Balance Sheet

Deployment of ERPNext for a small service company


Balance Sheet

In financial accounting, a balance sheet is a summary of the financial balances of an individual or organization, whether it be a sole proprietorship, a business partnership, a corporation, private limited company or other organization such as government or not-for-profit entity.

Steps to create Balance Sheet:

  1. Search Balance Sheet in the Search Box.
  2. Fill the mandatory fields like
    • Company name
    • Start year
    • End year

and other optional fields if you want to search precisely.

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  1. Click on Menu, then
    • if you want to export the Balance Sheet as pdf or excel or csv file, click on appropriate option.
    • if you want remove or add specific column in the balance sheet, then Click on Add Column ,and then tick or untick the options according to your need.
    • if you want to save the balance sheet, Click on Save.