Account : Statements

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Account Statement

An account statement is a periodic summary of account activity with a beginning date and an ending date. The most commonly known are checking account statements, usually provided monthly or quarterly.

For checking account statement in Epan -
Click on Account > Account Statements Menu :

You will get page :

Account Name : To check account statement type here name of account.
From Date : Beginning date for transactions.
To Date : Ending date of transactions.

Statement, record i.e. :

You can perform some action with each transaction, listed below :
- Transaction's Vouchers
- Manage attachment with transaction.
- Send email with including transaction list.

Voucher : - To see the voucher statement click on voucher no.

Transaction Attachments : - You can manage the attachment with each transaction, so manage the attachment you have to click on "Attachment Icon".

you can browse the file of attachment.

Transaction attachment record here, i.e. :

After successfully attach the document with transaction, you will got attachment count on transaction list record.

Send Mail : - You can send email by just one click on "Send Email" button.

Fill detail to send email.

To : To email for send email.
Fill info in subject & message for send email.
Note : Please select "From Email" to send email, you can use those emails whose permitted with your post.

After checking statements of particular account, you can check cash book & analysis cash status for doing cash based transaction for your organization. Because this transaction effect cash accounts.

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Files

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