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Former Member
Oct 25, 2011 at 10:45 AM

Best Practices


Hi All,

I have couple of queries here, on some best practice in data load appreciate some advise and detail explanation

1) I have some data actuals based on BS, in BS accounts in balances but they are stored as movements, is there a best practices or alternate way for importing these actuals, and changings them via manual to movements before importing

2) If this is the case, consider I'm building a Balance Sheet Report, will I be required to use YTD custom measure

3) Finally, please advise where will I be able to store opening balance, for first period yhis is to ensure that Balance Sheet report diplay correct output

Thanks in Advance