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      3. General Ledger Reports

      Balance Sheet - Last Year Comparison Report

      Overview:

      Steps on How to to access Balance Sheet - Last Year Comparison Report.

      • Getting to Last Year Comparison Report

      Steps:

      1.     To access the Balance Sheet - Last Year Comparison Report Navigate to ACCOUNTING > General Ledger > General Ledger Reports

      2.     On the navigation select General Ledger Reports it will take you to the next screen, you will select Balance Sheet - Last Year Comparison Report hyperlink

      Balance Sheet - Last Year Comparison Report

      3.     The Balance Sheet - Last Year Comparison Report screen has the following filter            options

      Balance Sheet - Last Year Comparison Report Selection (3)

      Label  Field name Description
      a Accounting Year  Select the Accounting Year of the Balance Sheet - Last Year Comparison Report sheet
      b Accounting Month  Select the Accounting Month of the Balance Sheet - Last Year Comparison Report sheet
      c Show Sub GL Account Details? This is checked by default. If created with a header account, uncheck this to roll up the report at the header account level. 
      d Apply Ownership %? Check the Apply Ownership %?  - Optional 
      e Use Office Home Currencies Check the Use office Home Currencies  - Optional 
      f

      Convert To Selected Currencies

      Check the Convert to Selected Currency - Optional
      g

      Report Format

      Select a Reporting Format 
      h

      Actions Buttons:

       Select EXCEL | EXPORT | PREVIEW | CLOSE
      i

      Offices

      Select an Office 
      j

      Entity

      Enter or Select 
      k

      Include Inactive Offices?

      Check the Include Inactive Offices? - Optional
      l

      Separate Report For Each Office?

      Check the Separate Report for Each Use - Optional

      4.     Click Preview to view the Monthly Balance Sheet Report and export it into PDF.  You can also select Excel to download the report into data format. 

      Balance Sheet - Last Year Comparison Report Selection - Preview

      Outcome: 

      After following the step-by-step instructions, you should have the knowledge and ability to easily navigate to the target reporting, Balance Sheet - Last Year Comparison Report.

      Related Links: 

      Monthly Balance Sheet Report, Balance Sheet Consolidation Report