Template for uploading account trial balance

[Former Member]

Hi,

Is there any template for uploading trial balance of chart of accounts in SAP Business One.

Thanks in Advance.

Thanks and Regards,

Jai

[Former Member · Accepted solution]

hi

Go in Financial > Financial Reprt Template > Choose balance Sheet

Create new template and Assign a Name

Click on "Generate Std Chart Of Account"

Update > Ok

Same for other template

Thanks

Kevin

[Former Member]

Hi Jai,

Unlike Marketing Documents or other Master Data, Trial Balance would not be in a table. Therefore, it would not subject to DTW. You could use Financial Template to prepare the report only.

Thanks,

Gordon

[Former Member]

Hi Jai.........

In Financial Module You have financial posting template, there you can define the templates for balance sheet, trial balance and P&L

Regards,