QTD < YTD <MTD view in the form
We are trying to input data on monthly basis for forecast and actual. As in next step if we want to see QTD view which should be M1+M2+M3 , but its not working. how does this QTD and MTD workflow w...
Forum Discussion
What is the Account Type? BS Account Type will not be M1+M2+M3.
Is there a way to get QTD data for balance sheet accounts?
Nevermind I figured it out. For anyone else wondering the same thing - set "Switch Type" on the flow member to True for balance sheet accounts.