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#71928 - 08/07/25 01:57 PM View Period 14
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 191
Loc: Victoria, BC Canada
Is there a way to view balances for period 14 on the 'view transaction/budget' screen?

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#71930 - 08/11/25 08:33 AM Re: View Period 14 [Re: Hugh]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11634
Loc: Vancouver, BC Canada
Hello Hugh,

Yes, don't limit View Account Transactions to a single period.
_________________________
Regards,
Softrak Tech Support

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#71931 - 08/11/25 01:43 PM Re: View Period 14 [Re: Softrak Support]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 191
Loc: Victoria, BC Canada
Oh, I see what you're saying.
Yes, I guess I can see the period 14 transactions that way but they are not reflected in the balance shown at the bottom of the page.
I wanted to know if there was a way to see the balance for period 14.

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#71937 - 08/12/25 07:16 AM Re: View Period 14 [Re: Hugh]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11634
Loc: Vancouver, BC Canada
Hello Hugh,

No, this is not available from View Transactions. It is available in Reports that Include YE Adjustments: Trial Balance or Detail Listing.
_________________________
Regards,
Softrak Tech Support

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#72008 - Today at 11:00 AM Re: View Period 14 [Re: Softrak Support]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 191
Loc: Victoria, BC Canada
Follow up Q... I'm trying to export all my transactions for the auditors... is there a way to add period 14 to the export?

OK, I think I answered my own question... use detail listing not transaction export...


Edited by Hugh (Today at 11:10 AM)

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