Statement Of Account

#About Statement Of Account

Party ledger history with running balance. This is a report page for reading, filtering and exporting results in BSuit ERP (Finance & Accounting). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Finance & Accounting and choose “Statement Of Account”, or go directly to the address /finance-management/statement-of-account.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

1. Export what you see to a file.
2. Search within the page.
3. Page through long lists.

#How to run a statement of account report

Reports are read-only: running one never changes data.

1. Open Finance & Accounting › Statement Of Account from the menu.
2. Set any date range or filters shown at the top of the page.
3. Run or refresh the report so the figures reflect your filters.
4. Use Export to download what you see.
5. If the numbers look wrong, check the filters, the selected company and the accounting period before contacting support.

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen. Your own view can differ with your role, data and settings.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.