GL Posting Verification: Trial Balance
Run the Trial Balance report to confirm that your posted general ledger entries are reflected accurately, with balanced debit and credit columns.Prerequisites
- At least one journal entry has been posted to the general ledger
- You have access to the Accounting module and its reports
1
Open the Trial Balance report
Navigate to Accounting > Reports > Trial Balance. The report page will load and display configuration options.
2
Run the report
Click the Run Report button to generate the Trial Balance based on your current general ledger data. Wait a moment for the report to finish loading.
3
Verify the output
Once the report loads, confirm that both a Debit column and a Credit column appear in the results. The presence of these columns confirms that your posted entries have been picked up correctly by the report.
If the Run Report button does not appear, the report may generate automatically when the page loads. In that case, proceed directly to verifying the Debit and Credit columns.