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Overview

A Trial Balance is a financial statement that shows the closing balance of each General Ledger (GL) account at a specific point in time. This report helps accountants perform a high-level audit of a business’s books, ultimately ensuring everything is being tracked and accounted for accurately in the GL. The Trial Balance displays the beginning balance, net debit or net credit, and ending balance of each GL account for the period. This report is primarily used to help the business owner ensure their debits and credits are accounted for properly in the GL and their books are balanced. When viewing a Trial Balance, the bookkeeper can drill down into the report to see all of the transactions and journal entries contributing to the debit balance, credit balance, or ending balance for each specific GL account within the reporting period. Trial Balance Report Demo

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Embedding the Trial Balance

To initialize the Tight Embedded experience using plain Javascript in your project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example JS embedding of the Trial Balance Report: 
Tight.renderScreen(elementId, 'trialBalance');

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Options

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Populating the desired parameters

You can also pass in some optional parameters to specify the grouping and date range of the report.
ParameterDescriptionFormat
groupingThe time period grouping of the report (e.g. for creating a month-over-month report).Must be one of the following enumerations: NONE, MONTHLY, QUARTERLY, YEARLY
dateRangeThe date range type of the report.Must be one of the following enumerations: THIS_YEAR, LAST_YEAR, CUSTOM
beginDateThe beginning date of the report. Should be used with dateRange set to CUSTOM.Numeric
endDateThe ending date of the report. Should be used withdateRange set to CUSTOM.Numeric
Pass these parameters in as an object to the renderReport call as follows: 
Tight.renderReport(elementId, 'trialBalance', {
    grouping: "MONTHLY",
    dateRange: "CUSTOM",
    beginDate: "2025-01-01",
    endDate: "2025-12-31"
});