Release 11/06/25 – Finance – New Date Selection Options on the G/L Trial Balance Report

In this release we have updated the G/L Trial Balance report with new date selection options, these options include:

• Current Period
  • The report is run up to the site’s current period
• Previous Period
  • The report is run up to 1 period before the site’s current period
• Select Period
  • The user may select a period to run the report up to
• Latest Transaction Date
  • Today’s Date
    • The report is run up to today’s date
  • Select Date
    • The user may select a date to run the report up to
  • Date Range
    • From
      • User may specify a date range
    • In the Last
      • Days
        • Report runs for the in the last number of specified days
          • If include current day is selected, today’s date is included in the date range
        • Weeks
          • Report runs for the in the last number of specified weeks
            • If include current week to date is selected, the current week (starting from Monday) is included in the date range
          • Months
            • Report runs for in the last number of specified months
              • If include current month to date is selected, the current month is included in the date range