View Balance Sheet Report

The report details the net worth of your company as of a particular date and now we are going to learn how to produce it. By using the system, the report can be printed or exported in excel file.


Step 1

Go to: Main Menu  >  Accounting  >  Report  >  Balance Sheet

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Step 2

Fill in the relevant information.


(Click on image for larger view) 

Brief Explanation

  1. Balance Date: The desired period of report.  
  2. Compare With (Optional): Allow comparison between current period with previous “month” or “year”.
  3. Compare Periods (Optional): To choose the number of months or years to be compared with.
  4. Track-1 and 2 (Optional): This feature allows the transaction to be tracked and analysed. Pick the existing tracking category or select “New Tracking Category” to create one.
  5. Convert Currency (Optional): “Tick” if you wish to view the report in other currency as well. However, the currency rate have to be set in advance. To add a currency or set the conversion rate, click here (see bottom of page in link).

Click “Run Report”.

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