Editing Trial Balance Reports
To edit a trial balance report:
-
Open the report from either:
The hamburger menu under Trial Balance Reports.
The Engagement View page under either Unfiled Reports or a folder.
The trial balance report opens and displays the content selected and the most recent trial balance data.
-
Click Edit TB Report icon on the toolbar to edit the content of the report.
-
These report options can be changed:
Groups selected, if the option to Include selected groups is selected.
Include Net Income
Hide unused groups and sub-groups
Hide accounts with no activity
-
Click Save to save the changes to the trial balance report. The report may take a couple of minutes to generate. You will receive a message when the report is successfully created.