AgExpert Accounting Ideas

Balance Sheet dates

The Balance Sheet report should be able to be generated as at a specific date. Entered this on behalf of a customer. I think/believe this should be considered as a requirement rather than a suggestion if everyone is aligned. When auditing, it is likely that from a high level, I would want to see the balance sheet as of different dates rather than only as a fiscal year as a whole, especially where there were multiple people responsible for the books over the course of a fiscal year.

  • Guest
  • Apr 13 2020
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  • Guest commented
    March 01, 2023 23:20

    Adding onto this - customer date ranges are available, but when I go through previous years, the records are blank. Would like to view other fiscal years through the balance sheet date selector, versus changing the fiscal year to view that balance sheet.