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Balance Sheet Detail - Monthly for Current Year

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The Balance Sheet Detail - Monthly for Current Year report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing by month of the G/L account balances for the current fiscal year.

Departments Who Benefit From This Report

Accounting Use this report to see how G/L accounts were affected over the course of the fiscal year.
General Manager Use this report to see how G/L accounts were affected over the course of the fiscal year.

Criteria Hints

It is recommended that this report be run using no parameters or for a range of G/L accountsas the criteria.

Parameter Field Condition Value
Account # is one of (G/L Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

Diataxis: