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OfficeConnect Contexts

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.

Question

How do each of the Contexts within OfficeConnect function?

Answer

For Cumulative (Monthly delta) Accounts:

 

Beginning Balance: Shows you the value from the prior month.

YTD: Shows you the value from the current month.

YTD Balance: Shows you the value from the prior FY.

QTD: Shows you the value from the current month.

QTD Balance: Shows you the value from the prior quarter.

 

For Periodic Accounts:

 

Beginning Balance: Shows you the value from the prior month.

YTD: Shows you the summed value up to the current month for the given fiscal year.

YTD Balance: Shows you the value from the last month of the prior fiscal year.

QTD: Shows you the summed value up to the current month for the given quarter.

QTD Balance: Shows you the value from the last month of the prior quarter.

 
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