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Oct 13, 2021 1:00 PM UTC
Solved

Changing date on balance sheet report

Can anyone advise how you change the date when running a balance sheet report?
GeorgiaCAnswer
Oct 13, 2021 2:53 PM UTC

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
Oct 13, 2021 2:53 PM UTC

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. 👩‍💻