How to pick up the balance from a previous month

[neg177]

Hi,

We are trying to pick up a Line Item Balance from the previous end of the month. For example, for the month of Feb, need to see the ending balance that is at the end of January.

[AntonMineev]

Hi@neg177!

Do you use custom time or no?

Classic solution with native time:

1. You calculate CB on month (OB + Movements).

2. You calculate Opening Balance use PREVIOUS(CB) formula.

This formula take amount from previous month from needed LI.

[neg177]

ok, Thank you

[AntonMineev · Accepted solution]

You are welcome. if my answer helped you, please mark it as a solution.