• A balance sheet shows a company’s financial position at a specific date, listing assets, liabilities, and equity. It helps management, investors, and auditors understand how resources are financed and used. Dynamics 365 Finance automates this process, ensuring accuracy and reducing manual errors.

Why It Matters

• Provides insights into company solvency and liquidity
• Supports decision-making for investments, loans, and budgeting
• Ensures compliance with accounting standards and audits

Steps to Export a Balance Sheet:

• Navigate to Modules > General Ledger > Inquiries and Reports > Financial Statements.
• Select Balance Sheet from the list.
• Choose fiscal period (month, quarter, year) and any financial dimensions (department, project, location).
• Click Generate to preview calculations.
• Export in Excel, PDF, or CSV for distribution or further analysis.
• Example : A company can export a balance sheet for December 2025 showing total assets of ₹50,00,000 and liabilities of ₹30,00,000, helping management assess financial health.