Summary
How to view and customise your Trial balance report in Sage Sole Trader. This report helps you understand the balances across all your accounts at a chosen date.
Description
The Trial balance report provides a summary of all your account balances.
The report opens with a default view that lists all nominal ledger accounts and their debit and credit balances.
You can change the date range, customise the layout, or save personalised views for quick access later.
Resolution
- Go to Reports from the navigation.
- Select Trial balance.
Your report opens in the default view.
- To adjust filters, layouts, or save your own view, see Customise and save report views
- To export your report as a PDF, Excel, or CSV file, see Export reports
- To change filters, balances, or other report options, see Change report settings
- To view a detailed breakdown of the transactions on this report, see nominal activity detailed view
NOTE:
The nominal activity report is only available in paid tier of Sole Trader.
Africa
Asia
Australia
Canada
France
Ireland
Kenya
Nigeria
Portugal
South Africa
Spain
United Arab Emirates
United States
Germany