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Chart of Accounts - Trial Balance at a certain date

Posted on by 30

Hi

I'm trying to show my chart of accounts as of a certain date.  I added a filter to it- choosing Balance at Date or Date, but a box appears and i want to put a date in it but nothing works... help!

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  • Suggested answer
    JAngle Profile Picture
    JAngle 33,157 on at
    RE: Chart of Accounts - Trial Balance at a certain date

    Hi Paul

    You are on the right lines to place a date in the "Date Filter" but it is the "Net Change" column that you want to review not the "Balance at Date". The latter mentioned column takes a filter like 01/01/2019..31/12/2019 and changes it to be ..31/12/19 - so in essence it's balance to a date.

    Hope this helps.

    Josh

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