i want to view account balance(tatal balance in trial balance)

Finance and Operations/AX User Forum
1

hi all !

how can i view account(main account type - total) balance in the trial balance?

few weeks ago, i made COA - total : Cash

and, i made some balance account : Cash01, Cash02

and two COA(cash01, cash02 / main account type - balance sheet) are linked to the Cash account(cash, main account type - total)

i wanted to view the account balance, and i clicked the trial balance.

and i knew that cash is not view in that screen.

i just view the cash01, cash02…

so, i want to view the cash(total)

please, help me…

thanks!

2

the account type is total but have you click the set up button on the chart of accounts form to range the two cash accounts?

3

If you’ve already done what Heylin had said, go to Trial Balance in Reports, select the ledger account of the cash total. It will show the total of Cash01 & Cash02 if you had properly linked these accounts with cash total

4

Hi,

I’ve linked the Ledger Accounts to Total type.

But while printing the Trial Balance I want the Linked Accounts and Total type Account to be grouped together.

Any possible way?? Please let me know…

Thanks!!