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Calculate Trial Balance

Report Overview

Trial Balance Calculation You must first generate a new set of trial balances if any journal entries have been posted since the last trial balance calculation was made. You perform the calculation in the Trial Balance section of the Report Option by selecting the View Trial Balance Status.

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At this point the message in green informs you that the trial balance calculation is up to date. You can now view the Legacy Cash Reports or click on Report Overview in the blue menu at the top of the page to view any of your updated reports.