Steps:

  1. Log into the system using your provided credentials.
  2. From the main dashboard, locate “Client Transactions” module.
  3. Within the Client Invoicing section, click on “Opening Balances”, then select “Opening Balance Report” from the dropdown menu.
  4. This directs you to an Opening Balance form. Complete the form by filling in the year and creteria
  5. Once done click on the View Report button to view the report

 

 

 

Note

 

At the bottom page click on print and Export to Excel should you need a copy of the report.