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Saved Search Trial Balance with Balance Forward Amounts

edited Jan 3, 2020 12:25AM in Search / Reporting 3 comments

Hi,

Does anyone know how to create a saved search trial balance depicting a column with the period amounts

and another column with the balance forward amounts (meaning all activity prior to the user's selected period from the filters)?

It's basically the same as NetSuite's Trial Balance with the use of the "relative to report date" balance forward option,

only with some extra formulas that we need to add on the amounts depending on the account number.

Thanks.

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