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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Trial Balance that sho...
Small and medium business | Business Central, N...
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Trial Balance that shows different months as header

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Posted on by MahGah 15,433

Hi 

Is it any report in BC that shows trial balance for time period per month? Something like below 

Let say want to see Jan to March 

Account#   Description  Jan      Feb     March 

Acc1          Account 1      123    345    500

Acc2 

Thanks 

  • Morten_DK Profile Picture
    Morten_DK 35 on at
    RE: Trial Balance that shows different months as header

    Have you tried trial balance by period? It might get you some of the way at least.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,147 Super User 2024 Season 2 on at
    RE: Trial Balance that shows different months as header

    Hi, I think your needs can be done in Account Schedule. You just need to modify the date range.

    And I did a test before, but this required customization.

    https://yzhums.com/1846/

    Hope this can give you some hints.

    Thanks.

    ZHU

  • Suggested answer
    Amit_Sharma Profile Picture
    Amit_Sharma 2,545 on at
    RE: Trial Balance that shows different months as header

    Hello,

    You can configure in Account Schedule as per the above requirement.

    Regards

    Amit Sharma

    www.erpconsultors.com

  • MahGah Profile Picture
    MahGah 15,433 on at
    RE: Trial Balance that shows different months as header

    Thanks Mr Zhu

    I meant more like a dynamic header. like if I selected 4/1/2022..3/31/2023 then header read April2022 , .... , March 2023 (or for any date range)

    Thanks

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,147 Super User 2024 Season 2 on at
    RE: Trial Balance that shows different months as header

    Hi, This can be done in Account Schedule (Financial Reports).

    pastedimage1677630217943v1.png

    Here's an explainer video in NAV that also works in BC.

    https://www.youtube.com/watch?v=FvF4AGt9K84

    Hope this helps.

    Thanks.
    ZHU

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