You are here: Help Topics > Documents > Using the documents > Viewing the trial balance
To view the trial balance
-
While on the Document Manager, scroll down to find the Accounts Receivable Trial Balances folder.
Note: The Accounts Receivable Trial Balances folder contains a variety of trial balance documents.
- Open the folder and subfolders until you find the report that best displays the information you want.
- Double-click to view the applicable report.
While viewing a Trial balance summary document, you can drill-down from it to the detailed Trial balance for each item.