• LUTi
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  • From: Slovenia, Notranje Gorice
  • Registered: 01/07/2010
  • Posts: 42

Topic: Additional option for Trail Balance Display

I see Trial Balance has quite uncommon way of displaying starting and ending balance (both Credit and Debit field). Checking 'Only balances' I get more or less what I would like to see for Starting and ending balance, but definitely not for transactions within a period (a sum of 1.000 of Debit transactions and 1.000 of Credit transactions is displayed as 0 - as nothing happened with this account...).

So, I would suggest to have radio buttons for each of:
- starting balance
- transactions within a period
- ending balance

where each could be one of:
- all Credit and Debit values
- just a total (Credit or Debit amount)
- just a single column 8positive or negative amount)

BTW - checkboxes - as are displayed now - are a bit confusing. A checkbox is often (usually) left to the corresponding text, so it is easy to check a wrong option by mistake. So, probably there should be more space between each option (or, some borders around). Or, to put options in more lines (dimensions in one column and other options in another column, for example).

  • joe
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Additional option for Trail Balance Display

Hey, if you press the account link, you get the transactions inside the period. The presentation is based on several wishes among the users during the years.

/Joe

3 Reply by LUTi (edited by LUTi 04/04/2011 12:41:56 pm)

  • LUTi
  • Member
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  • From: Slovenia, Notranje Gorice
  • Registered: 01/07/2010
  • Posts: 42

Re: Additional option for Trail Balance Display

Yeah, but:
- don't see transactions of other accounts anymore (to compare or understand something...)
- may get a totally wrong impression about some account transactions, if the balance within a period is 0 or something small, but there are a lot of transactions (or, the total of debit and credit transactions both is quite big)

I believe the overview (complete picture) should be as informative as possible...

But, it seems to me that in 2.3.3 this is done as I've suggested. So - a big Thanks, guys!  :-)

Maybe just some separators or something to see better which checkbox belongs to some text, and it will be perfect. ;-)