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Calculations

    Add a line item type

    Add attachments to a calculation

    Calculation sheet settings

    Calculations overview

    Change start and end dates

    Compare versions of a calculation

    Configure print styles

    Copy a dataset between clients

    Copy datasets

    Create a calculation

    Create a dataset

    Cross References

    Delete datasets

    Export calculations to Excel

    Format cells

    Insert sheets, calculation data, or line items

    Interest formulas

    Opening a Calculation

    Print a Calculation

    Push data down hierarchy

    Resequence sheets

    Roll forward calculations individually

    Roll forward datasets

    Save a version of a calculation

    Set up and apply exchange rates

    Sort a calculation manually

    Turn on auto save calculation

    Template override indicators

    Transaction drilldown

    Upgrade templates

    Undo and redo actions

    View all calculation attachments

    View allĀ calculation notes

    Work with notes and queries

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