Comparative Balance Sheet

Use this tab to print a comparative balance sheet for a selected period, displaying all asset, liability, and capital accounts.

This report is available as a Standard Report or an Alternate Report.

The report header displays the total square footage and the total number of units for the propertycompany. For all asset, liability, and capital accounts, the report columns display:

The current period-to-date balances.
The last period-to-date balances.
The net change between the current period and the last period.
The last year’s balances for the selected period.

Note

A default format, CompBalance, is provided for this report. For a customized report, you must have set up a custom report formats.

From the eFinancials menu, select Reports—GL Reports—Comparative Balance Sheet.
Click Select EntitiesCompanies. Select the entitiescompanies for which you want to print the report and click Save.
From the Fiscal Year field, type the year for the report (for example, 2008).
From the Period field, type the period for the report (for example, 2).
From the Format drop-down list, accept the default or select a custom format.
If you want the report to include unapproved transactions, select the Include Unapproved Transactions check box.
Select the type of report you want to print: Standard Report or Alternate Report (refer to report description).
Select one of the following report printing options:

PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.
Create Spreadsheet: Prints the report in an Excel spreadsheet.

Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

GL: Comparative Balance Sheet Tab