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Balance Sheet is out of Balance?
Balance Sheet is out of Balance?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

If Net Assets does not balance with Equity on the Balance Sheet report from Calxa,

  • Run a Balance Sheet from your Accounting System to check that is in balance

  • Run the Balance Sheet in Calxa using the Organisation level and Original Account Tree

    • This should match exactly with the Accounting System report.

If those reports balance, then the criteria in the report which was out of balance is causing the issue.

Should the problem be in a Balance Sheet Forecast Report

  • Check that your Budget balances

  • Run the Budget Discrepancy Analysis Report for the period to assist you to identify any problem.

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