Generate a Statement of Position Report

In this section, you will learn how to generate and review the Statement of Position within SapphireOne. This functionality is essential for understanding your organisations financial standing at a specific point in time. The steps are as follows:

1. Navigate to Management > Analysis > Statement of Position.
2. Select Date Range:
   • Start Date – Enter the beginning date for the period you wish to analyse.
   • End Date – Enter the ending date for the period you wish to analyse.
3. Select the accounts you want to include in the statement.
4. Click on the Generate button to create the Statement of Position.
5. Review the generated report for accuracy and completeness.

For more detailed information, visit the Management > Analysis > Statement of Position Article.