In this case, we show how an account template can be created, that calculates the provision. Depending on which fiscal year it is, it will take into account a certain percentage:
Below is the source code; additional information is placed between comment-tags:
{% comment %}put fiscal year in local variable "fiscal_year"{% endcomment %}
{% assign fiscal_year = period.fiscal_year %}
{% comment %}for each fiscal year, create percentage of provision{% endcomment %}
{% case fiscal_year %}
{% when 2016 %}
{% assign provision = 0.1880 %}
{% when 2017 %}
{% assign provision = 0.1860 %}
{% when 2018 %}
{% assign provision = 0.1820 %}
{% else %}
{% comment %}if percentage fiscal year is not known yet, we will set the percentage of the last known fiscal year and create an info text for users to make that clear{% endcomment %}
{% assign show_info = true %}
{% assign provision = 0.1820 %}
{% endcase %}
<!----------------------------------- PROVISION TEMPLATE ----------------------------------->
{% comment %}option to add attachment - do not show if there is no attachment through the ifi-statement (same as if-statement but will be executed on export - visible always in input mode). To check if a document is added as an attachment, we have the extra method .document that can be added to the database variable custom.doc.wages{% endcomment %}
{% ifi custom.doc.wages.document != blank %}
Offical document social secretary: {% input custom.doc.wages as:file %}
{% endifi %}
{% comment %}actual calculation of provision with option to overwrite the wages{% endcomment %}
{% stripnewlines %}
| Wages
{% comment %}make account collection to choose on which accounts the provision can be calculated on{% endcomment %}
{% input custom.wages.accounts as:account_collection range:"62" default:"620" accounts_var:wages placeholder:"select the accounts to calculate the provision on" %}
|
| Perc.
{% comment %}show info if perc not known yet - that's the local variable "show_info" we created in the beginning{% endcomment %}
{% if show_info %}
{% ic %}
{::infotext as="hover"}
When percentages are not yet official, last known percentage will be shown
{:/infotext}
{% endic %}
{% endif %}
|
| Provision
{% newline %}
|----30%----
|:---10%----:
|----30%----
|:---05%----:
|----25%----:+
{% newline %}
| {% input custom.value.wages as:currency default:wages %}
{% comment %}put default in local variable "wages" if value is not overwritten; if it is overwritten, that value will be assigned to local variable "wages"{% endcomment %}
{% assign wages = custom.value.wages | default:wages %}
| x
| {{ provision | percentage }}
| =
| {{ wages*provision | currency }}
{% comment %}the unreconciled-tag can calculate values: when zero, it will function as being reconciled. Anything else than zero, is unreconciled.{% endcomment %}
{% unreconciled current_account.value+(wages*provision) %}{% comment %}the current_account.value has the value of the account the template is linked to{% endcomment %}
{% endstripnewlines %}
How to add a custom template to your firm, is explained here: