Project TB

Note

To view the legacy version, please select Legacy User Guide.

How to view Project TB

As per Generic Navigation options, either from left-hand navigation panel, select Project TB from the Project folder or enter Project TB in the Search option.

This feature shows all of your projects trial balances.

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The tree function allows you to open each project up and view different levels of the trial balance.

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The filter will allow you to enter selection criteria to filter what projects are shown.

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Updated September 2026