Customer Statements: Related Report and Inquiry Forms
In the following sections, you can find details about the reports and inquiry forms you may want to review to gather information about customer statements.
Note:
If you do not see a particular report or form that is described, you may have signed in to the
system with a user account that does not have access rights to the report or form.
Contact your system administrator to obtain access to any needed reports or
forms.
Viewing Statements
You can preview a statement that you have printed or emailed by using the Print Statements (AR503500) form.
Also, MYOB Acumatica provides the following inquiries, which display detailed statement histories:
- By statement cycle: Statement History Summary (AR404000)
- By customer: Customer Statement History (AR404600)
Printing Customer Statements
To prepare a printable form of the customer statement, you use the Customer Statement (AR641500) report (for local customers) or the Customer Statement MC (AR642000) report (for foreign customers). You can modify these report forms to format the statements to better meet your needs.