
+  "extended_bank_statement_section",
+  "included_fee",
+  "excluded_fee"
  ],
  "fields": [
   {
@@ -233,12 +236,32 @@
   {
    "fieldname": "column_break_oufv",
    "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "extended_bank_statement_section",
+   "fieldtype": "Section Break",
+   "label": "Extended Bank Statement"
+  },
+  {
+   "fieldname": "included_fee",
+   "fieldtype": "Currency",
+   "label": "Included Fee",
+   "non_negative": 1,
+   "options": "currency"
+  },
+  {
+   "description": "On save, the Excluded Fee will be converted to an Included Fee.",
+   "fieldname": "excluded_fee",
+   "fieldtype": "Currency",
+   "label": "Excluded Fee",
+   "non_negative": 1,
+   "options": "currency"
   }
  ],
  "grid_page_length": 50,
  "is_submittable": 1,
  "links": [],
- "modified": "2025-10-23 17:32:58.514807",
+ "modified": "2025-12-07 20:49:18.600757",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Bank Transaction",

erpnext/accounts/doctype/bank_transaction/bank_transaction.py

@@ -32,6 +32,8 @@ class BankTransaction(Document):
 		date: DF.Date | None
 		deposit: DF.Currency
 		description: DF.SmallText | None
+		excluded_fee: DF.Currency
+		included_fee: DF.Currency
 		naming_series: DF.Literal["ACC-BTN-.YYYY.-"]
 		party: DF.DynamicLink | None
 		party_type: DF.Link | None
@@ -45,9 +47,14 @@ class BankTransaction(Document):
 	# end: auto-generated types
 
 	def before_validate(self):
+		self.handle_excluded_fee()
 		self.update_allocated_amount()
 
+	def on_discard(self):
+		self.db_set("status", "Cancelled")
+
 	def validate(self):
+		self.validate_included_fee()
 		self.validate_duplicate_references()
 		self.validate_currency()
 
@@ -307,6 +314,40 @@ class BankTransaction(Document):
 
 		self.party_type, self.party = result
 
+	def validate_included_fee(self):
+		"""
+		The included_fee is only handled for withdrawals. An included_fee for a deposit, is not credited to the account and is
+		therefore outside of the deposit value and can be larger than the deposit itself.
+		"""
+
+		if self.included_fee and self.withdrawal:
+			if self.included_fee > self.withdrawal:
+				frappe.throw(_("Included fee is bigger than the withdrawal itself."))
+
+	def handle_excluded_fee(self):
+		# Include the excluded fee on validate to handle all further processing the same
+		excluded_fee = flt(self.excluded_fee)
+		if excluded_fee <= 0:
+			return
+
+		# Suppress a negative deposit (aka withdrawal), likely not intendend
+		if flt(self.deposit) > 0 and (flt(self.deposit) - excluded_fee) < 0:
+			frappe.throw(_("The Excluded Fee is bigger than the Deposit it is deducted from."))
+
+		# Enforce directionality
+		if flt(self.deposit) > 0 and flt(self.withdrawal) > 0:
+			frappe.throw(
+				_("Only one of Deposit or Withdrawal should be non-zero when applying an Excluded Fee.")
+			)
+
+		if flt(self.deposit) > 0:
+			self.deposit = flt(self.deposit) - excluded_fee
+		# A fee applied to deposit and withdrawal equal 0 become a withdrawal
+		elif flt(self.withdrawal) >= 0:
+			self.withdrawal = flt(self.withdrawal) + excluded_fee
+		self.included_fee = flt(self.included_fee) + excluded_fee
+		self.excluded_fee = 0
+
 
 @frappe.whitelist()
 def get_doctypes_for_bank_reconciliation():

erpnext/accounts/doctype/bank_transaction/test_bank_transaction_fees.py

@@ -0,0 +1,133 @@
+# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+
+import frappe
+from frappe.tests import UnitTestCase
+
+
+class TestBankTransactionFees(UnitTestCase):
+	def test_included_fee_throws(self):
+		"""A fee that's part of a withdrawal cannot be bigger than the
+		withdrawal itself."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.withdrawal = 100
+		bt.included_fee = 101
+
+		self.assertRaises(frappe.ValidationError, bt.validate_included_fee)
+
+	def test_included_fee_allows_equal(self):
+		"""A fee that's part of a withdrawal may be equal to the withdrawal
+		amount (only the fee was deducted from the account)."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.withdrawal = 100
+		bt.included_fee = 100
+
+		bt.validate_included_fee()
+
+	def test_included_fee_allows_for_deposit(self):
+		"""For deposits, a fee may be recorded separately without limiting the
+		received amount."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.deposit = 10
+		bt.included_fee = 999
+
+		bt.validate_included_fee()
+
+	def test_excluded_fee_noop_when_zero(self):
+		"""When there is no excluded fee to apply, the amounts should remain
+		unchanged."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.deposit = 100
+		bt.withdrawal = 0
+		bt.included_fee = 5
+		bt.excluded_fee = 0
+
+		bt.handle_excluded_fee()
+
+		self.assertEqual(bt.deposit, 100)
+		self.assertEqual(bt.withdrawal, 0)
+		self.assertEqual(bt.included_fee, 5)
+		self.assertEqual(bt.excluded_fee, 0)
+
+	def test_excluded_fee_throws_when_exceeds_deposit(self):
+		"""A fee deducted from an incoming payment must not exceed the incoming
+		amount (else it would be a withdrawal, a conversion we don't support)."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.deposit = 10
+		bt.excluded_fee = 11
+
+		self.assertRaises(frappe.ValidationError, bt.handle_excluded_fee)
+
+	def test_excluded_fee_throws_when_both_deposit_and_withdrawal_are_set(self):
+		"""A transaction must be either incoming or outgoing when applying a
+		fee, not both."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.deposit = 10
+		bt.withdrawal = 10
+		bt.excluded_fee = 1
+
+		self.assertRaises(frappe.ValidationError, bt.handle_excluded_fee)
+
+	def test_excluded_fee_deducts_from_deposit(self):
+		"""When a fee is deducted from an incoming payment, the net received
+		amount decreases and the fee is tracked as included."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.deposit = 100
+		bt.withdrawal = 0
+		bt.included_fee = 2
+		bt.excluded_fee = 5
+
+		bt.handle_excluded_fee()
+
+		self.assertEqual(bt.deposit, 95)
+		self.assertEqual(bt.withdrawal, 0)
+		self.assertEqual(bt.included_fee, 7)
+		self.assertEqual(bt.excluded_fee, 0)
+
+	def test_excluded_fee_can_reduce_an_incoming_payment_to_zero(self):
+		"""A separately-deducted fee may reduce an incoming payment to zero,
+		while still tracking the fee."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.deposit = 5
+		bt.withdrawal = 0
+		bt.included_fee = 0
+		bt.excluded_fee = 5
+
+		bt.handle_excluded_fee()
+
+		self.assertEqual(bt.deposit, 0)
+		self.assertEqual(bt.withdrawal, 0)
+		self.assertEqual(bt.included_fee, 5)
+		self.assertEqual(bt.excluded_fee, 0)
+
+	def test_excluded_fee_increases_outgoing_payment(self):
+		"""When a separately-deducted fee is provided for an outgoing payment,
+		the total money leaving increases and the fee is tracked."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.deposit = 0
+		bt.withdrawal = 100
+		bt.included_fee = 2
+		bt.excluded_fee = 5
+
+		bt.handle_excluded_fee()
+
+		self.assertEqual(bt.deposit, 0)
+		self.assertEqual(bt.withdrawal, 105)
+		self.assertEqual(bt.included_fee, 7)
+		self.assertEqual(bt.excluded_fee, 0)
+
+	def test_excluded_fee_turns_zero_amount_into_withdrawal(self):
+		"""If only an excluded fee is provided, it should be treated as an
+		outgoing payment and the fee is then tracked as included."""
+		bt = frappe.new_doc("Bank Transaction")
+		bt.deposit = 0
+		bt.withdrawal = 0
+		bt.included_fee = 0
+		bt.excluded_fee = 5
+
+		bt.handle_excluded_fee()
+
+		self.assertEqual(bt.deposit, 0)
+		self.assertEqual(bt.withdrawal, 5)
+		self.assertEqual(bt.included_fee, 5)
+		self.assertEqual(bt.excluded_fee, 0)

erpnext/accounts/doctype/budget/budget.js

@@ -12,6 +12,15 @@ frappe.ui.form.on("Budget", {
 			};
 		});
 
+		frm.set_query("account", function () {
+			return {
+				filters: {
+					is_group: 0,
+					company: frm.doc.company,
+				},
+			};
+		});
+
 		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 		frappe.db.get_single_value("Accounts Settings", "use_legacy_budget_controller").then((value) => {
 			if (value) {
@@ -24,24 +33,16 @@ frappe.ui.form.on("Budget", {
 		frm.trigger("toggle_reqd_fields");
 
 		if (!frm.doc.__islocal && frm.doc.docstatus == 1) {
-			let exception_role = await frappe.db.get_value(
-				"Company",
-				frm.doc.company,
-				"exception_budget_approver_role"
+			frm.add_custom_button(
+				__("Revise Budget"),
+				function () {
+					frm.events.revise_budget_action(frm);
+				},
+				__("Actions")
 			);
-
-			const role = exception_role.message.exception_budget_approver_role;
-
-			if (role && frappe.user.has_role(role)) {
-				frm.add_custom_button(
-					__("Revise Budget"),
-					function () {
-						frm.events.revise_budget_action(frm);
-					},
-					__("Actions")
-				);
-			}
 		}
+
+		toggle_distribution_fields(frm);
 	},
 
 	budget_against: function (frm) {
@@ -54,10 +55,15 @@ frappe.ui.form.on("Budget", {
 			frm.doc.budget_distribution.forEach((row) => {
 				row.amount = flt((row.percent / 100) * frm.doc.budget_amount, 2);
 			});
+			set_total_budget_amount(frm);
 			frm.refresh_field("budget_distribution");
 		}
 	},
 
+	distribute_equally: function (frm) {
+		toggle_distribution_fields(frm);
+	},
+
 	set_null_value: function (frm) {
 		if (frm.doc.budget_against == "Cost Center") {
 			frm.set_value("project", null);
@@ -100,6 +106,8 @@ frappe.ui.form.on("Budget Distribution", {
 		let row = frappe.get_doc(cdt, cdn);
 		if (frm.doc.budget_amount) {
 			row.percent = flt((row.amount / frm.doc.budget_amount) * 100, 2);
+
+			set_total_budget_amount(frm);
 			frm.refresh_field("budget_distribution");
 		}
 	},
@@ -107,7 +115,29 @@ frappe.ui.form.on("Budget Distribution", {
 		let row = frappe.get_doc(cdt, cdn);
 		if (frm.doc.budget_amount) {
 			row.amount = flt((row.percent / 100) * frm.doc.budget_amount, 2);
+
+			set_total_budget_amount(frm);
 			frm.refresh_field("budget_distribution");
 		}
 	},
 });
+
+function set_total_budget_amount(frm) {
+	let total = 0;
+
+	(frm.doc.budget_distribution || []).forEach((row) => {
+		total += flt(row.amount);
+	});
+
+	frm.set_value("budget_distribution_total", total);
+}
+
+function toggle_distribution_fields(frm) {
+	const grid = frm.fields_dict.budget_distribution.grid;
+
+	["amount", "percent"].forEach((field) => {
+		grid.update_docfield_property(field, "read_only", frm.doc.distribute_equally);
+	});
+
+	grid.refresh();
+}

erpnext/accounts/doctype/budget/budget.json

@@ -25,6 +25,10 @@
   "distribute_equally",
   "section_break_fpdt",
   "budget_distribution",
+  "section_break_wkqb",
+  "column_break_paum",
+  "column_break_nwor",
+  "budget_distribution_total",
   "section_break_6",
   "applicable_on_material_request",
   "action_if_annual_budget_exceeded_on_mr",
@@ -222,7 +226,8 @@
   },
   {
    "fieldname": "section_break_fpdt",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "hide_border": 1
   },
   {
    "fieldname": "budget_distribution",
@@ -303,13 +308,32 @@
    "options": "Monthly\nQuarterly\nHalf-Yearly\nYearly",
    "read_only_depends_on": "eval: doc.revision_of",
    "reqd": 1
+  },
+  {
+   "fieldname": "section_break_wkqb",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_paum",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "column_break_nwor",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "budget_distribution_total",
+   "fieldtype": "Currency",
+   "label": "Budget Distribution Total",
+   "no_copy": 1,
+   "read_only": 1
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2025-11-19 17:00:00.648224",
+ "modified": "2025-12-10 02:35:01.197613",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Budget",

erpnext/accounts/doctype/budget/budget.py

@@ -53,6 +53,7 @@ class Budget(Document):
 		budget_against: DF.Literal["", "Cost Center", "Project"]
 		budget_amount: DF.Currency
 		budget_distribution: DF.Table[BudgetDistribution]
+		budget_distribution_total: DF.Currency
 		budget_end_date: DF.Date | None
 		budget_start_date: DF.Date | None
 		company: DF.Link
@@ -230,28 +231,49 @@ class Budget(Document):
 
 	def before_save(self):
 		self.allocate_budget()
+		self.budget_distribution_total = sum(flt(row.amount) for row in self.budget_distribution)
 
 	def on_update(self):
 		self.validate_distribution_totals()
 
 	def allocate_budget(self):
-		if self.revision_of:
+		if self._should_skip_allocation():
+			return
+
+		if self._should_recalculate_manual_distribution():
+			self._recalculate_manual_distribution()
 			return
 
 		if not self.should_regenerate_budget_distribution():
 			return
 
-		self.set("budget_distribution", [])
+		self._regenerate_distribution()
 
-		periods = self.get_budget_periods()
-		total_periods = len(periods)
-		row_percent = 100 / total_periods if total_periods else 0
+	def _should_skip_allocation(self):
+		return self.revision_of and not self.distribute_equally
 
-		for start_date, end_date in periods:
-			row = self.append("budget_distribution", {})
-			row.start_date = start_date
-			row.end_date = end_date
-			self.add_allocated_amount(row, row_percent)
+	def _should_recalculate_manual_distribution(self):
+		return (
+			not self.distribute_equally
+			and bool(self.budget_distribution)
+			and self._is_only_budget_amount_changed()
+		)
+
+	def _is_only_budget_amount_changed(self):
+		old = self.get_doc_before_save()
+		if not old:
+			return False
+
+		return (
+			old.budget_amount != self.budget_amount
+			and old.distribution_frequency == self.distribution_frequency
+			and old.budget_start_date == self.budget_start_date
+			and old.budget_end_date == self.budget_end_date
+		)
+
+	def _recalculate_manual_distribution(self):
+		for row in self.budget_distribution:
+			row.amount = flt((row.percent / 100) * self.budget_amount, 3)
 
 	def should_regenerate_budget_distribution(self):
 		"""Check whether budget distribution should be recalculated."""
@@ -265,7 +287,6 @@ class Budget(Document):
 				"to_fiscal_year",
 				"budget_amount",
 				"distribution_frequency",
-				"distribute_equally",
 			]
 			for field in changed_fields:
 				if old_doc.get(field) != self.get(field):
@@ -273,6 +294,21 @@ class Budget(Document):
 
 		return bool(self.distribute_equally)
 
+	def _regenerate_distribution(self):
+		self.set("budget_distribution", [])
+
+		periods = self.get_budget_periods()
+		total_periods = len(periods)
+		row_percent = 100 / total_periods if total_periods else 0
+
+		for start_date, end_date in periods:
+			row = self.append("budget_distribution", {})
+			row.start_date = start_date
+			row.end_date = end_date
+			self.add_allocated_amount(row, row_percent)
+
+		self.budget_distribution_total = self.budget_amount
+
 	def get_budget_periods(self):
 		"""Return list of (start_date, end_date) tuples based on frequency."""
 		frequency = self.distribution_frequency
@@ -312,12 +348,8 @@ class Budget(Document):
 		}.get(frequency, 1)
 
 	def add_allocated_amount(self, row, row_percent):
-		if not self.distribute_equally:
-			row.amount = 0
-			row.percent = 0
-		else:
-			row.amount = flt(self.budget_amount * row_percent / 100, 3)
-			row.percent = flt(row_percent, 3)
+		row.amount = flt(self.budget_amount * row_percent / 100, 3)
+		row.percent = flt(row_percent, 3)
 
 	def validate_distribution_totals(self):
 		if self.should_regenerate_budget_distribution():

erpnext/accounts/doctype/currency_exchange_settings/currency_exchange_settings.js

@@ -19,7 +19,7 @@ frappe.ui.form.on("Currency Exchange Settings", {
 							to: "{to_currency}",
 						};
 						add_param(frm, r.message, params, result);
-					} else if (frm.doc.service_provider == "frankfurter.dev") {
+					} else if (["frankfurter.app", "frankfurter.dev"].includes(frm.doc.service_provider)) {
 						let result = ["rates", "{to_currency}"];
 						let params = {
 							base: "{from_currency}",

erpnext/accounts/doctype/currency_exchange_settings/currency_exchange_settings.json

@@ -101,10 +101,11 @@
    "label": "Use HTTP Protocol"
   }
  ],
+ "hide_toolbar": 1,
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2025-11-25 13:03:41.896424",
+ "modified": "2026-01-02 18:19:02.873815",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Currency Exchange Settings",

erpnext/accounts/doctype/currency_exchange_settings/currency_exchange_settings.py

@@ -60,7 +60,7 @@ class CurrencyExchangeSettings(Document):
 			self.append("req_params", {"key": "date", "value": "{transaction_date}"})
 			self.append("req_params", {"key": "from", "value": "{from_currency}"})
 			self.append("req_params", {"key": "to", "value": "{to_currency}"})
-		elif self.service_provider == "frankfurter.dev":
+		elif self.service_provider in ("frankfurter.dev", "frankfurter.app"):
 			self.set("result_key", [])
 			self.set("req_params", [])
 
@@ -105,9 +105,11 @@ class CurrencyExchangeSettings(Document):
 
 @frappe.whitelist()
 def get_api_endpoint(service_provider: str | None = None, use_http: bool = False):
-	if service_provider and service_provider in ["exchangerate.host", "frankfurter.dev"]:
+	if service_provider and service_provider in ["exchangerate.host", "frankfurter.dev", "frankfurter.app"]:
 		if service_provider == "exchangerate.host":
 			api = "api.exchangerate.host/convert"
+		elif service_provider == "frankfurter.app":
+			api = "api.frankfurter.app/{transaction_date}"
 		elif service_provider == "frankfurter.dev":
 			api = "api.frankfurter.dev/v1/{transaction_date}"
 

erpnext/accounts/doctype/financial_report_template/financial_report_engine.py

@@ -71,7 +71,9 @@ class PeriodValue:
 class AccountData:
 	"""Account data across all periods"""
 
-	account_name: str
+	account: str  # docname
+	account_name: str = ""  # account name
+	account_number: str = ""
 	period_values: dict[str, PeriodValue] = field(default_factory=dict)
 
 	def add_period(self, period_value: PeriodValue) -> None:
@@ -103,7 +105,11 @@ class AccountData:
 			# movement is unaccumulated by default
 
 	def copy(self):
-		copied = AccountData(account_name=self.account_name)
+		copied = AccountData(
+			account=self.account,
+			account_name=self.account_name,
+			account_number=self.account_number,
+		)
 		copied.period_values = {k: v.copy() for k, v in self.period_values.items()}
 		return copied
 
@@ -329,12 +335,10 @@ class DataCollector:
 		self.account_fields = {field.fieldname for field in frappe.get_meta("Account").fields}
 
 	def add_account_request(self, row):
-		accounts = self._parse_account_filter(self.company, row)
-
 		self.account_requests.append(
 			{
 				"row": row,
-				"accounts": accounts,
+				"accounts": self._parse_account_filter(self.company, row),
 				"balance_type": row.balance_type,
 				"reference_code": row.reference_code,
 				"reverse_sign": row.reverse_sign,
@@ -345,12 +349,12 @@ class DataCollector:
 		if not self.account_requests:
 			return {"account_data": {}, "summary": {}, "account_details": {}}
 
-		# Get all unique accounts
-		all_accounts = set()
-		for request in self.account_requests:
-			all_accounts.update(request["accounts"])
+		# Get all accounts
+		all_accounts = []
+
+		for request in self.account_requests:
+			all_accounts.extend(request["accounts"])
 
-		all_accounts = list(all_accounts)
 		if not all_accounts:
 			return {"account_data": {}, "summary": {}, "account_details": {}}
 
@@ -373,7 +377,9 @@ class DataCollector:
 			total_values = [0.0] * len(self.periods)
 			request_account_details = {}
 
-			for account_name in accounts:
+			for account in accounts:
+				account_name = account.name
+
 				if account_name not in account_data:
 					continue
 
@@ -396,20 +402,21 @@ class DataCollector:
 		return {"account_data": account_data, "summary": summary, "account_details": account_details}
 
 	@staticmethod
-	def _parse_account_filter(company, report_row) -> list[str]:
+	def _parse_account_filter(company, report_row) -> list[dict]:
 		"""
 		Find accounts matching filter criteria.
 
