Introduction:
The Statement of Account provides a detailed view of all transactions and account balances for a selected customer within a specified period. It helps users monitor outstanding and completed transactions, making it easier to reconcile customer accounts and maintain accurate financial records.
The report can be generated by selecting the required date range and customer. Users can also download, print, or share the report for accounting, reconciliation, auditing, and customer communication purposes.
Note:
Generate the report by selecting the required Accounts Receivable (A/R) or Accounts Payable (A/P) customer and the appropriate date range to ensure accurate transaction details and account balances.
- Generates a detailed Statement of Account for individual A/R and A/P customers.
- Displays all customer transactions and account balances for the selected period.
- Helps reconcile customer accounts by reviewing outstanding and completed transactions.
- Simplifies financial analysis and account verification.
- Allows users to download, print, or share the report for accounting, auditing, and customer communication.
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The above blog explains the steps to Link a Job with an purchase invoice in the Fresa Application
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