Reporting - Default Trial Balance date to Today
When pulling the Trial balance it keeps defaulting back to the last financial year. Why not set it up to default to "Today" as most of the time you are pulling the Trial balance as it is today. Then if you want to see the Trial balance for the prior financial year will have it already on there in the last column. We pull the Trial balance regularly for reconciliations and it wastes time to keep changing the date and then click update. Although it does not take long to do this, it is still time wasted.
Anita Fuls
shared this idea
Hey Anita!
Thanks for sharing this suggestion with the community. I've confirmed with the team that are no plans to change the date that the Trial Balance report defaults to.
However, if there's specific dates or filters you'd like to use each time you run the Trial Balance report, I'd recommend creating a custom report that defaults to today's date.
