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Benefits

Save time helping customers design or transfer in an already designed reportMinimize the steps necessary to create a Trial Balance spreadsheet.

Description

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The standard Trial Balance Report is now available to export to a spreadsheet.

Usage

1.

In AGRIS, go to General Ledger, Report Manager, Journal Entry Reports, Print Standard Reports

2.

The Trial Balance Spreadsheet is a new spreadsheet report at the bottom of the list.

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3.

Select this spreadsheet option and you will have the same filter options available as the Trial Balance Report.

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4.

This report will create an output csv file with all of the same columns as the Trial Balance Report. A csv file will be created and then launched into Excel as shown below (or launched into whatever application is associated for csv files, as configured on your operating system).

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