 		Example:
-		                Input: '["account_type", "=", "Cash"]'
-		                Output: ["Cash - COMP", "Petty Cash - COMP", "Bank - COMP"]
+
+		- Input: '["account_type", "=", "Cash"]'
+		- Output: [{"name": "Cash - COMP", "account_name": "Cash", "account_number": "1001"}]
 		"""
 		filter_parser = FilterExpressionParser()
 
 		account = frappe.qb.DocType("Account")
 		query = (
 			frappe.qb.from_(account)
-			.select(account.name)
+			.select(account.name, account.account_name, account.account_number)
 			.where(account.disabled == 0)
 			.where(account.is_group == 0)
 		)
@@ -423,8 +430,8 @@ class DataCollector:
 
 		query = query.where(where_condition)
 		query = query.orderby(account.name)
-		result = query.run(as_dict=True)
-		return [row.name for row in result]
+
+		return query.run(as_dict=True)
 
 	@staticmethod
 	def get_filtered_accounts(company: str, account_rows: list) -> list[str]:
@@ -456,17 +463,35 @@ class FinancialQueryBuilder:
 		self.filters = filters
 		self.periods = periods
 		self.company = filters.get("company")
+		self.account_meta = {}  # {name: {account_name, account_number}}
 
-	def fetch_account_balances(self, accounts: list[str]) -> dict[str, AccountData]:
+	def fetch_account_balances(self, accounts: list[dict]) -> dict[str, AccountData]:
 		"""
 		Fetch account balances for all periods with optimization.
 		Steps: get opening balances → fetch GL entries → calculate running totals
 
+		- accounts: list of accounts with details
+
+		```
+		{
+		    "name": "Cash - COMP",
+		    "account_name": "Cash",
+		    "account_number": "1001",
+		}
+		```
+
 		Returns:
 		    dict: {account: AccountData}
 		"""
-		balances_data = self._get_opening_balances(accounts)
-		gl_data = self._get_gl_movements(accounts)
+		account_names = list({acc.name for acc in accounts})
+		# NOTE: do not change accounts list as it is used in caller function
+		self.account_meta = {
+			acc.name: {"account_name": acc.account_name, "account_number": acc.account_number}
+			for acc in accounts
+		}
+
+		balances_data = self._get_opening_balances(account_names)
+		gl_data = self._get_gl_movements(account_names)
 		self._calculate_running_balances(balances_data, gl_data)
 		self._handle_balance_accumulation(balances_data)
 
@@ -543,7 +568,8 @@ class FinancialQueryBuilder:
 			gap_movement = gap_movements.get(account, 0.0)
 			opening_balance = closing_balance + gap_movement
 
-			account_data = AccountData(account)
+			account_data = AccountData(account=account, **self._get_account_meta(account))
+
 			account_data.add_period(PeriodValue(first_period_key, opening_balance, 0, 0))
 			balances_data[account] = account_data
 
@@ -613,7 +639,7 @@ class FinancialQueryBuilder:
 		for row in gl_data:
 			account = row["account"]
 			if account not in balances_data:
-				balances_data[account] = AccountData(account)
+				balances_data[account] = AccountData(account=account, **self._get_account_meta(account))
 
 			account_data: AccountData = balances_data[account]
 
@@ -714,6 +740,9 @@ class FinancialQueryBuilder:
 
 		return query.run(as_dict=True)
 
+	def _get_account_meta(self, account: str) -> dict[str, Any]:
+		return self.account_meta.get(account, {})
+
 
 class FilterExpressionParser:
 	"""Direct filter expression to SQL condition builder"""
@@ -1544,20 +1573,29 @@ class RowFormatterBase(ABC):
 		pass
 
 	def _get_values(self, row_data: RowData) -> dict[str, Any]:
-		# TODO: can be commonify COA? @abdeali
+		def _get_row_data(key: str, default: Any = "") -> Any:
+			return getattr(row_data.row, key, default) or default
+
+		def _get_filter_value(key: str, default: Any = "") -> Any:
+			return getattr(self.context.filters, key, default) or default
+
 		child_accounts = []
 
 		if row_data.account_details:
 			child_accounts = list(row_data.account_details.keys())
 
+		display_name = _get_row_data("display_name", "")
+
 		values = {
+			"account": _get_row_data("account", "") or display_name,
+			"account_name": display_name,
+			"acc_name": _get_row_data("account_name", ""),
+			"acc_number": _get_row_data("account_number", ""),
 			"child_accounts": child_accounts,
-			"account": getattr(row_data.row, "display_name", "") or "",
-			"indent": getattr(row_data.row, "indentation_level", 0),
-			"account_name": getattr(row_data.row, "account", "") or "",
 			"currency": self.context.currency or "",
-			"period_start_date": getattr(self.context.filters, "period_start_date", "") or "",
-			"period_end_date": getattr(self.context.filters, "period_end_date", "") or "",
+			"indent": _get_row_data("indentation_level", 0),
+			"period_start_date": _get_filter_value("period_start_date", ""),
+			"period_end_date": _get_filter_value("period_end_date", ""),
 			"total": 0,
 		}
 
@@ -1670,8 +1708,8 @@ class DetailRowBuilder:
 		detail_rows = []
 		parent_row = self.parent_row_data.row
 
-		for account_name, account_data in self.parent_row_data.account_details.items():
-			detail_row = self._create_detail_row_object(account_name, parent_row)
+		for account_data in self.parent_row_data.account_details.values():
+			detail_row = self._create_detail_row_object(account_data, parent_row)
 
 			balance_type = getattr(parent_row, "balance_type", "Closing Balance")
 			values = account_data.get_values_by_type(balance_type)
@@ -1687,16 +1725,20 @@ class DetailRowBuilder:
 
 		return detail_rows
 
-	def _create_detail_row_object(self, account_name: str, parent_row):
-		short_name = account_name.rsplit(" - ", 1)[0].strip()
+	def _create_detail_row_object(self, account_data: AccountData, parent_row):
+		acc_name = account_data.account_name or ""
+		acc_number = account_data.account_number or ""
+
+		display_name = f"{_(acc_number)} - {_(acc_name)}" if acc_number else _(acc_name)
 
 		return type(
 			"DetailRow",
 			(),
 			{
-				"display_name": short_name,
-				"account": account_name,
-				"account_name": short_name,
+				"account": account_data.account,
+				"display_name": display_name,
+				"account_name": acc_name,
+				"account_number": acc_number,
 				"data_source": "Account Detail",
 				"indentation_level": getattr(parent_row, "indentation_level", 0) + 1,
 				"fieldtype": getattr(parent_row, "fieldtype", None),

erpnext/accounts/doctype/fiscal_year/fiscal_year_dashboard.py

@@ -4,6 +4,7 @@ from frappe import _
 def get_data():
 	return {
 		"fieldname": "fiscal_year",
+		"non_standard_fieldnames": {"Budget": "from_fiscal_year"},
 		"transactions": [
 			{"label": _("Budgets"), "items": ["Budget"]},
 			{"label": _("References"), "items": ["Period Closing Voucher"]},

erpnext/accounts/doctype/gl_entry/gl_entry.py

@@ -193,7 +193,6 @@ class GLEntry(Document):
 				account_type == "Profit and Loss"
 				and self.company == dimension.company
 				and dimension.mandatory_for_pl
-				and not dimension.disabled
 				and not self.is_cancelled
 			):
 				if not self.get(dimension.fieldname):
@@ -207,7 +206,6 @@ class GLEntry(Document):
 				account_type == "Balance Sheet"
 				and self.company == dimension.company
 				and dimension.mandatory_for_bs
-				and not dimension.disabled
 				and not self.is_cancelled
 			):
 				if not self.get(dimension.fieldname):

erpnext/accounts/doctype/invoice_discounting/invoice_discounting_list.js

@@ -9,8 +9,8 @@ frappe.listview_settings["Invoice Discounting"] = {
 			return [__("Disbursed"), "blue", "status,=,Disbursed"];
 		} else if (doc.status == "Settled") {
 			return [__("Settled"), "orange", "status,=,Settled"];
-		} else if (doc.status == "Canceled") {
-			return [__("Canceled"), "red", "status,=,Canceled"];
+		} else if (doc.status == "Cancelled") {
+			return [__("Cancelled"), "red", "status,=,Cancelled"];
 		}
 	},
 };

erpnext/accounts/doctype/journal_entry/journal_entry.js

@@ -43,6 +43,20 @@ frappe.ui.form.on("Journal Entry", {
 				},
 			};
 		});
+
+		frm.set_query("project", "accounts", function (doc, cdt, cdn) {
+			let row = frappe.get_doc(cdt, cdn);
+			let filters = {
+				company: doc.company,
+			};
+			if (row.party_type == "Customer") {
+				filters.customer = row.party;
+			}
+			return {
+				query: "erpnext.controllers.queries.get_project_name",
+				filters,
+			};
+		});
 	},
 
 	get_balance_for_periodic_accounting(frm) {
@@ -112,9 +126,11 @@ frappe.ui.form.on("Journal Entry", {
 
 		erpnext.accounts.unreconcile_payment.add_unreconcile_btn(frm);
 
-		$.each(frm.doc.accounts || [], function (i, row) {
-			erpnext.journal_entry.set_exchange_rate(frm, row.doctype, row.name);
-		});
+		if (frm.doc.voucher_type !== "Exchange Gain Or Loss") {
+			$.each(frm.doc.accounts || [], function (i, row) {
+				erpnext.journal_entry.set_exchange_rate(frm, row.doctype, row.name);
+			});
+		}
 	},
 	before_save: function (frm) {
 		if (frm.doc.docstatus == 0 && !frm.doc.is_system_generated) {
@@ -201,6 +217,7 @@ frappe.ui.form.on("Journal Entry", {
 
 		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
 		erpnext.utils.set_letter_head(frm);
+		frm.clear_table("tax_withholding_entries");
 	},
 
 	voucher_type: function (frm) {
@@ -251,6 +268,10 @@ frappe.ui.form.on("Journal Entry", {
 			});
 		}
 	},
+
+	apply_tds: function (frm) {
+		frm.clear_table("tax_withholding_entries");
+	},
 });
 
 var update_jv_details = function (doc, r) {

erpnext/accounts/doctype/journal_entry/journal_entry.json

@@ -43,6 +43,11 @@
   "total_amount_currency",
   "total_amount",
   "total_amount_in_words",
+  "section_tax_withholding_entry",
+  "tax_withholding_group",
+  "ignore_tax_withholding_threshold",
+  "override_tax_withholding_entries",
+  "tax_withholding_entries",
   "reference",
   "clearance_date",
   "remark",
@@ -517,7 +522,7 @@
    "depends_on": "eval:['Credit Note', 'Debit Note'].includes(doc.voucher_type)",
    "fieldname": "apply_tds",
    "fieldtype": "Check",
-   "label": "Apply Tax Withholding Amount "
+   "label": "Consider for Tax Withholding "
   },
   {
    "depends_on": "eval:doc.docstatus",
@@ -586,6 +591,39 @@
    "hidden": 1,
    "label": "Party Not Required",
    "no_copy": 1
+  },
+  {
+   "collapsible": 1,
+   "collapsible_depends_on": "eval: doc.apply_tds && doc.docstatus == 0",
+   "depends_on": "eval: doc.apply_tds",
+   "fieldname": "section_tax_withholding_entry",
+   "fieldtype": "Section Break",
+   "label": "Tax Withholding Entry"
+  },
+  {
+   "fieldname": "tax_withholding_group",
+   "fieldtype": "Link",
+   "label": "Tax Withholding Group",
+   "options": "Tax Withholding Group"
+  },
+  {
+   "default": "0",
+   "fieldname": "ignore_tax_withholding_threshold",
+   "fieldtype": "Check",
+   "label": "Ignore Tax Withholding Threshold"
+  },
+  {
+   "default": "0",
+   "fieldname": "override_tax_withholding_entries",
+   "fieldtype": "Check",
+   "label": "Edit Tax Withholding Entries"
+  },
+  {
+   "fieldname": "tax_withholding_entries",
+   "fieldtype": "Table",
+   "label": "Tax Withholding Entries",
+   "options": "Tax Withholding Entry",
+   "read_only_depends_on": "eval: !doc.override_tax_withholding_entries"
   }
  ],
  "icon": "fa fa-file-text",
@@ -600,7 +638,7 @@
    "table_fieldname": "payment_entries"
   }
  ],
- "modified": "2025-09-29 13:05:46.982277",
+ "modified": "2025-11-13 17:54:14.542903",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Journal Entry",

erpnext/accounts/doctype/journal_entry/journal_entry.py

@@ -6,6 +6,7 @@ import json
 
 import frappe
 from frappe import _, msgprint, scrub
+from frappe.core.doctype.submission_queue.submission_queue import queue_submission
 from frappe.utils import comma_and, cstr, flt, fmt_money, formatdate, get_link_to_form, nowdate
 
 import erpnext
@@ -17,9 +18,7 @@ from erpnext.accounts.doctype.repost_accounting_ledger.repost_accounting_ledger
 	validate_docs_for_deferred_accounting,
 	validate_docs_for_voucher_types,
 )
-from erpnext.accounts.doctype.tax_withholding_category.tax_withholding_category import (
-	get_party_tax_withholding_details,
-)
+from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import JournalTaxWithholding
 from erpnext.accounts.party import get_party_account
 from erpnext.accounts.utils import (
 	cancel_exchange_gain_loss_journal,
@@ -33,6 +32,7 @@ from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_sched
 	get_depr_schedule,
 )
 from erpnext.controllers.accounts_controller import AccountsController
+from erpnext.setup.utils import get_exchange_rate as _get_exchange_rate
 
 
 class StockAccountInvalidTransaction(frappe.ValidationError):
@@ -49,6 +49,7 @@ class JournalEntry(AccountsController):
 		from frappe.types import DF
 
 		from erpnext.accounts.doctype.journal_entry_account.journal_entry_account import JournalEntryAccount
+		from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import TaxWithholdingEntry
 
 		accounts: DF.Table[JournalEntryAccount]
 		amended_from: DF.Link | None
@@ -65,6 +66,7 @@ class JournalEntry(AccountsController):
 		finance_book: DF.Link | None
 		for_all_stock_asset_accounts: DF.Check
 		from_template: DF.Link | None
+		ignore_tax_withholding_threshold: DF.Check
 		inter_company_journal_entry_reference: DF.Link | None
 		is_opening: DF.Literal["No", "Yes"]
 		is_system_generated: DF.Check
@@ -73,6 +75,7 @@ class JournalEntry(AccountsController):
 		multi_currency: DF.Check
 		naming_series: DF.Literal["ACC-JV-.YYYY.-"]
 		party_not_required: DF.Check
+		override_tax_withholding_entries: DF.Check
 		pay_to_recd_from: DF.Data | None
 		payment_order: DF.Link | None
 		periodic_entry_difference_account: DF.Link | None
@@ -84,6 +87,8 @@ class JournalEntry(AccountsController):
 		stock_asset_account: DF.Link | None
 		stock_entry: DF.Link | None
 		tax_withholding_category: DF.Link | None
+		tax_withholding_entries: DF.Table[TaxWithholdingEntry]
+		tax_withholding_group: DF.Link | None
 		title: DF.Data | None
 		total_amount: DF.Currency
 		total_amount_currency: DF.Link | None
@@ -150,8 +155,8 @@ class JournalEntry(AccountsController):
 		self.validate_company_in_accounting_dimension()
 		self.validate_advance_accounts()
 
-		if self.docstatus == 0:
-			self.apply_tax_withholding()
+		JournalTaxWithholding(self).on_validate()
+
 		if self.is_new() or not self.title:
 			self.title = self.get_title()
 
@@ -175,15 +180,16 @@ class JournalEntry(AccountsController):
 
 	def submit(self):
 		if len(self.accounts) > 100:
-			msgprint(_("The task has been enqueued as a background job."), alert=True)
-			self.queue_action("submit", timeout=4600)
+			queue_submission(self, "_submit")
 		else:
 			return self._submit()
 
+	def before_cancel(self):
+		self.has_asset_adjustment_entry()
+
 	def cancel(self):
 		if len(self.accounts) > 100:
-			msgprint(_("The task has been enqueued as a background job."), alert=True)
-			self.queue_action("cancel", timeout=4600)
+			queue_submission(self, "_cancel")
 		else:
 			return self._cancel()
 
@@ -199,6 +205,7 @@ class JournalEntry(AccountsController):
 		self.update_asset_value()
 		self.update_inter_company_jv()
 		self.update_invoice_discounting()
+		JournalTaxWithholding(self).on_submit()
 
 	@frappe.whitelist()
 	def get_balance_for_periodic_accounting(self):
@@ -282,6 +289,8 @@ class JournalEntry(AccountsController):
 			self.repost_accounting_entries()
 
 	def on_cancel(self):
+		# Cancel tax withholding entries
+
 		# References for this Journal are removed on the `on_cancel` event in accounts_controller
 		super().on_cancel()
 		self.ignore_linked_doctypes = (
@@ -295,8 +304,10 @@ class JournalEntry(AccountsController):
 			"Unreconcile Payment",
 			"Unreconcile Payment Entries",
 			"Advance Payment Ledger Entry",
+			"Tax Withholding Entry",
 		)
 		self.make_gl_entries(1)
+		JournalTaxWithholding(self).on_cancel()
 		self.unlink_advance_entry_reference()
 		self.unlink_asset_reference()
 		self.unlink_inter_company_jv()
@@ -352,95 +363,6 @@ class JournalEntry(AccountsController):
 					StockAccountInvalidTransaction,
 				)
 
