View Categories

How to View the Balance Sheet

Introduction #

The Balance Sheet provides a snapshot of your company’s financial position at a given time, detailing assets, liabilities, and equity. This article provides a step-by-step guide on how to view the Balance Sheet in the Cosmic ERP Accounting module.

Prerequisites #

There are no specific prerequisites required to view the Balance Sheet.

Steps to View the Balance Sheet #

  1. Login to Cosmic ERP
    • Enter your credentials and click on the login button.
  2. Navigate to Accounting System
    • Once logged in, locate and click on the Accounting System from the main menu.
  3. Access Double Entry
    • In the Accounting System, find and click on the ‘Double Entry’ option.
  4. Select Balance Sheet
    • Click on the ‘Balance Sheet’ option within the Double Entry section.

Conclusion #

Viewing the Balance Sheet in the Cosmic ERP Accounting module is a straightforward process that allows you to see a comprehensive snapshot of your company’s financial position. Following these steps will help you maintain a clear and organized view of your financial health.

Powered by BetterDocs

Leave a Reply

Your email address will not be published. Required fields are marked *