What is the Year to Date Period optionsetting?
The YTD option tab in Period Close is for setting which periods belong to the current and last year to date Period. This will allow you to specify which periods in Eclipse belong to the current and previous year, and to run reports based on this.
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Generally this should only be used when you are required to generate a report on Year to Date rather than To Date figures (which is the default in Eclipse). For example, needing to provide special reports for your auditors and year end.
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2. Navigate to General Ledger → Period Close → YTD tab to access the YTD Option. By default both the current and pervious year will be set as blank to 999999 to run over every single period.
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3. Add the starting and ending period for the current year and the previous yearand . The period ranges you specify here in the YTD tab will be used to run your YTD reports.
You can then press the Cancel button or X button to close the Period Close window (you do not need to run any report here or close your period ). The period ranges you specify here in the YTD tab will be used to run your YTD reportsfor it to take effect).
For example, in the screenshot below our current year periods are from 100317 to 100322, and our previous year is from periods 100310 to 100316 so this is what we would insert into the fields.
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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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