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Contra items in IFS

  • April 22, 2022
  • 1 reply
  • 56 views
R
Do Gooder (Customer)
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Community,

 

I am new to IFS and I have run a BA report which shows a credit from 2015 but had been reversed in 2020. How do I contra these 2 items so they no longer appear on the BA report.

 

I have many others like this but if I can clear these 2 then I will achieve my result/s

1 reply

Ieva Rituma
Superhero (Employee)
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  • Ieva Rituma
  • Superhero (Employee)
  • 429 replies
  • May 19, 2022

Hi,

 

What BA report are you running here, based on what data sources? The answer will very much depend on your setup of the report.

  • If it’s GL transactions you’re trying to exclude from the report, we typically use account matching process for this
  • If it’s payments, we use offset (or 0 value mixed payments) to contra them out
IRituma


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