About the Balance Sheet

Your Balance Sheet amounts are displayed on an accrual basis. Account values are shown exclusive of sales tax with the exception of Accounts Receivable and Accounts Payable.

View each section of your balance sheet by clicking the expand and collapse arrow in the section header.

Each Balance Sheet account can only have one rule attached to it at any time. This is to ensure that the journals that are created within the rule modals are correctly posted.

Edit a Balance Sheet default rule
Create a Balance Sheet rule
Number of Balance Sheet rules per account code
Impact of a Balance Sheet rule on the Profit and Loss
Impact of a Balance Sheet rule on the Cashflow Forecast

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