I still have not closed the financial year end accounts for 2018, but I want to get a TB for the first 3 months of 2019 and be able to run the nominal ledger for the same period. How do I do this? Thanks
The trial balance report only works for the months of your open year. The workaround is to do a backup, do the year-end routine to take you into 2019, do whatever 2019 trial balances you want, and then restore your backup to take you back to 2018. You can record 2019 transactions even if Sage is still in 2018.
I have a question for you though. Why do you not want to do the year-end now? Are you perhaps worried about how to record 31/12/18 audit adjustments?
Thank you Richard - as you can see I am a Sage novice. I am the newly appointed Treasurer of this Charity and am trying to get reporting more up to than has been the case historically. The reason I do not want to close off 2018 is because we have not yet been audited. Where can I find how to do a year end routine (I said I was a novice)? Your help is very much appreciated. Regards, John