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How to pick up the balance from a previous month

neg177

Hi,

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.

Accepted answers

AntonMineev

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

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AntonMineev

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

AntonMineev

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

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