Help centre · Accounts
How do I see every director's loan or VAT balance across all companies?
Open this screen in Saral/accounts/account-reports
Accounts → Balance Sheet Schedules (/accounts/account-reports). Tabs: Director Loan, Proforma, Related Party Loan, Duties & Taxes (CIS with PAYE, VAT, corporation tax), Accruals & Prepayments, WIP & Accrued Income, and Custom for any balance-sheet GL by name or code. Pick the as-at date; balances come from each organisation's cached balance sheet. Click a row or cell to open the transactions behind it. Export PDF, Excel or email.
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