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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.

Legacy Values

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