How to view and download the year-end balance sheet.

Accounting > Accounting exercises

At the end of the accounting period, it is automatically closed, generating the year-end closing balance sheet and creating a new accounting period for the current year.


To view and download the year-end closing balance sheet, please follow the steps below:

  1. Click on "Accounting"Bilan_clôture01
  2. Then, click on "Accounting Periods"Bilan_clôture02
  3. Click on the arrow next to the relevant accounting period to view the attached files.Bilan_clôture03
  4. Click on "Financial Statements" to display the closing balance sheet of the period.Bilan_clôture04
  5. Select the balance sheet, then click on the download icon to download it.Bilan_clôture05
  6. If documents have been added after the period was closed, you must click the "Recalculate Year-End Closing" button to generate a new, updated balance sheet.numerotation_selector_06
  7. You will now see the new balance sheet generated after the recalculation of the period.

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