How Do I Manage Rounding Adjustments?
From within a financial statement, click into a financial cell.
- If there is an existing dynamic figure defined, the Dynamic Figure Details screen will open.
- If there is no dynamic figure defined for this cell, the Dynamic Figure creation screen will open. Define a dynamic figure and select save and insert the Dynamic Figure.
- From the dynamic figure details screen, select the +- icon beside the Dynamic Figure Value in the General Information tab. The hover-over option for this icon says Manage Adjustment.
- Provide a value by which to adjust. Optionally, define a reason for the adjustment, i.e., “rounding to balance assets against liabilities and fund balances.”
- Select the Save button.
You will see adjusted values highlighted in yellow in the statement for easy identification
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