-	def apply_tax_withholding(self):
-		from erpnext.accounts.report.general_ledger.general_ledger import get_account_type_map
-
-		if not self.apply_tds or self.voucher_type not in ("Debit Note", "Credit Note"):
-			return
-
-		parties = [d.party for d in self.get("accounts") if d.party]
-		parties = list(set(parties))
-
-		if len(parties) > 1:
-			frappe.throw(_("Cannot apply TDS against multiple parties in one entry"))
-
-		account_type_map = get_account_type_map(self.company)
-		party_type = "supplier" if self.voucher_type == "Credit Note" else "customer"
-		doctype = "Purchase Invoice" if self.voucher_type == "Credit Note" else "Sales Invoice"
-		debit_or_credit = (
-			"debit_in_account_currency"
-			if self.voucher_type == "Credit Note"
-			else "credit_in_account_currency"
-		)
-		rev_debit_or_credit = (
-			"credit_in_account_currency"
-			if debit_or_credit == "debit_in_account_currency"
-			else "debit_in_account_currency"
-		)
-
-		party_account = get_party_account(party_type.title(), parties[0], self.company)
-
-		net_total = sum(
-			d.get(debit_or_credit)
-			for d in self.get("accounts")
-			if account_type_map.get(d.account) not in ("Tax", "Chargeable")
-		)
-
-		party_amount = sum(
-			d.get(rev_debit_or_credit) for d in self.get("accounts") if d.account == party_account
-		)
-
-		inv = frappe._dict(
-			{
-				party_type: parties[0],
-				"doctype": doctype,
-				"company": self.company,
-				"posting_date": self.posting_date,
-				"net_total": net_total,
-			}
-		)
-
-		tax_withholding_details, advance_taxes, voucher_wise_amount = get_party_tax_withholding_details(
-			inv, self.tax_withholding_category
-		)
-
-		if not tax_withholding_details:
-			return
-
-		accounts = []
-		for d in self.get("accounts"):
-			if d.get("account") == tax_withholding_details.get("account_head"):
-				d.update(
-					{
-						"account": tax_withholding_details.get("account_head"),
-						debit_or_credit: tax_withholding_details.get("tax_amount"),
-					}
-				)
-
-			accounts.append(d.get("account"))
-
-			if d.get("account") == party_account:
-				d.update({rev_debit_or_credit: party_amount - tax_withholding_details.get("tax_amount")})
-
-		if not accounts or tax_withholding_details.get("account_head") not in accounts:
-			self.append(
-				"accounts",
-				{
-					"account": tax_withholding_details.get("account_head"),
-					rev_debit_or_credit: tax_withholding_details.get("tax_amount"),
-					"against_account": parties[0],
-				},
-			)
-
-		to_remove = [
-			d
-			for d in self.get("accounts")
-			if not d.get(rev_debit_or_credit) and d.account == tax_withholding_details.get("account_head")
-		]
-
-		for d in to_remove:
-			self.remove(d)
-
 	def update_asset_value(self):
 		self.update_asset_on_depreciation()
 		self.update_asset_on_disposal()
@@ -635,12 +557,27 @@ class JournalEntry(AccountsController):
 			)
 			frappe.db.set_value("Journal Entry", self.name, "inter_company_journal_entry_reference", "")
 
-	def unlink_asset_adjustment_entry(self):
-		frappe.db.sql(
-			""" update `tabAsset Value Adjustment`
-			set journal_entry = null where journal_entry = %s""",
-			self.name,
+	def has_asset_adjustment_entry(self):
+		if self.flags.get("via_asset_value_adjustment"):
+			return
+
+		asset_value_adjustment = frappe.db.get_value(
+			"Asset Value Adjustment", {"docstatus": 1, "journal_entry": self.name}, "name"
 		)
+		if asset_value_adjustment:
+			frappe.throw(
+				_(
+					"Cannot cancel this document as it is linked with the submitted Asset Value Adjustment <b>{0}</b>. Please cancel the Asset Value Adjustment to continue."
+				).format(frappe.utils.get_link_to_form("Asset Value Adjustment", asset_value_adjustment))
+			)
+
+	def unlink_asset_adjustment_entry(self):
+		AssetValueAdjustment = frappe.qb.DocType("Asset Value Adjustment")
+		(
+			frappe.qb.update(AssetValueAdjustment)
+			.set(AssetValueAdjustment.journal_entry, None)
+			.where(AssetValueAdjustment.journal_entry == self.name)
+		).run()
 
 	def validate_party(self):
 		for d in self.get("accounts"):
@@ -1754,8 +1691,6 @@ def get_exchange_rate(
 	credit=None,
 	exchange_rate=None,
 ):
-	from erpnext.setup.utils import get_exchange_rate
-
 	account_details = frappe.get_cached_value(
 		"Account", account, ["account_type", "root_type", "account_currency", "company"], as_dict=1
 	)
@@ -1778,7 +1713,7 @@ def get_exchange_rate(
 		# The date used to retreive the exchange rate here is the date passed
 		# in as an argument to this function.
 		elif (not flt(exchange_rate) or flt(exchange_rate) == 1) and account_currency and posting_date:
-			exchange_rate = get_exchange_rate(account_currency, company_currency, posting_date)
+			exchange_rate = _get_exchange_rate(account_currency, company_currency, posting_date)
 	else:
 		exchange_rate = 1
 

erpnext/accounts/doctype/journal_entry_account/journal_entry_account.json

@@ -34,6 +34,7 @@
   "reference_detail_no",
   "advance_voucher_type",
   "advance_voucher_no",
+  "is_tax_withholding_account",
   "col_break3",
   "is_advance",
   "user_remark",
@@ -281,12 +282,19 @@
    "options": "advance_voucher_type",
    "read_only": 1,
    "search_index": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_tax_withholding_account",
+   "fieldtype": "Check",
+   "label": "Is Tax Withholding Account",
+   "read_only": 1
   }
  ],
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-10-27 13:48:32.805100",
+ "modified": "2025-11-27 12:23:33.157655",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Journal Entry Account",

erpnext/accounts/doctype/journal_entry_account/journal_entry_account.py

@@ -28,6 +28,7 @@ class JournalEntryAccount(Document):
 		debit_in_account_currency: DF.Currency
 		exchange_rate: DF.Float
 		is_advance: DF.Literal["No", "Yes"]
+		is_tax_withholding_account: DF.Check
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data

erpnext/accounts/doctype/mode_of_payment/mode_of_payment.js

@@ -7,7 +7,7 @@ frappe.ui.form.on("Mode of Payment", {
 			let d = locals[cdt][cdn];
 			return {
 				filters: [
-					["Account", "account_type", "in", "Bank, Cash, Receivable"],
+					["Account", "account_type", "in", ["Bank", "Cash", "Receivable"]],
 					["Account", "is_group", "=", 0],
 					["Account", "company", "=", d.company],
 				],

erpnext/accounts/doctype/monthly_distribution/monthly_distribution_dashboard.py

@@ -11,6 +11,5 @@ def get_data():
 		},
 		"transactions": [
 			{"label": _("Target Details"), "items": ["Sales Person", "Territory", "Sales Partner"]},
-			{"items": ["Budget"]},
 		],
 	}

erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py

@@ -214,6 +214,9 @@ class OpeningInvoiceCreationTool(Document):
 			}
 		)
 
+		if self.invoice_type == "Purchase" and row.supplier_invoice_date:
+			invoice.update({"bill_date": row.supplier_invoice_date})
+
 		accounting_dimension = get_accounting_dimensions()
 		for dimension in accounting_dimension:
 			invoice.update({dimension: self.get(dimension) or item.get(dimension)})

erpnext/accounts/doctype/opening_invoice_creation_tool_item/opening_invoice_creation_tool_item.json

@@ -12,6 +12,7 @@
   "column_break_3",
   "posting_date",
   "due_date",
+  "supplier_invoice_date",
   "section_break_5",
   "item_name",
   "outstanding_amount",
@@ -111,19 +112,26 @@
    "fieldname": "invoice_number",
    "fieldtype": "Data",
    "label": "Invoice Number"
+  },
+  {
+   "depends_on": "eval: parent.invoice_type == \"Purchase\"",
+   "fieldname": "supplier_invoice_date",
+   "fieldtype": "Date",
+   "label": "Supplier Invoice Date"
   }
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:10:06.703006",
+ "modified": "2025-12-01 16:18:07.997594",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Opening Invoice Creation Tool Item",
  "owner": "Administrator",
  "permissions": [],
  "quick_entry": 1,
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/opening_invoice_creation_tool_item/opening_invoice_creation_tool_item.py

@@ -26,6 +26,7 @@ class OpeningInvoiceCreationToolItem(Document):
 		party_type: DF.Link | None
 		posting_date: DF.Date | None
 		qty: DF.Data | None
+		supplier_invoice_date: DF.Date | None
 		temporary_opening_account: DF.Link | None
 	# end: auto-generated types
 

erpnext/accounts/doctype/payment_entry/payment_entry.js

@@ -41,6 +41,7 @@ frappe.ui.form.on("Payment Entry", {
 
 		if (frm.is_new()) {
 			set_default_party_type(frm);
+			frm.clear_table("tax_withholding_entries");
 		}
 	},
 
@@ -181,7 +182,7 @@ frappe.ui.form.on("Payment Entry", {
 				"Dunning",
 			];
 
-			if (in_list(party_type_doctypes, child.reference_doctype)) {
+			if (party_type_doctypes.includes(child.reference_doctype)) {
 				filters[doc.party_type.toLowerCase()] = doc.party;
 			}
 
@@ -426,7 +427,15 @@ frappe.ui.form.on("Payment Entry", {
 
 		if (frm.doc.payment_type == "Internal Transfer") {
 			$.each(
-				["party", "party_type", "paid_from", "paid_to", "references", "total_allocated_amount"],
+				[
+					"party",
+					"party_type",
+					"paid_from",
+					"paid_to",
+					"references",
+					"total_allocated_amount",
+					"party_name",
+				],
 				function (i, field) {
 					frm.set_value(field, null);
 				}
@@ -532,6 +541,7 @@ frappe.ui.form.on("Payment Entry", {
 							},
 							() => frm.set_value("party_name", r.message.party_name),
 							() => frm.clear_table("references"),
+							() => frm.clear_table("tax_withholding_entries"),
 							() => frm.events.hide_unhide_fields(frm),
 							() => frm.events.set_dynamic_labels(frm),
 							() => {
@@ -564,14 +574,15 @@ frappe.ui.form.on("Payment Entry", {
 		}
 	},
 
-	apply_tax_withholding_amount: function (frm) {
-		if (!frm.doc.apply_tax_withholding_amount) {
+	apply_tds: function (frm) {
+		if (!frm.doc.apply_tds) {
 			frm.set_value("tax_withholding_category", "");
-		} else {
-			frappe.db.get_value("Supplier", frm.doc.party, "tax_withholding_category", (values) => {
+		} else if (["Customer", "Supplier"].includes(frm.doc.party_type)) {
+			frappe.db.get_value(frm.doc.party_type, frm.doc.party, "tax_withholding_category", (values) => {
 				frm.set_value("tax_withholding_category", values.tax_withholding_category);
 			});
 		}
+		frm.clear_table("tax_withholding_entries");
 	},
 
 	paid_from: function (frm) {
@@ -1030,7 +1041,7 @@ frappe.ui.form.on("Payment Entry", {
 						c.allocated_amount = d.allocated_amount;
 						c.account = d.account;
 
-						if (!in_list(frm.events.get_order_doctypes(frm), d.voucher_type)) {
+						if (!frm.events.get_order_doctypes(frm).includes(d.voucher_type)) {
 							if (flt(d.outstanding_amount) > 0)
 								total_positive_outstanding += flt(d.outstanding_amount);
 							else total_negative_outstanding += Math.abs(flt(d.outstanding_amount));
@@ -1046,7 +1057,7 @@ frappe.ui.form.on("Payment Entry", {
 						} else {
 							c.exchange_rate = 1;
 						}
-						if (in_list(frm.events.get_invoice_doctypes(frm), d.reference_doctype)) {
+						if (frm.events.get_invoice_doctypes(frm).includes(d.reference_doctype)) {
 							c.due_date = d.due_date;
 						}
 					});
@@ -1277,15 +1288,14 @@ frappe.ui.form.on("Payment Entry", {
 		let row = (frm.doc.deductions || []).find((t) => t.is_exchange_gain_loss);
 
 		if (!row) {
-			const response = await get_company_defaults(frm.doc.company);
-
+			const company_defaults = frappe.get_doc(":Company", frm.doc.company);
 			const account =
-				response.message?.[account_fieldname] ||
+				company_defaults?.[account_fieldname] ||
 				(await prompt_for_missing_account(frm, account_fieldname));
 
 			row = frm.add_child("deductions");
 			row.account = account;
-			row.cost_center = response.message?.cost_center;
+			row.cost_center = company_defaults?.cost_center;
 			row.is_exchange_gain_loss = 1;
 		}
 
@@ -1495,18 +1505,14 @@ frappe.ui.form.on("Payment Entry", {
 				"Can refer row only if the charge type is 'On Previous Row Amount' or 'Previous Row Total'"
 			);
 			d.row_id = "";
-		} else if (
-			(d.charge_type == "On Previous Row Amount" || d.charge_type == "On Previous Row Total") &&
-			d.row_id
-		) {
+		} else if (d.charge_type == "On Previous Row Amount" || d.charge_type == "On Previous Row Total") {
 			if (d.idx == 1) {
 				msg = __(
 					"Cannot select charge type as 'On Previous Row Amount' or 'On Previous Row Total' for first row"
 				);
 				d.charge_type = "";
 			} else if (!d.row_id) {
-				msg = __("Please specify a valid Row ID for row {0} in table {1}", [d.idx, __(d.doctype)]);
-				d.row_id = "";
+				d.row_id = d.idx - 1;
 			} else if (d.row_id && d.row_id >= d.idx) {
 				msg = __(
 					"Cannot refer row number greater than or equal to current row number for this Charge type"

erpnext/accounts/doctype/payment_entry/payment_entry.json

@@ -21,6 +21,8 @@
   "party_name",
   "book_advance_payments_in_separate_party_account",
   "reconcile_on_advance_payment_date",
+  "apply_tds",
+  "tax_withholding_category",
   "column_break_11",
   "bank_account",
   "party_bank_account",
@@ -60,10 +62,6 @@
   "taxes_and_charges_section",
   "purchase_taxes_and_charges_template",
   "sales_taxes_and_charges_template",
-  "column_break_55",
-  "apply_tax_withholding_amount",
-  "tax_withholding_category",
-  "section_break_56",
   "taxes",
   "section_break_60",
   "base_total_taxes_and_charges",
@@ -71,6 +69,11 @@
   "total_taxes_and_charges",
   "deductions_or_loss_section",
   "deductions",
+  "section_tax_withholding_entry",
+  "tax_withholding_group",
+  "ignore_tax_withholding_threshold",
+  "override_tax_withholding_entries",
+  "tax_withholding_entries",
   "transaction_references",
   "reference_no",
   "column_break_23",
@@ -578,24 +581,17 @@
    "label": "Custom Remarks"
   },
   {
-   "depends_on": "eval:doc.apply_tax_withholding_amount",
+   "depends_on": "eval:doc.apply_tds",
    "fieldname": "tax_withholding_category",
    "fieldtype": "Link",
    "label": "Tax Withholding Category",
-   "mandatory_depends_on": "eval:doc.apply_tax_withholding_amount",
+   "mandatory_depends_on": "eval:doc.apply_tds",
    "options": "Tax Withholding Category"
   },
   {
-   "default": "0",
-   "depends_on": "eval:doc.party_type == 'Supplier'",
-   "fieldname": "apply_tax_withholding_amount",
-   "fieldtype": "Check",
-   "label": "Apply Tax Withholding Amount"
-  },
-  {
-   "collapsible": 1,
    "fieldname": "taxes_and_charges_section",
    "fieldtype": "Section Break",
+   "hide_border": 1,
    "label": "Taxes and Charges"
   },
   {
@@ -648,15 +644,6 @@
    "options": "Company:company:default_currency",
    "read_only": 1
   },
-  {
-   "fieldname": "column_break_55",
-   "fieldtype": "Column Break"
-  },
-  {
-   "fieldname": "section_break_56",
-   "fieldtype": "Section Break",
-   "hide_border": 1
-  },
   {
    "depends_on": "eval:doc.received_amount && doc.payment_type != 'Internal Transfer'",
    "fieldname": "received_amount_after_tax",
@@ -695,8 +682,7 @@
   },
   {
    "fieldname": "section_break_60",
-   "fieldtype": "Section Break",
-   "hide_border": 1
+   "fieldtype": "Section Break"
   },
   {
    "depends_on": "eval:doc.docstatus==0",
@@ -753,6 +739,46 @@
    "options": "No\nYes",
    "print_hide": 1,
    "search_index": 1
+  },
+  {
+   "default": "0",
+   "depends_on": "eval:doc.party_type == 'Supplier'",
+   "fieldname": "apply_tds",
+   "fieldtype": "Check",
+   "label": "Consider for Tax Withholding"
+  },
+  {
+   "collapsible": 1,
+   "collapsible_depends_on": "eval: doc.apply_tds && doc.docstatus == 0",
+   "depends_on": "eval: doc.apply_tds",
+   "fieldname": "section_tax_withholding_entry",
+   "fieldtype": "Section Break",
+   "label": "Tax Withholding Entry"
+  },
+  {
+   "fieldname": "tax_withholding_group",
+   "fieldtype": "Link",
+   "label": "Tax Withholding Group",
+   "options": "Tax Withholding Group"
+  },
+  {
+   "default": "0",
+   "fieldname": "ignore_tax_withholding_threshold",
+   "fieldtype": "Check",
+   "label": "Ignore Tax Withholding Threshold"
+  },
+  {
+   "fieldname": "tax_withholding_entries",
+   "fieldtype": "Table",
+   "label": "Tax Withholding Entries",
+   "options": "Tax Withholding Entry",
+   "read_only_depends_on": "eval: !doc.override_tax_withholding_entries"
+  },
+  {
+   "default": "0",
+   "fieldname": "override_tax_withholding_entries",
+   "fieldtype": "Check",
+   "label": "Edit Tax Withholding Entries"
   }
  ],
  "grid_page_length": 50,
@@ -767,7 +793,7 @@
    "table_fieldname": "payment_entries"
   }
  ],
- "modified": "2025-05-08 11:18:10.238085",
+ "modified": "2025-12-18 13:56:40.206038",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Entry",

erpnext/accounts/doctype/payment_entry/payment_entry.py

@@ -30,9 +30,7 @@ from erpnext.accounts.doctype.repost_accounting_ledger.repost_accounting_ledger
 	validate_docs_for_deferred_accounting,
 	validate_docs_for_voucher_types,
 )
-from erpnext.accounts.doctype.tax_withholding_category.tax_withholding_category import (
-	get_party_tax_withholding_details,
-)
+from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import PaymentTaxWithholding
 from erpnext.accounts.general_ledger import (
 	make_gl_entries,
 	make_reverse_gl_entries,
@@ -80,9 +78,10 @@ class PaymentEntry(AccountsController):
 		from erpnext.accounts.doctype.payment_entry_reference.payment_entry_reference import (
 			PaymentEntryReference,
 		)
+		from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import TaxWithholdingEntry
 
 		amended_from: DF.Link | None
-		apply_tax_withholding_amount: DF.Check
+		apply_tds: DF.Check
 		auto_repeat: DF.Link | None
 		bank: DF.ReadOnly | None
 		bank_account: DF.Link | None
@@ -103,11 +102,13 @@ class PaymentEntry(AccountsController):
 		custom_remarks: DF.Check
 		deductions: DF.Table[PaymentEntryDeduction]
 		difference_amount: DF.Currency
+		ignore_tax_withholding_threshold: DF.Check
 		in_words: DF.SmallText | None
 		is_opening: DF.Literal["No", "Yes"]
 		letter_head: DF.Link | None
 		mode_of_payment: DF.Link | None
 		naming_series: DF.Literal["ACC-PAY-.YYYY.-"]
+		override_tax_withholding_entries: DF.Check
 		paid_amount: DF.Currency
 		paid_amount_after_tax: DF.Currency
 		paid_from: DF.Link
@@ -139,6 +140,8 @@ class PaymentEntry(AccountsController):
 		status: DF.Literal["", "Draft", "Submitted", "Cancelled"]
 		target_exchange_rate: DF.Float
 		tax_withholding_category: DF.Link | None
+		tax_withholding_entries: DF.Table[TaxWithholdingEntry]
+		tax_withholding_group: DF.Link | None
 		taxes: DF.Table[AdvanceTaxesandCharges]
 		title: DF.Data | None
 		total_allocated_amount: DF.Currency
@@ -189,7 +192,7 @@ class PaymentEntry(AccountsController):
 		self.validate_allocated_amount()
 		self.validate_paid_invoices()
 		self.ensure_supplier_is_not_blocked()
-		self.set_tax_withholding()
+		PaymentTaxWithholding(self).on_validate()
 		self.set_status()
 		self.set_total_in_words()
 
