A period drop contains information about the current period

Methods

MethodReturn typeDescription
accountsaccounts dropA collection of all accounts with bookings on this period.
account_mapping_list.namestringThe name of the mapping list used for this period.
account_mapping_list.idintegerThe id of the mapping list on firm level.
account_mapping_list.marketplace_template_idintegerThe id of the mapping list on the Marketplace
adjustmentsadjustments dropAll adjustments attached to this period.
bookyear_indexintegerReturns the index number of the current book year as an integer. The first book year equals 1.
calendar_yearsarrayAn array of all calendar years in the fiscal year. The information for each calendar year is: start_date, end_date, amount_of_days for the number of days the bookyear has in the calendar year, and amount_of_days_in_full_year for the total number of days in the calendar year.
customcustom dropA way to attach custom information to a period. This is done automatically in reconciliations.
directorspeople dropAll people attached to this period that are directors.
end_datedateThe date this period ends.
existsbooleanReturns true when the period exists in the Silverfin database.
fiscal_yearstringThe fiscal year of this period.
is_first_yearbooleanReturns true if the period is in the first book year of this client file.
month_end_datesarrayAn array of all the end dates of the calendar months in this fiscal year.
namestringThe name of the period.
peoplepeople dropAll people attached to the period (typically copied from general company level).
reconciliationsreconciliations dropA collection of all reconciliations for this period. You can ask for a specific reconciliation by adding the handle. I.e. period.reconciliations.the_handle.
reportsreports dropA collection of all reports for this period. You can ask for a specific report by adding the handle. I.e. period.reports.the_handle.
shareholderspeople dropAll people attached to this period that are shareholders.
start_datedateThe date this period starts.
year_endperiod dropThe period at the end of the fiscal year this period is in.
year_end_datedateThe date of the end of the fiscal year of this period.
year_start_datedateThe date of the start of the fiscal year of this period.
minus_1p,
minus_2p,
minus_3p,
...
period dropThe period drop of the current period minus the amount of periods defined.
minus_1y,
minus_2y,
minus_3y,
...
period dropThe period drop of the current period minus the amount of years defined.
plus_1p
plus_2p
plus_3p
...
period dropThe period drop of the current period plus the amount of periods defined.
plus_1y
plus_2y
plus_3y
...
period dropThe period drop of the current period plus the amount of years defined.

accounts

{% for account in period.accounts %}
{{ account }}
{% endfor %}
Output
AccountDrop
AccountDrop
AccountDrop
AccountDrop
...

account_mapping_list

{{ period.account_mapping_list.name }}
{{ period.account_mapping_list.id }}
{{ period.account_mapping_list.marketplace_template_id }}
Output
BE Silverfin Mapping List
8485
1

adjustments

{% for adjustment in period.adjustments %}
{{ adjustment }}
{% endfor %}
Output
AdjustmentDrop
AdjustmentDrop
AdjustmentDrop
AdjustmentDrop
...

bookyear_index

{{ period.bookyear_index }}
Output
6

calendar_years

{% for calendar in period.calendar_years %}
Start date :	 		{{ calendar.start_date }}
End date : 			{{ calendar.end_date }}
Amount of days in bookyear : 	{{ calendar.amount_of_days }}
Amount of days in full year :	{{ calendar.amount_of_days_in_full_year }}
{% endfor %}
Output
Start date :			2019-01-01
End date :			2019-31-12
Amount of days in bookyear :  	365
Amount of days in full year : 	365

custom

Input field : {% input period.custom.some.thing %}
Print :       {{ period.custom.some.thing }}
Output

directors

{{period.directors
Output
PersonsDrop

end_date

{{ period.end_date }}
{{ period.end_date |date:"%d %B %Y"}}
{{ period.end_date |date:"%Y"}}
Output
2019-12-31
31 december 2019
2019

exists

{{ period.exists }}
Output
true

fiscal_year

{{ period.fiscal_year }}
Output
2020

is_first_year

{{ period.is_first_year }}
Output
false

month_end_dates

{{ period.month_end_dates }}
Output
2019-01-312019-02-282019-03-312019-04-302019-05-312019-06-302019-07-312019-08-312019-09-302019-10-312019-11-302019-12-31

name

{{ period.name }}
Output
2019

people

{{ period.people }}
Output
PersonsDrop

reconciliations

{{ period.reconciliations }}
Output
ReconciliationTextsDrop

reports

{{ period.reports }}
Output
ReportsDrop

shareholders

{{ period.shareholders }}
Output
PersonsDrop

start_date

{{ period.start_date }}
Output
2019-01-01

year_end

{{ period.year_end }}
Output
PeriodDrop

year_end_date

{{ period.year_end_date }}
Output
2019-12-31

year_start_date

{{ period.year_start_date }}
Output
2019-01-01

minus_1p, minus_2p, minus_3p, ...

{{ period.minus_1p }}
{{ period.minus_2p }}
{{ period.minus_3p }}
Output
PeriodDrop
PeriodDrop
PeriodDrop

minus_1y, minus_2y, minus_3y, ...

{{ period.minus_1y }}
{{ period.minus_2y }}
{{ period.minus_3y }}
Output
PeriodDrop
PeriodDrop
PeriodDrop

plus_1p, plus_2p, plus_3p, ...

{{ period.plus_1p }}
{{ period.plus_2p }}
{{ period.plus_3p }}
Output
PeriodDrop
PeriodDrop
PeriodDrop

plus_1y, plus_2y, plus_3y, ...

{{ period.plus_1y }}
{{ period.plus_2y }}
{{ period.plus_3y }}
Output
PeriodDrop
PeriodDrop
PeriodDrop