Browse
Getting Started
Roles & Permissions
Time Tracking
Invoices & Payments
Estimate Form Wizard
Accounting Engine
Accounts Receivable
Client Credits
A/R Aging
Collections
Statements
Report Interpretation
Profit & Loss
Balance Sheet
Trial Balance
A/P Aging
Storage & Files
Billing & Subscriptions
Real Estate Plan
RE Settlements Workflow
RE Commission Splits
RE Reporting
RE Follow-ups & Pipeline
RE Access Controls
Ops Console
Production Runbook
FAQ
The Trial Balance lists all accounts with their debit/credit totals for a date range. It’s the fastest way to validate posting integrity.
Why it matters
- Used to confirm journals are balanced at the account level.
- Helps reconcile unexpected balances in A/R or A/P.
Common troubleshooting
- If totals do not make sense, run
ez360_invariants_checkand review journal provenance. - Confirm account types are correct (asset vs liability vs income vs expense).
Screenshots
Screenshot
Placeholder image - replace with a real screenshot in a launch polishing pass.