@@ -199,6 +202,7 @@ class PaymentEntry(AccountsController):
 	def on_submit(self):
 		if self.difference_amount:
 			frappe.throw(_("Difference Amount must be zero"))
+		PaymentTaxWithholding(self).on_submit()
 		self.update_payment_requests()
 		self.update_payment_schedule()
 		self.make_gl_entries()
@@ -300,8 +304,10 @@ class PaymentEntry(AccountsController):
 			"Unreconcile Payment",
 			"Unreconcile Payment Entries",
 			"Advance Payment Ledger Entry",
+			"Tax Withholding Entry",
 		)
 		super().on_cancel()
+		PaymentTaxWithholding(self).on_cancel()
 		self.update_payment_requests(cancel=True)
 		self.update_payment_schedule(cancel=1)
 		self.make_gl_entries(cancel=1)
@@ -937,93 +943,6 @@ class PaymentEntry(AccountsController):
 		self.base_in_words = money_in_words(base_amount, self.company_currency)
 		self.in_words = money_in_words(amount, currency)
 
-	def set_tax_withholding(self):
-		if self.party_type != "Supplier":
-			return
-
-		if not self.apply_tax_withholding_amount:
-			return
-
-		net_total = self.calculate_tax_withholding_net_total()
-
-		# Adding args as purchase invoice to get TDS amount
-		args = frappe._dict(
-			{
-				"company": self.company,
-				"doctype": "Payment Entry",
-				"supplier": self.party,
-				"posting_date": self.posting_date,
-				"net_total": net_total,
-			}
-		)
-
-		tax_withholding_details = get_party_tax_withholding_details(args, self.tax_withholding_category)
-
-		if not tax_withholding_details:
-			return
-
-		tax_withholding_details.update(
-			{"cost_center": self.cost_center or erpnext.get_default_cost_center(self.company)}
-		)
-
-		accounts = []
-		for d in self.taxes:
-			if d.account_head == tax_withholding_details.get("account_head"):
-				# Preserve user updated included in paid amount
-				if d.included_in_paid_amount:
-					tax_withholding_details.update({"included_in_paid_amount": d.included_in_paid_amount})
-
-				d.update(tax_withholding_details)
-			accounts.append(d.account_head)
-
-		if not accounts or tax_withholding_details.get("account_head") not in accounts:
-			self.append("taxes", tax_withholding_details)
-
-		to_remove = [
-			d
-			for d in self.taxes
-			if not d.tax_amount and d.account_head == tax_withholding_details.get("account_head")
-		]
-
-		for d in to_remove:
-			self.remove(d)
-
-	def calculate_tax_withholding_net_total(self):
-		net_total = 0
-		order_details = self.get_order_wise_tax_withholding_net_total()
-
-		for d in self.references:
-			tax_withholding_net_total = order_details.get(d.reference_name)
-			if not tax_withholding_net_total:
-				continue
-
-			net_taxable_outstanding = max(
-				0, d.outstanding_amount - (d.total_amount - tax_withholding_net_total)
-			)
-
-			net_total += min(net_taxable_outstanding, d.allocated_amount)
-
-		net_total += self.unallocated_amount
-
-		return net_total
-
-	def get_order_wise_tax_withholding_net_total(self):
-		if self.party_type == "Supplier":
-			doctype = "Purchase Order"
-		else:
-			doctype = "Sales Order"
-
-		docnames = [d.reference_name for d in self.references if d.reference_doctype == doctype]
-
-		return frappe._dict(
-			frappe.db.get_all(
-				doctype,
-				filters={"name": ["in", docnames]},
-				fields=["name", "base_tax_withholding_net_total"],
-				as_list=True,
-			)
-		)
-
 	def apply_taxes(self):
 		self.initialize_taxes()
 		self.determine_exclusive_rate()
@@ -1366,8 +1285,11 @@ class PaymentEntry(AccountsController):
 
 	def make_gl_entries(self, cancel=0, adv_adj=0):
 		gl_entries = self.build_gl_map()
-		gl_entries = process_gl_map(gl_entries)
-		make_gl_entries(gl_entries, cancel=cancel, adv_adj=adv_adj)
+
+		merge_entries = frappe.get_single_value("Accounts Settings", "merge_similar_account_heads")
+
+		gl_entries = process_gl_map(gl_entries, merge_entries=merge_entries)
+		make_gl_entries(gl_entries, cancel=cancel, adv_adj=adv_adj, merge_entries=merge_entries)
 		if cancel:
 			cancel_exchange_gain_loss_journal(frappe._dict(doctype=self.doctype, name=self.name))
 		else:

erpnext/accounts/doctype/payment_entry/test_payment_entry.py

@@ -1045,6 +1045,7 @@ class TestPaymentEntry(IntegrationTestCase):
 		)
 
 	def test_gl_of_multi_currency_payment_with_taxes(self):
+		frappe.db.set_single_value("Accounts Settings", "merge_similar_account_heads", 1)
 		payment_entry = create_payment_entry(
 			party="_Test Supplier USD", paid_to="_Test Payable USD - _TC", save=True
 		)
@@ -1606,6 +1607,96 @@ class TestPaymentEntry(IntegrationTestCase):
 		self.voucher_no = pe.name
 		self.check_gl_entries()
 
+	def test_payment_entry_merges_gl_entries_with_same_account_head(self):
+		"""
+		Test that Payment Entry merges GL entries with same account head
+		when 'Merge Similar Account Heads' setting is enabled.
+		"""
+		frappe.db.set_single_value("Accounts Settings", "merge_similar_account_heads", 1)
+
+		pe = create_payment_entry(
+			party_type="Supplier",
+			party="_Test Supplier",
+			paid_from="_Test Bank - _TC",
+			paid_to="Creditors - _TC",
+		)
+
+		pe.append(
+			"deductions",
+			{
+				"account": "Write Off - _TC",
+				"cost_center": "_Test Cost Center - _TC",
+				"amount": 50,
+			},
+		)
+
+		pe.append(
+			"deductions",
+			{
+				"account": "Write Off - _TC",
+				"cost_center": "_Test Cost Center - _TC",
+				"amount": 30,
+			},
+		)
+
+		pe.save()
+		pe.submit()
+
+		gl_entries = frappe.db.get_all(
+			"GL Entry",
+			filters={"voucher_no": pe.name, "account": "Write Off - _TC", "is_cancelled": 0},
+			fields=["debit", "credit"],
+		)
+
+		self.assertEqual(len(gl_entries), 1)
+		self.assertEqual(gl_entries[0].debit, 80)
+
+	def test_payment_entry_does_not_merge_gl_entries_when_setting_disabled(self):
+		"""
+		Test that Payment Entry does NOT merge GL entries
+		when 'Merge Similar Account Heads' is disabled.
+		"""
+
+		frappe.db.set_single_value("Accounts Settings", "merge_similar_account_heads", 0)
+
+		pe = create_payment_entry(
+			party_type="Supplier",
+			party="_Test Supplier",
+			paid_from="_Test Bank - _TC",
+			paid_to="Creditors - _TC",
+		)
+
+		pe.append(
+			"deductions",
+			{
+				"account": "Write Off - _TC",
+				"cost_center": "_Test Cost Center - _TC",
+				"amount": 50,
+			},
+		)
+
+		pe.append(
+			"deductions",
+			{
+				"account": "Write Off - _TC",
+				"cost_center": "_Test Cost Center - _TC",
+				"amount": 30,
+			},
+		)
+
+		pe.save()
+		pe.submit()
+
+		gl_entries = frappe.db.get_all(
+			"GL Entry",
+			filters={"voucher_no": pe.name, "account": "Write Off - _TC", "is_cancelled": 0},
+			fields=["debit", "credit"],
+		)
+
+		self.assertEqual(len(gl_entries), 2)
+
+		frappe.db.set_single_value("Accounts Settings", "merge_similar_account_heads", 1)
+
 	def check_pl_entries(self):
 		ple = frappe.qb.DocType("Payment Ledger Entry")
 		pl_entries = (

erpnext/accounts/doctype/payment_entry_deduction/payment_entry_deduction.json

@@ -59,14 +59,15 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2024-11-05 16:07:47.307971",
+ "modified": "2025-08-13 06:52:46.130142",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Entry Deduction",
  "owner": "Administrator",
  "permissions": [],
  "quick_entry": 1,
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": []
-}
+}

erpnext/accounts/doctype/payment_entry_reference/payment_entry_reference.json

@@ -38,7 +38,7 @@
    "search_index": 1
   },
   {
-   "columns": 2,
+   "columns": 4,
    "fieldname": "reference_name",
    "fieldtype": "Dynamic Link",
    "in_global_search": 1,
@@ -49,8 +49,10 @@
    "search_index": 1
   },
   {
+   "columns": 2,
    "fieldname": "due_date",
    "fieldtype": "Date",
+   "in_list_view": 1,
    "label": "Due Date",
    "read_only": 1
   },
@@ -68,7 +70,7 @@
   {
    "columns": 2,
    "fieldname": "total_amount",
-   "fieldtype": "Float",
+   "fieldtype": "Currency",
    "in_list_view": 1,
    "label": "Grand Total",
    "print_hide": 1,
@@ -77,7 +79,7 @@
   {
    "columns": 2,
    "fieldname": "outstanding_amount",
-   "fieldtype": "Float",
+   "fieldtype": "Currency",
    "in_list_view": 1,
    "label": "Outstanding",
    "read_only": 1
@@ -85,7 +87,7 @@
   {
    "columns": 2,
    "fieldname": "allocated_amount",
-   "fieldtype": "Float",
+   "fieldtype": "Currency",
    "in_list_view": 1,
    "label": "Allocated"
   },
@@ -174,7 +176,7 @@
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-07-25 04:32:11.040025",
+ "modified": "2026-01-05 14:18:03.286224",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Entry Reference",

erpnext/accounts/doctype/payment_entry_reference/payment_entry_reference.py

@@ -18,12 +18,12 @@ class PaymentEntryReference(Document):
 		account_type: DF.Data | None
 		advance_voucher_no: DF.DynamicLink | None
 		advance_voucher_type: DF.Link | None
-		allocated_amount: DF.Float
+		allocated_amount: DF.Currency
 		bill_no: DF.Data | None
 		due_date: DF.Date | None
 		exchange_gain_loss: DF.Currency
 		exchange_rate: DF.Float
-		outstanding_amount: DF.Float
+		outstanding_amount: DF.Currency
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data
@@ -34,7 +34,7 @@ class PaymentEntryReference(Document):
 		reconcile_effect_on: DF.Date | None
 		reference_doctype: DF.Link
 		reference_name: DF.DynamicLink
-		total_amount: DF.Float
+		total_amount: DF.Currency
 	# end: auto-generated types
 
 	@property

erpnext/accounts/doctype/payment_ledger_entry/payment_ledger_entry.py

@@ -131,7 +131,6 @@ class PaymentLedgerEntry(Document):
 				account_type == "Profit and Loss"
 				and self.company == dimension.company
 				and dimension.mandatory_for_pl
-				and not dimension.disabled
 			):
 				if not self.get(dimension.fieldname):
 					frappe.throw(
@@ -144,7 +143,6 @@ class PaymentLedgerEntry(Document):
 				account_type == "Balance Sheet"
 				and self.company == dimension.company
 				and dimension.mandatory_for_bs
-				and not dimension.disabled
 			):
 				if not self.get(dimension.fieldname):
 					frappe.throw(

erpnext/accounts/doctype/payment_order/test_payment_order.py

@@ -50,12 +50,10 @@ class TestPaymentOrder(IntegrationTestCase):
 
 def create_payment_order_against_payment_entry(ref_doc, order_type, bank_account):
 	payment_order = frappe.get_doc(
-		dict(
-			doctype="Payment Order",
-			company="_Test Company",
-			payment_order_type=order_type,
-			company_bank_account=bank_account,
-		)
+		doctype="Payment Order",
+		company="_Test Company",
+		payment_order_type=order_type,
+		company_bank_account=bank_account,
 	)
 	doc = make_payment_order(ref_doc.name, payment_order)
 	doc.save()

erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.py

@@ -6,7 +6,7 @@ import frappe
 from frappe import _, msgprint, qb
 from frappe.model.document import Document
 from frappe.model.meta import get_field_precision
-from frappe.query_builder import Criterion
+from frappe.query_builder import Case, Criterion
 from frappe.query_builder.custom import ConstantColumn
 from frappe.utils import flt, fmt_money, get_link_to_form, getdate, nowdate, today
 
@@ -393,6 +393,9 @@ class PaymentReconciliation(Document):
 			inv.outstanding_amount = flt(entry.get("outstanding_amount"))
 
 	def get_difference_amount(self, payment_entry, invoice, allocated_amount):
+		party_account_defaults = frappe.get_cached_value(
+			"Account", self.receivable_payable_account, ["account_type", "account_currency"], as_dict=True
+		)
 		allocated_amount_precision = get_field_precision(
 			frappe.get_meta("Payment Reconciliation Allocation").get_field("allocated_amount")
 		)
@@ -400,9 +403,9 @@ class PaymentReconciliation(Document):
 			frappe.get_meta("Payment Reconciliation Allocation").get_field("difference_amount")
 		)
 		difference_amount = 0
-		if frappe.get_cached_value(
-			"Account", self.receivable_payable_account, "account_currency"
-		) != frappe.get_cached_value("Company", self.company, "default_currency"):
+		if party_account_defaults.get("account_currency") != frappe.get_cached_value(
+			"Company", self.company, "default_currency"
+		):
 			if invoice.get("exchange_rate") and payment_entry.get("exchange_rate", 1) != invoice.get(
 				"exchange_rate", 1
 			):
@@ -414,7 +417,14 @@ class PaymentReconciliation(Document):
 					invoice.get("exchange_rate", 1) * flt(allocated_amount, allocated_amount_precision),
 					difference_amount_precision,
 				)
-				difference_amount = allocated_amount_in_ref_rate - allocated_amount_in_inv_rate
+
+				# Added If clause to handle return Adhoc payments for account type holders ("Payable")
+				if party_account_defaults.get("account_type") in ("Payable") and invoice.get(
+					"invoice_type"
+				) in ["Payment Entry", "Journal Entry"]:
+					difference_amount = allocated_amount_in_inv_rate - allocated_amount_in_ref_rate
+				else:
+					difference_amount = allocated_amount_in_ref_rate - allocated_amount_in_inv_rate
 
 		return difference_amount
 
@@ -677,6 +687,28 @@ class PaymentReconciliation(Document):
 			)
 			invoice_exchange_map.update(journals_map)
 
+		payment_entries = [
+			d.get("invoice_number") for d in invoices if d.get("invoice_type") == "Payment Entry"
+		]
+		payment_entries.extend(
+			[d.get("reference_name") for d in payments if d.get("reference_type") == "Payment Entry"]
+		)
+		if payment_entries:
+			pe = frappe.qb.DocType("Payment Entry")
+			query = (
+				frappe.qb.from_(pe)
+				.select(
+					pe.name,
+					Case()
+					.when(pe.payment_type == "Receive", pe.source_exchange_rate)
+					.else_(pe.target_exchange_rate)
+					.as_("exchange_rate"),
+				)
+				.where(pe.name.isin(payment_entries))
+			)
+			payment_entries = query.run(as_list=1)
+			invoice_exchange_map.update(payment_entries)
+
 		return invoice_exchange_map
 
 	def validate_allocation(self):

erpnext/accounts/doctype/payment_reconciliation/test_payment_reconciliation.py

@@ -2340,6 +2340,210 @@ class TestPaymentReconciliation(IntegrationTestCase):
 
 		frappe.db.set_value("Company", self.company, default_settings)
 
