By default, the Trial Balance will show the data from this year without any grouping. You can edit the filters to adjust the timeframe and grouping as needed.
How do I view a Trial Balance for a certain timeframe?
By clicking the 'Date' filter, you can select a default timeframe such as 'This Year', 'This Month', 'Last Month', 'Last Year', 'Trailing Twelve Months', or a specific quarter. Alternatively, you can set your own custom range by setting the start and end date of the report.
How do I use the Trial Balance to compare different periods?
This filter allows you to compare your data across different periods. By clicking the 'Grouping' filter, you can customize the period that is being compared.
- None - No multi-period comparison
- Yearly - Year-over-year comparison for the selected date range
- Quarterly - Quarter-over-quarter comparison for the selected date range
- Monthly - Month-over-month comparison for the selected date range
