# Balance Sheet Advanced

<p class="doc-lead">Expanded balance sheet with additional detail and drill-down options.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/accounts/reports/balance-sheet-advanced?id=overview">Overview</a>
<a href="#/accounts/reports/balance-sheet-advanced?id=filters">Filters</a>
<a href="#/accounts/reports/balance-sheet-advanced?id=columns">Columns</a>
<a href="#/accounts/reports/balance-sheet-advanced?id=actions">Actions</a>
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<h2 id="overview">Overview</h2>

Go to <b>Accounts → Financial Statements → Balance Sheet Advanced</b>.

Report title in ERP: <b>Balance Sheet Advanced</b>

<p><b>What it shows.</b> Balance sheet with <b>opening balance</b> (as at the previous fiscal year end) and <b>closing balance</b> (as on the selected date) for each account and group. Tree and table views; click a group to open Group Summary or a leaf account to open Account Transactions for the fiscal year to date.</p>

<p><b>When to use it.</b> Use for year-to-date balance sheet review, audit support, or when you need both opening and closing columns — the standard Balance Sheet shows closing balance only.</p>

<p><b>How amounts are calculated.</b> Closing balances come from the same engine as the standard balance sheet. Opening balances are taken from the balance sheet as at the last fiscal year end date (from company country settings). Net profit and opening balance difference rows behave like the standard report.</p>

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<h2 id="filters">Filters</h2>

Date (as-on date)

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<h2 id="columns">Output Columns</h2>

Account or group name; Opening balance (prior fiscal year end); Closing balance (as-on date). Header shows opening and closing dates. Optional Opening Balance Difference row. Click group names for Group Summary; click leaf accounts for Account Transactions.

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<h2 id="actions">Actions</h2>

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<li><b>Generate</b> — run the report for the selected filters</li>
<li><b>Export</b> / <b>Export All</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
<li><b>Advanced Filter</b> — open additional filter fields (where available)</li>
<li><b>clear</b> — reset active filters</li>
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<h2 id="faq">FAQ</h2>
<p><b>When use Advanced vs standard Balance Sheet?</b><br>Advanced adds extended columns and grouping for consolidated review.</p>
<p><b>Do filters match standard BS?</b><br>Same underlying balances — layout differs.</p>
<p><b>Are sub-branches consolidated?</b><br>Depends on branch filter selected before generate.</p>
<p><b>Can I compare two dates?</b><br>Run twice or export for side-by-side analysis in Excel.</p>
<p><b>Does it include off-balance items?</b><br>Only posted GL accounts in chart hierarchy.</p>
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<h2 id="related">Related</h2>

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<li><a href="#/accounts/reports/financial-statements">Financial Statements</a></li>
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