How to view the balances of your GL accounts (Chart of Accounts).

Created by Judy Macharia, Modified on Sun, 24 Sep 2023 at 08:32 AM by Judy Macharia

  • Login into the banking engine

  • Under the accounting menu item click on Trial balance

Filter by the branch, by inputting the name of the branch if you wish to view the GL balances from one of the sacco's branches. 

You can also check the options for opening balance, closing balance and net change based on the figures you wish to view in the generated report

Alternatively input "All branches" to view the GL balances for all the sacco's branches 

Click on generate trial balance  to view the report of the balances in the various GL accounts.

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