Question

unable to generate trail report

  • 28 December 2022
  • 3 replies
  • 50 views

Userlevel 1
Badge +3

I have created   accounting period but unable to generate trail balance reports can you please suggest further


3 replies

Userlevel 2
Badge +6

Hi @ELSMINHAJ,

 

maybe it is due to missing permissions in finance?

  1. Check if your user has been applied to the company for which you want to order the trial balance reports.
    (path: Accounting Rules > User Related Data > Users per Company)
  2. Check if your user is part of the finance user group (very often AC)
    (path: Accounting Rules > User Related Data > Users per User Group)
  3. If not you should add your user to it.
  4. Check if you have added the user group to the accounting periods under User Groups per Period (path: Accounting Rules > User Related Data > User Groups per Period)
  5. If not add the user group to the corresponding periods.
  6. Check if you have applied the necessary permissions through the permission set for your users to be able to order the report.

I hope this is helpful.

 

Userlevel 1
Badge +3

Dear Bekede,

 

All above permissions are given but still same problem. can you please guide me  any other fields need to check.

Userlevel 7
Badge +17

Please see the below community post. Hope it would help

 

Shehan Almeida.

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