Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
FAQ: How do I change an average daily balance rule?

FAQ: How do I change an average daily balance rule?

You can't change an average daily balance rule while it's in use by 1 or more companies. To edit or delete a rule, you must first cancel or mass cancel the Average Daily Balance header. To cancel:
  • Individual headers, select
    Cancel
     from the related actions menu of the
    Average Daily Balance Header
    .
  • All average daily balance headers from the average daily balance start date for a company, use the
    Mass Cancel Average Daily Balance Headers
     task.
After you change an average daily balance rule, recalculate canceled headers by rerunning the
Average Daily Balance
 process using these
Start Dates
:
  • For individually canceled headers, select the
    Average Daily Balance Header Date
     of the first canceled header.
  • For mass header cancellations, select the
    Average Daily Balance Start Date
     on the
    View Company Accounting Details
     report.