AGRIS Customer Documentation

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Benefits

Minimize the steps necessary to create a Trial Balance spreadsheet.

Description

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.

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

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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