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- Reports
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:
- Click on "Reports."

- Once in the Reports section, click on "Balance Sheet."

- Click on the date to change it.

- Click on the filter icon to set your options.

- Uncheck this option if you want to hide account numbers.

- Enable this option if you want to compare by periods.

- Select the type of period for the comparison.

- Select the number of periods to compare.

- Once the options are selected, click "Confirm."

- By clicking on any account, you can access the account details in the General Ledger.

- Click the download icon if you want to download the report.

- Select the download format.
