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  1. Trial Balance - Ability to run for a date range

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    31 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we released the ability to run the Trial balance for a date range to our US customers last year, we appreciate there's quite a bit of appetite for this in other regions and have re-opened the idea so we can engage with you all and consider whether this feature can be expanded.

    We'd love to get more insights of the needs in running this report for a date range for customers based in regions outside US.

    If you'd be willing to share they will be running research across the next 2 weeks - please book a video call at a time that works for you through the link here. 💬

    Thanks for your engagement and I'll keep you updated of outcomes in this idea.

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    Vaughan Everest commented  · 

    I have viewed the new trial but feel it lacks the reporting ability of the old one.
    Specfically the date, its not from, to. This is useful when reconciling GST and you can have the trial balance for the GST period. You are only dealing with the transactions for that GST period.
    Next is the month to date, very useful for certain clients. If the from, to date can be included it would get around this

    Vaughan Everest supported this idea  ·