> For the complete documentation index, see [llms.txt](https://voyzu.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://voyzu.gitbook.io/docs/help-core/company-ledger/company-reports/balance-sheet.md).

# Balance Sheet

Balance Sheet shows the selected company's assets, liabilities, and equity at a point in time.

## Concepts

* [What Is a Financial Ledger?](/docs/voyzu-core-concepts/what-is-a-financial-ledger.md) explains the records behind financial reports.
* [Financial Document Processing](/docs/voyzu-core-concepts/financial-document-processing.md) explains how source documents create reportable postings.

## Set the report scope

Select a financial year with postings and an **as at** date within that year. Options can show account codes, decimals, organization or company text, and reporting categories.

The report always uses the company currently shown in the company switcher. Change company before interpreting or distributing the output.

## Generate and refresh

The preview is generated from posted financial records. Use **Refresh** after changing parameters or after new posting completes. A generation timestamp identifies when the displayed output was produced.

## Read the results

Confirm that total assets agree with total liabilities plus equity. Read category subtotals and account balances together, and compare unusual balances with the prior reporting date.

## Investigate the detail

Use General Ledger Accounts to confirm classification and Account Activity or Journal Entries to explain a balance.

## View and download

Use the available options to control presentation. **View PDF** opens a printable rendering and **Download** saves the offered output. Where a control is absent, that output is not supported by this report. The PDF and preview reflect the same selected scope.

## Interpretation limits

This report presents recorded financial data; it does not validate the operational event or supply management commentary. Correct source data with a supported new document or reversal, then regenerate the report. Never alter ledger history to force a report total.

## See also

* [Account Activity](/docs/help-core/company-ledger/company-reports/account-activity.md)
* [Trial Balance](/docs/help-core/company-ledger/company-reports/trial-balance.md)
* [General Ledger Accounts](/docs/help-core/company-ledger/general-ledger-accounts.md)