Index method
An Index method is a calculation approach used to adjust values over time based on an external reference, such as inflation or market trends.
Index methods are maintained in Application settings.
• You can add an index method by clicking + Add index method at the top right. Then proceed to fill out the rates per category.
• You can edit the Code or Name as required.
• Per index method, select:
◦ Index series from the drop-down list.
◦ Default index month, which can be any month of the year, or Continuous.
◦ Index offset - the number of months between the indexation itself and the index date referred to.
◦ Ceiling - as boundary, Ceiling caps the top rate.
◦ Floor - as boundary, Floor caps the bottom rate.
• You can export your index method overview to Excel by clicking

.
• Select a row to Deactivate it. When it is deactivated (and not in use), you can Delete the row.
• Click Save to save your changes.
• Click Revert to undo your changes.