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Question

Quarter to Date data source is not in line with calendar in report definition


as the picture shows here, I am doing the P/L for Jan 2025, it has a column Quarter to date, I assume for Jan, QTD=YTD=Jan, however Acumatica pulling the P/L of Nov and Dec 2024 and Jan 2025 as QTD for Jan 2025, data source “actual - 2”. Anyway how to make QTD=Jan 2025? Thanks!

 

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