Balance Sheet (MoM & YoY)
This Balance Sheet (MoM & YoY) report highlights how key assets, liabilities, and equity have changed compared to last month and the same period last year, giving a clear view of both short‑term movements and longer‑term trends.
Key metrics at a glance
This report compares the company’s financial position using two types of comparisons:
- YoY (Year‑over‑Year): – Compares the balances for the current period (TY) to the same period last year (LY).
- MoM (Month‑over‑Month): – Compares the balances for the current period (TY) to the immediately prior period (PP).
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 Sage Intacct.
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
| Run As Date | Location | Reporting Book |
| Department | Project | Customer |
| Product Line | Class |