Balance Sheet Filters

From a project record, under Balance sheet, select Filter.

Filters help you focus on specific balances, reduce time spent searching, and create targeted views for reporting and analysis. For example, you can display balances for a specific fiscal year, fiscal period, fund, or balance type.

Tips for Working with Balance Sheet Filters

• Use Fiscal year and Fiscal period filters together to quickly compare balances across accounting periods and support month-end or year-end reviews.

• Narrow results with Fund options to focus on balances for specific funds, making it easier to analyze and validate financial data.

• Filter by Actual/encumbrance to separate current balances from committed funds, helping you gain clearer insight into available resources and spending obligations.