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Running TB with Previous Financial Year still open

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Sage-man
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Joined: 04 Sep 2017, 20:12
Sage Version: V10 UK/Europe/Africa

Running TB with Previous Financial Year still open

Post by Sage-man » 04 Sep 2017, 20:21

Hi all

Can someone help please?

Does anyone know how to get a Trial Balance report for a period that is "future"' due to the previous financial year still being open and not year ended.

Year end is July 2017, It hasnt been year ended, I want a TB as at August 2017, but all I have as a report criteria is "Future", which now includes reversing journals posted in August 2017 that reverse out in Sept 2017 so not a correct position as at August.

Can anyone tell me how to run a TB that only includes balances to August 2017 only

Thanks in advance for any help

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brucedenney
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Joined: 28 Feb 2006, 09:56
Sage Version: v28 UK/Europe/Africa

Re: Running TB with Previous Financial Year still open

Post by brucedenney » 05 Sep 2017, 14:50

Assuming you are running Sage 50 Pro, In reports you will find "transactional" report, these can be used for any period not just months in the current financial year.
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