Balance sheet profit / loss
Regular financial reporting is critical to the efficient management of any business, and the credit union is no exception.

Select the document
- Balance sheet - Select this option to produce the balance sheet report.
- Year-to-date Revenue account - Select this option to produce a revenue account report showing year to date figures.
- Periodic Revenue account - Select this option to produce a revenue account report showing the current months figures.
Confirm document date
- Document date - The current date should automatically display in this box. This is based on the computer system date. If you are working a few days behind, alter this date accordingly.
Select comparatives
- At last year end - Selecting this option will display figures at time of prior year end.
- At this month last year - Selecting this option will display figures at this time last year.