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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.