Year-To-Date Salary Formula

The year-to-date salary formula is similar to the total monthly salary formula except that it calculates a year-to-date value type instead of a periodic.

Year to date formula selectable criteria

Follow these instructions to create a year-to-date salary formula using example data and dependency formulas:

  1. Select the Total Monthly Salary formula from the formula dashboard and click the Copy button.

  2. Update the Formula Name to YTD Salary.

  3. From the Value Type drop-down menu, select YTD.

  4. From the Account drop-down menu, select 50201 - YTD Salary.

  5. Click the Save button. You will receive a confirmation message with the option to create another formula or return to the formula library.