Create a balance sheet movement

This page explains how to create a balance sheet movement.

Once the creation of the balance sheet movement is confirmed, SIGTAS assigns it a unique balance sheet number.

Step 1 - Go to the page Balance Sheet Movements

1. Go to the Financial Statements module;
2. Choose the Balance Sheet Movements menu. This action opens the Balance Sheet Movements page (530:1002);

Step 2 - Create a balance sheet movement

3. Click the Create button. This action opens the Balance Sheet Movements page (530:2002);
4. Go to the upper section and fill out the required fields (identified by a red asterisk *). For example, TIN, Tax Division, etc.;
5. Click the Save button. This action confirms the creation of the balance sheet movement, refreshes the Balance Sheet Movements page (530:1002) and assigns a number to the balance sheet movement;
6. Go to the Balance Sheet Movements section;
7. Click the Create button. This action opens the pop-up window Balance Sheet Movement;
8. Fill out the required fields (identified by a red asterisk *). For example, Element Code, Net Amount;
9. Click the Save button. This action confirms the addition of the balance sheet movement and updates the Balance Sheet Movements pages (530:2002 / 530:1002).