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How do I export the Balance Sheet?

  1. Navigate to the section Accounting > Financial Statements > Accounting Reports
  2. Locate the Balance Sheet
  3. Click the 'View' button
  4. Use the filters to customize the report
    1. Click the ‘Date’ field to select a default date range or custom date range
    2. Select the 'Grouping' field to create a comparative report (e.g. monthly, quarterly, yearly)
  5. Click ‘Download’ or ‘Email Report’
  6. Select the report format (i.e. PDF or XLS)