Period Sorting Methods

Use this form to define your own indexes, or buckets, for running financial statements. To efficiently take advantage of Unit Code reporting capabilities, you can set up sorting buckets on this form for a particular combination of account/unit codes 1-4.

The best response occurs when your desired output matches an existing sorting method.

Although you may create as many as 99 sorting methods, there are drawbacks to creating too many:

  • The time it takes to build all the buckets.
  • The disk space used by the additional buckets.
  • The increase in ledger posting time.

Instead, you can use one of these two predefined sorting methods:

  • Account
  • Account/unit codes 1-4

Neither of the predefined sorting methods can be deleted. You can disable them, but you can not delete them. To enable a disabled method, you must run the Rebalance Ledger Period Totals utility.

Note:  To see output sorted by account/unit code 1, do not use the first method because the bucket is too large. This method groups the amounts for all transactions with the unit codes together and does not provide enough detail. The second method works, but it is slower because it adds numerous buckets to arrive at the answer. When you have a match, only one bucket needs to be looked at.