MIP Ideas Portal

Enhance Trial Balance Format

Enhance the Trial Balance format to allow columns much in the same manner as the General Ledger reports.  My organization's IPA requires the Trial Balance in a format with columns for Fund, Account and Cost Center.  I run a report in Budgets to get revenue and expense accounts in this format and then must manually input balance sheet accounts.  I have been preparing this manual report since 2007 annually.  It is very time consuming.  Each year, I contact the support department to see if there has been any enhancements to the Trial Balance formats, and each year I am told there has not been in the way I require. 

  • Tammy Mullins
  • Aug 25 2017
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  • Tammy Mullins commented
    25 Aug, 2017 12:47pm

    I don't believe this is the correct category for this request but I could not find one that applied.  Tammy