The [Account Statements] screen is the panel that will display your payment transactions and receipts already confirmed.
It will serve as a kind of ledger for you to validate the transactions for each period.
You can find this panel from the [Finance] menu.
Check below some possible actions on the screen and some additional information:
Action | Summary | Details |
|---|---|---|
| Record the daily transactions | This panel will be the place to post cash out and cash entry. Important: The record will not be visible on the screen if it is not paid, as the screen only shows confirmed transactions! The transaction will be visible in [Payable Accounts] or [Receivable Accounts]! | SEE DETAILS |
| Search for old postings or get cash projections | From the filters on the left side of the page, you can get additional information such as the total moved in a given period, for example. | SEE DETAILS |
Now that you know about the use of the [Account Statements] screen, how about learning how to confirm your transactions so they appear on the panel?