Viewing a list of outstanding customer transactions

With this report, you are able to view a list of outstanding customer transactions per specific customer, within a financial year and between financial periods.

Watch this video to see how to view a list of outstanding customer transactions or follow the steps below it.

Navigate to the correct window

1. Navigate to Debtors / Statement Enquiry.

Set the statement parameters

1. Select the appropriate financial year from the Year dropdown list.
2. Select the appropriate period from the Period dropdown list.
3. Enter (or select) the appropriate customer account in the Account text box.
4. Enter the statement date in the Statement Date text box.
5. Select the appropriate option in the Statement Type group.
6. Select the required options in the Statement Options group.

Generate the report

1. Click the Accept button.

Print the report

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.