Hello,
We are trying to migrate from 7.5 to cloud, is there a way to generale a balance sheet from this version without using business reporter ?
Best regards.
Generate balance sheet from 7.5
Hi,
In 7.5 you would be having a Reporting Option “Report Generator” and you can create any GL based Report using this tool.
Thank You
Hi
There is a standard Operational Report Type called ‘GL Balance Report Split by Account Digit’.
This report is very similar to a Trial Balance, rather than a Balance Sheet, but you can select the range of accounts to only include your balance sheet accounts. Remember to select one or two Levels to sub total by:
This might be good enough?
Thank you,
But I guess that the generated balance is in pdf format right ?
You always use balance analysis- search the data you wish, and export or I believe you can do a quick print.
+1
If you use ‘GL Balance Split by Account Digit’ you can only filter by Account number. Using ‘Turnover and Balance Report’ allows you to filter by account group which I find more efficient.
Unfortunately both are created as cluttered PDF documents, similar to everything else in IFS. I am sure all would agree it would be nice to have an Excel export here.
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