Column Layout Options
Column No. – optional, but highly recommended if need to use for calculate (e.g. Column for Total calculated by Column 1 to Column 12)
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Line No. automatically designated by the software.
Column Layout Sample
1. Net Change at Date - 12 month for the Fiscal year
Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
---|---|---|---|---|---|---|---|
1 | Jan | Net Change | Entries | Net Amount | FY[1] | ||
2 | Feb | Net Change | Entries | Net Amount | FY[2] | ||
3 | Mar | Net Change | Entries | Net Amount | FY[3] | ||
4 | Apr | Net Change | Entries | Net Amount | FY[4] | ||
5 | May | Net Change | Entries | Net Amount | FY[5] | ||
6 | Jun | Net Change | Entries | Net Amount | FY[6] | ||
7 | Jul | Net Change | Entries | Net Amount | FY[7] | ||
8 | Aug | Net Change | Entries | Net Amount | FY[8] | ||
9 | Sep | Net Change | Entries | Net Amount | FY[9] | ||
10 | Oct | Net Change | Entries | Net Amount | FY[10] | ||
11 | Nov | Net Change | Entries | Net Amount | FY[11] | ||
12 | Dec | Net Change | Entries | Net Amount | FY[12] | ||
13 | Total | Formula | Entries | Net Amount | 1..12 |
2.
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Balance at Date - 12 period for the Fiscal Year
Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
---|---|---|---|---|---|---|---|
1 | JanNet Change | Balance at Date | Entries | Net Amount | FY[1] | ||
2 | FebNet Change | Balance at Date | Entries | Net Amount | FY[2] | ||
3 | MarNet Change | Balance at Date | Entries | Net Amount | FY[3] | ||
4 | AprNet Change | Balance at Date | Entries | Net Amount | FY[4] | ||
5 | MayNet Change | Balance at Date | Entries | Net Amount | FY[5] | ||
6 | JunNet Change | Balance at Date | Entries | Net Amount | FY[6] | ||
7 | JulNet Change | Balance at Date | Entries | Net Amount | FY[7] | ||
8 | AugNet Change | Balance at Date | Entries | Net Amount | FY[8] | ||
9 | SepNet Change | Balance at Date | Entries | Net Amount | FY[9] | ||
10 | OctNet Change | Balance at Date | Entries | Net Amount | FY[10] | ||
11 | NovNet Change | Balance at Date | Entries | Net Amount | FY[11] | ||
12 | DecNet Change | Balance at Date | Entries | Net Amount | FY[12] | ||
13 | Total | Formula | Entries | Net Amount | 1..12 |
3
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Compare period and month
Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
---|---|---|---|---|---|---|---|
01 | Current Month | Net Change | Entries | Net Amount | |||
02 | Last Month | Net Change | Entries | Net Amount | -1M | ||
03 | Prior Year | Net Change | Entries | Net Amount | -1Y | ||
04 | Current Year-to-date | Entire Fiscal Year | Entries | Net Amount | |||
05 | Last Year-to-Date | Net Change | Entries | Net Amount | -1FY[1..CP] |
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4. Financial year end at March 31 and the total for both current year and last year shows on the report
Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Comparison Date Formula | Comparison Period Formula |
---|---|---|---|---|---|---|---|
1 | Last Year | Net Change | Entries | Net Amount | -1Y | ||
2 | Apr | Net Change | Entries | Net Amount | FY[1] | ||
3 | May | Net Change | Entries | Net Amount | FY[2] | ||
4 | Jun | Net Change | Entries | Net Amount | FY[3] | ||
5 | Jul | Net Change | Entries | Net Amount | FY[4] | ||
6 | Aug | Net Change | Entries | Net Amount | FY[5] | ||
7 | Sep | Net Change | Entries | Net Amount | FY[6] | ||
8 | Oct | Net Change | Entries | Net Amount | FY[7] | ||
9 | Nov | Net Change | Entries | Net Amount | FY[8] | ||
10 | Dec | Net Change | Entries | Net Amount | FY[9] | ||
11 | Jan | Net Change | Entries | Net Amount | FY[10] | ||
12 | Feb | Net Change | Entries | Net Amount | FY[11] | ||
13 | Mar | Net Change | Entries | Net Amount | FY[12] | ||
14 | Current Year | Net Change | Entries | Net Amount |
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