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A balance sheet is a financial statement that lists a customer's assets, liabilities and capital -- at a point in time -- and that information is entered and maintained using this menu.
Click on each of the menu items here on the right to learn more about each feature.
NOTE: If you delete the currently active balance sheet summary, the next time you access this menu it will display like the one shown below right. If this happens, simply choose another balance sheet date or add a new one.
HEADS UP!: If your Web Equity Manager is registered as a USDA/FSA site, a "Chattel Appraisal" item will display under the "Credit Relationship" menu item.
IMPORTANT: Your system administrator determines what menu items display in all menu lists, thus, some features explained on menu bar items here in eHelp may not be available to you in the program. See your system administrator about any features that do not display for you.
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