In the "Trial Balance" report, there is an account...
# ask-stanley-ai
i
In the "Trial Balance" report, there is an account with some amount in the debit column, but when I click on this value to see the detailed report for it, I get an error message: "There is no data available for the date/period range selected.". Nothing appears even when I select all available periods
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems like the issue you're experiencing with the "Trial Balance" report could be due to the general rate type set for the account. If the account is set to use the "Current" general rate type, it exchanges currencies when viewing consolidated reports using the current exchange rates for the period ending the report date range. This could potentially cause discrepancies in the balances. One of the users in the conversation had a similar issue and was able to resolve it by switching the account to use the "Average" general rate type. This might be something you could try. If the issue persists, it could be due to the way you're running your search. If you're using a "Transaction" Search with criteria "Account" to pick the account, and then using criteria "Date before" for the date in question, this could slow down as you get more data since it has to bring in every transaction from the beginning of time. A recommended approach would be to run the canned Trial Balance Report (Reports>Financial>Trial Balance). To run it by date instead of period, you'll have to change your Report by Period User Preference (Home>Set Preferences>Analytics tab) to Never. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853784323
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848907232
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847418547
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