Trial balance to Statutory Reporting, with Python

Statutory ReportingPythonAPIs

One CSV, one double-click. A Python script posts a trial balance into ONESOURCE Statutory Reporting by API: a batch file, a script and a CSV, the right entity and the right period, and the same script loads one trial balance, a hundred at once, or one file with every entity in it.

Transcript: the words on screen

1. 0:00One CSV. One double-click.
2. 0:02Python + ONESOURCE API / Trial balance to Statutory Reporting, with Python. / CSV · Script · API · Journal
3. 0:03How it connects / A Python script posts the trial balance by API.
4. 0:0801 · The start / Four journals in Statutory Reporting.
5. 0:10Four journals for TTL
6. 0:1202 · Python / A batch file, a script and a CSV.
7. 0:14.bat · .py · .csv
8. 0:1602 · Python / The script calls the ONESOURCE APIs.
9. 0:17python_submit_csv.py
10. 0:2002 · Python / The trial balance, as a CSV.
11. 0:2402 · Python / Entity, account code and amount per line.
12. 0:25TTL · account code · amount
13. 0:2902 · Python / Double-click the batch file to run.
14. 0:31Double-click: Load my OSR trial balance
15. 0:3303 · Result / Refresh: a fifth journal, the original trial balance.
16. 0:35Original Trial Balance · API001
17. 0:3703 · Result / Every account, submitted by Python API.
18. 0:39Submitted by Python API
19. 0:4203 · Result / Right entity, right period.
20. 0:43TTL · 31 December 2023
21. 0:4703 · Result / Debits and credits, account by account.
22. 0:48Debits and credits by account
23. 0:5104 · Scale / One trial balance or a hundred.
24. 0:52The same script can load / One trial balance / A hundred trial balances at once / One file with every entity in it
25. 0:57In summary / Efficient and accurate. / A trial balance uploaded with Python / Using the ONESOURCE APIs / One double-click to run / One trial balance or a hundred, in one go