7.1.7 PeriodDayYTDBalance

Retrieves and calculates the Year-To-Date (YTD) balance by specific period and day, supporting financial reporting and trend analysis.
  1. On the PeriodDayYTDBalance activity window, enter the Required Fields Activity Name.
  2. Enter a brief description of the activity's purpose in the Activity Description field.
  3. Dynamic Parameters: This section handles any input or configuration that is dynamically required by this activity.
  4. Comments: Add any relevant notes or information related to the activity.
  5. Once all fields are complete, click the checkmark icon (bottom-right corner) to save the configuration.