Difference between revisions of "Pro Balance Sheet Job Aids"
(Created page with "== Balance Sheet Job Aids == ====== Exporting Balance Sheet ====== # Under Main Menu, Click '''Reports'''center|950x950px<b...") (Tag: Visual edit) |
(No difference)
|
Revision as of 12:46, 28 June 2021
Balance Sheet Job Aids
Exporting Balance Sheet
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Financial statements then click Balance Sheet
- The user can also click the Search bar then look for Balance Sheet
- The user can also click the Search bar then look for Balance Sheet
- Under Balance Sheet Menu, Click the CSV button to Extract the report into CSV Excel File
- The user has an option to filter the record by changing the year, Filtering the date range or click Balance Sheet Report Tab(Monthly, Quarterly, Yearly)
- The user has an option to filter the record by changing the year, Filtering the date range or click Balance Sheet Report Tab(Monthly, Quarterly, Yearly)
_-_Step_01.png)
%20-%20Step%2002.png)
_-_Step_02.1.png)
_-_Step_03.png)
_-_Step_03.1.png)