What This Report Shows


  • This report will show Posted Debits and Credits through the selected Fiscal Year and Month along with the Posted Balance for the Balance Sheet Account.


Trial Balance by Month


  1. Finance → Financial Management → Reports → Trial Balance Reports → Trial Balance by Month
  2. Range accordingly.
  3. Click Run/Print Report.


FIELDSOpt.Rec.Req.Description
Fiscal YearThe fiscal yer selected for viewing
Fiscal MonthThe fiscal month selected
No Page Break Between FundsSelect if you wish to not separate each fund on a separate page
Range CriteriaRange accordingly
Opt. = Optional  Rec. = Recommended  Req. = Required