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1 & 2. Since balance sheet accounts are at a point in time, the value for YTD and periodic should be the same and for Income statement accounts, the value changes for each period, and the YTD value is derived from adding all the periodic values.
For eg. cash at the end of period 1 is 10000. During the second period, if there's a decrease of 2000, value at the end of 2nd period would be 8000. This value (8000) is both the 2nd period's value and YTD value.
But for sales, if 1st period value is 1000 ans 2nd period's value is 1200, then YTD value becomes 2200, and not 1200.
4. balancerecuring is an account type that you can define in the Accounts dimension properties. For eg. if your business owns a building for 1 million, and you know that the value would not change in the year except in special circumstances, you can tag the account as balancerecuring. HFM will oad the value 1 million for all periods of the year. For the next year, you'll have to do it again.
5. EOM rate is the exchange rate of currencies in your application at the end of a period. For eg. at the end of 31st Jan. Average rate is the sum of exchange rates on each day of the period added together and divided by the number of days. We use average rates for accounts like sales, because sales happen throughout the period, so average rate would give a more accurate value.
6. None account is used when none of the members of a particular dimension is applicable for a particular POV. For eg. in the ICP dimension, we have a None member. Whenever we are entering data that is not InterCompany, we will select the None member, because the InterCompany members would not be applicable.