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
