Category Trial Balance [Summary] report


See Overview of report details for more information.

Filters

General:
Accounts: All/Selected
Categories: All/Selected
Advanced:

Dated From/To
ID From/To
Amount From/To
Cards
Jobs
Memo/Payee
Session Date Range
User IDs
Source Journal
Currencies

Subtotals / Totals

Totals for each category:
Total Debit
Total Credit

More Report Fields (not preselected)

None

Finishing Choices

Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time

Drill Down to Source window

Click: Category ID and Name
Opens
: Category window

Click: All Amounts
Open
s: Category view of Find Transactions window