The Balance Sheet - Layout Format represents the financial position of a company. This report organizes GL Accounts by Account Number. Clicking each GL Account will open a new tab with the GL Account details that can be edited and saved or deleted.
To navigate to the Balance Sheet - Layout Format, click 'My Reports' in the Accounting Module and select 'Financial' in the top header. Once opened, a listing of reports will be shown.
Find 'Balance Sheet - Layout Format', as displayed in the image above. Because there are no Report Parameters, a User can either click 'Run' or 'Customize' and then 'Download' in the next window to create your report.
This report does not have any available parameters because it is already formatted in the system. Therefore, a User can either click the 'Run' button next to the report name or click 'Customize' and then 'Run' in the next window to run the report.
The Balance Sheet - Layout Format Report runs the report so that GL Accounts can be easily viewed through one click. These Accounts will be hyperlinked with their Account Number listed in the right column. When a User clicks on a GL Account, a new window will open with the GL Account details and transactions that can be viewed and edited.