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lpsnowell's avatar
lpsnowell
New Contributor
7 months ago

NonFinancial Account

I'm trying to add several non-financial accounts for metrics.  I've loaded my historical data in at periodic.  I want to be able to see the annual totals by account but instead T#2023 is showing me the December numbers and not the total.  What am I doing wrong?!

  • lpsnowell  - It should be Flow if you want your account act as P&L but it will not translate. See below 

     

  • Krishna's avatar
    Krishna
    Valued Contributor

    lpsnowell  - It should be Flow if you want your account act as P&L but it will not translate. See below 

     

    • lpsnowell's avatar
      lpsnowell
      New Contributor

      Flow isn't working for me either.  It changes my monthly values to be the difference between them.  So instead of Jan at 3,546 and Feb at 3029, Feb is shown as -517 at flow acct type.  Any other suggestions?

      • KarlT's avatar
        KarlT
        Contributor III

        It sounds like you probably need to check that you have the correct values in the YTD view. If you have the Periodic values in YTD then this Periodic movement will be wrong.