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How to View the Trial Balance

Introduction #

The Trial Balance is a critical accounting report that lists the balances of all general ledger accounts. It helps ensure that the total debits equal the total credits, indicating that the books are in balance. This article provides a step-by-step guide on how to view the Trial Balance in the Cosmic ERP Accounting module.

Prerequisites #

There are no specific prerequisites required to view the Trial Balance.

Steps to View the Trial Balance #

  1. Login to Cosmic ERP
    • Enter your credentials and click on the login button.
  2. Navigate to Accounting System
    • Once logged in, locate and click on the Accounting System from the main menu.
  3. Access Double Entry
    • In the Accounting System, find and click on the ‘Double Entry’ option.
  4. Select Trial Balance
    • Click on the ‘Trial Balance’ option within the Double Entry section.

Conclusion #

Viewing the Trial Balance in the Cosmic ERP Accounting module is a straightforward process that allows you to verify the accuracy of your accounting entries. Following these steps will help you maintain a balanced and organized financial record.

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