Configure balances

Balance objects can be configured so that balances are calculated automatically when new data arrives, or existing data is adjusted. However, you can manually trigger the calculation of balances for the balance objects.

When Accounting Close is enabled on the system, the balance data is always automatically calculated regardless of the Calculation Policy setting.

To configure balances to be calculated manually or automatically

1. Right-click to select Properties from the Line Segment action menu.

   The Properties for Line Segment window appears.

2. From the Calculation Policy dropdown list, select either Automatic or Manually Initiated.