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Accounting

Trial Balance

Debit and credit totals for a period.

Last updated 31 August 2026

Trial balance

Trial balance shows whether debits and credits align for the selected period. The public product describes real-time trial balance as part of finance automation.

Tip

If the trial balance does not look right, find unposted or unbalanced vouchers before changing the chart of accounts.

Steps

  1. Sign in to Smart Business 360 at the application host.
  2. Open the Accounting module for this task.
  3. Follow the fields and actions described in the sections above.
  4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

  • Confirm you are in the correct company context.
  • Verify your role includes permissions for this module.
  • Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ

Where do I find Trial Balance in Smart Business 360?

Use the navigation paths and steps in this article. If a menu is missing, check module entitlements and permissions.

Why can I not access this feature?

Your role may lack the required permission, or the module may not be enabled for your company. Contact an administrator.

AccountingChart of AccountsJournal Entries

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