Skip to main content
October 13, 2021
Solved

Changing date on balance sheet report

  • October 13, 2021
  • 1 reply
  • 0 views
Can anyone advise how you change the date when running a balance sheet report?
Best answer by GeorgiaC

Hello Julian, the balance sheet runs by default from the start of the financial year which is set in the company settings (Cog > Account & settings > Advanced > Accounting > First month of financial year) - the end date can be set by altering the 'to' date on the report itself. 👩‍💻

1 reply

GeorgiaCAnswer
October 13, 2021

Hello Julian, the balance sheet runs by default from the start of the financial year which is set in the company settings (Cog > Account & settings > Advanced > Accounting > First month of financial year) - the end date can be set by altering the 'to' date on the report itself. 👩‍💻