Own disclosure Box 15

[svalais]

Hello,

In our disclosure Box 15 we are using different tables to put the data.

This is my input in year 2017:

.

When I go to the year 2018, the data need to be shown in:

Is it possible to do this via the code?

Thanks,

Sylvie

This is my code for the disclosure:

Blockquote
{% t= “Onderneming” fr:“Société” en:“Company” de:“Firma” %}
{% t= “Afsluitdatum” fr:“Date de clôture” en:“End date” de:“Anmeldeschluss” %}
{% t= “Balans” fr:“Bilan” en:“Balance sheet” de:“Bilanz” %}
{% t= “Omzet” fr:“Chiffre d’affaires” en:“Turnover” de:“Umsatzerlöse” %}
{% t= “Personeel” fr:“Personnel” en:“Staff” de:“Personal” %}
{% t= “Subtotaal” fr:“Sous-total” en:“Subtotal” de:“Zwischensumme” %}
{% t= “Subtotaal correcties” fr:“Sous-total corrections” en:“Subtotal corrections” de:“Zwischensumme Korrekturen” %}
{% t= “Geconsolideerde gegevens” fr:“Données consolidées” en:“Consolidated data” de:“Konsolidierte Daten” %}
{% t= “Voldaan aan criteria VKT-schema?” fr:“Satisfait aux critères schéma abrégé ?” en:“Met criteria abbreviated-schema?” de:“Abgekürzte Kriterien erfüllt?” %}
{% t= “HUIDIG BOEKJAAR” fr:“EXERCICE EN COURS” en:“CURRENT FISCAL YEAR” de:“LAUFENDE GESCHAFTSJAHR” %}
{% t= “Correcties huidig boekjaar” fr:“Corrections exercice en cours” en:“Corrections current fiscal year” de:“Korrekturen laufende Geschäftsjahr” %}
{% t= “VORIG AFGESLOTEN BOEKJAAR” fr:“EXERCICE CLOTURE PRECEDENT” en:“LAST CLOSED FISCAL YEAR” de:“LETZTEN ABGESCHLOSSENEN GESCHAFTSJAHR” %}
{% t= “Correcties vorig afgesloten boekjaar” fr:“Corrections exercice clôturé précédent” en:“Corrections last closed fiscal year” de:“Korrekturen letzten abgeschlossenen Geschäftsjahr” %}
{% t= “VOORLAATST AFGESLOTEN BOEKJAAR” fr:“AVANT DERNIER EXERCICE CLOTURE” en:“LAST BUT ONE CLOSED FISCAL YEAR” de:“ZULETZT ABER EINE STEUERLICHE JAHR ABGESCHLOSSEN” %}
{% t= “Correcties voorlaatst afgesloten boekjaar” fr:“Corrections avant dernier exercice clôturé” en:“Corrections last but one closed fiscal year” de:“Korrekturen zuletzt aber eine steuerliche Jahr abgeschlossen” %}
{% t= “Op te stellen schema jaarrekening:” fr:“Schéma comptes annuels à établir :” en:“To schedule annual accounts:” de:“Planen Sie Jahresabschlüsse” %}
{% t= “VKT schema” fr:“Schéma abrégé” en:“Abbreviated schema” de:“Verkürzter Form” %}
{% t= "VOL schema fr:“Schéma complet” en:“Full schema” de:“Volle Form” %}
{% t= “JA” fr:“OUI” en:“YES” de:“JA” %}
{% t= "NEE fr:“NON” en:“NO” de:“NEIN” %}

{% t= “onderneming” nl:“onderneming” fr:“Ssciété” en:“company” de:“firma” %}
{% t= “afsluidatum” nl:“aflsuidatum” fr:“date de clôture” en:“end date” de:“anmeldeschluss” %}
{% t= “balans” nl:“balans” fr:“bilan” en:“balance sheet” de:“bilanz” %}
{% t= “omzet” nl:“omzet” fr:“chiffre d’affaires” en:“turnover” de:“umsatzerlöse” %}
{% t= “personeel” nl:“personeel” fr:“personnel” en:“staff” de:“personal” %}

