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Tase

Tämä lokalisoitu ohje selittää sivun käyttötarkoituksen, tärkeimmät suodattimet, taulukot, tilat ja toiminnot LKG for Billingissä.

The Balance Sheet provides a snapshot of your business's financial position at a specific point in time — showing what you own, what you owe, and your net worth.

Avaa tämä sivu valikosta.

Balance Sheet Report


Sivun hallintaelementit

HallintaelementtiKuvaus
As Of date pickerSelect the date for the balance sheet snapshot (DD-MM-YYYY)
ExportDownload the balance sheet report
GenerateGenerate the report for the selected date

Yhteenvetokortit

Four summary cards are displayed at the top after generating the report:

KorttiKuvaus
Total AssetsTotal value of all assets owned by the business (₹)
Total LiabilitiesTotal value of all obligations owed by the business (₹)
Total EquityNet worth — Assets minus Liabilities (₹)
StatusBalance status — Balanced (green) if Assets = Liabilities + Equity, or Unbalanced (red) if not

Report Header

The report displays:

  • Business name (e.g., "Demo Business")
  • As of date (e.g., "As of 30 March 2026")
  • Summary equation — Total Assets (₹) = Total Liabilities (₹) + Total Equity (₹)

Assets Section

Lists all asset accounts and their balances:

SarakeKuvaus
AccountAsset account name (e.g., Accounts Receivable)
AmountBalance of the account as of the selected date (₹)

The Total Assets row shows the sum of all asset accounts.


Liabilities Section

Lists all liability accounts and their balances:

SarakeKuvaus
AccountLiability account name (e.g., Tax Payable (GST), Accounts Payable)
AmountBalance of the account as of the selected date (₹)

The Total Liabilities row shows the sum of all liability accounts.


Equity Section

Lists all equity accounts and their balances:

SarakeKuvaus
AccountEquity account name (e.g., Retained Earnings)
AmountBalance of the account as of the selected date (₹)

The Total Equity row shows the sum of all equity accounts.


Käyttöohje

  1. Avaa tämä sivu valikosta.
  2. Click the Balance Sheet card
  3. Select the As Of date using the date picker
  4. Click Generate to load the report
  5. Review the summary cards — ensure the Status shows Balanced
  6. Scroll down to see the Assets, Liabilities, and Equity breakdown
  7. Click Export to download the report

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