Accounting policies
Accounting policies are entered using the Policies tab on the accounts preparation page. Accounting policies always appear as the first numbered note in the accounts.
Add a new policy or paragraph
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Add a new policy or paragraph by selecting Add a new policy or paragraph.
A new window displays listing the available policies for selection.
For tagged XBRL accounts you must choose the correct type of policy to ensure that the policy details are tagged correctly.
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Select the required policy; you will be presented with the fields to complete for that policy.
Some policies are simple text paragraphs, other policies, for instance the Tangible Assets Policy, contain additional information that must be entered to ensure the correct XBRL tags are used.
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Select Save changes to add the new policy to the accounts.
You can include either an investment policy or a financial instruments policy, the system will not accept both policies.
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To edit a policy, select the title (displayed in blue) to display the policy window.
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Make any amendments and select Save changes or Delete to remove the policy.
The Position field indicates where the policy will appear in the list. You can move a policy to any point in the list. By default new policies are added to the end of the list.
Delete a policy
To delete a policy, select the title of the policy you wish to delete, displayed in blue, then select Delete to remove the policy from the list.