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Balance sheet report for specific date

Dimensions includes a Crystal Report called 'Current Year Balance Sheet as at' that produces a Balance Sheet for a specific date. To run it:

  1. Ribbon menu: click Financials, then click the ACR icon.

  2. Classic/module menu: from the navigation bar, click Nominal Ledger, then Access Crystal Reports.

  3. Click the Current Year Balance Sheet as at report.

  4. Set the output option at the top of the window — for example, Screen or Printer.

  5. Click the green tick icon.

  6. Enter the date in the format shown on screen.

  7. Click OK.

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