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Status Planned
Created by Grant Middleton
Created on Jul 4, 2023

Ability to export Trial balance in Accounts production professional

It would be helpful to be able to export individual trail balance account codes set up for different clients to use as a template for uploading future years.

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  • Guest
    Reply
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    Jul 19, 2023

    This needs to be prioritised, for example if a client leaves and moves to a new accountant we need to provide a TB

  • Admin
    Nick Lloyd
    Reply
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    Jul 12, 2023

    Thank you for the suggestion, we currently have this included as part of a bigger piece of work to enhance CSV importing.