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gx4x4's avatar
gx4x4
Experienced User
2 years ago

Trial Balance missing debit and credit columns MYOB Business

The Trial Balance Report is not showing the Debit and Credit columns for the month, just showing YTD Debit and YTD Credit columns. I tried to customise the report but found that there is no field to select to display these. Is anyone else experiencing this problem. April Trial Balance was fine...

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  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi gx4x4 

     

    Thanks for your post.

     

    As per checking, when you open Trial balance report it will only show you the YTD Debit and Credit. However, when you click on Compare periods then enter the month and year then hit Apply, it will now show the month's Debit and Credit by clicking the amount written in purple for each column. 

     

    Please let me know how it goes.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

     

    Best regards,
    Doreen

  • gx4x4's avatar
    gx4x4
    Experienced User
    2 years ago

    Hello Doreen,

    Not quite sure about this, as it is still not showing an actual debit and credit column on the trial, with the months figures, which is what I am trying to achieve, not the variances for the periods.

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi gx4x4 

     

    Due to the update with new features and performance enhancements, these changes will be visible when using MYOB Business. You may check The Help Article MYOB Business release notes for further information what changes made with the Trial Balance Report. 

     

    Best regards,

    Doreen

  • gx4x4's avatar
    gx4x4
    Experienced User
    2 years ago

    Good Morning Doreen,

    I have read the MYOB business release notes, and I finally  see how to read the Trial Balance report, but I dont see how  it enhances performance.? Could you please explain that to me, as I feel it has made it time consuming. Basic accounting format for reports , ie Debit- Credit- Balance columns have worked for a long time.  Your response would be appreciated

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi gx4x4 

     

    Thanks for your reply.

     

    If you will notice, the new Trial Balance report now shows the YTD of each account instead of having the As at date which you will need to have dates when comparing periods. This allows you to see the Trial Balance report overview. 

     

    Best regards,

    Doreen