Generating the Balance Sheet

The Balance Sheet provides a snapshot of your business's financial position, including assets, liabilities, and equity. Learn how to generate and analyze this report in ERP ERP.

1. Go to the 'Reports Module' and click on 'Balance Sheet.'
2. Select the date or period for which you want to generate the report.
3. View detailed breakdowns of assets, liabilities, and equity.
4. Ensure the total assets equal the total liabilities and equity.
5. Export the Balance Sheet for financial reporting or external audits.
6. Use the Balance Sheet to evaluate your business's financial health.

• Go to the 'Reports Module' and click on 'Balance Sheet.'
• Select the date or period for which you want to generate the report.
• View detailed breakdowns of assets, liabilities, and equity.
• Ensure the total assets equal the total liabilities and equity.
• Export the Balance Sheet for financial reporting or external audits.
• Use the Balance Sheet to evaluate your business's financial health.