Account Trial Balance carryforward report option

Description of Issue

Auditors requested a Trial Balance report by carryforward code for GAAP.

Context

  • Account Trial Balance

  • Report Options

  • Carry Forward (CFWD)

Cause

Resolution

  • There is no carryforward report option in Account Trial Balance like there is for YTD Budget Report.  

  • Another option would be to provide auditors with the document saved during the Year End Close process that includes carryforward information.  

Additional Information

 

Looking for labels? They can now be found in the details panel on the floating action bar.

Related content