COA Trial Balance Prior Period (Choice of Financial Year or Period)
Currently 'COA Trial Balance' is only for Prior 'Period' not Year.
This shows the closing balance of the immediately preceding period and the movement of the current period and the final column being YTD .
This report would be very useful if the Previous period could be selected or to have a perious year function. To enable YTD or QTR movement for reporting.
ie. Opening balance being the prior year comparative, the moment being YTD movement not current period movement.
Previously instructed to use the GL ledger detail report to obtain this information.
However this would have to be a tedious manual task as the report could not provide a summary per GL account in excel.
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Company
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Cornerstone Building Developments
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Job Title / Role
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Financial Accountant
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I need it...
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1 month
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Hi All,
Thank you for your contributions to the suggestion Box! I will keep this Item in the "Review" Status to track interest, however at this stage we not promote this to the Roadmap for 2018. As part of standard we do have yearly comparative BS and P&L and of course you can construct your own Yearly Comparative TB's using Excel versions. Granted I know its not exactly what you need. However, tbhere are a couple of other options available to you if it is important to your business. We can develop custom reports for you for a cost. If you are interested in this please contact your Account Manager for pricing or we have a BI module which many clients use now for reporting. Using Jobpac BI you can build your own reports in any format that you like. Again contact your Account Manager if either of these options are of interest.
thanks again for your time to contribute your thoughts. Although on this occasion we will not proceed we will track this case for interest and your product interest and comments are invaluable.
Andrew Tucker (Product Manager APAC)
Totally in agreement with this request. It should be matter of course to be able to run a TB showing the movement from the previous financial year.