Reports > Financial > Creating a Trial Balance report

Looking for something specific in the page and not quite sure where to find it? You can always press CTRL + F on your keyboard and type a keyword. Or you can do a search (in the top right corner).

« AgExpert Analyst Knowledge Base

Creating a Trial Balance report

The Trial Balance report displays all accounts in the chart of accounts, and the year-to-date balance for each account.

To display a Trial Balance report:

  1. Select Report Console from the Reports menu. The report console opens.
  2. Select Financial from the menu panel on the left, and then select Trial Balance.
  3. Select the Show accounts with zero balances check box to display these accounts on the report. If you don’t select it, accounts with zero balances won’t be included on the report.
  4. Select the Date range. The report will include account balances as at the end of the specified date.
  5. Click Page View. 

Last updated on October 15, 2014 by FCC AgExpert