Managing trial balance data

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The trial balance features in AdvanceFlow allow you to quickly import, analyze, and update trial balance data. With a single mouse click, you can view net income, journal entry details, or trial balance history.

Data in the Trial Balance tab appears in an easy-to-use spreadsheet format. You can quickly sort data by clicking column headings, and you can drag and drop columns to reorder them.

Notes

  • You can edit data such as the account description and classification by double-clicking fields in the workspace.
  • You can change how many account numbers appear per page using the drop-down list at the lower-left of the workspace.
  • Use the controls at the lower-right of the workspace to navigate through multiple pages of trial balance data.

You can streamline your workflow by setting up multiple trial balance views.


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