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Reports Module


Balance Sheet Report

The Balance Sheet report lists all the balances for each asset, liability and equity account for a specified period.

  1. To know what is your business worth choose Balance Sheet from Reports menu.
  2. By default, the report shows the data for all dates. You can limit the reports to different set of dates by choosing different dates from the Transaction Dates option field.
  3. Then click the List Report option to view the data for the selected period.
  4. You can either print the report using Print option or export the report to Excel Spreadsheet and save it.
  5. While traversing through the amount field, user can click on the link to get a detailed display
  6. There is also an option to send the report via email as an attachment in xls format