Available in Sage Simply Accounting Premium and higher.

Modify the Multi-Period Trial Balance

To display and then print a multi-period trial balance:

  1. In the Home window open the Report Center. Select Financials, Trial Balance, and then Multi-Period. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Select the Start and Finish dates (month and year) for the report.
  4. Select the periods to compare from the Report every list.
  5. Select the order for the results, Earliest to latest or Latest to earliest.
  6. Select the information you want to include in the report:
  7. Select how the periods will be compared, First period vs. subsequent periods or Each period vs. subsequent periods.
  8. (Optional) Select Hide Zero Balance Accounts to exclude an account with zero balance from appearing in the report. (Premium)
  9. (Optional) Select Show departments if you have set up departments. Click Select Departments.
  10. (Optional) Customize the:
  11. (Optional) Save the report as a template in My Reports.
  12. Click OK to display the report.

What do you want to do?