• Transactional Balance Sheet
• Transactional Trial Balance

 NOTE: Sage 50 Accounts Essentials doesn't include these reports. Use your archived data instead.

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Locate your ledger year-end journals

1. On the navigation pane, click Transactions.
2. In the search window, type Ledger Year End, then press Enter.
3. Check the Date column to confirm that you see the financial year-end journals for the required year.
4. Note the transaction numbers in the No column of the first and last ledger year-end journals. 

Run the transactional management reports

 CAUTION: We're aware of issues running some reports using criteria filters. See our Transaction number criteria article for more information. 

1. In Nominal codes, click Reports.
2. Select the relevant report to run, for example, Profit and loss.
3. Select the Transactional Profit & Loss report, then click Preview.
4. In the Criteria window, set the criteria as follows:
   

   Criteria	Operator	From	To
   Transaction Date	Between (inclusive)	The required start date, for example, the start of the previous financial year.	The relevant year-end date.
   Transaction No	Outside (exclusive)	The transaction number of the first ledger year-end journal for the relevant year.	The transaction number of the last ledger year-end journal for the relevant year.

5. Click OK.

Remove the search in Transactions

1. Close your report and open the Transactions window.
2. Click the bin icon next to the Search bar to discard your search and see all transactions.