Summation Calculations

Use Summation Calculations for report values which are the sum of two or more other calculations.

HINT-- The Goldenseal accounting software already include several Summation calculations that it uses in the Balance Sheet and Income Statement financial reports.

       Entering Summation Calculations | Data Fields
       Using Lists | Using Summation Calculations

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       Accounting Software | Bookkeeping Software | Job Costing Software

       Calculations | Custom Calculations | Reports

Entering Summation Calculations

To enter a Calculator, follow these steps:

  1. Choose Calculations from the Options menu, then choose Summation Calculations from the submenu.
  2. Click the New button, or click on an existing item and click the Edit button.
  3. Fill in details about the calculation.

Data Fields

Enter the following information for each Summation Calculation:

Name-- Type in a brief name for the calculation. This is the text that will appear in clairvoyant fields.
HINT-- It's a good idea to have a name that describes exactly what the calculated value includes, so you'll know what to expect when making forms or reports.
Description-- Type in any comments you'd like to make about this item.
Calculation Table-- Enter the calculation items you'd like to add into the table. You can enter as many items as you'd like. For each item, enter the calculation class, then the specific calculation item.
HINT-- To add a new calculation, click on the bottom row and hit the Return key.
Current Value-- Goldenseal displays the current value of the calculation.
Layout Tag-- Goldenseal shows you the letter-and-number ID tag that marks this item in report layouts.

Summation Table

To include values in the calculation, follow these steps:

  1. Click in the first row of the table.
  2. Click in the Class column, and choose the type of calculation you'd like to add.
  3. Click in the Calculation column, and choose a specific calculation.
  4. To add a new row to the table, hit the Return key (Mac) or the Enter key (Windows).
  5. Repeat steps 2 to 4 for each item that you'd like to add to this summation.
  6. When you are finished, click OK.

Using Summation Calculations

After you create a Summation Calculation, follow these steps to use it:

  1. Choose Custom Layouts from the Options menu, and choose Printed Forms or Reports from the submenu.
  2. Switch to the report where you'd like to use the calculation.
  3. Click on the Calculator Tool-- the calculator icon in the palette on the left side of the window.
  4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.
  5. You'll see a list of calculations.  Enter Summations into the popup menu at the top, and choose the new calculation from the list.
  6. Click OK.