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OfficeConnect Contexts

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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