How to create a Trial Balance with year-to-date data

Entry Type: Informational

Product: FRx

Application: FRx Desktop

Version Reported: NA

Subject:

How to create a Trial Balance with year-to-date data in the Debit and Credit columns

Possible Resolution:

1. Open FRx Designer.
2. On the File menu, point to New, and click Row.
3. On the Edit menu, click Add Rows from Chart of Accounts.
4. Select all accounts, and save the row format.
5. On the File menu, point to New, and then click Column.
6. Create a column like the example below:
   
7. Save the column.
8. On the File menu, point to New, and then click Catalog.
9. Select the row and column created in the previous steps.
10. Name and save the catalog.