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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

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

  • Click Reports (top right) and select Balance Sheet

In Report options:

  • Set which Financial year to report on


2. PDF report

  • Click Print



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