• Working with Automatic Documents
  • Automatic Documents
  • Ratio classes
  • Using wildcards to display grouping information
  • Setting Variance Analysis Thresholds
  • Ratio Index
  • Working with Automatic Documents
  • Automatic Document Formats and Settings
  • Automatic Document Properties
  • Ratio Class List
  • Reconciling accounts
  • Settings for Analytical Review
  • Threshold Defaults dialog
  • Adding a ratio
  • Calculating ratios based on shares
  • Creating Automatic Documents
  • Creating supporting leadsheets
  • Creating Outstanding Debit/Credit Document
  • Creating a summary leadsheet
  • Materiality in Automatic Documents
  • Automatic Document Graphs
  • Entering Ratio Classes
  • Building a leadsheet based on the Report setup
  • Implementing thresholds for variance analysis
  • Performing an Analysis by Amount or Date
  • Reconciling outstanding credits (checks)
  • Creating sub-leadsheets

Variance Analysis Thresholds

Each of the variance documents in Working Papers has an amount change column and a percentage change column. The amount change usually represents the difference between the current and prior balances for each account number and the percentage change is a percentage of this value. Threshold criteria apply to all such variance documents. The threshold value sets limitations on the values presented in these columns. For example, if you only want to view accounts whose values exceed $5,000 in the amount change column and exceed 5% in the percentage change column, enter 5,000 and 5 respectively.