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

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

    Hi everyone, thanks again for continuing to engage with us on needs in running this report for a date range outside of the US.

    We appreciate those who signed up to aid in our teams research, and would like to share that this has progressed.

    We're now in the process of rolling out the ability for all customers to run the Trial balance report for any custom date range.

    I'll round back to confirm once this is available to everyone. Thanks

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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  ·