You are here: Help Topics > Customization > Calculation > Legacy Values

Legacy Values

The following are the values that were used in previous versions of CaseView. All of these values are supported in the current version in order to allow existing formulas to continue to work. It is recommended that new formulas be written using the more powerful new values for balances available in the current CaseView version. The chart below lists the corresponding new values.

Unless otherwise specified, the default value is always the active period of the current year.

Old Value

Type of balance

Equivalent new value

AM

Current year, month

"DISC"

AY

Current year, year to date

This is the default.

CP1 - CP13

Current year, periods as specified in the Engagement Properties. Allows you to specify a month other than the active one.

"PERx" where x represents the period number.

PM

Prior year, same month as the current active period

"YR1:DISC"

P1 - P13

Prior year, prior periods as specified in the Engagement Properties

"YR1:PERx:DISC" where x represents the period number.

PY

Prior year, year to date

"YR1"

PY2

Second prior year, year to date

"YR2"

PY3

Third prior year, year to date

"YR3"

PY4

Fourth prior year, year to date

"YR4"

BM

Budget month, current active period

"BB:DISC"

B1 - B13

Budget, periods as specified in the Engagement Properties

"BB:PERx:DISC" where x represents the period number

BY

Budget year, year to date

"BB"

Following is a list of balances that may be linked from the trial balance.

Old Value

Type of balance

Equivalent new value

OPEN

Opening balance

"OPEN"

AMTRANS

Current month transactions

AYTRANS

Year-to-date transactions

AJ

Normal adjusting journal entries

"AN"

AJR

Reclassifying entries

"AR"

AJE

Eliminating entries

"AE"

AJU

Unrecorded - proposed entries

"AU"

AJF

Federal tax entries

"AF"

AJS

State/Provincial tax entries

"AS"

AJC

City/Municipal tax entries

"AC"

Following is a list of foreign exchange balances available for linking. The foreign exchange balance represents the foreign exchange rate multiplied by the account balance.

Old Value

Type of balance

Equivalent new value

AYX

Current year, year to date

"FX"

PYX

Prior year, year to date

"YR1:FX"

PY2X

Second prior year, year to date

"YR2:FX"

PY3X

Third prior year, year to date

"YR3:FX"

PY4X

Fourth prior year, year to date

"YR4:FX"

BYX

Budget year, year to date

"BB:FX"

Continuous and Discrete monthly balances

There are two ways of denoting monthly balances in CaseView linkage functions, Continuous and Discrete. Continuous refers to the summation of all periods (up to and including the current active period) while Discrete only deals with the current active period.

If you are working on a monthly file and you're currently in period four, the current year continuous balance will include all amounts and transactions from periods one, two, three and four. The discrete balance will show only period four activity.

The default is continuous. To get the period balance only, add the value "DISC" to the calculation.

The following table highlights some examples of how the suffixes affect the values returned.

Old Value

Type of balance

Equivalent new value

CP4

current period four, continuous (the default behavior)

"PER4"

CP4C

current period four, continuous

"PER4"

CP4D

current period four, discrete

"PER4:DISC"

P7

prior period seven, discrete (the default behavior)

"YR1:PER7:DISC"

P7C

prior period seven, continuous

"YR1:PER7"

P7D

prior period seven, discrete

"YR1:PER7:DISC"

B2

budget period two, discrete (the default behavior)

"BB:PER2:DISC"

B2C

budget period two, continuous

"BB:PER2"

B2D

budget period two, discrete

"BB:PER2:DISC"

The default calculation behavior of prior and budget monthly balances is discrete, but

the behavior of current monthly period ("CP") balances is continuous.

Related Topics