Trial Balance
Hello!
Just wondering if there is a way I can run the trial balance with monthly figures in one report?
(Jan-Dec in one report)
Hi ejulieza,
Thank you so much for your post and my apologies for the late response. In AccountRight, you can obtain the Trial Balance on a monthly basis. However, there isn't a direct option to choose multiple months for the Trial Balance report. Since it provides a running balance as of a specific date, you'll need to extract the data for each month individually. A workaround to compile a report spanning multiple months is to export it to MS Excel and tailor the presentation as needed.
Feel free to post again, we're happy to help!
Regards,
Earl
