Summary Trial Balance

The Summary Trial Balance report provides an overview of the balances in all general ledger accounts at a specific point in time, for example, at the end of an accounting period.

Data is displayed based on the context of the configuration set, financial enterprise group, perspective, entities, calendar, version, currencies, and the selection of other available parameters. You can view values of selected accounts in a year-to-date or periodical format.

To manage the summary trial balance, select Reports > Summary Trial Balance.