Balance Sheet reports are used in Jiwa to review the financial position of the business at a selected point in time. These reports show balances for assets, liabilities, and equity accounts.
This article explains how to run and review Balance Sheet reports in Jiwa. Balance Sheet reports help users check account balances, review the overall financial position, support reconciliation, and assist with month-end or management reporting.
Balance Sheet
To run the Profit & Loss report from the menu select General Ledger | Reports | Balance Sheet
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Range Option |
Description |
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Select Year |
Select the financial year you want to report on. Available options are:
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Select Period No |
Select the period that you want to run the report for. Period 1 represents the first month of the financial year for example;
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Select Last Year Comparative |
Select how you want your last years comparative figures to display, options include
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Select Starting / Ending Segment 1 - 6 |
If you are running a company Balance Sheet Report the starting/ending segments can be left at the default. If one of your segments represents a reporting division then select the starting/ending segment you want to report on. |
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Select Report Style |
Select to print either a Detailed or Summary Report. Detailed: report displays all General Ledger accounts Summary: report only displays totals by Account Category |
