Balance Sheet
Balance sheet for the CPD business.
Overview
Assets, liabilities and equity at the end of the period, with unclosed profit shown under equity. This report is only offered to users with finance access.
When to use balance sheet
- Period-end review.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Balance Sheet under Company Finance.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Assets, liabilities and equity as at the end of the period (unclosed profit shown under equity). Amounts in USD.”
- Columns: SECTION, CODE, ACCOUNT, BALANCE AT 2026-12-31.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.reports.read
- hospitality.report.read