Finance Overview

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💡 Reminder 📅

As a general rule, these templates align with the International Financial Reporting Standards (IFRS) for Small and Medium-Sized Entities. If your organization has publicly traded securities or is a financial services provider, the Full IFRS Standards would apply to you.

Reconciling IFRS Standards with other national standards (like the Generally Accepted Accounting Principles for organizations in the U.S.) is an ongoing challenge.

The templates here are meant as a guide. Please update them as needed to align with the accounting standards you abide by, as well as other national or local regulations.

All words in [orange] are placeholder copy, which you will update to match your organization's details.

After adapting these templates to suit your needs, please delete this callout box before publishing the templates to your Waybook!

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