Requirement:
Trial Balance with Opening Balance | Debit | Credit | Closing balance
With from and to Date filters.
Q1- Can it be done by customizing Existing Trial balance?
Q2- If not how to create that from Saved Search?
p
Paul Giese
05/04/2021, 10:12 PM
I don’t think it can be done natively. I’d combine the TB plus a saved search with all the positing transactions included. You can sum the activity by the account ID