Run a Balance Sheet Report to see what your firm's financial snapshot it as of any day. This report will provide you with how much your business is worth by subtracting the money that the firm owes from everything that is owned.
Running the Balance Sheet Report
To access the Balance Sheet Report, click on the Reports tab at the top of your MyCase account. Then, in the left-hand menu of the page, select Balance Sheet. You will be taken to a blank version of the report (pictured below).
In order to run the report, enter a timeframe in the Report Period section, decide if you would like to run the report based on a cash or accrual basis, and select Run Report. If you are unsure whether you want to choose cash basis or accrual basis accounting for the report, please click here to learn more about the difference between the two.
The Balance Sheet report will differ from other Accounting reports, as it will carry a beginning balance.
Exporting the Balance Sheet Report
To export a completed Balance Sheet Report, select the document download icon in the upper right hand corner of the page after running the report. Once clicked, a drop-down menu will appear where you may then choose to export the report as a .pdf or .csv.