General column properties

Advanced Column Properties

Click this button to launch the Advanced column properties dialog. This dialog has four tabs: General, Filtering, Condition and Ledger. See Advanced column properties.

Balance Type

Specify the balance type of the general ledger values that you want to be displayed in the selected cell(s) or column. The default balance type is Actuals.

For example, if you select Division in the adjacent field, a page break will be inserted between columns that have been filtered to display accounts with different divisions.

The balance types available for each general ledger are:

AE Accounts:

• actuals

• opening balance

• closing balance

• cash

• receipts

• payments

• non-cash movements

• quantity

• opening balance (quantity)

• closing balance (quantity)

• budget year to date

• buget period

MAS

• actuals

• receipts

• payments

• cash

• bal2

• budget (current)

• budget-bal2 (current)

• budget (projected)

• budget-bal2 (projected)

Movement

To have the figures Movement based. Both the start and end periods are enabled.

Name

Specify a name for the column. The name must be unique within the column template. This name can be referred to in the Formula field under the General tab of the Advanced column properties dialog to create calculation columns.

Period End

When a ledger contains more than one period and the Movement option is selected, this drop-down menu is enabled to specify the ending period to be used when retrieving balances for this column.

The drop-down menu contains an item for each available period as well as Current Period and Final Period items. The Current Period and Final Period items are relative i.e. the periods they represent will vary depending on the structure and state of the ledger.

The Current Period item refers to the period selected in the Period field in the Ledger year selection dialog (Tools > Ledger Year). This may or may not be the same as the current period in the underlying General Ledger product. The Final Period item refers to the last period in the selected year.

Period Start

When a ledger contains more than one period and the Movement option is selected, this drop-down menu is enabled to specify the starting period to be used when retrieving balances for this column.

The drop-down menu contains an item for each available period as well as Current Period and Final Period items. The Current Period and Final Period items are relative i.e. the periods they represent will vary depending on the structure and state of the ledger.

The Current Period item refers to the period selected in the Period field in the Ledger year selection dialog (Tools > Ledger Year). This may or may not be the same as the current period in the underlying General Ledger product. The Final Period item refers to the last period in the selected year.

Year

Specify the year to use when retrieving balances for this column.

Year To Date

To have the figures set as Year to Date. The start period is set to Period 1, which cannot be changed.