How to Add Additional Columns onto Your Trial Balance

You can easily customise any of your Nominal Ledger reports, including the Trial Balance, by adding or modifying columns.

Here is the step-by-step process for adding a new column:

Step-by-Step Guide

1. Navigate to Setup:

   • Go to Accounts > Nominal Ledger > Utilities > Setup.

2. Access Report Settings:

   • In the Setup section, click on the Ledger Reports tab.

3. Select Report:

   • From the report dropdown menu, select the report you wish to amend (e.g., Trial Balance).

4. Add Column:

   • Click the Add button.

   • Choose your desired new column from the available list that appears.

5. Finalise:

   • Confirm your selection and save the changes.

⚠️ Important Note: Ensure you do not add the same column twice (duplicate fields). Duplicating columns will cause the report to fail to generate correctly.