Working With the Balance Sheet
The Balance Sheet card contains the following forms:
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Balance Sheet Report
For more information, see Reviewing the Balance Sheet Report.
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Balance Sheet Report – Group Consolidated
For more information, see Reviewing the Group Consolidated Balance Sheet Report.
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Balance Sheet – Monthly Movements Report
For more information, see Reviewing the Balance Sheet Monthly Movements Report.
The Balance Sheet card also includes a Balance Sheet Dashboard. The Balance Sheet Dashboard displays key metrics and trends for Actual and Forecasted values. For more information, see Analyzing Trends in the Balance Sheet Dashboard.
Finance executives view the Balance Sheet Report to review Actual and Forecasted balance sheet Account ending balances. Finance executives and executives review the Balance Sheet – Group Consolidated form to validate Actual and Forecast totals for all subsidiaries side by side.
Additionally, finance executives analyze the Actual and Forecast Balance Sheet Account ending balances, monthly movements, and opening balances by Subsidiary. Finally, they review the Balance Sheet Dashboard to analyze balance sheet metrics and asset and liability roll-up trends.