SL Trial Balance by Period

SL Trial Balance by Period Report

The SL Trial Balance by Period report is similar to the Dynamics SL Account History screen in that it provides users with the ability to view the information they would expect to see in the SL screen, in a Dynamics 365 Business Central report. The SL Trial Balance by Period report shows the trial balance by period grouped by Fiscal Period, G/L Account and Dimension set.

You can access the report from the Chart of Accounts in the SL Reports Action Menu and SL Trial Balance Action Menu for the Accountant and Accounting Manager role center home page.

The SL Overlay adds functionality to the Dynamics 365 Business Central Trial Balance by Period report to allow users to filter on Short Cut Dimensions 3 through 8 by adding a filter option for each Short Cut Dimension in the filtering list for Filter Totals By…. To filter by dimensions, in the Filter Totals by section, select a dimension value from the dropdown next to the dimension you wish to use as a filter.

Important

To use the Fiscal Period option in reporting, you will first need to activate Enable Fiscal Period Feature in the Fiscal Period fast tab of SL Overlay Setup. For more information on the SL Overlay Setup page, see: SL Overlay Setup

• The SL Overlay also adds fiscal period functionality to the Options page. You can choose the date range of the report by selecting the Beginning Period and Ending Period in the format MM-YYYY (fiscal period).

Note

If you enter a period range for Beginning Period and Ending Period this will override any entries in the Date filter field. and dates entered are not used.