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Automatic balance at year end |
  
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Automatic balance at year end |
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You can have Untis automatically calculate the yearly balance as in the previous example.
We will illustrate this with a concrete example:
| • | Open the file Demo2.gpn and for the sake of clarity close all windows (“Windows | Close All Windows"). |
| • | Now we want to create the file for a new school year and in the process automatically calculate the yearly balance values. |
| • | Please ensure that the reduction reason “UE” (Underemployement previous year) already exists under “Master Date | Reduction reasons“. |
| • | Now invoke the <New School Year...> function (“File | New School Year...). |
| • | Select suitable start and end dates for the new school year with the help of the “From” and “To” date fields. |
| • | Now check the option “Carry the excess to the yearly balance” and confirm with <OK>. The window with the yearly balance is displayed. |
First select those teachers for whom the yearly balance should be calculated. Select all teachers apart from the ? teacher.
| 1. | Next, select the reduction reason that should be entered for the yearly balance values. In our example we select the reason ‘UE‘. |
| 2. | Click the button <Create yearly balance>. |
| 3. | The yearly balance list contains suggested reductions for the following school year based on the actual-target value of the current year. You can edit the suggested values manually. |
| 4. | Finally select those reduction reasons for which all reduction reasons should be deleted from the beginning of the new school year. |
| 5. | Clicking <OK> closes the window and makes the modifications to the reductions. |