This screen is displayed by clicking Statements in the Easy Books Sidebar. The screen shows a list of all the accounts that can have statements with the most recent statement for each. 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.
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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).
What happens when I add transactions to a statement?
For details of how to carry out tasks in the Statements screen, please refer to: