Financial Data
Last updated on 2025-08-22
Overview
In the Financial Data workspace, you can collect the financial data for the CbC report on an entity level.
This article contains the following sections:
Structure of Numerical Entries
The financial data workspace contains numerical entries that all have the same basic structure:
- A field that shows the sum of all imports for that data point
- A field that shows the sum of all adjustments made to that data point
- Total of imports and adjustments
Displaying Data and Adding Attachments
To open the detail view, click the three vertical dots next to the import and adjustment fields:
- The import detail view shows all imported values with their respective sources
- The adjustment detail view shows all current adjustments and enables the user to add new adjustments.
You can also add attachments or comments of up to 1,000 characters to numerical entries to include the calculation behind manual adjustments, for example.