+	def test_foreign_currency_reverse_payment_entry_against_payment_entry_for_customer(self):
+		transaction_date = nowdate()
+		customer = self.customer3
+		amount = 1000
+		exchange_rate_at_payment = 100
+		exchange_rate_at_reverse_payment = 95
+
+		# Receive amount from customer - 1,00,000
+		pe = self.create_payment_entry(amount=amount, posting_date=transaction_date, customer=customer)
+		pe.payment_type = "Receive"
+		pe.paid_from = self.debtors_eur
+		pe.paid_from_account_currency = "EUR"
+		pe.source_exchange_rate = exchange_rate_at_payment
+		pe.paid_amount = amount
+		pe.received_amount = exchange_rate_at_payment * amount
+		pe.paid_to = self.cash
+		pe.paid_to_account_currency = "INR"
+		pe = pe.save().submit()
+
+		# Pay amount to customer - 95,000
+		reverse_pe = self.create_payment_entry(
+			amount=amount, posting_date=transaction_date, customer=customer
+		)
+		reverse_pe.payment_type = "Pay"
+		reverse_pe.paid_from = self.cash
+		reverse_pe.paid_from_account_currency = "INR"
+		reverse_pe.target_exchange_rate = exchange_rate_at_reverse_payment
+		reverse_pe.paid_amount = exchange_rate_at_reverse_payment * amount
+		reverse_pe.received_amount = amount
+		reverse_pe.paid_to = self.debtors_eur
+		reverse_pe.paid_to_account_currency = "EUR"
+		reverse_pe.save().submit()
+
+		# Reconcile payments
+		pr = self.create_payment_reconciliation()
+		pr.party = customer
+		pr.receivable_payable_account = self.debtors_eur
+		pr.get_unreconciled_entries()
+		invoices = [invoice.as_dict() for invoice in pr.invoices]
+		payments = [payment.as_dict() for payment in pr.payments]
+		self.assertEqual(len(pr.get("invoices")), 1)
+		self.assertEqual(len(pr.get("payments")), 1)
+		pr.allocate_entries(frappe._dict({"invoices": invoices, "payments": payments}))
+
+		# Check the difference_amount is a gain of 5000
+		self.assertEqual(flt(pr.allocation[0].get("difference_amount")), 5000.0)
+		pr.reconcile()
+
+	def test_foreign_currency_reverse_payment_entry_against_payment_entry_for_supplier(self):
+		transaction_date = nowdate()
+		self.supplier = "_Test Supplier USD"
+		amount = 1000
+		exchange_rate_at_payment = 100
+		exchange_rate_at_reverse_payment = 95
+
+		# Pay amount to supplier - 1,00,000
+		pe = self.create_payment_entry(amount=amount, posting_date=transaction_date)
+		pe.payment_type = "Pay"
+		pe.party_type = "Supplier"
+		pe.party = self.supplier
+		pe.paid_from = self.cash
+		pe.paid_from_account_currency = "INR"
+		pe.target_exchange_rate = exchange_rate_at_payment
+		pe.paid_amount = exchange_rate_at_payment * amount
+		pe.received_amount = amount
+		pe.paid_to = self.creditors_usd
+		pe.paid_to_account_currency = "USD"
+		pe.save().submit()
+
+		# Receive amount from supplier - 95,000
+		reverse_pe = self.create_payment_entry(amount=amount, posting_date=transaction_date)
+		reverse_pe.payment_type = "Receive"
+		reverse_pe.party_type = "Supplier"
+		reverse_pe.party = self.supplier
+		reverse_pe.paid_from = self.creditors_usd
+		reverse_pe.paid_from_account_currency = "USD"
+		reverse_pe.source_exchange_rate = exchange_rate_at_reverse_payment
+		reverse_pe.paid_amount = amount
+		reverse_pe.received_amount = exchange_rate_at_reverse_payment * amount
+		reverse_pe.paid_to = self.cash
+		reverse_pe.paid_to_account_currency = "INR"
+		reverse_pe = reverse_pe.save().submit()
+
+		# Reconcile payments
+		pr = self.create_payment_reconciliation(party_is_customer=False)
+		pr.party = self.supplier
+		pr.receivable_payable_account = self.creditors_usd
+		pr.get_unreconciled_entries()
+		invoices = [invoice.as_dict() for invoice in pr.invoices]
+		payments = [payment.as_dict() for payment in pr.payments]
+
+		self.assertEqual(len(pr.get("invoices")), 1)
+		self.assertEqual(len(pr.get("payments")), 1)
+		pr.allocate_entries(frappe._dict({"invoices": invoices, "payments": payments}))
+
+		# Check the difference_amount is a loss of 5000
+		self.assertEqual(flt(pr.allocation[0].get("difference_amount")), -5000.0)
+		pr.reconcile()
+
+	def test_foreign_currency_reverse_journal_entry_against_journal_entry_for_customer(self):
+		transaction_date = nowdate()
+		customer = self.customer3
+		amount = 1000
+		exchange_rate_at_payment = 95
+		exchange_rate_at_reverse_payment = 100
+
+		# Receive amount from customer - 95,000
+		je1 = self.create_journal_entry(self.cash, self.debtors_eur, amount, transaction_date)
+		je1.multi_currency = 1
+		je1.accounts[0].exchange_rate = 1
+		je1.accounts[0].debit_in_account_currency = exchange_rate_at_payment * amount
+		je1.accounts[0].debit = exchange_rate_at_payment * amount
+		je1.accounts[1].party_type = "Customer"
+		je1.accounts[1].party = customer
+		je1.accounts[1].exchange_rate = exchange_rate_at_payment
+		je1.accounts[1].credit_in_account_currency = amount
+		je1.accounts[1].credit = exchange_rate_at_payment * amount
+		je1.save()
+		je1.submit()
+
+		# Pay amount to customer - 1,00,000
+		je2 = self.create_journal_entry(self.debtors_eur, self.cash, amount, transaction_date)
+		je2.multi_currency = 1
+		je2.accounts[0].party_type = "Customer"
+		je2.accounts[0].party = customer
+		je2.accounts[0].exchange_rate = exchange_rate_at_reverse_payment
+		je2.accounts[0].debit_in_account_currency = amount
+		je2.accounts[0].debit = exchange_rate_at_reverse_payment * amount
+		je2.accounts[1].exchange_rate = 1
+		je2.accounts[1].credit_in_account_currency = exchange_rate_at_reverse_payment * amount
+		je2.accounts[1].credit = exchange_rate_at_reverse_payment * amount
+		je2.save()
+		je2.submit()
+
+		# Reconcile payments
+		pr = self.create_payment_reconciliation()
+		pr.party = customer
+		pr.receivable_payable_account = self.debtors_eur
+		pr.get_unreconciled_entries()
+
+		self.assertEqual(len(pr.invoices), 1)
+		self.assertEqual(len(pr.payments), 1)
+
+		invoices = [invoice.as_dict() for invoice in pr.invoices]
+		payments = [payment.as_dict() for payment in pr.payments]
+		pr.allocate_entries(frappe._dict({"invoices": invoices, "payments": payments}))
+
+		# Check the difference_amount is a loss of 5000
+		self.assertEqual(flt(pr.allocation[0].difference_amount), -5000.0)
+		pr.reconcile()
+
+	def test_foreign_currency_reverse_journal_entry_against_journal_entry_for_supplier(self):
+		transaction_date = nowdate()
+		self.supplier = "_Test Supplier USD"
+		amount = 1000
+		exchange_rate_at_payment = 95
+		exchange_rate_at_reverse_payment = 100
+
+		# Pay amount to supplier - 95,000
+		je1 = self.create_journal_entry(self.creditors_usd, self.cash, amount, transaction_date)
+		je1.multi_currency = 1
+		je1.accounts[0].party_type = "Supplier"
+		je1.accounts[0].party = self.supplier
+		je1.accounts[0].exchange_rate = exchange_rate_at_payment
+		je1.accounts[0].debit_in_account_currency = amount
+		je1.accounts[0].debit = exchange_rate_at_payment * amount
+		je1.accounts[1].exchange_rate = 1
+		je1.accounts[1].credit = exchange_rate_at_payment * amount
+		je1.accounts[1].credit_in_account_currency = exchange_rate_at_payment * amount
+		je1.save()
+		je1.submit()
+
+		# Receive amount from supplier - 1,00,000
+		je2 = self.create_journal_entry(self.cash, self.creditors_usd, amount, transaction_date)
+		je2.multi_currency = 1
+		je2.accounts[0].exchange_rate = 1
+		je2.accounts[0].debit = exchange_rate_at_reverse_payment * amount
+		je2.accounts[0].debit_in_account_currency = exchange_rate_at_reverse_payment * amount
+		je2.accounts[1].party_type = "Supplier"
+		je2.accounts[1].party = self.supplier
+		je2.accounts[1].exchange_rate = exchange_rate_at_reverse_payment
+		je2.accounts[1].credit_in_account_currency = amount
+		je2.accounts[1].credit = exchange_rate_at_reverse_payment * amount
+		je2.save()
+		je2.submit()
+
+		# Reconcile payments
+		pr = self.create_payment_reconciliation()
+		pr.party_type = "Supplier"
+		pr.party = self.supplier
+		pr.receivable_payable_account = self.creditors_usd
+		pr.get_unreconciled_entries()
+
+		self.assertEqual(len(pr.invoices), 1)
+		self.assertEqual(len(pr.payments), 1)
+
+		invoices = [invoice.as_dict() for invoice in pr.invoices]
+		payments = [payment.as_dict() for payment in pr.payments]
+		pr.allocate_entries(frappe._dict({"invoices": invoices, "payments": payments}))
+
+		# Check the difference_amount is a gain of 5000
+		self.assertEqual(flt(pr.allocation[0].difference_amount), 5000.0)
+		pr.reconcile()
+
 
 def make_customer(customer_name, currency=None):
 	if not frappe.db.exists("Customer", customer_name):

erpnext/accounts/doctype/payment_request/payment_request.py

@@ -100,7 +100,10 @@ class PaymentRequest(Document):
 		subscription_plans: DF.Table[SubscriptionPlanDetail]
 		swift_number: DF.ReadOnly | None
 		transaction_date: DF.Date | None
+
 	# end: auto-generated types
+	def on_discard(self):
+		self.db_set("status", "Cancelled")
 
 	def validate(self):
 		if self.get("__islocal"):
@@ -427,6 +430,7 @@ class PaymentRequest(Document):
 		context = {
 			"doc": frappe.get_doc(self.reference_doctype, self.reference_name),
 			"payment_url": self.payment_url,
+			"payment_request": self,
 		}
 
 		if self.message:
@@ -539,6 +543,9 @@ def make_payment_request(**args):
 	if args.dt not in ALLOWED_DOCTYPES_FOR_PAYMENT_REQUEST:
 		frappe.throw(_("Payment Requests cannot be created against: {0}").format(frappe.bold(args.dt)))
 
+	if args.dn and not isinstance(args.dn, str):
+		frappe.throw(_("Invalid parameter. 'dn' should be of type str"))
+
 	ref_doc = args.ref_doc or frappe.get_doc(args.dt, args.dn)
 	if not args.get("company"):
 		args.company = ref_doc.company
@@ -843,6 +850,7 @@ def update_payment_requests_as_per_pe_references(references=None, cancel=False):
 	)
 
 	referenced_payment_requests = {pr.name: pr for pr in referenced_payment_requests}
+	doc_updates = {}
 
 	for ref in references:
 		if not ref.payment_request:
@@ -868,7 +876,7 @@ def update_payment_requests_as_per_pe_references(references=None, cancel=False):
 				title=_("Invalid Allocated Amount"),
 			)
 
-		# update status
+		# determine status
 		if new_outstanding_amount == payment_request["grand_total"]:
 			status = "Initiated" if payment_request["payment_request_type"] == "Outward" else "Requested"
 		elif new_outstanding_amount == 0:
@@ -876,31 +884,37 @@ def update_payment_requests_as_per_pe_references(references=None, cancel=False):
 		elif new_outstanding_amount > 0:
 			status = "Partially Paid"
 
-		# update database
-		frappe.db.set_value(
-			"Payment Request",
-			ref.payment_request,
-			{"outstanding_amount": new_outstanding_amount, "status": status},
-		)
+		# prepare bulk update data
+		doc_updates[ref.payment_request] = {
+			"outstanding_amount": new_outstanding_amount,
+			"status": status,
+		}
+
+	# bulk update all payment requests
+	if doc_updates:
+		frappe.db.bulk_update("Payment Request", doc_updates)
 
 
 def get_dummy_message(doc):
-	return frappe.render_template(
-		"""{% if doc.contact_person -%}
-<p>Dear {{ doc.contact_person }},</p>
-{%- else %}<p>Hello,</p>{% endif %}
+	return """
+		{% if doc.contact_person -%}
+		<p>Dear {{ doc.contact_person }},</p>
+		{%- else %}<p>Hello,</p>{% endif %}
 
-<p>{{ _("Requesting payment against {0} {1} for amount {2}").format(doc.doctype,
-	doc.name, doc.get_formatted("grand_total")) }}</p>
+		<p>
+			{{ _("Requesting payment against {0} {1} for amount {2}").format(
+				doc.doctype,
+				doc.name,
+				payment_request.get_formatted("grand_total")
+			) }}
+		</p>
 
-<a href="{{ payment_url }}">{{ _("Make Payment") }}</a>
+		<a href="{{ payment_url }}">{{ _("Make Payment") }}</a>
 
-<p>{{ _("If you have any questions, please get back to us.") }}</p>
+		<p>{{ _("If you have any questions, please get back to us.") }}</p>
 
-<p>{{ _("Thank you for your business!") }}</p>
-""",
-		dict(doc=doc, payment_url="{{ payment_url }}"),
-	)
+		<p>{{ _("Thank you for your business!") }}</p>
+	"""
 
 
 @frappe.whitelist()

erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.js

@@ -13,9 +13,9 @@ frappe.ui.form.on("Period Closing Voucher", {
 			return {
 				filters: [
 					["Account", "company", "=", frm.doc.company],
-					["Account", "is_group", "=", "0"],
+					["Account", "is_group", "=", 0],
 					["Account", "freeze_account", "=", "No"],
-					["Account", "root_type", "in", "Liability, Equity"],
+					["Account", "root_type", "in", ["Liability", "Equity"]],
 				],
 			};
 		});

erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py

@@ -539,6 +539,7 @@ class TestPOSInvoice(IntegrationTestCase):
 			rate=1000,
 			serial_no=[serial_nos[0]],
 			do_not_save=1,
+			ignore_sabb_validation=True,
 		)
 
 		pos2.append("payments", {"mode_of_payment": "Bank Draft", "amount": 1000})
@@ -1016,6 +1017,7 @@ class TestPOSInvoice(IntegrationTestCase):
 				qty=1,
 				rate=100,
 				do_not_submit=True,
+				ignore_sabb_validation=True,
 			)
 
 			self.assertRaises(frappe.ValidationError, pos_inv.submit)
@@ -1157,6 +1159,7 @@ def create_pos_invoice(**args):
 					"posting_time": pos_inv.posting_time,
 					"type_of_transaction": type_of_transaction,
 					"do_not_submit": True,
+					"ignore_sabb_validation": args.ignore_sabb_validation,
 				}
 			)
 		).name

erpnext/accounts/doctype/pos_settings/pos_settings.json

@@ -6,6 +6,8 @@
  "engine": "InnoDB",
  "field_order": [
   "invoice_type",
+  "column_break_vwwt",
+  "post_change_gl_entries",
   "section_break_gyos",
   "invoice_fields",
   "pos_search_fields"
@@ -34,11 +36,24 @@
   {
    "fieldname": "section_break_gyos",
    "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "column_break_vwwt",
+   "fieldtype": "Column Break"
+  },
+  {
+   "default": "0",
+   "description": "If enabled, ledger entries will be posted for change amount in POS transactions",
+   "fieldname": "post_change_gl_entries",
+   "fieldtype": "Check",
+   "label": "Create Ledger Entries for Change Amount",
+   "options": "1"
   }
  ],
+ "hide_toolbar": 1,
  "issingle": 1,
  "links": [],
- "modified": "2025-06-06 11:36:44.885353",
+ "modified": "2026-01-09 17:30:41.476806",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "POS Settings",

erpnext/accounts/doctype/pos_settings/pos_settings.py

@@ -23,6 +23,7 @@ class POSSettings(Document):
 		invoice_fields: DF.Table[POSField]
 		invoice_type: DF.Literal["Sales Invoice", "POS Invoice"]
 		pos_search_fields: DF.Table[POSSearchFields]
+		post_change_gl_entries: DF.Check
 	# end: auto-generated types
 
 	def validate(self):

erpnext/accounts/doctype/pricing_rule/pricing_rule.js

@@ -171,7 +171,7 @@ frappe.ui.form.on("Pricing Rule", {
 
 		set_field_options("applicable_for", options.join("\n"));
 
-		if (!in_list(options, applicable_for)) applicable_for = null;
+		if (!options.includes(applicable_for)) applicable_for = null;
 		frm.set_value("applicable_for", applicable_for);
 	},
 });

erpnext/accounts/doctype/process_deferred_accounting/test_process_deferred_accounting.py

@@ -48,13 +48,11 @@ class TestProcessDeferredAccounting(IntegrationTestCase):
 		check_gl_entries(self, si.name, original_gle, "2023-07-01")
 
 		process_deferred_accounting = frappe.get_doc(
-			dict(
-				doctype="Process Deferred Accounting",
-				posting_date="2023-07-01",
-				start_date="2023-05-01",
-				end_date="2023-06-30",
-				type="Income",
-			)
+			doctype="Process Deferred Accounting",
+			posting_date="2023-07-01",
+			start_date="2023-05-01",
+			end_date="2023-06-30",
+			type="Income",
 		)
 
 		process_deferred_accounting.insert()
@@ -80,13 +78,11 @@ class TestProcessDeferredAccounting(IntegrationTestCase):
 
 	def test_pda_submission_and_cancellation(self):
 		pda = frappe.get_doc(
-			dict(
-				doctype="Process Deferred Accounting",
-				posting_date="2019-01-01",
-				start_date="2019-01-01",
-				end_date="2019-01-31",
-				type="Income",
-			)
+			doctype="Process Deferred Accounting",
+			posting_date="2019-01-01",
+			start_date="2019-01-01",
+			end_date="2019-01-31",
+			type="Income",
 		)
 		pda.submit()
 		pda.cancel()

erpnext/accounts/doctype/process_payment_reconciliation/process_payment_reconciliation.py

@@ -35,7 +35,10 @@ class ProcessPaymentReconciliation(Document):
 		]
 		to_invoice_date: DF.Date | None
 		to_payment_date: DF.Date | None
+
 	# end: auto-generated types
+	def on_discard(self):
+		self.db_set("status", "Cancelled")
 
 	def validate(self):
 		self.validate_receivable_payable_account()

erpnext/accounts/doctype/process_period_closing_voucher/process_period_closing_voucher.py

@@ -36,7 +36,10 @@ class ProcessPeriodClosingVoucher(Document):
 		parent_pcv: DF.Link
 		status: DF.Literal["Queued", "Running", "Paused", "Completed", "Cancelled"]
 		z_opening_balances: DF.Table[ProcessPeriodClosingVoucherDetail]
+
 	# end: auto-generated types
+	def on_discard(self):
+		self.db_set("status", "Cancelled")
 
 	def validate(self):
 		self.status = "Queued"

erpnext/accounts/doctype/promotional_scheme/promotional_scheme.js

@@ -46,7 +46,7 @@ frappe.ui.form.on("Promotional Scheme", {
 
 		set_field_options("applicable_for", options.join("\n"));
 
-		if (!in_list(options, applicable_for)) applicable_for = null;
+		if (!options.includes(applicable_for)) applicable_for = null;
 		frm.set_value("applicable_for", applicable_for);
 	},
 

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js

@@ -130,7 +130,7 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
 			}
 		}
 
-		if (doc.outstanding_amount > 0 && !cint(doc.is_return) && !doc.on_hold) {
+		if (doc.docstatus == 1 && doc.outstanding_amount > 0 && !cint(doc.is_return) && !doc.on_hold) {
 			this.frm.add_custom_button(
 				__("Payment Request"),
 				function () {
@@ -224,7 +224,6 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
 			});
 		}
 
-		this.frm.set_df_property("tax_withholding_category", "hidden", doc.apply_tds ? 0 : 1);
 		erpnext.accounts.unreconcile_payment.add_unreconcile_btn(me.frm);
 	}
 
@@ -364,10 +363,9 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
 			},
 			function () {
 				me.apply_pricing_rule();
-				me.frm.doc.apply_tds = me.frm.supplier_tds ? 1 : 0;
-				me.frm.doc.tax_withholding_category = me.frm.supplier_tds;
-				me.frm.set_df_property("apply_tds", "read_only", me.frm.supplier_tds ? 0 : 1);
-				me.frm.set_df_property("tax_withholding_category", "hidden", me.frm.supplier_tds ? 0 : 1);
+				me.frm.doc.apply_tds =
+					me.frm.tax_withholding_category || me.frm.tax_withholding_group ? 1 : 0;
+				me.frm.clear_table("tax_withholding_entries");
 
