Balance sheet

The balance sheet is a snapshot of your business's financial position on one date: what you own (assets), what you owe (liabilities), and what's left over for the owners (equity). It's called a balance sheet because the two sides always balance — assets equal liabilities plus equity.

🔷 For managers & admins

Reading accounting reports needs accounts.reports.read, the accounting module, and the report feature on your plan.

Screenshot pendingRoute /accounting/reports/balance-sheet as of a month-end

Assets, liabilities and equity as of the chosen date.

Run the report

1. Open Balance Sheet from the accounting reports.
2. Set the As of Date — the balance sheet is a picture of one moment, not a range.
3. The report shows Total Assets, Total Liabilities and Total Equity.

What it shows

Section	Meaning	Examples
Assets	What the business owns	Cash, bank, inventory, money owed to you
Liabilities	What the business owes	Suppliers, tax, loans
Equity	The owners' stake	Capital put in, profits kept in the business

The fundamental check: Assets = Liabilities + Equity. If your books are complete and balanced, the two sides match on any date you pick.

Ordering

Accounts are grouped by ZeylonPOS's class order — Assets, then Liabilities, then Equity on this report. See Chart of accounts for the full class sequence.

Next steps

• Profit & Loss
• Chart of accounts
• Accounting overview