Reports

Profit and Loss Report

  • Click Report to reveal a drop-down menu and select Profit and Loss Report.
  • On the Profit & Loss report page, you can use the filters to set the following:
  • Date: Start Date and End Date
  • Report Type: Accrual or Cash
  • You can Download PDF or Excel sheet the report.
balnzed-profit-and-loss-report

Balance Sheet Report

  • Go to the Report section and click on the Balance Sheet Report.
  • On the Balance Sheet report page, you can use the filters to set the following:
  • Date: End Date
  • Report Type: Accrual or Cash
  • You can Download PDF or Excel sheet the report.
balnzed-Balance-Sheet-Report

General Ledger Report

  • Go to the Reports section and click on the General Ledger.
  • On the General Ledger report page, you can use the filters to set the following:
  • Date: Start Date and End Date
  • Report Type: Accrual or Cash
  • You can Download PDF or Excel sheet the report.
balnzed-general-ledger-report