1.6 Statement of Account

 

Choosing this option from the Customer Details page will bring you to the customer’s statement of accounts. Simply choose the month you wish to view.

 

 

All past transactions that have been recorded for the customer in EMAS Accounting will be listed here. It calculates the balances after each transaction based on the Debit and Credit values.

 

 

The Search Toolbar automatically fills in the search dates based on the month that was selected from the Customer Details page. You can alter the search dates by manually entering the dates yourself. You can also narrow down the search according to the Description, Reference or Bill Type.

 

·       Clicking on any Reference Number under the ‘Ref.’ column brings you to the particular document.

·       If the customer’s balance exceeds the credit limit, a message highlighted in yellow will appear.

·       The number in the bracket indicates the customer’s credit limit as set in the system.