Sage Intacct Predefined Workbooks

Financial Reports

Folder Workbook
Trial Balance

Trial Balance

Trial Balance V2

Profit and Loss

Profit and Loss – Basic

Profit and Loss – Forecast

Profit and Loss – Advanced

Profit and Loss – Yearly Comparison

Profit and Loss – Actual vs Budget

Profit and Loss – Actual Rolling 12

Profit and Loss – 5 Years Comparison

Profit and Loss – With % Expense, Income

Balance Sheet

Balance Sheet

Balance Sheet – Forecast

Balance Sheet – Rolling 12 Month

Cash Flow

Cash Flow Statement

Cash Flow Forecast

Dashboards

Folder Workbook
Dashboards

Profit and Loss Dashboard

Financial Performance Dashboard

Expense Dashboard

Workbook Example