- Click the Reports.
- Select the Management Reports.
- Enter the Report name(Trial Balance) in search bar.
- Click the Trial Balance button.
- The Trial Balance page will open.
- Enter the mandatory fields like Branch, From, and To period and select with subledger or not.
- Click the Submit button.
- Finally, the user can generate Trial Balance.
- Click the XLS button to get the report in XLS format.
