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August 28, 2020
Question

I WANT REPORT BY WHICH I CAN GET BALALNCE

  • August 28, 2020
  • 1 reply
  • 2 views
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1 reply

Steven_Product Champion
August 28, 2020

Hi deepak-solarpowe,

 

If you are looking for a report that shows the balances over multiple accounts you can use the Balance Sheet report which you can find by the steps below:

  1. Select Reports tab on the left-hand side
  2. Search Balance Sheet Report
  3. You have the option to export this via CSV or PDF. 

 

If you are looking for a report that show the balance for one account you can see by the steps below:

  1. Select the Accounting tab, then select Chart of Accounts
  2. Locate the account you would like, then on the drop down arrow to the right, select Run Report
  3. This will also provide a transaction reporting including balance.

 

Thanks,

 

-Steven