Enabling Balance Sheet

Select Balance Sheet to enable balance sheet planning. Selecting only Balance Sheet creates an account structure with key members for you to add your own chart of accounts for balance sheet planning. Selecting this option enables direct entry and trend-based planning.

To enable a standard chart of accounts or driver-based planning, select Accounts and Asset and/or Liability and Equity or Drivers and Related Accounts. If you are doing cash flow planning and driver-based balance sheet planning, you must enable Indirect Cash Flow and define the days in period in the application after configuration.