What is the Year to Date Period option?
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4. After you have set your YTD periods you must then run a Chart Rebuild in the Budget Worksheet by following this guide: How to run a Chart Rebuild.
You should run a Chart Rebuild each time you change your YTD period ranges to recalculate the periods and fix any out of balance errors.
5. To run the YTD Report navigate to the General Ledger → Financial Report module and select the Report Layout called Trial Balance Period Range.
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