How do you access the Cash Balance Sheet and Income Statement analysis features?

This article will demonstrate how the balance sheet and Income statement analysis features are accessed.

You can also access all of these reports from the Reports section in the Accounting module.


1.  Navigate to the Dashboard and click on the Balance Sheet graph to open the Balance Sheet - Cash Method report.


2.  The Balance Sheet - Cash Method report includes a breakdown of accounts and dollar amounts that are clickable, allowing you to jump to the associated account's transaction register.


Here, I have selected the Equipment account to view the associated transactional data.