Balance Sheet

The balance sheet shows financial position at a point in time: Assets = Liabilities + Equity. In Odoo it's an interactive snapshot you can drill into.

Path: Accounting ← Reporting ← Balance Sheet

1. Open Accounting ← Reporting ← Balance Sheet.
2. Set the As of date — it's a point in time, not a range.
3. Review the three sections: Assets, Liabilities, Equity.
4. Click a group like Current Assets or Receivables to expand.
5. Click an account amount to drill into its Journal Items.
6. Enable Comparison against last year-end.
7. Verify Total Assets = Liabilities + Equity.
8. Click Export to PDF/Excel and pick the right Company.