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Formulas

Formulas

Proper functionality of prefeched dashboards (except for dashboard Quick Overview) is linked to proper setting of formula for each account description. Settings are:

  • Designation - unique and cannot be changed;
  • Description - account description;
  • Formula - made from
    - prefix
       ​SS - account balance
       RP     - transactions, including opening, till given date - credit
       RD - t    ransactions, including opening, till given date - debit
       SSP - credit balance on given date(credit-debit)
       SSD - debit balance on given date (debit-credit)
    - account number from register of accounts
    - suffix "%" (if used all accounts starting with this number are used);
  • Changed - checked if formula has been changed.
000001.gif To reset selected or all formulas, selections Reset or Reset All in popumenu can be used.


 

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