add toggle to not include archived transactions on Trial Balance B report
when pulling the Trial Balance B report, the security deposits column appears to be including transactions associated with archived tenants. I would like a toggle to be added to this report so that a user could choose whether or not to include archived accounts in the calculations.
Reeves, Ashley commented
This would allow me to have one click compliance with my North Carolina State trust accounting regulations. I am required to show each month how much each owner has on deposit, on reserve, and any ledger balance. Right now I have to do it all manually on a word document. Historical deposits are unnecessary. Once the tenant leaves and is archived the deposit is returned or forfeited. I need only the deposits for current tenants that I am holding for each account. If this change can be made it will be an enormous help to my operation.