Modify a Trial Balance Report

Select a Trial Balance to modify:

Trial Balance

  1. In the Home window, open the Report Centre. Select Financials, Trial Balance, and then Standard. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. In the Report Type menu, select Trial Balance.
  4. Enter the end date for the report (As at or Date).
  5. (Optional) Customize the:
  6. (Optional) Save the report as a template in My Reports.
  7. Click OK to display the report.

Comparative Trial Balance

  1. In the Home window, open the Report Centre. Select Financials, Trial Balance, and then Comparative. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter the As at date for the First and Second periods.
  4. Select how the results should be displayed:
    • Amounts only
    • Amounts and difference in percentage
    • Amounts and difference in amounts
  5. (Optional) Customize the:
  6. (Optional) Save the report as a template in My Reports.
  7. Click OK to display the report.

Net Changes for Period Trial Balance

  1. In the Home window, open the Report Centre. Select Financials, Trial Balance, and then Net Changes for Period. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Select a Range, such as fiscal or calendar year, last year, yesterday, tomorrow, and so forth. You can also create a custom range using the Start and Finish date options.
  4. (Optional) Customize the:
  5. (Optional) Save the report as a template in My Reports.
  6. Click OK to display the report.

Opening Balances

  1. In the Home window, open the Report Centre. Select Financials, Trial Balance, and then Opening Balances. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. (Optional) Customize the:
  4. (Optional) Save the report as a template in My Reports.
  5. Click OK to display the report.

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