Cumulatives

The Cumulatives screen shows the cumulative figures for the year to date. The figures shown SHOULD be the same as those in the cumulatives box on the summary report for the previous audit.

Typically, you will only need to change these figures if you have had to go back to a previous audit, make a change and re-run the summary report.

To make sure that the year-to-date figures are correct for the future, click on the Update from Last Audit button and the figures will be corrected.

If the site is multi-bar, there will be one row of figures for each bar.


The End of Year cumulatives option allows you to pre-set the cumulative figures IF you are unable to do the stocktake on the first day of your client's new year.

You should use this AFTER you have completed the last audit of the year and BEFORE you do a Create New Audit.

Type in the actual end-of-year date and then click on the Calculate button. The partial EOY figures will be calculated pro-rata based on the number of days of the completed audit and the number of days between the end of the audit and the end of the year.

When you next do a Create New Audit, you will be warned that there are end-of-year figures set up and reminded that you should be selecting End-of-Year. On completion of Create New Audit, the partial EOY figures will have been transferred onto the main cumulatives screen.


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