Standardize date formats across multiple documents by replacing placeholder text with instructions for entering dates in ISO 8601 format. This update enhances clarity and consistency in document metadata, including review and effective dates, ensuring compliance with established documentation standards.

onboarding_package/templates/Report_Financial.md

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+# DBIS FINANCIAL REPORT
+## Financial Reporting Template
+
+**Form Number:** DBIS-FIN-RPT-001  
+**Version:** 1.0  
+**Report Period:** [Enter period, e.g., "Q1 2024" or "Annual 2024"]  
+**Date:** [Enter date in ISO 8601 format: YYYY-MM-DD, e.g., 2024-01-15]  
+**Classification:** CONFIDENTIAL  
+**Authority:** DBIS Finance Committee
+
+---
+
+## INSTRUCTIONS
+
+Complete all sections of this financial report. Submit to DBIS Finance Committee by [Enter deadline date in ISO 8601 format: YYYY-MM-DD, e.g., 2024-04-30]. Retain a copy for your records.
+
+---
+
+## PART I: FINANCIAL SUMMARY
+
+### Section 1.1: Reporting Entity
+- **Entity Name:** [Enter entity name]
+- **Report Period:** [Enter period]
+- **Report Date:** [Enter date in ISO 8601 format: YYYY-MM-DD, e.g., 2024-01-15]
+- **Currency:** [Enter currency, e.g., USD]
+
+---
+
+## PART II: ASSETS
+
+### Section 2.1: Current Assets
+- **Cash and Cash Equivalents:** [Enter amount]
+- **Accounts Receivable:** [Enter amount]
+- **Investments (Short-term):** [Enter amount]
+- **Other Current Assets:** [Enter amount]
+- **Total Current Assets:** [Enter total]
+
+### Section 2.2: Non-Current Assets
+- **Property, Plant, and Equipment:** [Enter amount]
+- **Investments (Long-term):** [Enter amount]
+- **Intangible Assets:** [Enter amount]
+- **Other Non-Current Assets:** [Enter amount]
+- **Total Non-Current Assets:** [Enter total]
+
+### Section 2.3: Total Assets
+- **Total Assets:** [Enter total]
+
+---
+
+## PART III: LIABILITIES
+
+### Section 3.1: Current Liabilities
+- **Accounts Payable:** [Enter amount]
+- **Short-term Debt:** [Enter amount]
+- **Accrued Liabilities:** [Enter amount]
+- **Other Current Liabilities:** [Enter amount]
+- **Total Current Liabilities:** [Enter total]
+
+### Section 3.2: Non-Current Liabilities
+- **Long-term Debt:** [Enter amount]
+- **Other Non-Current Liabilities:** [Enter amount]
+- **Total Non-Current Liabilities:** [Enter total]
+
+### Section 3.3: Total Liabilities
+- **Total Liabilities:** [Enter total]
+
+---
+
+## PART IV: EQUITY
+
+### Section 4.1: Equity Components
+- **Capital:** [Enter amount]
+- **Retained Earnings:** [Enter amount]
+- **Other Equity:** [Enter amount]
+- **Total Equity:** [Enter total]
+
+---
+
+## PART V: INCOME STATEMENT
+
+### Section 5.1: Revenue
+- **Operating Revenue:** [Enter amount]
+- **Investment Income:** [Enter amount]
+- **Other Revenue:** [Enter amount]
+- **Total Revenue:** [Enter total]
+
+### Section 5.2: Expenses
+- **Operating Expenses:** [Enter amount]
+- **Personnel Expenses:** [Enter amount]
+- **Administrative Expenses:** [Enter amount]
+- **Other Expenses:** [Enter amount]
+- **Total Expenses:** [Enter total]
+
+### Section 5.3: Net Income
+- **Net Income (Loss):** [Enter amount]
+
+---
+
+## PART VI: CASH FLOW
+
+### Section 6.1: Operating Activities
+- **Cash from Operations:** [Enter amount]
+- **Cash from Investments:** [Enter amount]
+- **Cash from Financing:** [Enter amount]
+- **Net Cash Flow:** [Enter amount]
+
+---
+
+## PART VII: FINANCIAL RATIOS
+
+### Section 7.1: Liquidity Ratios
+- **Current Ratio:** [Enter ratio]
+- **Quick Ratio:** [Enter ratio]
+
+### Section 7.2: Solvency Ratios
+- **Debt-to-Equity Ratio:** [Enter ratio]
+- **Debt-to-Asset Ratio:** [Enter ratio]
+
+### Section 7.3: Profitability Ratios
+- **Return on Assets (ROA):** [Enter percentage]
+- **Return on Equity (ROE):** [Enter percentage]
+- **Profit Margin:** [Enter percentage]
+
+---
+
+## PART VIII: NOTES TO FINANCIAL STATEMENTS
+
+### Section 8.1: Accounting Policies
+[Describe accounting policies and methods used]
+
+### Section 8.2: Significant Transactions
+[Describe significant transactions during the period]
+
+### Section 8.3: Contingencies
+[Describe any contingencies or commitments]
+
+---
+
+## SIGN-OFF
+
+**Report Prepared By:**
+- Name: _________________________
+- Title: _________________________
+- Date: [Enter date in ISO 8601 format: YYYY-MM-DD, e.g., 2024-01-15]
+- Signature: _________________________
+
+**Approved By:**
+- Name: _________________________
+- Title: _________________________
+- Date: [Enter date in ISO 8601 format: YYYY-MM-DD, e.g., 2024-01-15]
+- Signature: _________________________
+
+---
+
+**END OF FINANCIAL REPORT**
+