Sage Intacct Trial Balance - The Foundation for Custom Finance Reports

What is your strategy for developing a custom financial report? How do you troubleshoot an inaccurate custom financial report? Mark’s presentation will focus on the foundation for developing and troubleshooting custom financial reports – the trial balance. Intacct’s standard trial balance reports are good, and will likely meet the needs of most users, but don’t forget that the financial report writer is available if you need to customize the trial balance report. Learning Objectives: Compare the standard trial balances that are available out-of-the-box Review seven simple building blocks for a customized trial balance Understand the importance of a “manual” retained earnings account Learn how to create a custom trial balance with the financial report writer Learn more: https://www.lbmctech.com LinkedIn:   / lbmctechnologysolutions   Facebook:   / lbmctechnologysolutions   Twitter/X:   / lbmctech   Contact Us: [email protected]