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How Can I Access My Balance Sheet?

The balance sheet is one of the main reports that every company needs. 

To access your balance sheet, go to Reports > Financial statements > Balance sheet.

where to access balance sheet in reviso
To see the report, select dates and options you prefer. Click on OK and the balance sheet will appear on your screen.

balance sheet uploaded

It is possible to download the list in PDF, Excel or directly print it out, just choose whatever you prefer. 

What to do with non-booked entries?

Sometimes when you request a balance sheet, it may happen that a warning message appears on the top of the screen.

warning message when accessing balance sheet in reviso

This means that there are a few accounts that are not booked in your balance sheet.

This can happen for two reasons:

1. Your accounts regarding expenses and income are not registered as a balance sheet type within your chart of accounts.

To correct this, go to your chart of accounts, find the excluded account and select the icon stating edit. Change the type of the account by selecting balance sheet.

2. The account can be excluded if you created an account that does not exist in the default accounting plan for SMEs.

Reviso’s default setup is based on a general chart of accounts. If you create an account outside of the standard configuration, unfortunately, it will not be taken into account.

To be able to include these types of accounts on your balance sheet, you must edit them within your chart of accounts and modify their numbering by using an account number that is included in the general SMEs chart of accounts.

If you have any questions, please do not hesitate to contact us.

Updated on November 9, 2017

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