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 Year——♦The fiscal yer selected for viewing
Fiscal Month——♦The fiscal month selected
No Page Break Between Funds♦——Select if you wish to not separate each fund on a separate page
Range Criteria♦——Range accordingly
Opt. = Optional  Rec. = Recommended  Req. = Required