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Phased Trial Balance

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Speed up your financial review process and improve the accuracy of your financial results.

Are you finding it time consuming to perform a financial review and identify posting errors?


Inaccurate financial reporting may be the result of carelessness, lack of information, misinterpreting data or poorly trained employees. Whatever the cause, the results can range from inconvenience to major problems. As a business owner, you need to be cognizant of the potential problems and be sure that your accounting is managed correctly.


The Phased Trial Balance offers a natural and efficient mechanism to support your financial review process by allowing quick access to a financial overview supported by the ability to view and query the underlying financial transactions. By making use of the drilldown feature, business owners and financial managers can easily find incorrectly posted transactions and take immediate action to rectify the problem.

Get your free 7-day trial now to improve the financial review process in your business.

Features & Benefits

  1. Speed up your financial review process by comparing month-on-month actuals in a single view
  2. Identify and rectify financial posting errors using the drilldown feature
  3. Make use of the new Level of Detail option to analyze your financials on G/L Account or Dimension level
  4. Create views to quickly navigate from one financial period to the next
  5. The Phased Trial Balance supports variable length fiscal periods
  6. Make use of the Export to Excel feature to share your results

Supported Editions

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries

Algeria, Australia, Argentina, Canada, Egypt, Indonesia, Ireland, Kenya, Malaysia, Malta, Morocco, New Zealand, Nigeria, Peru, Philippines, Qatar, Singapore, South Africa, Thailand, United Arab Emirates, United Kingdom, United States.

Supported Languages

This app is available in English (Australian), English (Canada), English (Ireland), English (New Zealand), English (Great Britain), English (South Africa) and English (United States).

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https://store-images.s-microsoft.com/image/apps.54882.bb37830b-e2e6-4fb8-9c8d-b0be3a3e7c17.5278175c-51eb-4d0e-9e5f-5dc49f934f7d.1c3ce3f2-bd45-4951-be94-30ff51e55c25
https://store-images.s-microsoft.com/image/apps.5055.bb37830b-e2e6-4fb8-9c8d-b0be3a3e7c17.5278175c-51eb-4d0e-9e5f-5dc49f934f7d.36700cc1-b56c-406b-a006-edb481b42fc9
https://store-images.s-microsoft.com/image/apps.29889.bb37830b-e2e6-4fb8-9c8d-b0be3a3e7c17.5278175c-51eb-4d0e-9e5f-5dc49f934f7d.a42a3a63-a763-43ab-89ba-f8a375f343e2