In this section, you will learn how to generate and review the Statement of Equity within SapphireOne. This screen displays the company’s equity for the last two complete financial years, as well as the equity at the commencement of the current financial year. This functionality is essential for understanding changes in your organisations equity over a specific period of time. The steps are as follows:
- Navigate to Management > Analysis and then select the Statement of Equity item. SapphireOne will display the The Statement of Equity screen.
- There are three buttons across the bottom of the screen and these are used as follows
- Export – This button allows you to export the report as a CSV file, which is automatically opened by the default spreadsheet program on your selected platform, whether it’s MacOS or Windows.
- Print – This button enables you to print the report directly. The printer dialog alert will automatically be displayed for your selected platform, whether it’s MacOS or Windows.
- OK – When This button is selected the Statement of Equity screen will be closed.
For more detailed information, visit the Management > Analysis > Statement of Equity article.