Difference between revisions of "Pro Statement of Account"

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== Statement of Account ==
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==Statement of Account==
Statement of Account refers to the list of individual statements issued to the customer.
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Statement of Account refers to the list of individual statements issued to the customer
 
[[File:Pro Statement of Account Menu.png|center|thumb|859x859px|Statement of Account Menu]]
 
[[File:Pro Statement of Account Menu.png|center|thumb|859x859px|Statement of Account Menu]]
 
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Revision as of 15:01, 9 June 2021


Statement of Account

Statement of Account refers to the list of individual statements issued to the customer

Statement of Account Menu
Statement of Account Terms on Oojeema Pro:
Field Description
1. Record Filters refers on filters for quick research of records.
2. Due Date Date when the transaction should be paid.
3. Export Allows the user to Export the Report into PDF
4. Transaction Date Date when the transaction is created.
5. Invoice Number The reference no of the Transaction.
6. Document Type The nature of Invoice Reference of the Transaction. It can be a Payment/Invoice
7. Reference No. The reference No for the Type of Reference Transaction.
8. Description any remarks regarding the said Transaction.
9. Amount any amount to be added or deducted to the Balance..
10. Balance the remaining Balance for this Statement
11. Previous Balance(Forwarded) any balance on an account that has been carried over from the previous statement to the current statement.