 				// while duplicating, don't change payment terms
 				if (me.frm.doc.__run_link_triggers === false) {
@@ -380,26 +378,7 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
 
 	apply_tds(frm) {
 		var me = this;
-		me.frm.set_value("tax_withheld_vouchers", []);
-		if (!me.frm.doc.apply_tds) {
-			me.frm.set_value("tax_withholding_category", "");
-			me.frm.set_df_property("tax_withholding_category", "hidden", 1);
-		} else {
-			me.frm.set_value("tax_withholding_category", me.frm.supplier_tds);
-			me.frm.set_df_property("tax_withholding_category", "hidden", 0);
-		}
-	}
-
-	tax_withholding_category(frm) {
-		var me = this;
-		let filtered_taxes = (me.frm.doc.taxes || []).filter((row) => !row.is_tax_withholding_account);
-		me.frm.clear_table("taxes");
-
-		filtered_taxes.forEach((row) => {
-			me.frm.add_child("taxes", row);
-		});
-
-		me.frm.refresh_field("taxes");
+		me.frm.clear_table("tax_withholding_entries");
 	}
 
 	credit_to() {
@@ -579,17 +558,6 @@ cur_frm.fields_dict["items"].grid.get_field("cost_center").get_query = function
 	};
 };
 
-cur_frm.cscript.cost_center = function (doc, cdt, cdn) {
-	var d = locals[cdt][cdn];
-	if (d.cost_center) {
-		var cl = doc.items || [];
-		for (var i = 0; i < cl.length; i++) {
-			if (!cl[i].cost_center) cl[i].cost_center = d.cost_center;
-		}
-	}
-	refresh_field("items");
-};
-
 cur_frm.fields_dict["items"].grid.get_field("project").get_query = function (doc, cdt, cdn) {
 	return {
 		filters: [["Project", "status", "not in", "Completed, Cancelled"]],
@@ -703,10 +671,7 @@ frappe.ui.form.on("Purchase Invoice", {
 	onload: function (frm) {
 		if (frm.doc.__onload && frm.doc.supplier) {
 			if (frm.is_new()) {
-				frm.doc.apply_tds = frm.doc.__onload.supplier_tds ? 1 : 0;
-			}
-			if (!frm.doc.__onload.supplier_tds) {
-				frm.set_df_property("apply_tds", "read_only", 1);
+				frm.doc.apply_tds = frm.doc.__onload.apply_tds ? 1 : 0;
 			}
 		}
 
@@ -715,7 +680,7 @@ frappe.ui.form.on("Purchase Invoice", {
 		});
 
 		if (frm.is_new()) {
-			frm.clear_table("tax_withheld_vouchers");
+			frm.clear_table("tax_withholding_entries");
 		}
 	},
 
@@ -742,6 +707,7 @@ frappe.ui.form.on("Purchase Invoice", {
 
 	company: function (frm) {
 		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+		frm.clear_table("tax_withholding_entries");
 
 		if (frm.doc.company) {
 			frappe.call({

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json

@@ -27,7 +27,6 @@
   "update_billed_amount_in_purchase_order",
   "update_billed_amount_in_purchase_receipt",
   "apply_tds",
-  "tax_withholding_category",
   "amended_from",
   "supplier_invoice_details",
   "bill_no",
@@ -68,8 +67,6 @@
   "column_break_28",
   "total",
   "net_total",
-  "tax_withholding_net_total",
-  "base_tax_withholding_net_total",
   "taxes_section",
   "tax_category",
   "taxes_and_charges",
@@ -102,14 +99,17 @@
   "total_advance",
   "outstanding_amount",
   "disable_rounded_total",
+  "section_tax_withholding_entry",
+  "tax_withholding_group",
+  "ignore_tax_withholding_threshold",
+  "override_tax_withholding_entries",
+  "tax_withholding_entries",
   "section_break_44",
   "apply_discount_on",
   "base_discount_amount",
   "column_break_46",
   "additional_discount_percentage",
   "discount_amount",
-  "tax_withheld_vouchers_section",
-  "tax_withheld_vouchers",
   "sec_tax_breakup",
   "other_charges_calculation",
   "item_wise_tax_details",
@@ -130,7 +130,6 @@
   "only_include_allocated_payments",
   "get_advances",
   "advances",
-  "advance_tax",
   "write_off",
   "write_off_amount",
   "base_write_off_amount",
@@ -286,7 +285,7 @@
    "default": "0",
    "fieldname": "apply_tds",
    "fieldtype": "Check",
-   "label": "Apply Tax Withholding Amount",
+   "label": "Consider for Tax Withholding",
    "print_hide": 1
   },
   {
@@ -1358,14 +1357,6 @@
    "fieldname": "dimension_col_break",
    "fieldtype": "Column Break"
   },
-  {
-   "fieldname": "tax_withholding_category",
-   "fieldtype": "Link",
-   "hidden": 1,
-   "label": "Tax Withholding Category",
-   "options": "Tax Withholding Category",
-   "print_hide": 1
-  },
   {
    "fieldname": "billing_address",
    "fieldtype": "Link",
@@ -1455,14 +1446,6 @@
    "fieldname": "column_break_147",
    "fieldtype": "Column Break"
   },
-  {
-   "fieldname": "advance_tax",
-   "fieldtype": "Table",
-   "hidden": 1,
-   "label": "Advance Tax",
-   "options": "Advance Tax",
-   "read_only": 1
-  },
   {
    "fieldname": "subscription",
    "fieldtype": "Link",
@@ -1477,42 +1460,6 @@
    "label": "Is Old Subcontracting Flow",
    "read_only": 1
   },
-  {
-   "default": "0",
-   "depends_on": "apply_tds",
-   "fieldname": "tax_withholding_net_total",
-   "fieldtype": "Currency",
-   "hidden": 1,
-   "label": "Tax Withholding Net Total",
-   "no_copy": 1,
-   "options": "currency",
-   "read_only": 1
-  },
-  {
-   "depends_on": "apply_tds",
-   "fieldname": "base_tax_withholding_net_total",
-   "fieldtype": "Currency",
-   "hidden": 1,
-   "label": "Base Tax Withholding Net Total",
-   "no_copy": 1,
-   "options": "Company:company:default_currency",
-   "print_hide": 1,
-   "read_only": 1
-  },
-  {
-   "collapsible_depends_on": "tax_withheld_vouchers",
-   "fieldname": "tax_withheld_vouchers_section",
-   "fieldtype": "Section Break",
-   "label": "Tax Withheld Vouchers"
-  },
-  {
-   "fieldname": "tax_withheld_vouchers",
-   "fieldtype": "Table",
-   "label": "Tax Withheld Vouchers",
-   "no_copy": 1,
-   "options": "Tax Withheld Vouchers",
-   "read_only": 1
-  },
   {
    "fieldname": "payments_tab",
    "fieldtype": "Tab Break",
@@ -1662,7 +1609,7 @@
    "fieldtype": "Data",
    "is_virtual": 1,
    "label": "Last Scanned Warehouse"
-   },
+  },
   {
    "fieldname": "claimed_landed_cost_amount",
    "fieldtype": "Currency",
@@ -1679,6 +1626,40 @@
    "label": "Item Wise Tax Details",
    "no_copy": 1,
    "options": "Item Wise Tax Detail"
+  },
+  {
+   "collapsible": 1,
+   "collapsible_depends_on": "eval: doc.apply_tds && doc.docstatus == 0",
+   "depends_on": "eval: doc.apply_tds",
+   "fieldname": "section_tax_withholding_entry",
+   "fieldtype": "Section Break",
+   "label": "Tax Withholding Entry"
+  },
+  {
+   "fieldname": "tax_withholding_group",
+   "fieldtype": "Link",
+   "label": "Tax Withholding Group",
+   "options": "Tax Withholding Group",
+   "print_hide": 1
+  },
+  {
+   "fieldname": "tax_withholding_entries",
+   "fieldtype": "Table",
+   "label": "Tax Withholding Entries",
+   "options": "Tax Withholding Entry",
+   "read_only_depends_on": "eval: !doc.override_tax_withholding_entries"
+  },
+  {
+   "default": "0",
+   "fieldname": "ignore_tax_withholding_threshold",
+   "fieldtype": "Check",
+   "label": "Ignore Tax Withholding Threshold"
+  },
+  {
+   "default": "0",
+   "fieldname": "override_tax_withholding_entries",
+   "fieldtype": "Check",
+   "label": "Edit Tax Withholding Entries"
   }
  ],
  "grid_page_length": 50,
@@ -1686,7 +1667,7 @@
  "idx": 204,
  "is_submittable": 1,
  "links": [],
- "modified": "2025-08-04 19:19:11.380664",
+ "modified": "2025-12-15 06:41:38.237728",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Invoice",

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py

@@ -24,9 +24,7 @@ from erpnext.accounts.doctype.sales_invoice.sales_invoice import (
 	update_linked_doc,
 	validate_inter_company_party,
 )
-from erpnext.accounts.doctype.tax_withholding_category.tax_withholding_category import (
-	get_party_tax_withholding_details,
-)
+from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import PurchaseTaxWithholding
 from erpnext.accounts.general_ledger import (
 	get_round_off_account_and_cost_center,
 	make_gl_entries,
@@ -61,7 +59,6 @@ class PurchaseInvoice(BuyingController):
 	if TYPE_CHECKING:
 		from frappe.types import DF
 
-		from erpnext.accounts.doctype.advance_tax.advance_tax import AdvanceTax
 		from erpnext.accounts.doctype.item_wise_tax_detail.item_wise_tax_detail import ItemWiseTaxDetail
 		from erpnext.accounts.doctype.payment_schedule.payment_schedule import PaymentSchedule
 		from erpnext.accounts.doctype.pricing_rule_detail.pricing_rule_detail import PricingRuleDetail
@@ -72,14 +69,13 @@ class PurchaseInvoice(BuyingController):
 		from erpnext.accounts.doctype.purchase_taxes_and_charges.purchase_taxes_and_charges import (
 			PurchaseTaxesandCharges,
 		)
-		from erpnext.accounts.doctype.tax_withheld_vouchers.tax_withheld_vouchers import TaxWithheldVouchers
+		from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import TaxWithholdingEntry
 		from erpnext.buying.doctype.purchase_receipt_item_supplied.purchase_receipt_item_supplied import (
 			PurchaseReceiptItemSupplied,
 		)
 
 		additional_discount_percentage: DF.Float
 		address_display: DF.TextEditor | None
-		advance_tax: DF.Table[AdvanceTax]
 		advances: DF.Table[PurchaseInvoiceAdvance]
 		against_expense_account: DF.SmallText | None
 		allocate_advances_automatically: DF.Check
@@ -94,7 +90,6 @@ class PurchaseInvoice(BuyingController):
 		base_paid_amount: DF.Currency
 		base_rounded_total: DF.Currency
 		base_rounding_adjustment: DF.Currency
-		base_tax_withholding_net_total: DF.Currency
 		base_taxes_and_charges_added: DF.Currency
 		base_taxes_and_charges_deducted: DF.Currency
 		base_total: DF.Currency
@@ -128,6 +123,7 @@ class PurchaseInvoice(BuyingController):
 		hold_comment: DF.SmallText | None
 		ignore_default_payment_terms_template: DF.Check
 		ignore_pricing_rule: DF.Check
+		ignore_tax_withholding_threshold: DF.Check
 		in_words: DF.Data | None
 		incoterm: DF.Link | None
 		inter_company_invoice_reference: DF.Link | None
@@ -149,6 +145,7 @@ class PurchaseInvoice(BuyingController):
 		only_include_allocated_payments: DF.Check
 		other_charges_calculation: DF.TextEditor | None
 		outstanding_amount: DF.Currency
+		override_tax_withholding_entries: DF.Check
 		paid_amount: DF.Currency
 		party_account_currency: DF.Link | None
 		payment_schedule: DF.Table[PaymentSchedule]
@@ -198,9 +195,8 @@ class PurchaseInvoice(BuyingController):
 		supplier_warehouse: DF.Link | None
 		tax_category: DF.Link | None
 		tax_id: DF.ReadOnly | None
-		tax_withheld_vouchers: DF.Table[TaxWithheldVouchers]
-		tax_withholding_category: DF.Link | None
-		tax_withholding_net_total: DF.Currency
+		tax_withholding_entries: DF.Table[TaxWithholdingEntry]
+		tax_withholding_group: DF.Link | None
 		taxes: DF.Table[PurchaseTaxesandCharges]
 		taxes_and_charges: DF.Link | None
 		taxes_and_charges_added: DF.Currency
@@ -245,11 +241,14 @@ class PurchaseInvoice(BuyingController):
 
 	def onload(self):
 		super().onload()
-		supplier_tds = frappe.db.get_value("Supplier", self.supplier, "tax_withholding_category")
-		self.set_onload("supplier_tds", supplier_tds)
+		if self.supplier:
+			tax_withholding_category, tax_withholding_group = frappe.get_cached_value(
+				"Supplier", self.supplier, ["tax_withholding_category", "tax_withholding_group"]
+			)
+			self.set_onload("apply_tds", tax_withholding_category or tax_withholding_group)
 
 		if self.is_new():
-			self.set("tax_withheld_vouchers", [])
+			self.set("tax_withholding_entries", [])
 
 	def before_save(self):
 		if not self.on_hold:
@@ -300,6 +299,7 @@ class PurchaseInvoice(BuyingController):
 		self.reset_default_field_value("set_warehouse", "items", "warehouse")
 		self.reset_default_field_value("rejected_warehouse", "items", "rejected_warehouse")
 		self.reset_default_field_value("set_from_warehouse", "items", "from_warehouse")
+		PurchaseTaxWithholding(self).on_validate()
 		self.set_percentage_received()
 
 	def set_percentage_received(self):
@@ -352,11 +352,13 @@ class PurchaseInvoice(BuyingController):
 				template_name=self.payment_terms_template,
 			)
 
-		tds_category = frappe.db.get_value("Supplier", self.supplier, "tax_withholding_category")
-		if tds_category and not for_validate:
-			self.apply_tds = 1
-			self.tax_withholding_category = tds_category
-			self.set_onload("supplier_tds", tds_category)
+		if self.supplier:
+			tax_withholding_category, tax_withholding_group = frappe.get_cached_value(
+				"Supplier", self.supplier, ["tax_withholding_category", "tax_withholding_group"]
+			)
+			if not for_validate:
+				if tax_withholding_category or tax_withholding_group:
+					self.apply_tds = 1
 
 		super().set_missing_values(for_validate)
 
@@ -747,6 +749,7 @@ class PurchaseInvoice(BuyingController):
 
 	def on_submit(self):
 		super().on_submit()
+		PurchaseTaxWithholding(self).on_submit()
 
 		self.check_prev_docstatus()
 
@@ -788,7 +791,6 @@ class PurchaseInvoice(BuyingController):
 			self.update_project()
 
 		update_linked_doc(self.doctype, self.name, self.inter_company_invoice_reference)
-		self.update_advance_tax_references()
 
 		self.process_common_party_accounting()
 
@@ -1672,6 +1674,7 @@ class PurchaseInvoice(BuyingController):
 		check_if_return_invoice_linked_with_payment_entry(self)
 
 		super().on_cancel()
+		PurchaseTaxWithholding(self).on_cancel()
 
 		self.check_on_hold_or_closed_status()
 
@@ -1718,10 +1721,9 @@ class PurchaseInvoice(BuyingController):
 			"Unreconcile Payment",
 			"Unreconcile Payment Entries",
 			"Payment Ledger Entry",
-			"Tax Withheld Vouchers",
 			"Serial and Batch Bundle",
+			"Tax Withholding Entry",
 		)
-		self.update_advance_tax_references(cancel=1)
 
 	def update_project(self):
 		projects = frappe._dict()
@@ -1844,102 +1846,6 @@ class PurchaseInvoice(BuyingController):
 		self.db_set("on_hold", 0)
 		self.db_set("release_date", None)
 
-	def set_tax_withholding(self):
-		self.set("advance_tax", [])
-		self.set("tax_withheld_vouchers", [])
-
-		if not self.apply_tds:
-			return
-
-		if self.apply_tds and not self.get("tax_withholding_category"):
-			self.tax_withholding_category = frappe.db.get_value(
-				"Supplier", self.supplier, "tax_withholding_category"
-			)
-
-		if not self.tax_withholding_category:
-			return
-
-		tax_withholding_details, advance_taxes, voucher_wise_amount = get_party_tax_withholding_details(
-			self, self.tax_withholding_category
-		)
-
-		# Adjust TDS paid on advances
-		self.allocate_advance_tds(tax_withholding_details, advance_taxes)
-
-		if not tax_withholding_details:
-			return
-
-		accounts = []
-		for d in self.taxes:
-			if d.account_head == tax_withholding_details.get("account_head"):
-				d.update(tax_withholding_details)
-
-			accounts.append(d.account_head)
-
-		if not accounts or tax_withholding_details.get("account_head") not in accounts:
-			self.append("taxes", tax_withholding_details)
-
-		to_remove = [
-			d
-			for d in self.taxes
-			if not d.tax_amount and d.account_head == tax_withholding_details.get("account_head")
-		]
-
-		for d in to_remove:
-			self.remove(d)
-
-		## Add pending vouchers on which tax was withheld
-		for row in voucher_wise_amount:
-			self.append(
-				"tax_withheld_vouchers",
-				{
-					"voucher_name": row.voucher_name,
-					"voucher_type": row.voucher_type,
-					"taxable_amount": row.taxable_amount,
-				},
-			)
-
-		# calculate totals again after applying TDS
-		self.calculate_taxes_and_totals()
-
-	def allocate_advance_tds(self, tax_withholding_details, advance_taxes):
-		for tax in advance_taxes:
-			allocated_amount = 0
-			pending_amount = flt(tax.tax_amount - tax.allocated_amount)
-			if flt(tax_withholding_details.get("tax_amount")) >= pending_amount:
-				tax_withholding_details["tax_amount"] -= pending_amount
-				allocated_amount = pending_amount
-			elif (
-				flt(tax_withholding_details.get("tax_amount"))
-				and flt(tax_withholding_details.get("tax_amount")) < pending_amount
-			):
-				allocated_amount = tax_withholding_details["tax_amount"]
-				tax_withholding_details["tax_amount"] = 0
-
-			self.append(
-				"advance_tax",
-				{
-					"reference_type": "Payment Entry",
-					"reference_name": tax.parent,
-					"reference_detail": tax.name,
-					"account_head": tax.account_head,
-					"allocated_amount": allocated_amount,
-				},
-			)
-
-	def update_advance_tax_references(self, cancel=0):
-		for tax in self.get("advance_tax"):
-			at = frappe.qb.DocType("Advance Taxes and Charges").as_("at")
-
-			if cancel:
-				frappe.qb.update(at).set(
-					at.allocated_amount, at.allocated_amount - tax.allocated_amount
-				).where(at.name == tax.reference_detail).run()
-			else:
-				frappe.qb.update(at).set(
-					at.allocated_amount, at.allocated_amount + tax.allocated_amount
-				).where(at.name == tax.reference_detail).run()
-
 	def set_status(self, update=False, status=None, update_modified=True):
 		if self.is_new():
 			if self.get("amended_from"):
@@ -2027,6 +1933,7 @@ def get_list_context(context=None):
 			"show_search": True,
 			"no_breadcrumbs": True,
 			"title": _("Purchase Invoices"),
+			"list_template": "templates/includes/list/list.html",
 		}
 	)
 	return list_context
@@ -2097,10 +2004,26 @@ def make_purchase_receipt(source_name, target_doc=None, args=None):
 	if isinstance(args, str):
 		args = json.loads(args)
 
+	def post_parent_process(source_parent, target_parent):
+		for row in target_parent.get("items"):
+			if row.get("qty") == 0:
+				target_parent.remove(row)
+
 	def update_item(obj, target, source_parent):
-		target.qty = flt(obj.qty) - flt(obj.received_qty)
+		from erpnext.controllers.sales_and_purchase_return import get_returned_qty_map_for_row
+
+		returned_qty_map = (
+			get_returned_qty_map_for_row(
+				source_parent.name, source_parent.supplier, obj.name, "Purchase Invoice"
+			)
+			or {}
+		)
+
+		target.qty = flt(obj.qty) - flt(obj.received_qty) - flt(returned_qty_map.get("qty"))
 		target.received_qty = flt(obj.qty) - flt(obj.received_qty)
-		target.stock_qty = (flt(obj.qty) - flt(obj.received_qty)) * flt(obj.conversion_factor)
+		target.stock_qty = (flt(obj.qty) - flt(obj.received_qty) - flt(returned_qty_map.get("qty"))) * flt(
+			obj.conversion_factor
+		)
 		target.amount = (flt(obj.qty) - flt(obj.received_qty)) * flt(obj.rate)
 		target.base_amount = (
 			(flt(obj.qty) - flt(obj.received_qty)) * flt(obj.rate) * flt(source_parent.conversion_rate)
@@ -2139,6 +2062,7 @@ def make_purchase_receipt(source_name, target_doc=None, args=None):
 			"Purchase Taxes and Charges": {"doctype": "Purchase Taxes and Charges"},
 		},
 		target_doc,
+		post_parent_process,
 	)
 
 	return doc

erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py

@@ -1249,14 +1249,12 @@ class TestPurchaseInvoice(IntegrationTestCase, StockTestMixin):
 		pi.submit()
 
 		pda1 = frappe.get_doc(
-			dict(
-				doctype="Process Deferred Accounting",
-				posting_date=nowdate(),
-				start_date="2019-01-01",
-				end_date="2019-03-31",
-				type="Expense",
-				company="_Test Company",
-			)
+			doctype="Process Deferred Accounting",
+			posting_date=nowdate(),
+			start_date="2019-01-01",
+			end_date="2019-03-31",
+			type="Expense",
+			company="_Test Company",
 		)
 
 		pda1.insert()
@@ -1500,6 +1498,8 @@ class TestPurchaseInvoice(IntegrationTestCase, StockTestMixin):
 	def test_purchase_invoice_advance_taxes(self):
 		from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
 
+		frappe.db.set_single_value("Accounts Settings", "merge_similar_account_heads", 1)
+
 		company = "_Test Company"
 
 		tds_account_args = {
@@ -1538,7 +1538,7 @@ class TestPurchaseInvoice(IntegrationTestCase, StockTestMixin):
 		# Create Payment Entry Against the order
 		payment_entry = get_payment_entry(dt="Purchase Order", dn=po.name)
 		payment_entry.paid_from = "Cash - _TC"
-		payment_entry.apply_tax_withholding_amount = 1
+		payment_entry.apply_tds = 1
 		payment_entry.tax_withholding_category = tax_withholding_category
 		payment_entry.save()
 		payment_entry.submit()
@@ -1591,12 +1591,26 @@ class TestPurchaseInvoice(IntegrationTestCase, StockTestMixin):
 			self.assertEqual(expected_gle[i][1], gle.amount)
 
 		payment_entry.load_from_db()
-		self.assertEqual(payment_entry.taxes[0].allocated_amount, 3000)
+		tax_allocated = sum(
+			[
+				entry.withholding_amount
+				for entry in payment_entry.get("tax_withholding_entries", [])
+				if entry.taxable_name
+			]
+		)
+		self.assertEqual(tax_allocated, 3000)
 
 		purchase_invoice.cancel()
 
 		payment_entry.load_from_db()
-		self.assertEqual(payment_entry.taxes[0].allocated_amount, 0)
+		tax_allocated = sum(
+			[
+				entry.withholding_amount
+				for entry in payment_entry.get("tax_withholding_entries", [])
+				if entry.taxable_name
+			]
+		)
+		self.assertEqual(tax_allocated, 0)
 
 	def test_purchase_gl_with_tax_withholding_tax(self):
 		company = "_Test Company"
@@ -1631,7 +1645,6 @@ class TestPurchaseInvoice(IntegrationTestCase, StockTestMixin):
 			do_not_submit=1,
 		)
 		pi.apply_tds = 1
-		pi.tax_withholding_category = tax_withholding_category
 		pi.save()
 		pi.submit()
 
@@ -2931,6 +2944,29 @@ class TestPurchaseInvoice(IntegrationTestCase, StockTestMixin):
 		pi.save()
 		self.assertEqual(pi.discount_amount, discount_amount)
 
+	def test_returned_item_purchase_receipt(self):
+		from erpnext.accounts.doctype.purchase_invoice.purchase_invoice import (
+			make_purchase_receipt as make_purchase_receipt_from_pi,
+		)
+
+		item = create_item("_Test Returned Item Purchase Receipt", is_stock_item=1)
+
+		pi = make_purchase_invoice(item_code=item.name, qty=5, rate=100)
+
+		return_pi = make_purchase_invoice(
+			item_code=item.name,
+			is_return=1,
+			return_against=pi.name,
+			qty=-5,
+			do_not_submit=True,
+		)
+
+		return_pi.items[0].purchase_invoice_item = pi.items[0].name
+		return_pi.submit()
+
+		pr = make_purchase_receipt_from_pi(pi.name)
+		self.assertFalse(pr.items)
+
 
 def set_advance_flag(company, flag, default_account):
 	frappe.db.set_value(

erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json

@@ -44,6 +44,7 @@
   "rate",
   "amount",
   "item_tax_template",
+  "tax_withholding_category",
   "col_break4",
   "base_rate",
   "base_amount",
@@ -228,7 +229,6 @@
    "reqd": 1
   },
   {
-   "default": "1",
    "depends_on": "eval:doc.uom != doc.stock_uom",
    "fieldname": "conversion_factor",
    "fieldtype": "Float",
@@ -893,7 +893,7 @@
    "default": "1",
    "fieldname": "apply_tds",
    "fieldtype": "Check",
-   "label": "Apply TDS"
+   "label": "Consider for Tax Withholding"
   },
   {
    "depends_on": "eval:parent.update_stock == 1 && (doc.use_serial_batch_fields === 0 || doc.docstatus === 1)",
@@ -979,13 +979,20 @@
    "fieldtype": "Currency",
    "label": "Distributed Discount Amount",
    "options": "currency"
+  },
+  {
+   "fieldname": "tax_withholding_category",
+   "fieldtype": "Link",
+   "label": "Tax Withholding Category",
+   "options": "Tax Withholding Category",
+   "print_hide": 1
   }
  ],
  "grid_page_length": 50,
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-10-14 13:00:54.441511",
+ "modified": "2025-12-13 14:10:02.379392",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Invoice Item",

erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.py

@@ -90,6 +90,7 @@ class PurchaseInvoiceItem(Document):
 		stock_qty: DF.Float
 		stock_uom: DF.Link | None
 		stock_uom_rate: DF.Currency
+		tax_withholding_category: DF.Link | None
 		total_weight: DF.Float
 		uom: DF.Link
 		use_serial_batch_fields: DF.Check

erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json

@@ -34,7 +34,8 @@
   "base_net_amount",
   "base_tax_amount",
   "base_total",
-  "base_tax_amount_after_discount_amount"
+  "base_tax_amount_after_discount_amount",
+  "dont_recompute_tax"
  ],
  "fields": [
   {
@@ -205,11 +206,11 @@
    "fieldtype": "Column Break"
   },
   {
-    "allow_on_submit": 1,
-    "fieldname": "project",
-    "fieldtype": "Link",
-    "label": "Project",
-    "options": "Project"
+   "allow_on_submit": 1,
+   "fieldname": "project",
+   "fieldtype": "Link",
+   "label": "Project",
+   "options": "Project"
   },
   {
    "default": "0",
@@ -262,13 +263,22 @@
    "print_hide": 1,
    "read_only": 1,
    "report_hide": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "dont_recompute_tax",
+   "fieldtype": "Check",
+   "hidden": 1,
+   "label": "Don't Recompute Tax",
+   "print_hide": 1,
+   "read_only": 1
   }
  ],
  "grid_page_length": 50,
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-07-24 15:08:44.433022",
+ "modified": "2025-11-24 18:22:56.886010",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Taxes and Charges",

erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.py

@@ -32,6 +32,7 @@ class PurchaseTaxesandCharges(Document):
 		]
 		cost_center: DF.Link | None
 		description: DF.SmallText
+		dont_recompute_tax: DF.Check
 		included_in_paid_amount: DF.Check
 		included_in_print_rate: DF.Check
 		is_tax_withholding_account: DF.Check
@@ -39,6 +40,7 @@ class PurchaseTaxesandCharges(Document):
 		parent: DF.Data
 		parentfield: DF.Data
 		parenttype: DF.Data
+		project: DF.Link | None
 		rate: DF.Float
 		row_id: DF.Data | None
 		set_by_item_tax_template: DF.Check

erpnext/accounts/doctype/repost_accounting_ledger/repost_accounting_ledger.py

@@ -115,6 +115,10 @@ class RepostAccountingLedger(Document):
 	def generate_preview(self):
 		from erpnext.accounts.report.general_ledger.general_ledger import get_columns as get_gl_columns
 
+		if not self.vouchers:
+			frappe.msgprint(_("Add vouchers to generate preview."))
+			return
+
 		gl_columns = []
 		gl_data = []
 
@@ -142,6 +146,7 @@ class RepostAccountingLedger(Document):
 				account_repost_doc=self.name,
 				is_async=True,
 				job_name=job_name,
+				enqueue_after_commit=True,
 			)
 			frappe.msgprint(_("Repost has started in the background"))
 		else:

erpnext/accounts/doctype/repost_accounting_ledger_settings/repost_accounting_ledger_settings.json

@@ -14,10 +14,12 @@
    "options": "Repost Allowed Types"
   }
  ],
+ "grid_page_length": 50,
+ "hide_toolbar": 1,
  "in_create": 1,
  "issingle": 1,
  "links": [],
- "modified": "2024-06-06 13:56:37.908879",
+ "modified": "2026-01-02 18:19:08.888368",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Repost Accounting Ledger Settings",
@@ -43,8 +45,9 @@
    "write": 1
   }
  ],
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/repost_accounting_ledger_settings/repost_accounting_ledger_settings.py

@@ -22,8 +22,8 @@ class RepostAccountingLedgerSettings(Document):
 		from erpnext.accounts.doctype.repost_allowed_types.repost_allowed_types import RepostAllowedTypes
 
 		allowed_types: DF.Table[RepostAllowedTypes]
-
 	# end: auto-generated types
+
 	def validate(self):
 		self.update_property_for_accounting_dimension()
 

erpnext/accounts/doctype/sales_invoice/sales_invoice.js

@@ -25,6 +25,7 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends (
 	company() {
 		super.company();
 		erpnext.accounts.dimensions.update_dimension(this.frm, this.frm.doctype);
+		this.frm.clear_table("tax_withholding_entries");
 	}
 	onload() {
 		var me = this;
@@ -114,15 +115,9 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends (
 			}
 
 			if (cint(doc.update_stock) != 1) {
-				// show Make Delivery Note button only if Sales Invoice is not created from Delivery Note
-				var from_delivery_note = false;
-				from_delivery_note = this.frm.doc.items.some(function (item) {
-					return item.delivery_note ? true : false;
-				});
-
-				if (!from_delivery_note && !is_delivered_by_supplier) {
+				if (!is_delivered_by_supplier) {
 					this.frm.add_custom_button(
-						__("Delivery"),
+						__("Delivery Note"),
 						this.frm.cscript["Make Delivery Note"],
 						__("Create")
 					);
@@ -382,6 +377,9 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends (
 				),
 			},
 			function () {
+				me.frm.doc.apply_tds =
+					me.frm.tax_withholding_category || me.frm.tax_withholding_group ? 1 : 0;
+				me.frm.clear_table("tax_withholding_entries");
 				me.apply_pricing_rule();
 			}
 		);
@@ -598,6 +596,10 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends (
 
 		this.calculate_taxes_and_totals();
 	}
+
+	apply_tds(frm) {
+		this.frm.clear_table("tax_withholding_entries");
+	}
 };
 
 // for backward compatibility: combine new and previous states
@@ -618,10 +620,6 @@ cur_frm.cscript.expense_account = function (doc, cdt, cdn) {
 	erpnext.utils.copy_value_in_all_rows(doc, cdt, cdn, "items", "expense_account");
 };
 
-cur_frm.cscript.cost_center = function (doc, cdt, cdn) {
-	erpnext.utils.copy_value_in_all_rows(doc, cdt, cdn, "items", "cost_center");
-};
-
 frappe.ui.form.on("Sales Invoice", {
 	setup: function (frm) {
 		frm.add_fetch("customer", "tax_id", "tax_id");
@@ -818,6 +816,16 @@ frappe.ui.form.on("Sales Invoice", {
 	},
 	onload: function (frm) {
 		frm.redemption_conversion_factor = null;
+
+		if (frm.doc.__onload && frm.doc.customer) {
+			if (frm.is_new()) {
+				frm.doc.apply_tds = frm.doc.__onload.apply_tds ? 1 : 0;
+			}
+		}
+
+		if (frm.is_new()) {
+			frm.clear_table("tax_withholding_entries");
+		}
 	},
 
 	update_stock: function (frm, dt, dn) {

erpnext/accounts/doctype/sales_invoice/sales_invoice.json

@@ -28,6 +28,7 @@
   "update_billed_amount_in_sales_order",
   "update_billed_amount_in_delivery_note",
   "is_debit_note",
+  "apply_tds",
   "amended_from",
   "is_created_using_pos",
   "pos_closing_entry",
@@ -90,6 +91,11 @@
   "total_advance",
   "outstanding_amount",
   "disable_rounded_total",
+  "section_tax_withholding_entry",
+  "tax_withholding_group",
+  "ignore_tax_withholding_threshold",
+  "override_tax_withholding_entries",
+  "tax_withholding_entries",
   "section_break_49",
   "apply_discount_on",
   "base_discount_amount",
@@ -772,8 +778,7 @@
   },
   {
    "collapsible": 1,
-   "collapsible_depends_on": "eval:doc.total_billing_amount > 0",
-   "depends_on": "eval:!doc.is_return",
+   "collapsible_depends_on": "eval:doc.total_billing_amount > 0 || doc.total_billing_hours > 0",
    "fieldname": "time_sheet_list",
    "fieldtype": "Section Break",
    "hide_border": 1,
@@ -787,7 +792,6 @@
    "hide_days": 1,
    "hide_seconds": 1,
    "label": "Time Sheets",
-   "no_copy": 1,
    "options": "Sales Invoice Timesheet",
    "print_hide": 1
   },
@@ -2086,7 +2090,7 @@
    "fieldtype": "Column Break"
   },
   {
-   "depends_on": "eval:(!doc.is_return && doc.total_billing_amount > 0)",
+   "depends_on": "eval:doc.total_billing_amount > 0 || doc.total_billing_hours > 0",
    "fieldname": "section_break_104",
    "fieldtype": "Section Break"
   },
@@ -2247,6 +2251,46 @@
    "label": "Item Wise Tax Details",
    "no_copy": 1,
    "options": "Item Wise Tax Detail"
+  },
+  {
+   "default": "0",
+   "fieldname": "apply_tds",
+   "fieldtype": "Check",
+   "label": "Consider for Tax Withholding",
+   "print_hide": 1
+  },
+  {
+   "collapsible": 1,
+   "collapsible_depends_on": "eval: doc.apply_tds && doc.docstatus == 0",
+   "depends_on": "eval: doc.apply_tds",
+   "fieldname": "section_tax_withholding_entry",
+   "fieldtype": "Section Break",
+   "label": "Tax Withholding Entry"
+  },
+  {
+   "fieldname": "tax_withholding_group",
+   "fieldtype": "Link",
+   "label": "Tax Withholding Group",
+   "options": "Tax Withholding Group"
+  },
+  {
+   "fieldname": "tax_withholding_entries",
+   "fieldtype": "Table",
+   "label": "Tax Withholding Entries",
+   "options": "Tax Withholding Entry",
+   "read_only_depends_on": "eval: !doc.override_tax_withholding_entries"
+  },
+  {
+   "default": "0",
+   "fieldname": "ignore_tax_withholding_threshold",
+   "fieldtype": "Check",
+   "label": "Ignore Tax Withholding Threshold"
+  },
+  {
+   "default": "0",
+   "fieldname": "override_tax_withholding_entries",
+   "fieldtype": "Check",
+   "label": "Edit Tax Withholding Entries"
   }
  ],
  "grid_page_length": 50,
@@ -2260,7 +2304,7 @@
    "link_fieldname": "consolidated_invoice"
   }
  ],
- "modified": "2025-10-09 14:48:59.472826",
+ "modified": "2025-12-24 18:29:50.242618",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice",

erpnext/accounts/doctype/sales_invoice/sales_invoice.py

@@ -26,9 +26,7 @@ from erpnext.accounts.doctype.repost_accounting_ledger.repost_accounting_ledger
 	validate_docs_for_deferred_accounting,
 	validate_docs_for_voucher_types,
 )
-from erpnext.accounts.doctype.tax_withholding_category.tax_withholding_category import (
-	get_party_tax_withholding_details,
-)
+from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import SalesTaxWithholding
 from erpnext.accounts.general_ledger import get_round_off_account_and_cost_center
 from erpnext.accounts.party import get_due_date, get_party_account, get_party_details
 from erpnext.accounts.utils import (
@@ -77,6 +75,7 @@ class SalesInvoice(SellingController):
 		from erpnext.accounts.doctype.sales_taxes_and_charges.sales_taxes_and_charges import (
 			SalesTaxesandCharges,
 		)
+		from erpnext.accounts.doctype.tax_withholding_entry.tax_withholding_entry import TaxWithholdingEntry
 		from erpnext.selling.doctype.sales_team.sales_team import SalesTeam
 		from erpnext.stock.doctype.packed_item.packed_item import PackedItem
 
