Entering Data into Summary-Level Time Periods

In data grids, you can enter an amount directly in a summary-level time period and have it distributed evenly among lower-level periods for Revenue, Expense, and Flow type accounts. For example, you could enter the amount 300 in the Quarter time period that contains the months of June, July, and August. The amount 100 could be distributed evenly among those three months. Asset, Liability, and Balance type accounts distribute the entire amount to the last base period of the summary time period.

If the base periods are blank when you input data at the summary level, the data is distributed evenly across the periods. If the base periods already contain data, the data is distributed proportionally. For example, if the months of January, February, and March list 3, 3, and 4 as the data, and you enter 100 in the Quarter1 member, the system distributes 30, 30, and 40 to January, February, and March, respectively.

After entering the data in the parent-level members, you must submit the data to spread it among the base periods.

  To enter data into summary-level time periods:

  1. Open a data grid.

  2. Click the cell in which to enter or edit data.

  3. Enter a value in the cell and press Tab.

  4. Repeat steps 1 through 3 until you have entered or edited all the data.

  5. Click Submit Data to save the data, or click Reset Data to refresh the database.