The Trial Balance is the quickest way to confirm your books are in order for a given month. It lists every account with its debit and credit totals and tells you, in one glance, whether everything balances. You'll find it under Finance → Trial Balance. NexerIQ builds it from your posted ledger entries, so there's nothing to assemble by hand.

Reading the report

1. Pick a month from the period picker in the top right (for example, the current month is selected by default).
2. Check the summary tiles: Total Debits and Total Credits. When they match, you'll see a green Balanced badge; if they don't, a red Unbalanced badge appears.
3. The By Account Type chart shows debits and credits grouped by account type so you can spot where the weight sits.

The account table

Below the chart, each row is one account showing its Code, Name, Type, Debit, Credit, and Balance. You can:

• Use the filter row to narrow the list — handy for finding a single account or account type.
• Export the table for your accountant or your own records.

What to do if it's unbalanced

• An Unbalanced result almost always points to an unposted or draft entry — check Finance → Ledger Entries for anything still marked not posted.
• The amounts are shown in your company's base currency.

Tip: Run the trial balance before closing a period. A clean, balanced trial balance is the green light that your Profit & Loss and Balance Sheet figures are trustworthy.