How to pick up the balance from a previous month




We are trying to pick up a Line Item Balance from the previous end of the month. For example, for the month of Feb, need to see the ending balance that is at the end of January. 

Best Answer

  • AntonMineev
    Answer ✓

    You are welcome. if my answer helped you, please mark it as a solution.


  • Hi @neg177!

    Do you use custom time or no?

    Classic solution with native time:

    1. You calculate CB on month (OB + Movements).

    2. You calculate Opening Balance use PREVIOUS(CB) formula.


    This formula take amount from previous month from needed LI.

  • neg177

    ok, Thank you