05-08-2024 05:36 PM
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?!
Solved! Go to Solution.
05-09-2024 09:59 AM
@lpsnowell - It should be Flow if you want your account act as P&L but it will not translate. See below
05-09-2024 07:43 AM
Try using the account type Flow instead.
05-09-2024 09:59 AM
@lpsnowell - It should be Flow if you want your account act as P&L but it will not translate. See below
05-16-2024 05:24 PM
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?
05-20-2024 05:34 AM
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.
07-11-2024 07:46 PM
I loaded this info via forms using XFSET to view = Periodic. So I'm really struggling to understand why that data shows this way when using account type Flow. I suppose there is a setting buried somewhere that I'm missing. Ugh