Logicim's ready-to-use Sage 50 CA Trial Balance by Department.

Introduction

The Trial Balance by Department Report separates general-ledger debit and credit balances by department.

Prerequisites

View Requirements here

XLGL Requirements dropdown on the Logicim product page

What the Report does

It shows each department’s contribution to financial activity and supports reviews of departmental accuracy and allocation.

How to use the Report

Step 1: Select the end of period in C9.

Step 2: Select Refresh on the XLGL ribbon.

Step 3: Review the refreshed departmental trial-balance result.

Customization options

Adjust the desired year on the Parameters sheet before refreshing.

Common use cases

  1. Review trial-balance figures by department.
  2. Monitor departmental financial activity.
  3. Identify unusual balances or misallocations.

Troubleshooting

Issue: No data is populated.
Solution: Verify the end-of-period input in C9, then select Refresh.

FAQs

Q: Can I add another pivot-table field?
A: Yes. Use the pivot-table field list to select an available field.

Best practices

  1. Confirm the end date before refreshing.
  2. Refresh before comparing departments.
  3. Review unusual balances together with the department allocation.

References

Request a Custom Report: https://www.logicimtech.com/en/Services/CustomReport

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Edited: Monday, August 31, 2026

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