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Table of Contents

Overview

When using and Analysing the Balance Sheet and Profit and Loss

Balance Sheet

The balance sheet is a "Point in time" report.

Navigate to the Standard Report screen - enter the date to run the report

 

The balance sheet presents in a PDF view in the browser on your machine - you can save it as a pdf from there

The Values on the report are directly from your General Ledger financial transactions.

To review all the transactions for any of the values on the balance sheet - use the GL chart of Accounts

 

 

 

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