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Balance Sheet Job Aids

Revision as of 15:08, 6 August 2021 by Gelo (talk | contribs)


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


Categories:
Reports
Financial Statements Balance Sheet | Income Statement | Trial Balance | General Ledger | General Journal | Statement of Account | Accounts Receivable Aging | Accounts Payable Aging
Reports Job Aid Aids
Financial Statements Balance Sheet Job Aids | Income Statement Job Aids | Trial Balance Job Aids | General Ledger Job Aids | General Journal Job Aids | Statement of Account Job Aids | Accounts Receivable Aging Job Aids | Accounts Payable Aging Job Aids
Modules
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Purchase | Purchase Order | Issue Payment
Expense Expense | Expense Transaction | Issue Payment Expense
Maintenance Bank | Chart of Account | Tax
Job Aid Modules
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Expense Expense Job Aids
Maintenance Aids Bank Job Aids | Chart of Accounts Job Aids | Tax Job Aids