New Report: Accounting Card balance sheet ("Kartesset")

The MYT accounting card view is divided into three tabular reflecting accounting document types.

On the supplier side you've got:

1. Supplier vouchers

2. Supplier invoices

3. Supplier payments

On the customer side, you've got:

1. Customer ProForma Invoices

2. Customer Invoices

3. Customer Receipts.

This view is dedicated to easily finding open customer invoices, receipts that need to be linked to customer invoices, or seeing which supplier invoice is ready to be paid.

But it could be tricky, to use this view to have a wide view of the account. To do so we've just added a dedicated report: the accounting card balance sheet.

Download it using the following steps:

1- Apply the required date range

2- Click on the black "search" button

3- Click on the 3 dots in the top right corner & click on the "Export History" button:

4- Open the downloaded CSV report with Microsoft Excel or Google Sheet: