Settings

Many of these options can be changed within the note by clicking the settings icon next to the paragraph or table.

 

 


Dates

Field Field / Selection Notes

Prior period start

Date field

  • See FAQ for more information on interim dates

Prior period end

Date field

  • See FAQ for more information on interim dates

Current period start

Date field

  • See FAQ for more information on interim dates

Current period end

Date field

  • See FAQ for more information on interim dates
  • The case printed in section headers can be changed via Styles

Latest annual report

Date field

  • See FAQ for more information on interim dates

 

 


Headers

Field Field / Selection Notes

Consolidated header

Text field

 

Parent header

Text field

 

Report title

Text field

 

Year or period end

'year'

'half-year'

'period'

 

Page header date prefix

'None'

'As at wording'

'Ended wording'

  • 'None' example - 31 December 2023
  • 'As at' example - As at 31 December 2023
  • 'Ended' example - For the year ended 31 December 2023

Rounding

'No'

'Yes - '000'

'Yes - 0.1m'

'Yes - m'

  • Note: It is recommended Chart of Accounts rounding adjustments are cleared when report rounding is changed.

Prior period column header - as at

Text field

  • Statement of financial position table header (See FAQ)

Prior period column header - ended

Text field

  • Income statement table header (See FAQ)

Current period column header - as at

Text field

  • Statement of financial position table header (See FAQ)

Current period column header - ended

Text field

  • Income statement table header (See FAQ)

Restated column header - beginning

Text field

 

Restated column header - reported

Text field

 

Restated column header - adjustment

Text field

 

Restated column header - restated

Text field

 

Comparison column header - budget

Text field

 

Comparison column header - actual

Text field

 

Comparison column header - variance

Text field

 

 

 


Currency

Field Field / Selection Notes

Symbol

Text field

 

Unit

Text field

 

Functional

Text field

 

Presentation

Text field

 

 

 


Specifications

Field Field / Selection Notes

Version

Text field

  • E.g. Draft 1

Insert version in report

'No'

'Yes'

  • 'Yes' prints the version on the cover and page footers.

Entity type

Text field

 

Profit

Text field

 

Present country as

Text field

 

Present entity reference as

Text field

 

Present parent reference as

Text field

  • When Show consolidation is Off the name of this option is Present single entity reference as

Present key management person as

Text field

 

Present owners as

Text field

 

Present equity unit as

Text field

 

Present equity holder as

Text field

 

Present equity distribution as

Text field

 

Present non-controlling interest as

Text field

 

Future period statutory tax

Numeric field

 

Current period statutory tax

Numeric field

 

Prior period statutory tax

Numeric field

 

 

 


Parent entities

Field Field / Selection Notes

Immediate parent - name

Text field

 

Immediate parent - incorporated in

Text field

 

Ultimate parent - name

Text field

 

Ultimate parent - incorporated in

Text field

 

 

 


Responsible entity

Field Field / Selection Notes

Present responsible entity as

Text field

 

Responsible entity - name

Text field