---
id: video/O2RPBlr_GiE
type: video
title: Comparing Trial Balance and Aging Reports between Dynamics SL and Dynamics 365 Business Central
summary: Comparison of trial balance and aging reports in Dynamics SL and Business Central, for users moving from SL. It demos the detailed and summary trial balance, the aged accounts receivable report, filtering options, and export to Excel, PDF or Word.
tier: official
language: en
tags:
  - trial balance
  - detailed trial balance
  - summary trial balance
  - aging reports
  - accounts receivable aging
  - accounts payable aging
  - general ledger
  - report filtering
  - report export
  - budget comparison
system: finance
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  at: "2026-10-07T23:07:04.063Z"
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    title: Comparing Trial Balance and Aging Reports between Dynamics SL and Dynamics 365 Business Central
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    quote: In the available options to select, you can see how both the trial balance, which is similar to the summary trial balance in SL,
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    quote: I have the ability to compare values from last year or if I have configured budgets in Business Central, I could compare to the
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    title: Comparing Trial Balance and Aging Reports between Dynamics SL and Dynamics 365 Business Central
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    quote: If I select the aging report option for AR, similar to SL, I can select a date that I want to age the report
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    title: Comparing Trial Balance and Aging Reports between Dynamics SL and Dynamics 365 Business Central
    date: "2024-07-26T13:24:52.000Z"
    commit: null
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    quote: In Excel, I can easily perform additional analysis or create different visuals for the data.
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video_id: O2RPBlr_GiE
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=O2RPBlr_GiE
published_at: "2024-07-26T13:24:52.000Z"
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    title: Trial Balance Reports in Dynamics SL
  - t: 35
    title: Accessing Trial Balance Reports in Business Central
  - t: 59
    title: Detailed Trial Balance Report Preview
  - t: 85
    title: Summary Trial Balance with Comparison Options
  - t: 125
    title: Aged Accounts Receivable Reports
  - t: 161
    title: Report Output Options and Export Formats
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    text: In the available options to select, you can see how both the trial balance, which is similar to the summary trial balance in SL,
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    text: I have the ability to compare values from last year or if I have configured budgets in Business Central, I could compare to the
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    text: If I select the aging report option for AR, similar to SL, I can select a date that I want to age the report
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    text: In Excel, I can easily perform additional analysis or create different visuals for the data.
    check: exact
---

# Comparing Trial Balance and Aging Reports between Dynamics SL and Dynamics 365 Business Central

> Comparison of trial balance and aging reports in Dynamics SL and Business Central, for users moving from SL. It demos the detailed and summary trial balance, the aged accounts receivable report, filtering options, and export to Excel, PDF or Word.

[Watch on YouTube](https://www.youtube.com/watch?v=O2RPBlr_GiE) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-07-26 · 3:34 · tier official · reviewed (checked by Opus)

## Overview

The video shows where the trial balance reports that Dynamics SL users know can be found in Business Central. It starts with the SL trial balance reports, then opens the matching reports in Business Central and previews the detailed trial balance.

It then covers the summary trial balance with comparison to last year or to budgets, the aged accounts receivable report with its date and customer class options, and the ways to output a report, including export to Excel for further analysis.

## Key points

- The detailed trial balance shows balances and the transactions posted to each GL account. You can filter to specific accounts or ranges, and print each account on a new page.
- The Business Central trial balance is similar to the summary trial balance in SL.
- The summary trial balance compares current year values to last year or to budgets. Budget comparison requires budgets to be configured in Business Central.
- The summary trial balance can show variance as a percentage and supports rounding options.
- The aged accounts receivable report lets you choose the date to age the report and age by transaction date or due date. You can filter to customer classes and view overdue balances.
- An aged accounts payable report for vendors is available alongside the AR aging report.
- Reports can be exported to Excel for further analysis and visuals, or sent to PDF or Word.

## Chapters

- [0:00](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=0s) Trial Balance Reports in Dynamics SL
- [0:35](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=35s) Accessing Trial Balance Reports in Business Central
- [0:59](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=59s) Detailed Trial Balance Report Preview
- [1:25](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=85s) Summary Trial Balance with Comparison Options
- [2:05](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=125s) Aged Accounts Receivable Reports
- [2:41](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=161s) Report Output Options and Export Formats

## Features

| Feature | Status | At |
|---|---|---|
| Detailed Trial Balance Report | status not stated, demoed | [0:48](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=48s) |
| Summary Trial Balance Report | status not stated, demoed | [1:25](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=85s) |
| Aged Accounts Receivable Report | status not stated, demoed | [2:16](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=136s) |
| Aged Accounts Payable Report | status not stated | [2:16](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=136s) |
| Report Export to Excel | status not stated, demoed | [2:58](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=178s) |
| Report Export to PDF or Word | status not stated | [2:58](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=178s) |

## Quotes

- [0:48](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=48s) "In the available options to select, you can see how both the trial balance, which is similar to the summary trial balance in SL,"
- [1:38](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=98s) "I have the ability to compare values from last year or if I have configured budgets in Business Central, I could compare to the"
- [2:29](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=149s) "If I select the aging report option for AR, similar to SL, I can select a date that I want to age the report"
- [3:09](https://www.youtube.com/watch?v=O2RPBlr_GiE&t=189s) "In Excel, I can easily perform additional analysis or create different visuals for the data."