Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Seeking Guidance on Generating Single Report Trial Balance for FY 2022

(0) ShareShare
ReportReport
Posted on by 36
Hey everyone! 
 
I am seeking assistance with a specific issue related to generating a trial balance report for FY 2022. We have a requirement to verify the main account codes for all our individual departments as of 31st December 2022. The opening balances were transferred to the new departments on 31st December 2021.
 
For verification purposes, we currently need to refer to two different tabs to verify the closing balances as of 31st December 2022, as the system does not generate the trial balance of two different fiscal years in a single report. My idea was to try and generating a customized report via the management reporter tool or to run both trial balances for the different Fiscal Years and then to SUM them in excel?
 
Could anyone guide us on how we can derive the trial balance in a single report for FY 2022? Any help or guidance would be greatly appreciated.
 
Thank you!
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,455 Most Valuable Professional on at
    Seeking Guidance on Generating Single Report Trial Balance for FY 2022
    I think , right decision is to use Management reporter. On that one you are able to create 2 columns for each year and even additional column to compare.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,965 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,817 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans