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Statement of Account Job Aids

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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.
    Pro Statement of Accounts (View Voucher) - Step 03.png
Categories:
Reports
Financial Statements Balance Sheet | Income Statement | Trial Balance | General Ledger | General Journal | Statement of Account | Accounts Receivable Aging | Accounts Payable Aging
Reports Job Aid Aids
Financial Statements Balance Sheet Job Aids | Income Statement Job Aids | Trial Balance Job Aids | General Ledger Job Aids | General Journal Job Aids | Statement of Account Job Aids | Accounts Receivable Aging Job Aids | Accounts Payable Aging Job Aids
Modules
Sales Sales | Sales and Service Invoice | Receive Payments
Maintenance Customer
Job Aid Modules
Sales Aids Sales Job Aids
Maintenance Aids Customers Job Aids