Print Trial Balance Report in SFM

How to print a Trial Balance Report in SFM

To create a Trial Balance report in SFM:

  1. Go to Current Year or Previous Year > Nominal > Chart of Accounts Reports > Trial Balance Reports, and click on the report type required.



  2. Once you have chosen your desired report type, a printer window will open where under Report Options you can choose specific periods and what information to display. Bear in mind that for each report type, there are different report options to choose from.

    1. Trial Balance Report by Date: 



    2. Trial Balance Report by Periods: 



    3. Trial Balance Export: 



  3.  When you have defined your Report Options you can choose to Preview, Export, Mail, or Print (OK button) your report.