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YTD Capabilities | CLEARIFY

Posted in: QQube    Suggestions and New Ideas

YTD Shortcuts for Trial Bal Activity and Statement of Cash Flows

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  • Hello - I think it would be very helpful to have a YTD functionality for the financial statements. Specifically, I ran into this issue in the cash flow statement. I am able to create a calculated field; however, I do not want my cash at the beginning and end of period to be cumulative so I'm still thinking about a fix. 

  • Some clarity....

    • Profit and Loss has YTD and a slew of other shortcuts
    • Balance Sheet and Trial Balance do not have YTD - because N/A

    So for Trial Balance:

    • Current Quarter Activity Amount
    • Current Quarter Activity Budget
    • Current Year Activity Amount
    • Current Year Activity Budget
    • Current YTD Activity Amount
    • Current YTD Activity Budget
    • Previous Year Quarter Activity Amount
    • Previous Year Quarter Activity Budget
    • Previous YTD Activity Amount
    • Previous YTD Activity Budget

    Statement of Cash Flows

    • Current Quarter Activity Amount
    • Current Year Activity Amount
    • Current YTD Activity Amount
    • Previous Year Quarter Activity Amount
    • Previous Year Activity Amount
    • Previous YTD Activity Amount

    Trial Balance by Class

    • Current Quarter Activity Amount
    • Current Year Activity Amount
    • Current YTD Activity Amount
    • Previous Year Quarter Activity Amount
    • Previous Year Activity Amount
    • Previous YTD Activity Amount

    Statement of Cash Flows by Class

    • Current Quarter Activity Amount
    • Current Year Activity Amount
    • Current YTD Activity Amount
    • Previous Year Quarter Activity Amount
    • Previous Year Activity Amount
    • Previous YTD Activity Amount
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