Skip to main content

Print a Trial Balance as at a certain date

Updated over 2 months ago

In order to print a Trial Balance report as of a particular date, please use the following steps:

  1. In the Menu

  2. click on Financials

  3. Choose the Reports heading from the sub menu

  4. From the list of categories of reports on the screen

  5. click on Trial Balance

  6. Find the report titled 'Trial Balance as at' and click on the magnifying glass symbol next to it

  7. Enter the dates you require the report to run at and click OK

Please note that if you have upgraded from Dimensions to Financials, the reports may not look exactly the same.

Did this answer your question?