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Rolling Trial Balance

  • 18 March 2024
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is it possible to do a roiling trial balance ?

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Best answer by Laura02 18 March 2024, 19:27

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Hello,

Likely Yes, I think rolling trial balance could be created with ARM reports.

It’s helpful to understand what columns you want to see.

Like this - ?:

  • Current period Beginning Balance
  • Current Period Debits
  • Current Period Credits
  • Current period Ending Balance…
  • Followed by Prior Period Debits
  • Prior Period Credits… and
  • YTD Balance for the Prior period?

Continue to repeat, going back 2 periods, going back 3 periods etc. for as many periods as you want the Rolling report to show.

 

Laura

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