Difference between revisions of "Periods"
| Line 10: | Line 10: | ||
* 4-Weekly Periods | * 4-Weekly Periods | ||
Periods can also be modified to produce that for the following: | |||
* Year To Date (YTD) | |||
* To Date (TD) | |||
=== Months | === Note === | ||
Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. | |||
== Months == | |||
Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. | Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. | ||
== Quarters == | |||
Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. | Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. | ||
| Line 25: | Line 32: | ||
* 4th Quarter | * 4th Quarter | ||
=== Note === | |||
Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. | |||
== Half-Years == | |||
Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. | Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. | ||
| Line 33: | Line 43: | ||
* 2nd Half | * 2nd Half | ||
=== Note === | |||
Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. | |||
== Year == | |||
The year period represent the total sum of all the activity that occurred within a financial year. | The year period represent the total sum of all the activity that occurred within a financial year. | ||
== Weeks == | |||
Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. | Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. | ||
=== Note === | |||
Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. | |||
== 4-Weekly Periods == | |||
Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. | Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. | ||
=== Note === | |||
Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. | |||
== How to Guides == | == How to Guides == | ||
Revision as of 19:53, 20 June 2016
Overview
Periods represent the time period constrained by a financial year. Reports within BudgetLink can produce reports for the following periods:
- Months
- Quarters
- Half-Years
- Year
- Weeks
- 4-Weekly Periods
Periods can also be modified to produce that for the following:
- Year To Date (YTD)
- To Date (TD)
Note
Note that To Date (TD) modifier is only available in BudgetLink Standard Edition, BudgetLink Pro Edition and BudgetLink Ultimate Edition.
Months
Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured.
Quarters
Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink.
- 1st Quarter
- 2nd Quarter
- 3rd Quarter
- 4th Quarter
Note
Note that Quarters are only available in BudgetLink Standard Edition, BudgetLink Pro Edition and BudgetLink Ultimate Edition.
Half-Years
Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink.
- 1st Half
- 2nd Half
Note
Note that Half-Years are only available in BudgetLink Standard Edition, BudgetLink Pro Edition and BudgetLink Ultimate Edition.
Year
The year period represent the total sum of all the activity that occurred within a financial year.
Weeks
Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years.
Note
Note that Weeks are only available in BudgetLink Ultimate Edition.
4-Weekly Periods
Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters.
Note
Note that 4-Weekly Periods are only available in BudgetLink Ultimate Edition.
How to Guides
None.