Forum Discussion

deveshsharma's avatar
deveshsharma
New Contributor
3 years ago

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...
Workflow
Hweeli's avatar
Hweeli
New Contributor III
3 years ago

What is the Account Type?  BS Account Type will not be M1+M2+M3.

  • deveshsharma's avatar
    deveshsharma
    New Contributor
    3 years ago

    hello ,

    thanks for your reply , i am asking about Income and expense account.

    sorry for not mentioning it clearly

    • Hweeli's avatar
      Hweeli
      New Contributor III
      3 years ago

      Hi,

      if it's PL accounts you should have the following, QTD is the quarter to date.

       

  • jordielane's avatar
    jordielane
    New Contributor III
    3 years ago

    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.