I am trying to set up a report group to run GL Trial Balances. I know we've got to set up the trial balances we want first, then put them in a group. However, when I set up the new trial balance report, it doesn't show in the list of available trial balances to pick from when I go to group it. Does anyone have any idea why that might be? I thought perhaps GP might need to be refreshed so I logged out and back in but it didn't help.
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Thank you for your reply. That's just what I did. Weird.
That should be all there is....
I just went through it to make sure.
1) I created a new Detailed Trial Balance option call "new".
2) Opened up the Financial Groups window
3) Under Financial reports I chose Trial Balance
4) Under reports I chose Detailed
5) My new report then showed up under Report Options
6) I selected that report and then clicked Insert
7) Clicked Save and named my group
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