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Pro Balance Sheet Job Aids

Revision as of 12:46, 28 June 2021 by Gelo (talk | contribs) (Created page with "== Balance Sheet Job Aids == ====== Exporting Balance Sheet ====== # Under Main Menu, Click '''Reports'''center|950x950px<b...")
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Balance Sheet Job Aids

Exporting Balance Sheet
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png

  2. Under Reports Menu, Go to Financial statements then click Balance Sheet
    Pro Balance Sheet (Export) - Step 02.png
    • The user can also click the Search bar then look for Balance Sheet
      Pro Balance Sheet (Export) - Step 02.1.png

  3. Under Balance Sheet Menu, Click the CSV button to Extract the report into CSV Excel File
    Pro Balance Sheet (Export) - Step 03.png

    • 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)
      Pro Balance Sheet (Export) - Step 03.1.png

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