Customer Statement over Several Years

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 over Several Years" report.

Report Purpose

With the "Customer Statement over Several Years" report, you can show the details of the movement of customer accounts during the current year and the previous years, including their invoices and payments, which helps you understand the financial position of the customer.

The report can show the statement of one customer only, when you enter their account in the "Customer" field or choose it from the list of customers that drops down from the arrow in the field (a mandatory field).

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

Tip

To show the customer statement over several years, the files of the previous years must be linked to the file of the current year: you cannot reach the customer statement of a year without linking the file of that year to the file of the current year.

You can link the files of the previous years from the program options window - Link tab - Link Files button.

Reaching the Report

You can reach the Customer Statement over Several Years 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.