Trial Balance Year

  • Trial Balance Year

    Posted by DSC Communities on March 16, 2017 at 4:48 pm
    • Amber Schmoll

      Member

      March 16, 2017 at 4:48 PM

      Hello,

      Is there an option in Great Plains when running the Financial Trial Balance report to have the report default to the Open Year instead of always having to select Open? Thank you

      ——————————
      Amber Schmoll
      Senior Accountant
      Milk Source LLC
      Kaukauna WI
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    • Steve Burney

      Member

      March 16, 2017 at 5:40 PM

      Hello Amber,
      I saw your question and it raised a couple of questions from me.
      Which version of GP are you using?
      What is the Year selection on when you start a new report?
      If it is an existing trial balance then you can make the change and then you can select Save which should keep that setting.

      I look forward to more information to help you out on this one.
      Steve Burney

      ——————————
      Steve Burney
      Senior Financial Systems Administrator
      Correct Care Solutions
      Nashville, TN United States
      sburney@correctcaresolutions.com
      615-312-7272
      Twitter @SteveBurney
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    • Amber Schmoll

      Member

      March 17, 2017 at 9:20 AM

      We are on GP 2015. I’m currently using the Financial Summary Trial Balance and selecting the Default report and modifying it. Every time I select this report it always shows History instead of Open. Our history goes all the way back to 2010. I know I can create a new report and save it but I was just wondering if there was a different way to do this. Thank you! 

      ——————————
      Amber Schmoll
      Senior Accountant
      Milk Source LLC
      Kaukauna WI
      ——————————
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    • Tiffany Ziegler

      Member

      March 17, 2017 at 11:08 AM

      Amber – 

      On the Trial Balance Report Options window you can select Current instead of Open and save. Then it will always run the report for the most current year.

      ——————————
      Tiffany Ziegler
      Vice President & Controller
      Velcor Leasing Corporation
      Madison WI
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    DSC Communities replied 7 years, 4 months ago 1 Member · 0 Replies
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