For Quick Service Restaurants

QSR Balance Sheet

Empowering Quick Service Restaurants: Leveraging Asset, Liability, and Equity Insights for Strategic Decisions

Table of Contents

How to Access 

  1. Sign in to your Docyt account.
  2. From the top navigation menu, click on 'Business Reports'. Choose 'Management Report' from the menu.

  3. On the 'Management Report' page, click 'QSR Balance Sheet'.
  4. Set report parameters like period and revenue sources.
  5. Generate the report for in-depth financial insights.

To export your report to Excel or PDF format

    1. Generate and review the desired report in Docyt.
    2. To export your report to Excel or PDF format, go to the top right corner of the report page and find the three-dots menu icon (...). Click on the three dots to reveal the menu options, and from there, select 'Export as Excel' or 'Export as PDF'.
    3. A notification will appear, indicating that the report can be downloaded from the 'Data Export' section of Docyt.
    4. To download the report, navigate to the 'Data Export' section by clicking the 'Data Export' link in the notification. Click the ellipsis menu on the 'Data Export' page and select the 'Download' option.
                                              

Note: This report is available only for select Docyt Plans. For more information, email support@docyt.com.

Report Components and Sections

  • Assets: Resources owned by the business (cash, accounts receivable, inventory, etc.) showcasing value and liquidity.
  • Liabilities: Debts and obligations (loans, accounts payable, etc.) outlining short and long-term financial responsibilities.
  • Equity: The net worth, including owner's investments, retained earnings, and other contributions. Shows residual interest after deducting liabilities from assets.

Benefits

The Balance Sheet report allows stakeholders to evaluate the following:

  • Financial Position: A snapshot of the business's financial status at a specific time.
  • Liquidity: The ability to convert assets into cash for short-term obligations.
  • Debt Management: The ratio of liabilities to assets, indicating the business's leverage.
  • Equity Evaluation: The measure of profitability and return on investment.

What To Do If Your Report Data Is Not Accurate

For inaccurate data:

  • Consult with your Docyt Account Manager for guidance and resolution.
  • For general support questions, please email Docyt support at support@docyt.com for help troubleshooting and resolving discrepancies.