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How to pick up the balance from a previous month

neg177
Regular Contributor

How to pick up the balance from a previous month

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. 

3 REPLIES 3
AntonMineev
Regular Contributor

Re: How to pick up the balance from a previous month

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
Regular Contributor

Re: How to pick up the balance from a previous month

ok, Thank you 

AntonMineev
Regular Contributor

Re: How to pick up the balance from a previous month

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