Trial Balance Report

This guide provides step-by-step instructions on how to generate a Trial Balance report. By following these steps, users will be able to easily access and view their Trial Balance report, which is crucial for analysing the financial health of a business and identifying any discrepancies or errors in the accounts.

Step 1: Navigate to the Accounting Homepage

Step 1

Step 2: Scroll to the Financial Statements section

Step 2

Step 3: Click "Trial Balance"

Step 3

Step 4: The Trial Balance can be generated using:

Company, Fiscal Year, Custom Date Rate, Cost Centre, Project and Currency

Step 4