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Trial Balance - Ability to run for a date range

The ability to run a date range in a Trial Balance report.

Purpose: Having more flexibility when running the report by having the date range function.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, while this idea was shifted to delivered sometime ago, we wanted to come back to share updates.

Recently, we released an update to the Trial Balance report for US organisations. Understanding the needs of our customers in this region we know being able to set a date range in the Trial Balance report was still highly important and this is now possible in Xero.

Right now, this change is only available to users on the US version of Xero. Our product teams are monitoring usage of this feature and will consider expansion to other regions longer term.

In the meantime, for organisations outside the US the previous options of the General Ledger Summary and Detail reports are the best method for getting what you need here. Thanks 

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  • Klaas van Dyk commented  ·   ·  Report

    Hi There: It would be great and very usefull if i could choose my own "from and to" date when producing a trial balance and if i can ad last year if needed.

  • Scott Coggill commented  ·   ·  Report

    It would be able to run a trial balance for more than 12 months. This will be useful for the first year of trading were it is common for it to be greater than 12 months or when it has been extended with Companies House.

  • Janette Telfer commented  ·   ·  Report

    The reason that this is very important is because when Accountants pick up my figures in Xero and then carry out the year end transactions e.g. depreciation within their own systems then my figures no longer match the final accounts produced. This then means that the next years figures aren't correct as the opening balances carried forward are wrong. If the Trial Balance could be produced with no opening balances included then the Accountant could simply just take the actual transactions for that year and add them into their system. I know Sage has/used to have this facility.

  • Jamie Fowler commented  ·   ·  Report

    This is a critical feature which needs to be introduced. Especially for shortened or lengthened accounting periods.

  • Julia Devishkova commented  ·   ·  Report

    Auditors sometimes ask to generate a TB for a certain period which is different from Xero options - for example for 15 months!

  • Elmie Jordaan commented  ·   ·  Report

    This is a basic and everyday usage report. Please give this some attention. If still on the to do list since 2013 then I do think something needs to be done.
    A lot of time is wasted having to calculations because this report is not available on custom dates and movement only.

  • Nelleke Ferreira commented  ·   ·  Report

    I cant believe this is NOT an option - surely not a difficult feature to build, yet critical for users. I also have the instance where the financial year changed - and I need to report on 15months

  • Jigna Dave commented  ·   ·  Report

    This is a really important feature that's missing from Xero. I have a company which has extended it's year end and I need to run a TB for the new extended period but Xero doesn't have that functionality. I know a quick Excel sum will resolve the issue but not when Xero integrates in to an accounts production software. So now I'm left manually working out the extended TB in Excel and manually uploading the TB in to my accounts production software. This to me is time wasted and lacks efficiency. Could this feature be given priority over other new features considering how important the role of a TB is. Thanks

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