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deveshsharma's avatar
deveshsharma
New Contributor
4 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
Icon for OneStream Employee rankOneStream Employee
4 years ago

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

deveshsharma's avatar
deveshsharma
New Contributor
4 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
    Icon for OneStream Employee rankOneStream Employee
    4 years ago

    Hi,

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