fs-notes-generator
Assemble the IFRS Notes to the Financial Statements pack. Pulls from the signed-off trial balance and the four primary statements (SOFP, Income, Cash Flow, SOCE) to produce one `fs-notes` note covering all required disclosures.
Inputs
- trial-balance — Trial balance for the period — the figures the notes explain.
- trial_balance — must be status: signed-off
- financial_statements — Wikilinks to all 4 financial-statement notes for the period (sofp, income, cash-flow, soce)
- period_id — Period id used to produce a single fs-notes note covering all required IFRS disclosures for the period
- prior_period_id — Prior period for comparatives (IAS 1 requirement)
- fs_notes — Fs notes used to validate the notes pack against the four statements before promotion to status:approved
How you ask
- Year-end statutory accounts
- Quarterly board pack disclosures
- IFRS-compliant full pack
Outputs
- fs-notes (markdown)
- review-checklist (markdown)
Levelbeginner
Inputdata
Outputspreadsheet
Setup[none]
Roles[Finance Manager]