How can I see my Monthly Balance Sheet?

This article will explain how you can view your monthly balance sheet. The monthly balance sheet shows all transactions (by ledger numbers), per month. The accumulating totals provide you with a quick financial overview.

Before you start

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You need permission to be able to access the monthly balance sheet. Permissions can be adjusted by practice administrators in General Settings > Role Management.

Step-by-step instructions

  1. Go to > Financial > Balance Sheet Monthly.
  2. If you get a notification that you need to update your financial data, click Start Job.
  3. Wait until the “job progress” notification disappears.
  4. Once ready, you will see an overview of your ledger totals listed per month.

  5. If desired, you can export the results to Excel or PDF by clicking one of the export icons at the bottom of the table.

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Tip: When you click on a blue number in the overview, you will see in detail how this total amount has been calculated.

Updated on 31 January 2022
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