Hi Experts,
How do I get my AccountRight Trial Balance to show both the previous and current years together for comparison?
Thanks.
Hi @Waynet,Thank you so much for your post and welcome to the Community Forum! Thanks for the information. AccountRight provides the capability to generate specific reports for the current, next, and previous financial years that correspond to your company file. You can identify the financial year your company file is currently in by navigating to Setup >> Company Information.
If you wish to view reports for the current period (01/07/2021 - 30/06/2022), it's essential to be in either the 2021 (next) or 2022 (current) financial year. You can update your financial year by going to File >> Close a Year >> Close a Financial Year. This process allows you to close the financial years in sequence. For instance, you would perform this process at least three times (for transitioning into 2019, 2020, and 2021). This ensures that your reports accurately reflect the desired financial year's data.
If you have any further questions or require assistance feel free to post again, we're happy to help.Regards,Earl
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