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Small and medium business | Business Central, N...
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Trial Balance on Home Page date filter causing error

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Posted on by 25

Since the new year, Trial Balance won't populate on the home page. It was working fine in 2021. The account schedule is working perfectly for I_MINITRIAL - PERIODS. However, when I drill into the Gross Margin of the current month the date range is set to 12/01/9999..12/31/9999.  I will change it to the current month, but then it defaults back to the wrong dates. How can I get the Trial Balance to populate on the home page? Thanks for your help.

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  • julietrose Profile Picture
    9 on at
    RE: Trial Balance on Home Page date filter causing error

    I setup the accounting periods and that resolved the issue. Thank you everyone for your help!

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,029 Moderator on at
    RE: Trial Balance on Home Page date filter causing error

    As Kim suggest you should check if you have accounting periods defined for your current fiscal year.

    Business Central will not prohibit you from posting when you have no accounting periods defined but some reports and other functionality will not work as expected until you have them defined.

  • Suggested answer
    Dallefeld Profile Picture
    175 User Group Leader on at
    RE: Trial Balance on Home Page date filter causing error

    Do you have Accounting Periods setup?

  • julietrose Profile Picture
    9 on at
    RE: Trial Balance on Home Page date filter causing error

    I'm experiencing the same problem. Were you able to find a solution to this? Thanks!

  • Suggested answer
    Marco Mels Profile Picture
    on at
    RE: Trial Balance on Home Page date filter causing error

    Hello,

    If you do not get further traction from the community, feel free to raise this issue to Microsoft via your partner or CSP assuming you are able to reproduce the scenario in standard CRONUS company.

    Thanks.

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