period

A period drop contains information about the current period

Methods

Method	Return type	Description
accounts	accounts drop	A collection of all accounts with bookings on this period.
account_mapping_list.name	string	The name of the mapping list used for this period.
account_mapping_list.id	integer	The id of the mapping list on firm level.
account_mapping_list.marketplace_template_id	integer	The id of the mapping list on the Marketplace
adjustments	adjustments drop	All adjustments attached to this period.
bookyear_index	integer	Returns the index number of the current book year as an integer. The first book year equals 1.
calendar_years	array	An 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.
custom	custom drop	A way to attach custom information to a period. This is done automatically in reconciliations.
directors	people drop	All people attached to this period that are directors.
end_date	date	The date this period ends.
exists	boolean	Returns true when the period exists in the Silverfin database.
fiscal_year	string	The fiscal year of this period.
is_first_year	boolean	Returns true if the period is in the first book year of this client file.
month_end_dates	array	An array of all the end dates of the calendar months in this fiscal year.
name	string	The name of the period.
people	people drop	All people attached to the period (typically copied from general company level).
reconciliations	reconciliations drop	A collection of all reconciliations for this period. You can ask for a specific reconciliation by adding the handle. I.e. `period.reconciliations.the_handle`.
reports	reports drop	A collection of all reports for this period. You can ask for a specific report by adding the handle. I.e. `period.reports.the_handle`.
shareholders	people drop	All people attached to this period that are shareholders.
start_date	date	The date this period starts.
year_end	period drop	The period at the end of the fiscal year this period is in.
year_end_date	date	The date of the end of the fiscal year of this period.
year_start_date	date	The date of the start of the fiscal year of this period.
minus_1p, minus_2p, minus_3p, ...	period drop	The period drop of the current period minus the amount of periods defined.
minus_1y, minus_2y, minus_3y, ...	period drop	The period drop of the current period minus the amount of years defined.
plus_1p plus_2p plus_3p ...	period drop	The period drop of the current period plus the amount of periods defined.
plus_1y plus_2y plus_3y ...	period drop	The 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

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

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

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