Balance Sheet

Overview

A Balance Sheet is a financial statement that shows a snapshot of a business’s assets, liabilities, and equity at a specific moment in time. The Balance Sheet provides insight into the business’s financial health by showing what the business owns and owes, which helps determine the business’s ability to pay its obligations. This financial statement can be customized to view and compare the account balances at different dates. It can even be drilled down into to see all of the transactions and journal entries contributing to the balance for each specific GL account. Balance Sheet Report Demo

Embedding the interactive Balance Sheet

To initialize the Tight Embedded experience using plain Javascript in your project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example JS embedding of the Balance Sheet:

Tight.renderScreen(elementId, 'balanceSheet');

Options

Populating the desired parameters

You can also pass in some optional parameters to specify the grouping and date range of the report.

Parameter	Description	Format
grouping	The time period grouping of the report (e.g. for creating a month-over-month report).	Must be one of the following enumerations: `NONE`, `MONTHLY`, `QUARTERLY`, `YEARLY`
dateRange	The date range type of the report.	Must be one of the following enumerations: `THIS_YEAR`, `LAST_YEAR`, `CUSTOM`
beginMonth	The beginning month of the report. Should be used with `dateRange` set to `CUSTOM` and an active `grouping`.	Numeric
beginYear	The beginning year of the report. Should be used with `dateRange` set to `CUSTOM` and an active `grouping`.	Numeric
endMonth	The ending month of the report. Should be used with `dateRange` set to `CUSTOM`.	Numeric
endYear	The ending year of the report. Should be used with `dateRange` set to `CUSTOM`.	Numeric

Pass these parameters in as an object to the renderReport call as follows:

Tight.renderReport(elementId, 'balanceSheet', {
    grouping: "MONTHLY",
    dateRange: "CUSTOM",
    beginMonth: 3,
    endMonth: 12,
    beginYear: 2024,
    endYear: 2024
});

Get Started

React Components

React Native Components

Plain Javascript

Full End-to-end App

Overview

Embedding the interactive Balance Sheet

Options

Populating the desired parameters

​Overview

​Embedding the interactive Balance Sheet

​Options

​Populating the desired parameters

Overview

Embedding the interactive Balance Sheet

Options

Populating the desired parameters