Calculating Year-To-Date Values for Interim Statements

Procedure

To calculate year to date values for interim statements:

1. Select the customer. How?

2. Select the Financial Analysis tab.
   The Financials screen appears.

3. Select the check boxes for up to three statements you want to compare, including at least one interim statement.

4. Click Comparison View.
   The Financial Comparison screen appears.

5. In the Select Columns row, select the check box in the value column for the interim statement you want to calculate yearly values for, and click View YTD Value.
   The screen refreshes to display the computed YTD values based on the selected interim statement.

6. To print the statement with the interim values:

1. Click Print.
   The financial statements are shown in print format.

2. On your browser toolbar, click File>Print.
   The Print dialog box appears. Use the dialog box to print the statements.

3. To return to the Financial Comparison  screen, click the Back button on your browser toolbar.