This screen is displayed by tapping Statements in the Easy Books menu. From this screen, you can:
- Create bank or credit-card statements to reconcile transactions in Easy Books with those that appear in statements sent from your bank or credit-card company.
Tell me more
Reconciling transactions allows you to see if there are any missing or erroneous transactions that need to be corrected, which is an important feature of double-entry bookkeeping. To perform a reconciliation, you need to create a statement in Easy Books for each statement you receive from your bank or credit-card company. Full details of how to carry out a reconciliation are given in How to....
Create customer statements to remind your customers of the amounts that have been invoiced, credited and paid, and the total amount outstanding.
Create supplier statements (for any internal documentation requirements you may have).
About the tabs
Once you have added at least one statement, the screen displays two tabs:
Has statements - This lists only those accounts that have statements. The statements are listed under each account name.
All accounts - This lists all bank, credit-card, customer and supplier accounts. Use this tab if you want to create a statement for an account that does not already have a statement.
What happens when I add transactions to a statement?
For details of how to carry out tasks in the Statements screen, please refer to: