Advanced Balance Sheet

logo-myob-60.pnglogo-qbo-60.pnglogo-xero-60.pngAdvanced Balance Sheet


The Advanced Balance Sheet provides greater flexibility and more details than regular balance sheet reports by implementing the following features

  • Balance Sheet include Opening Movements and Closing Balances
  • Balance Sheet can be produced for user defined data range
  • Drill down on Journal and Detail dimension display the transaction details
  • The report can be run for up to six date ranges

Default Favourites

From the reporting screen select category 'Accounts' to access several preset Balance Sheet favourites



Balance Sheet by Account MTD (Month-to-Date)

Analyse by Account with Opening, Movement and Closing Balances.


Drill Through to Transaction Detail

Using the above report choose analyse by Detail dimension to see underlying transactions


Multiple date ranges

Example with 4 user defined date ranges with Opening, Movement and Closing Balances


Closing Balances Only

Use +/- Columns to only show Closing Balances for less clutter




Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Ask the BI4 Community
Need help using this report or feature?