Balance Sheet

This report shows you the total turnover and assets as per financial year. This is helpful to give you an idea where you currently stand as a company.

Accounting Reports: Balance Sheet

To access this report, navigate to WP Admin Dashboard → WP ERP → Accounting → Reports → Balance Sheet.

Just like the other ones, this report will be generated based on the present financial year. It will display amounts till the present date.

You can also filter the report based on a specific date.

This report nice segments your Assets, Liabilities, and Equity. This also breaks down your accounts receivable, petty cash and savings account. You can also get insights into your net income and balance.

The Report

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