1) Click on Reports > Trial Balance

2) Select Report Parameters

Format (Default - Standard)

General Format of the Report

Basic: Subtotal at Account Type

Standard: Subtotal at Category and Account Type

Periods/Dates (Default - All)

Period or Date Range of Current Activity to be included in the report

Company, Series, Location (Default - All)

Pick lists to filter data. You can select multiple items in the Series and Location fields

Report Output (Default - PDF)

Select the file format of the report. Options are PDF and CSV.

Condense Expenses (Default - checked)

Checked: Summarize all Expenses in one line

Unchecked: Display all Expense accounts individually

Include POs (Default - unchecked)

Checked: Include POs in amount calculations

Unchecked: Do not include POs in amount calculations

Hide $0 Accounts (Default - checked)

Checked: Do not display any account whose Beginning Balance, Current Balance, and Ending Balance equal zero

Unchecked: Display all accounts

3) Click Run Report to generate the Trial Balance with the selected report parameters

Questions? Need more help?

Please email support at support@revolutiones.com or call 800-985-9238 M-F 7am-6pm (PST). If it's outside our business hours, we will get back to you as soon as we can.

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