The default layout on Calxa Balance Sheet reports shows Asset - Liability = Equity as Net Assets = Equity. In some regions the preferred balance sheet layout shows Asset = Liability + Equity. In this help article we'll show you how to use an Account Tree to present your balance sheet with this layout.
Create an Account Tree if you don't already have a custom one
See the following help material for details on next steps
Create the Category and Header structure as follows
Category = Assets (no running total)
Category = Liabilities & Equity (no running total)
Header = Liabilities
Header = Equity
You can optionally add additional header accounts to create more levels
To run your Balance Sheet Report, in the Reports > Builder screen, choose the new Account Tree to display your report in the new format
