Pro Statement of Account Job Aids

Statement of Account Job Aids

Exporting Statement of Account

1. Under Main Menu, Click Reports.
   
2. Under Reports Menu, Go to Financial statements then click Statement of Account
   
   
   • The user can also click the Search bar then look for Statement of Account
     
     
     
3. Click the PDF button to Extract the report into PDF File
   
   
   
   • The user has an option to filter the record by Date range and Customer
     
     
     

Viewing Detailed Statement of Account Entries

1. Under Main Menu, Click Reports
   
2. Under Reports Menu, Go to Financial statements then click Statement of Account
   
   
   • The user can also click the Search bar then look for Statement of Account
     
3. Clicking the Voucher will redirect the user to the transaction.