Printed Report Title: Trial Balance
Standard Trial Balance format. Similar to a Balance Sheet, but allows you to see the debits and credits that led to the balance.
Default Location In Orchestrated
Base Module: Financials > Financial Reports > Orchestrated Reports
Reports Module: Reports > Financials > Orchestrated Reports
*These are the standard default locations. Your locations may be different.
Typically Used by
Owners, Comptrollers, accountants and auditors would use this on a monthly or routine basis to get a overview of the financial health of the organization at a specific point in time.
No specific requirements are needed to run this report.
Select parameter "Hide Accounts w/o Activity" when you run to greatly shorten the report.
To get a view of how balance sheet items change over a date range, run the Working Trial Balance.
Parameter Entry Options
As of date
Hide Accounts w/o Activity
Parameter Entry Image
Report Sample Image
(Note: the generic logo will be replaced with your company logo, if one is specified in Orchestrated .)