In this article you will find an explanation of the Equalization method.
This can set in the financial settings.
Open the screen Companies:
Main files -> General -> Companies
The settings can be adjusted on the tab sheet Financial, tab sheet Financial system.
The equalization method can be set separately for sales invoicing, purchase invoicing and waste booking:
| 0 – Original date | Dates and periods are transferred 'as is' |
| 1 – Equalize on date | Extra booking lines are made to equalize everything on date |
| 2 – Equalize on period date | Extra booking lines are made to equalize everything per periode (see financial year for information about the period date) |
| 3 – Invoice date (applied on all lines) | All lines are booked on the financial date per period (see financial year) |
| 4 – First date | First date per consensed group |
| 5 – Last date | Last date per consensed group |
| 6 – Date with highest absolute amount | Date with highest amount per consensed group |
| 7 – Average date | Average date per consensed group |
| 8 – Modal date | Modal date per consensed group |
| 10 – First date (based and applied on all lines) | First date of the entire booking, applied to all lines |
| 11 – Last date (based and applied on all lines) | Last date of the entire booking, applied to all lines |
| 12 – Date with highest absolute amount (based and applied on all lines) | Date with highest absolute amount of the entire booking, applied to all lines |
| 13 – Average date (based and applied on all lines) | Average date of the entire booking, applied to all lines |
| 14 – Modal date (based and applied on all lines) | Modal date of the entire booking, applied to all lines |
| 15 – Modal period (based and applied on all lines) | Last date of the modal period of the entire booking, applied to all lines |