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Help · Finance

Choose your Trial Balance layout

Choose a layout for the existing Trial Balance report.

Open Trial Balance

Open Finance → Trial Balance.

Choose your layout

Classic opens first unless you save another default. Try the new layout and View old layout switch both ways. A layout in the page address takes priority for that visit. Failed default saves keep your previous choice and offer Retry. Switching on this page keeps its draft filters and page address. Other links keep their original handling.

Original report scope

Applied dates and the page Campus filter narrow the Switch Campus scope. Brought-forward, period and closing debit/credit balances keep their original calculations. Browser Print keeps the complete grouped account table. No export, sorting or paging is added.

Loading and recovery

The new layout hides stale report values and blocks controls while required data or options are loading or have failed. Retry reloads failed reads. Existing amounts, dates, access and query scope stay unchanged. A layout switch does not post or change a transaction.

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