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 Balance Preview


2024/10/10 • 3 min. to read
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 ToSpecifies the date of the current year up to which the balance should be considered.
Balance Previous Year ToSpecifies the date of the previous year up to which the balance should be considered.
Income Current Year FromSpecifies the date of the current year from which the income statements should be considered.
Income Current Year ToSpecifies the date of the current year up to which the income statements should be considered.
Income Previous Year FromSpecifies the date of the previous year from which the income statements should be considered.
Income Previous Year ToSpecifies the date of the previous year up to which the income statements should be considered.
Global Dimension 1 FilterSpecifies a filter that will be used to filter or calculate the values.
Global Dimension 2 FilterSpecifies a filter that will be used to filter or calculate the values.
Business Unit FilterSpecifies a filter that will be used to filter or calculate the values.

Options, Fields
Hide Detailed G/L Account LinesSpecifies whether the G/L Accounts should be displayed or not.
Rounding FactorSpecifies the factor that should be used to round the results in the balance.

Journal Preview, Fields
Calculate JournalSpecifies 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 NameSpecifies the name of the journal template.
Journal Batch NameSpecifies the name of the journal.

Fields
Row No.Displays the row number for the line.
DescriptionDisplays the description for the line.
G/L Account No.Displays the G/L Account No. for the line.
Current YearDisplays the result of the line for the current year.
Current Year %Displays the result of the line for the current year in percent.
Previous YearDisplays the result of the line for the previous year.
Previous Year %Displays the result of the line for the previous year in percent.
DifferenceDisplays the difference.
Difference %Displays the difference in percent.

Actions

  • Update Preview

    Updates the preview based on recent changes.

  • Print

    Prepare to print the balance. For more information, see Working with the App, Balance Preview.

  • Print incl. Difference

    Prepare to print the balance incl. difference. For more information, see Working with the App, Balance Preview.

  • Export to Excel

    Open the balance schedule overview in a new Excel workbook. This creates an Excel workbook on your device.

  • Update Excel Workbook

    Refresh the data in the copy of the existing Excel workbook, and download it to your device. You must specify the workbook that you want to update.

See also



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