balance sheet comparison

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jennifer byrne
jennifer byrne Member Posts: 35 ✭
edited June 2020 in Accounts Hosted
My boss would like to have a balance shet showing year to date against the previous financial year. Is that possible

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  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited June 2020
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    Sure - when running the Balance Sheet report - make sure the date range is 01.07.yy to current date - then also click Previous Period - that will give you 30.06.yy as the comparison column.  :)
  • jennifer byrne
    jennifer byrne Member Posts: 35 ✭
    edited June 2020
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    Linda, he wants to show todays date and the comparison to be ending 30.06.18
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited December 2019
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    ok - so do you mean 30.06.18 or 30.06.19... if 2019 - then you would have your date range set to 01.07.19 to 16.12.19 - and tick Previous Period - and this will product 2 columns - one dated 16.12.19 and one dated 30.06.19...

    If you really want 30.06.18 - then  you would select the date range of 01.07.18 to 16.12.19 - and tick Previous Period - this will give you 16.12.19 and 30.06.18...

    Note:  - this must be done in the Modify Report screen (you cant do it on the main report screen)... and I always tick the box under Previous Period for $Change - which gives you the movement in the balances for those 2 dates.
  • jennifer byrne
    jennifer byrne Member Posts: 35 ✭
    edited December 2019
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    Thanks so much Linda. You are a CHAMPION. Yes I did mean 2018 and it now makes sense to me. I was trying  in the modify Report screen but was not having any luck.

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