On the left side navigation menu, choose « Bookkeeping», then « Reports »
Choose the desired fiscal year and click on the lookup button :
How to generate interim balance sheet ?
On the left side navigation menu, choose « Bookkeeping», then « Reports »
On the « Reports » page, check the « Interim balance sheet » box and then choose the desired date and click on the lookup button
How to carry accounts forward to the following fiscal year ?
On the left side navigation menu, choose « Settings», then on the settings page choose the « Accounting» tab
On this page you will find all your fiscal exercises with a button that you can click on to carry forward all account balances from on fiscal year to the following. Fiduly will take care of generating/updating the opening and closing entries in the accounting journal
