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Load the account you wish to get a statement report for
Click the Reports tab
Under the column Account Reports click on Statement Of Account
The Statement Of Account table will load, see the table below for details on the data that each field is displaying
Columns | Definitions |
ID | The transaction ID number |
Date | The date of the transaction |
User | The account associated with the transaction |
Invoice | The invoice on which the transaction appeared or associated with. Payments and credits will also be tagged with which invoice they appear on. If invoice number is blank, this means the payment or credit was not tagged to an invoice yet and will be tagged to the next open invoice |
Type | The type of transaction recorded (i.e. Charge) |
Total | The total amount of the transaction including tax |
Amount | The amount of the transaction before taxes |
Tax | The amount of tax applied to the transaction |
Discount | The amount of the discount applied to the transaction |
Detail | The detail associated with the transaction |
See Also
For information on other reports available in EngageIP see the Reports Listing and Descriptions article