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Is it best to do Variances in the Document directly or link to a spreadsheet

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Comments

3 comments

  • Jonathan Dapeer

    We find it best to perform all the math in the document (summations, $ or % variances). Those calculations can be linked from the document back to the spreadsheet to perform additional validations/check figures.

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  • Jill Yaspan

    We perform all of our calculations in a primary spreadsheet, including rounding and check totals. Thus, the amounts in the spreadsheet are linked to the document, including summations and any other calculations.

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  • Edith Li

    Like Jill, we perform our calculations in a primary spreadsheet.  We include rounding there as well.   That way those calculations update automatically when we update trial balances, those amounts can be linked to other documents quickly and updated from one file, and we can perform validation checks quickly.

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