Where to Find the Balance Sheet
- Log into Edge
- Click “Financials” on the left menu
- Select the “Balance Sheet”
Using the Compare View
Why Would I Use the Compare View?
The Compare View provides a visual comparison of how your data has changed over a select period of time. This view also provides the difference between two months by percentage and dollar amount.
- Select “Single Location”
- Click “Compare”
- Select the “date” drop-down to choose the two months you wish to compare
- You have the ability to “drill down” on the values within the sheet to see what transactions make up the amount. For more information on how to drill-down into amounts, click here!
Exporting Reports as Excel Files in Edge
How to Drill Down into Line Items on the Profit and Loss Page
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