Balance Sheet Report
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Overview
This report displays your balance sheet figures for each month for a given financial year. This report lists your account classifications and accounts down the page and the months across the page.
By default, the report is set to produce a consolidated month-to-date balance sheet movement report by including all companies, cost centres and jobs.
It displays the following columns across the page.
- Account Classification Field
- Account Number Field
- Account Name Field
- Month Field
- Tax Exclusive Amount Field
It includes the following filters.
Customising the Report
The report can be customised by editing each filter and selecting a value. As such, the report can produce figures for one or more companies or financial years.