What was previously known as the Account Balances report is now part of the Account and trial balance report under the Other Reports tab in the new Finance module.
Account Balances report > Current Balance vs Beginning Balance format
- Go to the Other reports tab of the Finance module.
- If not selected by default, choose the "Account and trial balance" report from the list of report options to the left of the window.
- Choose the finance year you want the report for as well as the ending month you want the balance to calculate for.
- Choose any books/funds, account types, responsibility, and church body selections, if any.
- For the format, choose "Current balance".
- Check any options you would prefer for your report, including showing monthly totals.
- Click Print to preview your report.
Account Balances report > Debits vs Credits format
- Go to the Other reports tab of the Finance module.
- If not selected by default, choose the "Account and trial balance" report from the list of report options to the left of the window.
- Choose the finance year you want the report for as well as the ending month you want the balance to calculate for.
- Choose any books/funds, account types, responsibility, and church body selections, if any.
- For the format, choose "Debits vs Credits".
- Check any options you would prefer for your report, including showing monthly totals.
- Click Print to preview your report.