User Guide - Reports - Branch Account Statement

User Guide: Branch Account Statement Screen

1. Log in to Smart Pro ERP Finance using your credentials.
2. After logging in, go to the final reports menu and find the "Branch Account Statement" screen.
3. In the "Branch Account Statement" screen, you will find the following fields:

• Branch selection drop-down list: select the branch whose statements you want to view.
• Main account field: select the main account associated with the branches whose statements you want to view.
• Analytical account field: select the analytical account associated with the main account, if additional classifications exist.
• Cost center field: select the cost center associated with the account, if there are specific costs.
• Date from and to field: specify the time period you want to view the branch statement for, from a specific date to a specific date.
• Movement options: select this feature to display balances prior to the selected period.

After selecting the appropriate fields and options, click the "View" button to display the branch statement. A list of movements and balances related to the branch during the selected period will appear.