Account Balance sheet

This page illustrates how to search for and adjust the account balance sheet in the Ledger module, adjusting the view settings, as well as data exporting.

1. Accessing the Account Balance sheet module

1. On the project homepage, navigate to the Ledger page.

2. On the Ledger page, find and click the Account Balance tab.

2. Adjusting the Account Balance sheet view

1. Select the desired time range to view.

2. Select the primary and secondary grouping fields, with options to group by Accounts or Auxiliary accounting fields.
3. For accounts that support original currency accounting, you can expand to view the detailed balances.

3. Exporting the Account Balances

1. Click on the "Export" button on the right side of the page to export the account balance sheets.