Balance Sheet - Rolling 12 Month
This report shows the Balance Sheet Statement for the last 12 months (from the selected period), showcasing the ending balance of each account, which is also known as Trailing 12 months (TTM).
Mapping and Filtering
Mapping
All the reports in the Balance Sheet section have the same report structure that can be customized based on the Account Grouping of Acumatica.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.
| Report Section | Account Group |
|---|---|
| Current Assets | 3 |
| Fixed Assets | 5 |
| Other Assets | 8 |
| Current Liabilities | 4 |
| Long Term Liabilities | 7 |
| Capital Stock | 1 |
| Retained Earnings | 23 |
| Current Profit/Loss | 21 |
Selection Page:
- Company
- Fiscal Year
- Fiscal period
- Ledger
- Ledger Type
- Budget
- Mapped Dimension 1
- Mapped Dimension 2
- Mapped Dimension 3