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Yearly Balance Sheet

This Help File Page was last Modified on 12/31/2013

Yearly Balance Sheet

This Help File Page was last Modified on 12/31/2013

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Yearly Balance Sheet

This Help File Page was last Modified on 12/31/2013

Previous topic Next topic  
This Balance Sheet report provides a Yearly Balance Sheet (i.e., a report listing the Assets, Liabilities and resulting net Equity for a specified Year) for any (User Selectable) Year within which Financial Transactions have been posted after the Set-Up Wizard for the General Ledger System was successfully executed.
Because of this capability, an easy comparison may be made for any previous (completed) Years for which those Financial Transactions have been posted, by simply selecting the appropriate year and printing that report, and repeating the report for another Year.
This is because the Data View tab information for each report may be easily exported into a Spreadsheet.
To print the Balance Sheet - Comparison report: from the Main Menu Select Reports and Choose the General Ledger sub-menu, then Select the Yearly Balance Sheet option.

 

Balance Sheet - Comparison tabs - There are three tabs on the Balance Sheet - Comparison dialog.
Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

HelpFilesYearlyBalanceSheetComparison

Balance Sheet - Comparison

 

Year - By default, the current Year is selected.
Use the Drop-Down Selection List provided to Choose a different Year to report.

 

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Balance Sheet - Comparison Report.

 

The Preview tab presents the report which resulted from the Year Option selected above.

HelpFilesYearlyBalanceSheetComparisonPreview

Balance Sheet - Comparison - Preview tab

 

Arrows - The arrows allow you to move back and forth, from page to page.
Number - Indicates the page number you are viewing.
You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.
If you enter an invalid page number, it will be ignored.
Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.
Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).
Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.
Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.
Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Balance Sheet - Comparison, and may also be converted to a PDF or various other types of documents, or into an Excel® Spreadsheet file (within the Data View tab shown below).
Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

HelpFilesYearlyBalanceSheetComparisonDataView

Balance Sheet - Comparison - Data View tab

 

Arrows - Click the arrows to move through the record.
Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):
Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.
Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.
Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.
Exit the Form by Clicking the Close button x on the right at the top of the Form.