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Question

Trial Balance - mid year

  • July 21, 2026
  • 2 replies
  • 18 views
Z
Do Gooder (Customer)
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Using GL Balance Analysis to try to generate a YTD Trial Balance.  But, as you can see, when running period “0..6” it shows each month separately.  How do we get it to show YTD only.  

 

    2 replies

    C
    Hero (Partner)
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    • ChrisD
    • Hero (Partner)
    • July 21, 2026

    Hi,

    If you click on the little yellow box (called “Group Data”) just below the page title:

    The below will pop out from the right hand side - if you untick Period, and then scroll down and press Apply, that should solve it:

    Thanks,

    Chris

    Z
    Do Gooder (Customer)
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    • ZZIPRIME1
    • Author
    • Do Gooder (Customer)
    • July 22, 2026

    Thanks for your help, Chris.  Works perfectly.  

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