Using period indicators in percent columns and formulas

Alerts and notices

Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Base is the account group used in percent formulas within the application's pre-formatted sample income statements, as in:

Col(x)*100/Base * -1

If the percentages are not correct in your statement:

  • Be sure the period indicator is correct in the Percent column. It should match the period indicator for column on which the formula is based.
  • Check the formula to see if it references the correct column.
  • If the percentages do not add up to 100%, the account group does not include the same account range as defined in Row Properties for the Total line.

See also

Using formulas

Creating and editing financial statements

Using period indicators

Period indicators available for selection in financial statements

Creating a rolling financial statement using period indicators

Using memo amounts in financial statements

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