Trial Balance 

Shows report of all the ledgers compiled into debits and credits columns showing the totals, that should be equal, for a given period of time. 


Steps:

  1. Log in to the system
  2. Go to Finance and Accounting module 
  3. Under “Financial Reports” section, click on the “Trial Balance” link 
  4. Fill in the following details on the pop out form, Date (from and to) and criteria 
  5. Click on the “View Trial Balance” button to access the report