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This guide has been reviewed against our global client base and classed as relevant to all regions

The Balance Sheet is one of a selection of reports available within

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block management

This report allows you to report on selected financial year and is produced as a PDF

1. Select report & report options

From the estate record:

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  • Click Reports (top right) and

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  • select Balance Sheet

In Report options:

  • Set

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  • which Financial year

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  •  to report on

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2. PDF report

  • Click Print

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This report, produced as a PDF, reports on the selected financial year