SageForum for UK versions of Sage 50- Help and support.

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

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.