• Accounts and balances
  • Account / line properties
  • Account worksheet
  • Cash Flow worksheet
  • Foreign Exchange worksheet
  • Groupings worksheet
  • Performance Measures worksheet
  • Report settings
  • Report worksheet
  • Create a Control account
  • Create a Performance Measures account
  • Create a Prime Posting account
  • Create a Statement of Cash Flow account
  • Create custom balances
  • Enter balances
  • Enter foreign exchange rates
  • Renumber accounts
  • Split-up accounts

Create custom balances

You can create custom balances in the Trial Balance to accommodate a wide variety of business needs, such as including amended budgets. Custom balances can represent balances in the past (e.g. a budget balance), or balances in the future (e.g. a forecast balance), and can accommodate up to five years of data.

To create a custom balance:

1. On the ribbon, click Tools | Options | Custom Balances.
2. Click New.... The New Custom Balances Item dialog displays.

3. Complete the dialog options as required.

   Option	Description
   Balance Identifier	Enter a two-character identifier to display in the BL database.
   Name	Enter the full name of the custom balance.
   Abbreviated Heading	Enter an abbreviated name for the custom balance to use as the column heading in the Trial Balance.
   Years	Select whether the custom balance represents past or future balances.

   Click OK.

The custom balance is created. By default, only the current year of the custom balance displays in the Trial Balance. To display additional years, right-click any column in the Trial Balance and select Reorder Columns, then add the Budget or Forecast years to the displayed columns.