Quick Balance Sheet

Owned by Conner Helton (Unlicensed)
Last updated: Jul 04, 2015
1 min read

Version: AN-260-11

Printed Report Title:  Quick Balance Sheet

Report Summary

Typical Balance Sheet with sections for Assets, Liabilities and Equity displayed in a familiar layout.

Default Location In OBeer

Base Module: Orchestrated Reports → Financial Reports → Quick Reports

 

Typically Used by

Owners, shareholders, Comptrollers and key management would use this on a monthly or routine basis to get a overview of the financial health of the organization. It's also generally provided to banks or other financial stakeholders to assess financial health.

Key Requirements

No specific requirements are needed to run this report. 

Tips

  • Select "Hide $0 Accounts" and/or "Roll-up Summary" to get a shorter report without details by individual G/L Acct.
  • Use the same date as your 'As Of Date' to only show a single column

 

Parameter Entry Options

Required:

  • As Of Date
  • Compare to date
  • Enter DisplayLevel; (1 - 4)

Optional:

  • Show $0 accounts: 
  • Show G/L Acct Numbers 
  • Show %:
  • Ignore Adjustments
  • Add Closing Balances

Parameter Entry Image


Report Example