Customer Statement

alameen ERP contains detailed reports on the accounts of customers and suppliers that help you follow up the financial position precisely, including the "Customer Statement" report.

Report Purpose

With the "Customer Statement" report, you can show the details of the movement of the accounts of customers or suppliers over a set period of the current year, including their invoices and payments, which helps you understand the financial position of the customers.

The report can show the statement of one customer, when you enter their account in the "Customer" field.

Or of several customers by conditions you set yourself, when you leave the "Customer" field empty and add the customers terms you need.

You can also filter the data to show the statement of the customers linked to a particular account or cost center.

Reaching the Report

You can reach the Customer Statement report from the main ribbon - Customers tab - Statements and Balances group.

Once requested, the report window appears as follows:

The report window contains various fields and options that help you view the details you need.

Report Window

The window lets you set the criteria and data you want the report to show. It includes several main sections, such as the filter fields, the report terms, the various options, and the sources the report is drawn from.

For more details, go to Report Window.

Report Window Operations

You can perform many operations on the report data, such as previewing and exporting.

For more details, go to Report Window Operations.