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Statement of Account Job Aids

Revision as of 12:05, 9 July 2021 by Gelo (talk | contribs) (Created page with "{{DISPLAYTITLE:Statement of Account Job Aids}} == <span class="mw-headline" id="General_Ledger_Job_Aids" style="box-sizing: inherit;">Statement of Account Job Aids</span> ==...")
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Statement of Account Job Aids

Exporting Statement of Account
  1. Under Main Menu, Click Reports.
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Statement of Account
    Pro Statement of Accounts (Export) - Step 02.png
    • The user can also click the Search bar then look for Statement of Account
      Pro Statement of Accounts (Export) - Step 02.1.png

  3. Click the PDF button to Extract the report into PDF File
    Pro Statement of Accounts (Export) - Step 03.png

    • The user has an option to filter the record by Date range and Customer
      Pro Statement of Accounts (Export) - Step 03.1.png

Viewing Detailed Statement of Account Entries
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Statement of Account
    Pro Statement of Accounts (Export) - Step 02.png
    • The user can also click the Search bar then look for Statement of Account
      Pro Statement of Accounts (Export) - Step 02.1.png
  3. Clicking the Voucher will redirect the user to the transaction.
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