How do I view and set up the balance sheet?

Left menu > Reports

Learn how to view and configure the balance sheet in Sequence by following these steps:

  1. Click on "Reports."Bilan_01
  2. Once in the Reports section, click on "Balance Sheet."
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  3. Click on the date to change it.
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  4. Click on the filter icon to set your options.
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  5. Uncheck this option if you want to hide account numbers.
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  6. Enable this option if you want to compare by periods.
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  7. Select the type of period for the comparison.
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  8. Select the number of periods to compare.
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  9. Once the options are selected, click "Confirm."
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  10. By clicking on any account, you can access the account details in the General Ledger.
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  11. Click the download icon if you want to download the report.
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  12. Select the download format.Bilan_12
By using this feature, you will gain a complete overview of your assets and liabilities, allowing you to assess the solvency and stability of your business.