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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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    Paul Sheehan commented  · 

    As the idea for this original request is now closed I would like to repost. The trial balance is an important part of the accounting process. It is a different report than a general ledger report and takes more work to produce. It would not be a difficult process for Xero to be able to add in the date range selector tool. Given that you have also taken away the ability to provide an exempt report layout as well, I must question why you are downgrading features that accountants use as part of their practice. Regards Lisa.

    Paul Sheehan supported this idea  ·