Go to Settings > Templates > Reports > Accounting Tab, then click New Template (Trial Balance).
Alternatively, in Reports > Trial Balance, click the template selector (top right) and choose New Template.
The Trial Balance template has three tabs: General, PDF, and Actions.
General: Edit template name, baseline period, header, and footer.
PDF: Customize layout, header, and footer for PDF version of the report.
Note: PDF preview and export are only supported for up to 8 columns.
The Trial Balance template supports the following columns:
Comparative: Compare by previous days, months, quarters, or years, and adjust display order.
Adjustable:
Account Code (locked)
Account Name (locked)
Account Type
Status
Debit (PHP)
Credit (PHP)
Account Currency
Debit (Source)
Credit (Source)
Note: Account Code and Account Name columns are locked. Debit and Credit columns cannot be hidden. (PHP) pertains to the org’s default currency.
To add comparative columns, click Compare (beside the baseline period date).
To show or hide columns:
Click the column icon at the top right of the template.
In the panel, you’ll see two lists: Hidden Columns and Selected Columns.
To show a column, move it from Hidden Columns to Selected Columns.
To hide a column, hover over it in the Selected Columns list and click the hide icon.
Note: Debit and Credit columns cannot be hidden.
To arrange columns:
Click the column icon at the top right of the template.
In the Selected Columns list, hover over a row and drag it to your preferred position.
Note: Account Code and Account Name are locked and cannot be moved.
Go to Settings > Templates > Reports, hover over the template, click the three-dot icon, and select Duplicate.
Changes apply automatically. For previously downloaded reports, redownload them to apply updates.
