ID #1584

Is it possible to get the Trial Balance reports periodically?

Scenario: I want to see my Ledger report in periodic formats like day wise, month wise, yearly, quarterly, half yearly. How can I do that?

Answer:

Please go through the steps given below to accomplish the task.

  1. Go to Main Menu > Financial Management > Reports > Trial Balance (F > R > T)
  2. Expand Cash in Hand group.
  3. Select Cash.
  4. Press Enter.
  5. You will find the Cash details arranged according to Month.
  6. Press Alt + P.
  7. Select appropriate periodic format from the list, as per your requirement.
  8. You will get the report according the preferred format.

 

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Tags: Reports, Trial Balance

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