Via the Balance Preview, the balance schedule can be calculated and displayed without printing it.
To do this, select the balance schedule that you want to be calculated in the Name field.
For more information, see Working with the App, Balance Schedules.
After the filters and settings have been made, the preview can be recalculated via the Update Preview action.
Filter, Fields
Balance Current Year To
Specifies the date of the current year up to which the balance should be considered.
Balance Previous Year To
Specifies the date of the previous year up to which the balance should be considered.
Income Current Year From
Specifies the date of the current year from which the income statements should be considered.
Income Current Year To
Specifies the date of the current year up to which the income statements should be considered.
Income Previous Year From
Specifies the date of the previous year from which the income statements should be considered.
Income Previous Year To
Specifies the date of the previous year up to which the income statements should be considered.
Global Dimension 1 Filter
Specifies a filter that will be used to filter or calculate the values.
Global Dimension 2 Filter
Specifies a filter that will be used to filter or calculate the values.
Business Unit Filter
Specifies a filter that will be used to filter or calculate the values.
Options, Fields
Hide Detailed G/L Account Lines
Specifies whether the G/L Accounts should be displayed or not.
Rounding Factor
Specifies the factor that should be used to round the results in the balance.
Journal Preview, Fields
Calculate Journal
Specifies that a journal should be included in the printout which has already entered a balance sheet or income statement but has not yet been posted.
Journal Template Name
Specifies the name of the journal template.
Journal Batch Name
Specifies the name of the journal.
Fields
Row No.
Displays the row number for the line.
Description
Displays the description for the line.
G/L Account No.
Displays the G/L Account No. for the line.
Current Year
Displays the result of the line for the current year.
Current Year %
Displays the result of the line for the current year in percent.
Previous Year
Displays the result of the line for the previous year.
Previous Year %
Displays the result of the line for the previous year in percent.
Balance Preview
