FE NXT - Report - Trial Balance

Sara Mayo

I have three cash accounts. I would like to add these three together and have them on the trial balance report as one cash line item. Can someone tell me how I can do that? Is there a way I can adjust the standard trial balance report?

Kevin Brazell

@Sara Mayo
for your cash accounts, are these using the same account code or different account codes?

Sara Mayo

@Kevin Brazell
I have three unique cash account codes that represent three different bank accounts. When we run a trial balance report, we have to add the three together to get total cash in a project. I would like to be able to run a trial balance that would add them together and provide a single cash total so we can quickly tell how much cash is in our project.

Kevin Brazell

@Sara Mayo
ok because the account codes are different you can't sort them together. I'd run a GL report, but on the detail section tell it to give you a grand total. Scroll to end of report and you have a total of all 3.