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Report Name

Report Statement of Financial Position

Module

Accounting

User Rights

All users

Report Data Specification

Statement of Financial Position Template.xlsx
Statement of Financial Position Example.docx

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Entity - selection by organization


The report is collected as balances of certain types of accounts on the date. The first column contains the balances for the Statement Date
from the settings. In the second column, the balances at the end of the month are the same day as in the Statement Date, but the previous year.
If the Show Changes in Statement Period option is set, then 2 more columns appear that show
absolute and relative (%) changes for each field (the current date to the previous year).


The report is collected according to the General Chart Of Accounts chart of accounts.

When you click on the balance section, open the Trial balance with turnovers with a filter by account types that are included in this group (the user can choose to open Trial balance for account or 
Statement of account.)

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