NOTE: You should be enrolled in the PLUS plan to be able to generate the Balance Sheet Report in JuanTax.
To run the report:
In the side bar menu click Plus > Financial Reports > Balance Sheet.
- Set the Date Range to generate between monthly or annual.
- Select the Financial Year.
- Set the Transaction Status. You can choose between Draft or Posted.
- Click Filter.
Once you've run your report, you can:
- Export the report by clicking on Export Report button on the upper right part of the screen.
- This report also lets you see a list of transactions that belongs to its respective account by simply clicking on the amount on the right column. This will then direct you to the Transactions Report.