Balance Sheet Reports in Docyt

Balance Sheet report in Docyt

Balance Sheet Report in Docyt: Access, Customize, and Export Financial Data

Table of Contents:

1. How to Access Balance Sheet

2. How to Customize Balance Sheet

3. How to Export Balance Sheet

A. How to access Balance Sheet:

1. Login to your Docyt Account.

2. Navigate to the Modules section.

3. Go to Reports → Live Financials → Balance Sheet.

1. The complete Balance Sheet report will be displayed.

B. How to Customize Balance Sheet:

1. Select Accounting Basis:

Choose between Accrual Basis or Cash Basis.

1. Search for Specific Line Items:

Use the search bar to quickly find balance sheet items by name.

1. Choose Report View:

Customize the report view by selecting:

• Monthly

• Total Only

1. Use the calendar picker to choose a specific date or month for clearer analysis or A From–To date range selector instead of a single date selector.

1. You can also download the list of transactions for the selected period from the drill-down view.

2. Click on the amount in the transaction list, and you will find a download option within the detailed view.

1. Enable variance analysis by comparing the current year with the previous year.

C. How to Export Balance Sheet:

1. Open the Balance Sheet report.

2. Click the three-dot menu in the top-right corner of the Balance Sheet.

3. Select the export format you want to use.

1. A confirmation pop-up will appear at the top of the Balance Sheet.

2. Click Data Export in the pop-up message.

1. You will be redirected to the Data Export page.

2. Select the checkbox next to the Balance Sheet report.

3. From the Bulk Actions menu at the top, click Download.