> For the complete documentation index, see [llms.txt](https://voyzu.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://voyzu.gitbook.io/docs/help-core/company-ledger/company-reports/trial-balance.md).

# Trial Balance

Trial Balance lists the selected company's debit and credit balances as at a date.

## Concepts

* [What Is a Financial Ledger?](/docs/voyzu-core-concepts/what-is-a-financial-ledger.md) explains the records behind financial reports.
* [Financial Document Processing](/docs/voyzu-core-concepts/financial-document-processing.md) explains how source documents create reportable postings.

## Set the report scope

Choose the **as at** date. Confirm the company switcher before refreshing, especially when similarly named companies use different base currencies.

The report always uses the company currently shown in the company switcher. Change company before interpreting or distributing the output.

## Generate and refresh

The preview is generated from posted financial records. Use **Refresh** after changing parameters or after new posting completes. A generation timestamp identifies when the displayed output was produced.

## Read the results

Debit and credit totals should agree. A balanced trial balance proves arithmetic balance, not that every account or period is correct.

## Investigate the detail

Use Account Activity for the entries behind an account and Financial Integrity for cross-ledger checks.

## View and download

Use the available options to control presentation. **View PDF** opens a printable rendering and **Download** saves the offered output. Where a control is absent, that output is not supported by this report. The PDF and preview reflect the same selected scope.

## Interpretation limits

This report presents recorded financial data; it does not validate the operational event or supply management commentary. Correct source data with a supported new document or reversal, then regenerate the report. Never alter ledger history to force a report total.

## See also

* [Account Activity](/docs/help-core/company-ledger/company-reports/account-activity.md)
* [Financial Integrity](/docs/help-core/company-ledger/company-reports/financial-integrity.md)
* [Balance Sheet](/docs/help-core/company-ledger/company-reports/balance-sheet.md)