@@ -90,6 +89,7 @@ class SalesInvoice(SellingController):
 		amended_from: DF.Link | None
 		amount_eligible_for_commission: DF.Currency
 		apply_discount_on: DF.Literal["", "Grand Total", "Net Total"]
+		apply_tds: DF.Check
 		auto_repeat: DF.Link | None
 		base_change_amount: DF.Currency
 		base_discount_amount: DF.Currency
@@ -135,6 +135,7 @@ class SalesInvoice(SellingController):
 		has_subcontracted: DF.Check
 		ignore_default_payment_terms_template: DF.Check
 		ignore_pricing_rule: DF.Check
+		ignore_tax_withholding_threshold: DF.Check
 		in_words: DF.SmallText | None
 		incoterm: DF.Link | None
 		inter_company_invoice_reference: DF.Link | None
@@ -162,6 +163,7 @@ class SalesInvoice(SellingController):
 		only_include_allocated_payments: DF.Check
 		other_charges_calculation: DF.TextEditor | None
 		outstanding_amount: DF.Currency
+		override_tax_withholding_entries: DF.Check
 		packed_items: DF.Table[PackedItem]
 		paid_amount: DF.Currency
 		party_account_currency: DF.Link | None
@@ -214,6 +216,8 @@ class SalesInvoice(SellingController):
 		subscription: DF.Link | None
 		tax_category: DF.Link | None
 		tax_id: DF.Data | None
+		tax_withholding_entries: DF.Table[TaxWithholdingEntry]
+		tax_withholding_group: DF.Link | None
 		taxes: DF.Table[SalesTaxesandCharges]
 		taxes_and_charges: DF.Link | None
 		tc_name: DF.Link | None
@@ -282,6 +286,14 @@ class SalesInvoice(SellingController):
 			self.indicator_color = "green"
 			self.indicator_title = _("Paid")
 
+	def onload(self):
+		super().onload()
+		if self.customer:
+			tax_withholding_category, tax_withholding_group = frappe.get_cached_value(
+				"Customer", self.customer, ["tax_withholding_category", "tax_withholding_group"]
+			)
+			self.set_onload("apply_tds", tax_withholding_category or tax_withholding_group)
+
 	def validate(self):
 		self.validate_auto_set_posting_time()
 		super().validate()
@@ -291,7 +303,7 @@ class SalesInvoice(SellingController):
 		if not (self.is_pos or self.is_debit_note):
 			self.so_dn_required()
 
-		self.set_tax_withholding()
+		SalesTaxWithholding(self).on_validate()
 
 		self.validate_proj_cust()
 		self.validate_pos_return()
@@ -340,10 +352,22 @@ class SalesInvoice(SellingController):
 			self.is_opening = "No"
 
 		self.set_against_income_account()
-		self.validate_time_sheets_are_submitted()
+
+		if self.is_return and not self.return_against and self.timesheets:
+			frappe.throw(_("Direct return is not allowed for Timesheet."))
+
+		if not self.is_return:
+			self.validate_time_sheets_are_submitted()
+
 		self.validate_multiple_billing("Delivery Note", "dn_detail", "amount")
-		if self.is_return:
-			self.timesheets = []
+
+		if self.is_return and self.return_against:
+			for row in self.timesheets:
+				if row.billing_hours:
+					row.billing_hours = -abs(row.billing_hours)
+				if row.billing_amount:
+					row.billing_amount = -abs(row.billing_amount)
+
 		self.update_packing_list()
 		self.set_billing_hours_and_amount()
 		self.update_timesheet_billing_for_project()
@@ -413,38 +437,6 @@ class SalesInvoice(SellingController):
 		for item in self.get("items"):
 			validate_account_head(item.idx, item.income_account, self.company, _("Income"))
 
-	def set_tax_withholding(self):
-		if self.get("is_opening") == "Yes":
-			return
-
-		tax_withholding_details = get_party_tax_withholding_details(self)
-
-		if not tax_withholding_details:
-			return
-
-		accounts = []
-		tax_withholding_account = tax_withholding_details.get("account_head")
-
-		for d in self.taxes:
-			if d.account_head == tax_withholding_account:
-				d.update(tax_withholding_details)
-			accounts.append(d.account_head)
-
-		if not accounts or tax_withholding_account not in accounts:
-			self.append("taxes", tax_withholding_details)
-
-		to_remove = [
-			d
-			for d in self.taxes
-			if not d.tax_amount and d.charge_type == "Actual" and d.account_head == tax_withholding_account
-		]
-
-		for d in to_remove:
-			self.remove(d)
-
-		# calculate totals again after applying TDS
-		self.calculate_taxes_and_totals()
-
 	def before_save(self):
 		self.set_account_for_mode_of_payment()
 		self.set_paid_amount()
@@ -466,6 +458,8 @@ class SalesInvoice(SellingController):
 			# NOTE status updating bypassed for is_return
 			self.status_updater = []
 
+		SalesTaxWithholding(self).on_submit()
+
 		self.update_status_updater_args()
 		self.update_prevdoc_status()
 
@@ -502,7 +496,7 @@ class SalesInvoice(SellingController):
 		if cint(self.is_pos) != 1 and not self.is_return:
 			self.update_against_document_in_jv()
 
-		self.update_time_sheet(self.name)
+		self.update_time_sheet(None if (self.is_return and self.return_against) else self.name)
 
 		if frappe.get_single_value("Selling Settings", "sales_update_frequency") == "Each Transaction":
 			update_company_current_month_sales(self.company)
@@ -582,7 +576,7 @@ class SalesInvoice(SellingController):
 		self.check_if_consolidated_invoice()
 
 		super().before_cancel()
-		self.update_time_sheet(None)
+		self.update_time_sheet(self.return_against if (self.is_return and self.return_against) else None)
 
 	def on_cancel(self):
 		check_if_return_invoice_linked_with_payment_entry(self)
@@ -605,6 +599,7 @@ class SalesInvoice(SellingController):
 
 		# Updating stock ledger should always be called after updating prevdoc status,
 		# because updating reserved qty in bin depends upon updated delivered qty in SO
+		SalesTaxWithholding(self).on_cancel()
 		if self.update_stock == 1:
 			self.update_stock_ledger()
 
@@ -646,6 +641,7 @@ class SalesInvoice(SellingController):
 			"Unreconcile Payment Entries",
 			"Payment Ledger Entry",
 			"Serial and Batch Bundle",
+			"Tax Withholding Entry",
 		)
 
 		self.delete_auto_created_batches()
@@ -820,8 +816,20 @@ class SalesInvoice(SellingController):
 		for data in timesheet.time_logs:
 			if (
 				(self.project and args.timesheet_detail == data.name)
-				or (not self.project and not data.sales_invoice)
-				or (not sales_invoice and data.sales_invoice == self.name)
+				or (not self.project and not data.sales_invoice and args.timesheet_detail == data.name)
+				or (
+					not sales_invoice
+					and data.sales_invoice == self.name
+					and args.timesheet_detail == data.name
+				)
+				or (
+					self.is_return
+					and self.return_against
+					and data.sales_invoice
+					and data.sales_invoice == self.return_against
+					and not sales_invoice
+					and args.timesheet_detail == data.name
+				)
 			):
 				data.sales_invoice = sales_invoice
 
@@ -861,11 +869,26 @@ class SalesInvoice(SellingController):
 			payment.account = get_bank_cash_account(payment.mode_of_payment, self.company).get("account")
 
 	def validate_time_sheets_are_submitted(self):
+		# Note: This validation is skipped for return invoices
+		# to allow returns to reference already-billed timesheet details
 		for data in self.timesheets:
+			# Handle invoice duplication
+			if data.time_sheet and data.timesheet_detail:
+				if sales_invoice := frappe.db.get_value(
+					"Timesheet Detail", data.timesheet_detail, "sales_invoice"
+				):
+					frappe.throw(
+						_("Row {0}: Sales Invoice {1} is already created for {2}").format(
+							data.idx, frappe.bold(sales_invoice), frappe.bold(data.time_sheet)
+						)
+					)
+
 			if data.time_sheet:
 				status = frappe.db.get_value("Timesheet", data.time_sheet, "status")
-				if status not in ["Submitted", "Payslip"]:
-					frappe.throw(_("Timesheet {0} is already completed or cancelled").format(data.time_sheet))
+				if status not in ["Submitted", "Payslip", "Partially Billed"]:
+					frappe.throw(
+						_("Timesheet {0} cannot be invoiced in its current state").format(data.time_sheet)
+					)
 
 	def set_pos_fields(self, for_validate=False):
 		"""Set retail related fields from POS Profiles"""
@@ -1299,7 +1322,12 @@ class SalesInvoice(SellingController):
 					timesheet.billing_amount = ts_doc.total_billable_amount
 
 	def update_timesheet_billing_for_project(self):
-		if not self.timesheets and self.project and self.is_auto_fetch_timesheet_enabled():
+		if (
+			not self.is_return
+			and not self.timesheets
+			and self.project
+			and self.is_auto_fetch_timesheet_enabled()
+		):
 			self.add_timesheet_data()
 		else:
 			self.calculate_billing_amount_for_timesheet()
@@ -1742,7 +1770,7 @@ class SalesInvoice(SellingController):
 	def make_pos_gl_entries(self, gl_entries):
 		if cint(self.is_pos):
 			skip_change_gl_entries = not cint(
-				frappe.get_single_value("Accounts Settings", "post_change_gl_entries")
+				frappe.get_single_value("POS Settings", "post_change_gl_entries")
 			)
 
 			for payment_mode in self.payments:
@@ -2326,6 +2354,7 @@ def get_list_context(context=None):
 			"show_search": True,
 			"no_breadcrumbs": True,
 			"title": _("Invoices"),
+			"list_template": "templates/includes/list/list.html",
 		}
 	)
 	return list_context
@@ -2393,7 +2422,9 @@ def make_delivery_note(source_name, target_doc=None):
 					"cost_center": "cost_center",
 				},
 				"postprocess": update_item,
-				"condition": lambda doc: doc.delivered_by_supplier != 1 and not doc.scio_detail,
+				"condition": lambda doc: doc.delivered_by_supplier != 1
+				and not doc.scio_detail
+				and not doc.dn_detail,
 			},
 			"Sales Taxes and Charges": {"doctype": "Sales Taxes and Charges", "reset_value": True},
 			"Sales Team": {

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -1173,7 +1173,7 @@ class TestSalesInvoice(ERPNextTestSuite):
 		self.assertEqual(expected, res)
 
 	def test_pos_with_no_gl_entry_for_change_amount(self):
-		frappe.db.set_single_value("Accounts Settings", "post_change_gl_entries", 0)
+		frappe.db.set_single_value("POS Settings", "post_change_gl_entries", 0)
 
 		make_pos_profile(
 			company="_Test Company with perpetual inventory",
@@ -1221,7 +1221,7 @@ class TestSalesInvoice(ERPNextTestSuite):
 
 		self.validate_pos_gl_entry(pos, pos, 60, validate_without_change_gle=True)
 
-		frappe.db.set_single_value("Accounts Settings", "post_change_gl_entries", 1)
+		frappe.db.set_single_value("POS Settings", "post_change_gl_entries", 1)
 
 	def validate_pos_gl_entry(self, si, pos, cash_amount, validate_without_change_gle=False):
 		if validate_without_change_gle:
@@ -2510,14 +2510,12 @@ class TestSalesInvoice(ERPNextTestSuite):
 		si.submit()
 
 		pda1 = frappe.get_doc(
-			dict(
-				doctype="Process Deferred Accounting",
-				posting_date=nowdate(),
-				start_date="2019-01-01",
-				end_date="2019-03-31",
-				type="Income",
-				company="_Test Company",
-			)
+			doctype="Process Deferred Accounting",
+			posting_date=nowdate(),
+			start_date="2019-01-01",
+			end_date="2019-03-31",
+			type="Income",
+			company="_Test Company",
 		)
 
 		pda1.insert()
@@ -2568,14 +2566,12 @@ class TestSalesInvoice(ERPNextTestSuite):
 		si.submit()
 
 		pda1 = frappe.get_doc(
-			dict(
-				doctype="Process Deferred Accounting",
-				posting_date="2019-03-31",
-				start_date="2019-01-01",
-				end_date="2019-03-31",
-				type="Income",
-				company="_Test Company",
-			)
+			doctype="Process Deferred Accounting",
+			posting_date="2019-03-31",
+			start_date="2019-01-01",
+			end_date="2019-03-31",
+			type="Income",
+			company="_Test Company",
 		)
 
 		pda1.insert()
@@ -2955,6 +2951,60 @@ class TestSalesInvoice(ERPNextTestSuite):
 		self.assertEqual(sales_invoice.items[0].item_tax_template, "_Test Account Excise Duty @ 10 - _TC")
 		self.assertEqual(sales_invoice.items[0].item_tax_rate, item_tax_map)
 
+	def test_item_tax_template_change_with_grand_total_discount(self):
+		"""
+		Test that when item tax template changes due to discount on Grand Total,
+		the tax calculations are consistent.
+		"""
+		item = create_item("Test Item With Multiple Tax Templates")
+
+		item.set("taxes", [])
+		item.append(
+			"taxes",
+			{
+				"item_tax_template": "_Test Account Excise Duty @ 10 - _TC",
+				"minimum_net_rate": 0,
+				"maximum_net_rate": 500,
+			},
+		)
+
+		item.append(
+			"taxes",
+			{
+				"item_tax_template": "_Test Account Excise Duty @ 12 - _TC",
+				"minimum_net_rate": 501,
+				"maximum_net_rate": 1000,
+			},
+		)
+
+		item.save()
+
+		si = create_sales_invoice(item=item.name, rate=700, do_not_save=True)
+		si.append(
+			"taxes",
+			{
+				"charge_type": "On Net Total",
+				"account_head": "_Test Account Excise Duty - _TC",
+				"cost_center": "_Test Cost Center - _TC",
+				"description": "Excise Duty",
+				"rate": 0,
+			},
+		)
+		si.insert()
+
+		self.assertEqual(si.items[0].item_tax_template, "_Test Account Excise Duty @ 12 - _TC")
+
+		si.apply_discount_on = "Grand Total"
+		si.discount_amount = 300
+		si.save()
+
+		# Verify template changed to 10%
+		self.assertEqual(si.items[0].item_tax_template, "_Test Account Excise Duty @ 10 - _TC")
+		self.assertEqual(si.taxes[0].tax_amount, 70)  # 10% of 700
+		self.assertEqual(si.grand_total, 470)  # 700 + 70 - 300
+
+		si.submit()
+
 	@IntegrationTestCase.change_settings("Selling Settings", {"enable_discount_accounting": 1})
 	def test_sales_invoice_with_discount_accounting_enabled(self):
 		discount_account = create_account(
@@ -3478,14 +3528,12 @@ class TestSalesInvoice(ERPNextTestSuite):
 		frappe.db.set_value("Company", "_Test Company", "accounts_frozen_till_date", getdate("2019-01-31"))
 
 		pda1 = frappe.get_doc(
-			dict(
-				doctype="Process Deferred Accounting",
-				posting_date=nowdate(),
-				start_date="2019-01-01",
-				end_date="2019-03-31",
-				type="Income",
-				company="_Test Company",
-			)
+			doctype="Process Deferred Accounting",
+			posting_date=nowdate(),
+			start_date="2019-01-01",
+			end_date="2019-03-31",
+			type="Income",
+			company="_Test Company",
 		)
 
 		pda1.insert()

erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json

@@ -43,12 +43,14 @@
   "rate",
   "amount",
   "item_tax_template",
+  "tax_withholding_category",
   "col_break3",
   "base_rate",
   "base_amount",
   "pricing_rules",
   "stock_uom_rate",
   "is_free_item",
+  "apply_tds",
   "grant_commission",
   "section_break_21",
   "net_rate",
@@ -986,6 +988,21 @@
    "hidden": 1,
    "label": "SCIO Detail",
    "read_only": 1
+  },
+  {
+   "fieldname": "tax_withholding_category",
+   "fieldtype": "Link",
+   "label": "Tax Withholding Category",
+   "options": "Tax Withholding Category",
+   "print_hide": 1
+  },
+  {
+   "default": "1",
+   "fieldname": "apply_tds",
+   "fieldtype": "Check",
+   "label": "Consider for Tax Withholding",
+   "print_hide": 1,
+   "read_only": 1
   }
  ],
  "grid_page_length": 50,

erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.py

@@ -24,6 +24,7 @@ class SalesInvoiceItem(Document):
 		actual_qty: DF.Float
 		allow_zero_valuation_rate: DF.Check
 		amount: DF.Currency
+		apply_tds: DF.Check
 		asset: DF.Link | None
 		barcode: DF.Data | None
 		base_amount: DF.Currency
@@ -95,6 +96,7 @@ class SalesInvoiceItem(Document):
 		stock_uom: DF.Link | None
 		stock_uom_rate: DF.Currency
 		target_warehouse: DF.Link | None
+		tax_withholding_category: DF.Link | None
 		total_weight: DF.Float
 		uom: DF.Link
 		use_serial_batch_fields: DF.Check

erpnext/accounts/doctype/sales_invoice_timesheet/sales_invoice_timesheet.json

@@ -52,7 +52,6 @@
    "fieldtype": "Data",
    "hidden": 1,
    "label": "Timesheet Detail",
-   "no_copy": 1,
    "print_hide": 1,
    "read_only": 1
   },
@@ -117,15 +116,16 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:10:36.562795",
+ "modified": "2025-12-23 13:54:17.677187",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Sales Invoice Timesheet",
  "owner": "Administrator",
  "permissions": [],
  "quick_entry": 1,
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/sales_taxes_and_charges/sales_taxes_and_charges.json

@@ -14,6 +14,7 @@
   "included_in_print_rate",
   "included_in_paid_amount",
   "set_by_item_tax_template",
+  "is_tax_withholding_account",
   "accounting_dimensions_section",
   "cost_center",
   "dimension_col_break",
@@ -202,7 +203,7 @@
    "fieldname": "dont_recompute_tax",
    "fieldtype": "Check",
    "hidden": 1,
-   "label": "Dont Recompute tax",
+   "label": "Don't Recompute Tax",
    "print_hide": 1,
    "read_only": 1
   },
@@ -241,6 +242,13 @@
    "print_hide": 1,
    "read_only": 1,
    "report_hide": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "is_tax_withholding_account",
+   "fieldtype": "Check",
+   "label": "Is Tax Withholding Account",
+   "read_only": 1
   }
  ],
  "idx": 1,

erpnext/accounts/doctype/sales_taxes_and_charges/sales_taxes_and_charges.py

@@ -33,6 +33,8 @@ class SalesTaxesandCharges(Document):
 		dont_recompute_tax: DF.Check
 		included_in_paid_amount: DF.Check
 		included_in_print_rate: DF.Check
+		is_tax_withholding_account: DF.Check
+		item_wise_tax_detail: DF.Code | None
 		net_amount: DF.Currency
 		parent: DF.Data
 		parentfield: DF.Data

erpnext/accounts/doctype/share_balance/share_balance.json

@@ -35,7 +35,7 @@
   },
   {
    "fieldname": "rate",
-   "fieldtype": "Int",
+   "fieldtype": "Currency",
    "in_list_view": 1,
    "label": "Rate",
    "read_only": 1,
@@ -62,7 +62,7 @@
   },
   {
    "fieldname": "amount",
-   "fieldtype": "Int",
+   "fieldtype": "Currency",
    "in_list_view": 1,
    "label": "Amount",
    "read_only": 1,
@@ -91,15 +91,16 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2024-03-27 13:10:39.866399",
+ "modified": "2025-12-10 08:06:40.611761",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Share Balance",
  "owner": "Administrator",
  "permissions": [],
  "quick_entry": 1,
+ "row_format": "Dynamic",
  "sort_field": "creation",
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1
-}
+}