Balance Sheet Groups

NOTE: This items forms part of the Needs Analysis, refer to: Needs Analysis – Cash Flows

As an integral part of Needs Analysis functionality you are able to setup default Balance sheet groups, to access the Balance sheet groups select (1)System -> (2)Balance sheet groups

Add new Balance Sheet Groups

Balance Sheet Groups are divided into Assets and Liabilities and the setup procedure is similar for both

Click on the (1)Add button to add a new Balance Sheet Group

The following fields are avaialble

• (1)Name – Type a name for the group i.e. Property
• (2)Asset or Liability – Select if the group is a Asset or Liability
• (3)Order – The order is the diplay order in the report

Add a balance sheet item

Click on the (4)Add button (image above) to add a new Balance Sheet Item

A Pop-Up “Please enter a balance sheet item:” will apear where you are able to (1)Enter a name for the item i.e. Property A

Select the (2)Ok button

Save the Balance sheet group

Click on the (1)Save button to save the new created Group and Items

NOTE: Balance sheet items can be added and removed from the group

To remove a balance sheet item click on the (2)Remove icon(image above)

Last Updated on 7 years ago by Tinus Burger