Running a Debit / Credit Comparison
This topic explains how to compare separate Debit and Credit fields with a single Value or Amount field in another file.
To Run A Debit / Credit Comparison:
- Select the two files to be compared
- Map both the Debit and Credit fields to the single Amount or Value field in the other file
- Click on the Edit button next to the file with the separate Debit & Credit fields
- In Layout view, select the Debit field in the Example File Table
- In the Field Details panel, change the Debit / Credit pop up menu to "Debit Amount"
- Repeat for Credit Field, setting Debit / Credit in the Field Details to "Credit Amount"
- Click on the Setup Tab
- Choose Comparison > Compare