Simplified Trial Balance: Header Area

Use the Header area of the Simplified trial balance report, you can set date ranges for the report and provide a name for it.
 
Header Area Fields
 

Field

Used for

Name

Provide a name for the report.

  • It is a required field. If you do not provide a name for the report, you will not be able to save the report.

Date from

A start date of a period to be covered by your report. Opening balances are calculated as of this date.

  • By default, the first day of the current year is set as a date from. However, you can change the date if necessary.

Date to

An end date of the period to be covered by your report. Closing/Ending balances are calculated as of this date.

  • By default, the current date is set as a date to. However, you can change the date if necessary.
 
After providing header details, you can generate the customer balance report based on the specified information and default grouping and summarizing methods.
 
 
More information
Simplified Trial Balance: Default Grouping
Simplified Trial Balance: Default Summarizing