--- id: video/Of0Dw8V-4Yw type: video title: Comparing Trial Balance and Aging Reports Between Dynamics GP and Dynamics Business Central (2024) summary: "Trial balance and accounts receivable aging reports in Business Central compared with Dynamics GP: detailed and summary trial balance, filtering, Excel export, and customer aging options. A 4-minute demo published 2024-08-26." tier: official language: en tags: - trial balance report - aging report - accounts receivable - general ledger - report filtering - excel export - variance analysis system: finance review: state: reviewed by: opus at: "2026-10-07T23:06:38.604Z" flags: [] generated: at: "2026-10-13T00:32:41.360Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: c4c463e66441548395892c46f7fcaa0b5005a530eb0b1a8a519d0f99551c7430 evidence: - kind: video url: https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=1s title: Comparing Trial Balance and Aging Reports Between Dynamics GP and Dynamics Business Central (2024) date: "2024-08-26T13:49:46.000Z" commit: null t: 1 quote: I've printed out the detail trial balance for a specific period of time and included all accounts I can easily see balance information as - kind: video url: https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=27s title: Comparing Trial Balance and Aging Reports Between Dynamics GP and Dynamics Business Central (2024) date: "2024-08-26T13:49:46.000Z" commit: null t: 27 quote: I've also printed out the historical age trial balance in receivables allowing me to easily see aging information for each of my customers - kind: video url: https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=65s title: Comparing Trial Balance and Aging Reports Between Dynamics GP and Dynamics Business Central (2024) date: "2024-08-26T13:49:46.000Z" commit: null t: 65 quote: In the detail trial balance report options window I've indicated that I'd like a new page per GL account also in the filter area - kind: video url: https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=113s title: Comparing Trial Balance and Aging Reports Between Dynamics GP and Dynamics Business Central (2024) date: "2024-08-26T13:49:46.000Z" commit: null t: 113 quote: I have the ability to compare values from from last year or if I configured budgets in business Central I could compare to the - kind: video url: https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=148s title: Comparing Trial Balance and Aging Reports Between Dynamics GP and Dynamics Business Central (2024) date: "2024-08-26T13:49:46.000Z" commit: null t: 148 quote: you can see on the summary trial balance how it Compares this year's balance to last year as well as displaying the variance as - kind: video url: https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=195s title: Comparing Trial Balance and Aging Reports Between Dynamics GP and Dynamics Business Central (2024) date: "2024-08-26T13:49:46.000Z" commit: null t: 195 quote: I can select a date that I want to age the report as of and if I want to age by transaction date or links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: Of0Dw8V-4Yw channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=Of0Dw8V-4Yw published_at: "2024-08-26T13:49:46.000Z" duration_s: 256 captions: full audience: - functional consultant - end user - administrator chapters: - t: 0 title: Trial balance and aging reports in Dynamics GP - t: 45 title: Detailed trial balance report in Business Central - t: 103 title: Summary trial balance report and export options - t: 175 title: Aging reports for accounts receivable features: - name: Detailed trial balance report status: unclear t: 45 verified: false status_source: video - name: Summary trial balance report status: unclear t: 103 verified: false status_source: video - name: Report export to Excel status: unclear t: 148 verified: false status_source: video - name: Aging report for accounts receivable status: unclear t: 175 verified: false status_source: video objects_mentioned: - report Trial Balance - report Detailed Trial Balance - report Summary Trial Balance - report Aging Report quotes: - t: 1 text: I've printed out the detail trial balance for a specific period of time and included all accounts I can easily see balance information as check: exact - t: 27 text: I've also printed out the historical age trial balance in receivables allowing me to easily see aging information for each of my customers check: exact - t: 65 text: In the detail trial balance report options window I've indicated that I'd like a new page per GL account also in the filter area check: exact - t: 113 text: I have the ability to compare values from from last year or if I configured budgets in business Central I could compare to the check: exact - t: 148 text: you can see on the summary trial balance how it Compares this year's balance to last year as well as displaying the variance as check: exact - t: 195 text: I can select a date that I want to age the report as of and if I want to age by transaction date or check: exact --- # Comparing Trial Balance and Aging Reports Between Dynamics GP and Dynamics Business Central (2024) > Trial balance and accounts receivable aging reports in Business Central compared with Dynamics GP: detailed and summary trial balance, filtering, Excel export, and customer aging options. A 4-minute demo published 2024-08-26. [Watch on YouTube](https://www.youtube.com/watch?v=Of0Dw8V-4Yw) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-08-26 · 4:16 · tier official · reviewed (checked by Opus) ## Overview The video starts with a detail trial balance and a historical aged trial balance for receivables in Dynamics GP. It then shows how to get the same information in Business Central. In Business Central it covers the detailed trial balance, the summary trial balance with prior year or budget comparison, export to Excel, and the aging report for customers. Filtering options are shown for each report. ## Key points - Search 'trial balance' in Business Central to find both the Trial Balance report (similar to the GP summary trial balance) and the Detailed Trial Balance report. - The Detailed Trial Balance report shows balances and the transactions posted to each account. It has an option to print a new page per GL account and can be filtered to one account or a range. - The Trial Balance (summary) report compares current year balances to last year or to budgeted amounts, and can show the variance as a percentage. - Budget comparison in the trial balance needs budgets to be configured in Business Central. - The summary report supports rounding (e.g. to the nearest dollar) and filters by account range and date range. - Reports can be previewed or sent to PDF, Word, or Excel; Excel allows further analysis and different visuals. - Searching 'aged accounts' lists both AP and AR aging reports. The AR aging report can age by transaction date or due date, uses a selectable aging date, and can print in detail. ## Chapters - [0:00](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=0s) Trial balance and aging reports in Dynamics GP - [0:45](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=45s) Detailed trial balance report in Business Central - [1:43](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=103s) Summary trial balance report and export options - [2:55](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=175s) Aging reports for accounts receivable ## Features Every feature below: status not stated, demoed. | Feature | At | |---|---| | Detailed trial balance report | [0:45](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=45s) | | Summary trial balance report | [1:43](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=103s) | | Report export to Excel | [2:28](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=148s) | | Aging report for accounts receivable | [2:55](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=175s) | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - report "Trial Balance" at [0:45](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=45s) - report "Detailed Trial Balance" at [0:45](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=45s) - report "Summary Trial Balance" at [1:43](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=103s) - report "Aging Report" at [3:07](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=187s) Not found in BC28-30: report "Detailed Trial Balance", report "Summary Trial Balance", report "Aging Report". More than one object has this name, so none is linked: report "Trial Balance". ## Quotes - [0:01](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=1s) "I've printed out the detail trial balance for a specific period of time and included all accounts I can easily see balance information as" - [0:27](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=27s) "I've also printed out the historical age trial balance in receivables allowing me to easily see aging information for each of my customers" - [1:05](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=65s) "In the detail trial balance report options window I've indicated that I'd like a new page per GL account also in the filter area" - [1:53](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=113s) "I have the ability to compare values from from last year or if I configured budgets in business Central I could compare to the" - [2:28](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=148s) "you can see on the summary trial balance how it Compares this year's balance to last year as well as displaying the variance as" - [3:15](https://www.youtube.com/watch?v=Of0Dw8V-4Yw&t=195s) "I can select a date that I want to age the report as of and if I want to age by transaction date or"