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Balance sheet report for specific date

Updated this week

In Dimensions there is an Access Crystal Report called 'Current Year Balance Sheet as at' that will produce a Balance Sheet for a specific date.
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To run this report:

  1. If you are using the ribbon style menu, click Financials, and click the ACR icon.

  2. If you are using the Module Menu/Classic style menu, from the main menu/navigation bar, click Nominal Ledger, Access Crystal Reports.

  3. Click the Current Year Balance Sheet as at report

  4. At the top, set the output options for the report. For example, screen or printer

  5. Click the green tick icon

  6. Enter your desired date in the format as per the screen instructions

  7. Click OK.

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