BLOGS

TRAVERSE version 11 Tip: Working with fiscal periods in GL Account Balance View

You can create an interactive view that allows you to select a single year and see General Ledger balances by period for each GL account. To do so, use the GL Account Balance interactive view to place the Fiscal Year Filter Area and the Fiscal Period field in the Column area. Then drag and drop the Amount field into the Drop Data Items Here area. You will then have a selection of a single year with period totals listed across the view for each GL Account.