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Accounts Statements
Posted
Updated
ByTeam Infin Leads
The Accounts Statement summarizes the financial transactions associated with a specific account.
Use case
You can use the Accounts Statement to monitor the activity and balance of your accounts, reconcile transactions, and prepare for tax season.
Instructions
- Go to Reports>Accounting>Accounts Statement
- Select the desired Period Month & Year, Account, and Revenue or Payment
- View and analyze the data presented in the report.
- Export or print the report as needed.
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