To create a Trial Balance with multiple previous years balance for comparative purposes, follow the instructions below:
From the Reports menu, click Format Editor to open the “Format editor” window.
From the "Format editor" window File menu, click Open. This will open the "Select a format" window.
Highlight the format with the name TB-CP-W to change, and then click Select.
As the format is not user-defined, you must save it to another name before you can edit it. To do this:
From the “Format editor” window File menu, click Save As.
On the “Save format as” window, type in a new Name for the format,change the Layout option to Wide and click OK.
Click Edit to open the “Column details” window.
Click on the Add button under the Columns section
9. Enter in the Column properties section:
a. Name as DR - Prior 2
b. Type as Trial Balance Dr
c. Year as Minus 2
d. Width as 25
e. Left margin as 1
Note: You may need to adjust the width for the column - Description so this will fit on the page
10. Repeat steps 8 and 9 for the Credit column changing the Dr to Cr in Name and Type
11. When all changes have been made, click OK to return to the “Format editor” window.
12. From the File menu, click Save to save the format, and Close. The modified format should now be available for selection.
13. Go to Reports on the main menu and click Preferred Reports.
14. You need to have your set of reports in the Selected Entity tab, If you have not already copied a master report over to the Selected Entity tab please press Copy on the report master required.
15. On the Reports menu highlight the Comparative Trial Balance
16. Click on Edit to change the format to the newly created format
17. Click on Select Format and find the newly created format from the list
18. Highlight the format and click on Select
19. Click on Ok and Close
20. Check the Comparative Trial Balance to check the report has the required changes.