In this release, we have integrated the 12 month balance sheet into the balance sheet report.
To run a standard balance sheet, select Report Style = Period
To run a 12 month balance sheet, select Report Style = Year to Date – Financial
The 12 month balance sheet may be run in XLSX or CSV formats and can now be run by Branch and Trading As search criteria’s, in addition to Department.
The original menu option for the 12 month balance sheet has been moved to the following location: Finance -> Reports -> Legacy Reports -> Legacy 12 Months Balance Sheet
