Run Trial Balance Reports (Standard)
Use standard reports to quickly verify account balances.
Run Trial Balance Reports Using Standard Reports
Learn how to run an ad-hoc Trial Balance report to verify your accounts are balanced.
Steps
1. Introduction
You will learn how to navigate the reporting options and compare reporting dates for accurate financial review.
2. Access Standard Reports
Click the Standard Reports option to begin accessing predefined financial reports available in the system.
3. Select Trial Balance
Click the description labeled "Trial Balance" to choose the Trial Balance report type.
4. Choose Reporting Period
Click the appropriate date option to set the reporting period for the Trial Balance report, ensuring you review the correct fiscal period's data.
Summary
You have successfully run an ad-hoc Trial Balance report by selecting the standard report, choosing the Trial Balance description, and setting the reporting period. This process helps verify that your accounts are balanced before generating detailed financial reports.