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How to customize Multi-Book Balance Sheet reports to display PY June and current FY?

edited Jun 2, 2025 2:30PM in Ask A Guru 3 comments

We have Multi-Book Balance Sheet reports by month which we use as a basis for reconciliations. This allows us to see the trend of the account by month. The problem we have is that is gives us every period to date and if you filter to displaying just the current fiscal year it doesn’t include the balance forward from prior years. What we would like is a report which displays June from the prior year and then current fiscal year periods till report date.

Is this something I can do in customizing Multi-Book Balance Sheet reports?


Thank you in advanced for your help!

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