In this post you will be able to read and learn about the account statement Uniconta offers through the Report Generator.
An account statement is an overview of the balance and movements of an account for a specific period of time.
Uniconta offers a standard account statement report, but if you want to make your own, go to Tools/Report Generator/Reports:
Here you have the option to create a standard Account statement or an Account statement by currency, the only difference being that the other contains information about which currency the statement is in-which will be useful if you make statements on foreign customers where the currency is different from your own.
Uniconta provides you with the following template, which can be edited according to your own needs:
The report is used for Customer/Reports/Account statement.
Read more about account statements here: https://www.uniconta.com/unipedia-global/account-statements/
To use your new special reports, these must be assigned to a layout group. The layout groups are used to specify the invoice layout, bank accounts, and e-mails to be used on the individual customer.
Read more about it here: https://www.uniconta.com/unipedia-global/layout-groups/