Generating the balance sheet

To know the financial situation of your company, consult the balance sheet. You will obtain a statement of the company’s assets on a given date, which can be established for a fiscal year or for a shorter period in the case of an intermediate balance sheet.
Intermediate balance sheets can be essential for banks (credit application) but also for companies that are going through economic instability in order to quickly adapt their strategy.

To generate the balance sheet:

  1. Access the Balance sheet.

    Reports > Financial reports – Balance sheet

  2. Choose a period (Fiscal year / Date).
  3. If necessary, show Only lines with amount.
    This limits the number of rows to only those rows that have a non-zero amount.
  4. Generate the balance sheet.

The balance sheet is generated and is presented in two parts: the Liabilities and the Assets.

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