Generate Trial Balance, Income Statement, and Balance Sheet Reports

Generating financial reports such as Trial Balance, Income Statement, and Balance Sheet is essential for understanding your organisation’s financial health.

Steps for Generating a PDF

1. Navigate to Accounts > General Ledger > Standard Financials Report.
2. Select the report type (Trial Balance, Income Statement, or Balance Sheet).
3. Click “Print” to create the report in PDF format.

Steps for Generating a CSV

1. Navigate to Accounts > General Ledger > Export Financials report.
2. Select the report type (Trial Balance, Income Statement, or Balance Sheet).
3. Click “Print” to create the report in CSV format.

For more details, visit the Accounts > General Ledger > Standard Financials Report and the Accounts > General Ledger > Export Financials Report articles.