You are here: All Help Topics > Accounting and Assurance > Automatic Documents > Showing comparative balances on documents
-- How Do I? --
Displaying Comparative Balances on Automatic Documents
Procedure
-
On the Document Manager, select a leadsheet/grouping, analytical review (variance format) or trial balance document.
-
Right-click the document and select Properties.
-
In the Format box, select the applicable format.
Note: If the Detailed entries with total format is selected, then comparative columns will not be available.
-
Under Settings, click on Balances and from the list select User Defined to open the Balance Source dialog.
-
Complete the applicable fields in the Balance Source dialog. >>Quick Reference
New!Quarterly reporting periods can now be compared.
- In each Column(1-4) box, expand Specific Period and then select a specific period balance type.
- In each Specific Period box, select the corresponding First, Second, Third and Fourth Quarter.
- Click OK to close the dialog and apply the changes.
Results
The balances selected are added to the last right hand column(s) of the automatic document.
