¶ Introduction
This screen allows you to create a Balance Sheet report, a log of your company's assets, liabilities, and shareholder equity at a specific point in time.
Navigation: Accounting > Report > Balance Sheet
¶ Create Balance Sheet report
- Select Office. You can select more than one, or all offices within your company.
- Select date in the As of field. Choose whether that date is Post date or Invoice date.
- Select Report option.
- None: Accounting beginning date ~ As of Date
- Physical Year Beginning Balance: Next day of last end year/ Year As Of ~ As of Date
- Select Report type.
- Select Currency.
- Click on the Print button to generate the Balance Sheet report. A new browser window will generate, per below image.
- You can print, email or download the report from this window.
