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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.

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Embedding the interactive Balance Sheet

To initialize the Tight Embedded experience in your React project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example embedding of the Balance Sheet:
BalanceSheetReport.tsx
import { BalanceSheet, Tight } from "@tight-embedded/react";
import "@tight-embedded/react/index.css";

function BalanceSheetReport({ accessToken }) {
    return (
      <Tight environment="SANDBOX" accessToken={accessToken} >
        <BalanceSheet />
      </Tight>
    )
}

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Props

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filters
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grouping
string
The time period grouping of the report (e.g. for creating a month-over-month report).Available options: NONE, MONTHLY, QUARTERLY, YEARLY
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onChangeGrouping
function
A function that is called whenever the user changes the grouping from the dashboard. This function will only be invoked if the grouping prop is also provided. The callback takes a grouping as its single argument.
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onChangeFilters
function
A function that is called whenever the user changes the filters from the dashboard. This function will only be invoked if the filters prop is also provided. The callback takes filters as its single argument.