To Generate, View, Save and Print the Trial Balance

  • Click on the Accountant dashboard and then on the Trial Balance button.
  • Enter the start and end dates using the calendar icon.


  • To show all accounts even those with a nil balance tick the Show all accounts box.
  • Click the PDF button and view the document.
  • To save the document click on the relevant icon on the screen.
  • To print the document click on the relevant document on the scree.