Statements

Statements Overview 

The Statements provides a centralized location for managing and viewing customer statements. This feature enables users to access and track statement records for each customer account, along with options to view, send, and manage statement details.

Key Features of the Statements Tab

Search & Filter Options

• The Statements tab offers a search bar that allows users to quickly locate statements by entering an account number.
• Users can apply additional filters by selecting the Filter button, providing a more refined view based on specific criteria.

Statement Selection

• A Select All checkbox at the top allows users to select all statements on the page, or they can select individual statements as needed. The number of selected statements is displayed next to this option.

Adding a New Statement

• Users can add a new customer statement by selecting the Add New Statement button located at the top right. This feature is useful for creating and adding new statements directly from the platform.

Additional options

• Download Selected: Users have the option to download the selected statements in bulk, making it easy to save multiple statements for offline review or record-keeping.
• Refresh: The Refresh button updates the list to reflect any recent changes or additions to the statement records.

Pagination and Navigation

• The Statements tab supports pagination, allowing users to navigate through multiple pages of statements. Users can select a specific page or use navigation arrows to move between pages.

Statement Details

Each customer statement is displayed in a card-like format with key details, which include:

• Account Number: A unique identifier for the customer account.
• Customer Name: The name of the customer account associated with the statement.
• Start Date: The beginning date of the statement period.
• End Date: The ending date of the statement period.
• Month and Year: The month and year associated with the statement, for easy tracking of statement history.

Actions Available for Each Statement

Each statement entry includes several action options, allowing users to manage statements efficiently:

• View PDF Statement: Opens the statement in PDF format for viewing, allowing users to review the document in detail.
• Send Statement: Enables users to send the statement directly to the customer or specified contacts, facilitating quick distribution of financial records.
• View Details: Provides further information about the statement, allowing users to access and review specific details of the account’s statement history.

• Customer Account Number: A unique identifier for the customer account.
• Statement Month: The Statement Month field allows users to select the specific month for which the financial statement will be generated. This selection helps in retrieving transactions, invoices, and payments that occurred within the chosen period. The dropdown menu provides a list of all months, ensuring consistency in selection.
• Statement Year: The Statement Year field specifies the year for which the financial statement will be generated. Users must enter or select a valid year to ensure that transactions are retrieved from the correct time frame.
• Start Date: The Start Date field defines the beginning of the financial statement period. It determines the earliest transaction date that will be included in the generated statement. Users may manually enter the date or select it from a date picker to ensure accuracy.
• End Date: The End Date field specifies the last date of the financial statement period. It determines the final transaction date that will be included in the statement. Users can manually input the date or use the date picker for selection.
• Download Statement: The Download Statement Icon allows users to download the financial statement for the selected account, month, and year. Clicking this icon generates a statement based on the entered details and saves it in a predefined format, such as PDF. This feature ensures that users can access and store financial records for future reference.
• Upload Statement : The Upload Statement Icon allows users to upload a financial statement or related document into the system. Clicking this icon opens a file selection dialog where users can browse and select a file from their local device.
• Save Button: The Save Button is used to save the entered statement details. Clicking this button ensures that all inputs, such as the customer account number, statement month, and dates, are stored in the system.
• Cancel Button: The Cancel Button allows users to discard any unsaved changes and exit the current screen. Clicking this button resets any modifications made to the fields without saving them. It helps users avoid accidental changes and prevents incorrect data from being stored. If the user has entered critical information, the system may display a warning before exiting.