The vertical financial statement provides a comprehensive view of key financial reports such as the balance sheet and income statement, enabling you to assess profit and loss.
This article explains how to run the vertical financial statement report using “Edara”.
Viewing the Vertical Financial Statement Report
Go to the “Accounting” module.
Open the “Vertical FS” page.
Specify the required period by clicking the “+” icon.
Select the end date (To Date) by clicking the “+” icon.
Note: Accurate date selection is crucial for obtaining correct results. Follow these guidelines:
Specify the required period (From-To) for accurate results in the income statement report.
Set the end date (To Date) for accurate results in the balance sheet report.
Select the Transaction status: (All).
Click “Generate”.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.