08-16-2022 01:13 PM
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 works in the form ??
In historical data its working perfectly fine.
08-21-2022 10:34 PM
What is the Account Type? BS Account Type will not be M1+M2+M3.
08-22-2022 02:19 AM
hello ,
thanks for your reply , i am asking about Income and expense account.
sorry for not mentioning it clearly
08-22-2022 03:42 AM
Hi,
if it's PL accounts you should have the following, QTD is the quarter to date.
03-13-2023 11:38 AM - edited 03-13-2023 12:50 PM
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.