How Do I Run A Balance Sheet Report?

• Click Reports
  
• Select Accounting Reports
  

 

•  Click Run Balance Sheet
  

 

• 
  

 

 

• Amend the End date if a current period report is required - the start date is fixed.
  

 

 

• Click Generate Report.
  

 

 

Notes: Closed periods can be reported on by selecting them from the drop-down list.

When the report is displayed on screen it can be output as follows;

Printer - Click the Printer button

PDF - Click the PDF button

Excel - Click the Excel button

Document - Click the .DOC button

Email - Click the Envelope button

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