Trial balance
1. Accessing the Trial Balance module
On the project homepage, navigate to the Ledger page
In the Ledger page, find and click the Trial Balance tab.
2. Adjusting the Trial Balance
Select the desired time range.
The trial balance displays the beginning balance, changes within the period and ending bslance for each account within the selected time range.
Click on an account to expand it and view the journal entry records for that account during the selected time frame.
3. Exporting the Trial Balance
Click the "Export" button on the right side of the tab to export the trial balance, which contains an overview of account balances and detailed journal entry reports.
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