Financial Statements

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Financial statements are formal records of the financial activities of a contact in the system. The Finance Management area allows you to generate Finance Statements to issue to Contacts.

Finance

 

Finance Management

 

Statements

To access and edit financial data, users will need the following permissions:

  • Users must have Financial permissions enabled to be able to add, view, update and delete appropriate financial records in the system.

Issue Statements

  1. Enter your search criteria
  2. Click Search
  3. Set the date range in the Generate Finance Statement from Template
  4. Select the checkbox if you only want to include unpaid invoices in the Statement
  5. Click Go next to the result
  6. Select the Category Finance
  7. Select your Statement Template
 

Tip: A generic Statement template is added to all new accounts. You can duplicate this template and edit the copy to meet your organisation's requirements.

 

Note: You can search by a Date Range, Contact name, Organisation or an Invoice Number. The search results will show Total Balance and Total Paid.

 

Warning: You must have a Statement Template with the category of Finance set up if you wish to issue a Statement to a Contact.  Please see our Template Builder guide for more information about how to create, edit and sent templates.

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