{% assign vak15_PY = period.minus_1y.reconciliations.vak15 %}
{% assign vak15_PY_1 = period.minus_2y.reconciliations.vak15 %}

{% ic %}Version 1.0 dd 02/02/2017{% endic %}

{% t “HUIDIG BOEKJAAR” %}

|{% t “Onderneming” %} |{% t “Afsluitdatum” %} |{% t “Balans” %} | {% t “Omzet” %} |{% t “Personeel” %}
|:---------40%------------------|---------15%---------------------------:|---------15%-----------------------------:|---------15%----------------------------:|----15%-------:+ {% fori detail in custom.vak15_details %}
|{% input detail.onderneming %}{% result ‘detail_onderneming’ (detail.onderneming) %} |{% input detail.afsluitdatum as:date %} | {% $0+input detail.balans as:currency %} {% result ‘detail_balans’ (detail.balans) %}| {% $1+input detail.omzet as:currency %} |{% $2+input detail.personeel as:currency %} {% endfori %}
|_ {% t “Subtotaal” %} | | {{ $0 | currency }} | {{ $1 | currency }} | {{ $2 | currency }} _|
|

{% t “Correcties huidig boekjaar” %}

|{% t “Onderneming” %} |{% t “Afsluitdatum” %} |{% t “Balans” %} | {% t “Omzet” %} |
|:---------40%-------------------|---------15%----------------------------:|---------15%-------------------------------:|---------15%------------------------------:|----15%-------:+ {% fori detail2 in custom.vak15_2_details %}
|{% input detail2.onderneming %} |{% input detail2.afsluitdatum as:date %} | {% $10+input detail2.balans as:currency %} | {% $11+input detail2.omzet as:currency %} | {% endfori %}
|_ {% t “Subtotaal” %} |

Blockquote

[borjaGonzalez]

Hi there,

If I understood correctly, you want to rollforward the data from 2017 into the 2018 fields, is that right? If so, below you can find the information on how to apply this functionality:

CASE rollforward: copy details with destination period

Let’s take this case again: We might want to be able to tell when the roll-forward function has to be executed. For instance: if you copy details between periods within the same book year, it might not be needed to have the roll forward function be executed; only when we have a new book year, we want the function to be executed. From now on, we can do this by choosing a destination-period. Just like you would use a regular period-drop and its methods, you can do this for the rollforward func…

CASE rollforward: copy amounts into other objects from one year to the next year

Let’s say we manually put in some movements regarding financial investments in year 2016: [40] It would be great then, when copying these details from 2016 to 2017, the amounts in column End value would be transferred to the column Begin value (so I don’t need to manually overwrite those amounts, because copying details is just a copy of one period). With the rollforward-tag you can however! This allows to mark a certain input-object or variable to be transferred to another object or…

Should you have any questions, please let us know.

Best,
Borja

[svalais]

Hello,

My problem is wel other because I want to copy the data from table1 for 2017 into table2 for 2018.

Is it possible?

Thanks,

Sylvie

[borjaGonzalez]

Good morning,

Yes, it is possible. if you want to simply copy the same details from one period to another you can do this via the ‘copy details’ functionality. Please see below:

First you need to go to the period that you want to copy the details to (in your case 2018). Then go to the main working screen of your client and click on Actions > Copy details:

Afterwards you select the period from which you are copying the details (in your case 2017):

Then you select the account/reconciliation template and press ‘Copy details…’ at the bottom of the template:

I hope that’s clear.

Best,
Borja

[svalais]

Hallo,

If I do this I copy the data in the same place and not in the table from previous year.

Thanks,

Sylvie

[borjaGonzalez]

Hi Sylvie,

Could you share with me the link to your environment/template so that I can have a look at it?

Thanks,
Borja