Forum Discussion

ejulieza's avatar
ejulieza
11 months ago

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)
  • Earl_HD's avatar
    Earl_HD
    10 months ago

    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

Earl_HD's avatar
Earl_HD
MYOB Moderator
10 months ago

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

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