Fiscal Set Comparison

This form lets you:

• Display account information for two fiscal sets, to compare the net changes or period balances.

You can compare actual, quantity, provisionally-posted and budget fiscal sets, in any combination you choose.

For multicurrency accounts, you can specify amounts posted in a particular currency, displaying the source-currency amounts, the functional equivalent of the source, or the reporting currency (this option is only available if the euro is your functional currency and you specified a reporting currency on the Company Profile form in Common Services).

The program also displays the monetary difference between the two sets, and the difference as a percentage of the second set.

If the account you select is a rollup account, the Use Rolled Up Amounts option appears. You can select it to view the balances, net changes, and quantities of the member accounts rolled into a single account.

To compare two fiscal sets

1. Open General Ledger > G/L Accounts > Fiscal Set Comparison.

2. Enter an account number or use the Finder to select one.

3. If you choose an account that is a rollup account, the Use Rolled Up Amounts option appears. Select it if you want to view the rolled up amounts for this account. (When you create rolled up budgets, create them in a separate budget.)

4. Select either Net Change or Balance for each period.

5. Select the first fiscal set and the year.

6. Select the second fiscal set and the year.

7. If you have a multicurrency ledger, select the currency type (Source or Functional).

8. If you have a multicurrency ledger, select the currency.

9. Click the Go button to display the accounts you have specified.

Note that if you clear the Use Rolled Up Amounts option after earlier selecting it, or if you click the option after clicking the Go button when it hadn't been selected, you will need to click the Go button again for the changes to appear.

Click here for hints on using forms.

See also

 

Displaying account information