Wednesday, December 5, 2018

Trial Balance By Department

To show the Trial Balance by Department:

1. Navigate to Reports > Financial > Trial Balance > Customize.

2. On the Report Builder page, under the Edit Columns section, extend the Trial Balance folder > Department subfolder and select Name.

3. Move the Name column beside the Account column.

4. Mark the Group with Previous Column checkbox.

5. Click Preview or Save.

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