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Trial Balance Date Interval

  • 1.  Trial Balance Date Interval

    Posted 22 days ago
    Hello all,

    I have a question regarding the trial balance in the general ledger - we can select a date range, but there is also an option for a date interval. What is this function, and how do we best utilize it? Thanks in advance for your help!



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    Page Carter
    Lubbock Christian University
    Lubbock TX
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Trial Balance Date Interval

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Morning Page, Long time no talk to.

    By setting up a Date Interval, you can pre determine the date range you want a report to run for without selecting the From and To dates.

    In my example below, I created one for 'Prior Month'.  By selecting this, I would not have to enter a From Date of 12/01/2020 and a To Date of 12/31/2020, I can just enter a Date Interval of 'PM'.

    They can be tricky to set up, as the fields are not intuitive to understand what they are asking for, but the area I circled and highlighted show you the results of what you have set up.

    Clients may set these up for 'Last Year' or for each 'Quarter' etc.

    Hope you have a great New Year and drop me a line if you have any questions!

    Last Month Example
    Jonathan
    Anthology


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    Jonathan Struble
    Campus Management Corp.
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Trial Balance Date Interval

    Posted 21 days ago
    You are, as always, my hero! We'll see if Brandon and I can't figure something out for this. All the best!

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    Page Carter
    Lubbock Christian University
    Lubbock TX
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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