Tapping Add a new Statement or an existing statement in the statement list displays a screen that allows you to create, modify and view a statement. You can move transactions onto the statement, rearrange transactions and perform actions such as to send the statement to an email address.
The area above "The following lines are not on the statement" lists any transactions that are on the statement you are currently viewing.
The area below "The following lines are not on the statement" lists any transactions that are not on any statement. It includes only those transactions that are dated on or before the date of the statement. Note: If you can see an old transaction in this area, it may indicate an error in your bookkeeping - you should investigate the transaction further.
You can move transactions from the lower to upper area by tapping
This help topic describes the options
Note: You can use the (Delete) button to delete only the last statement listed in the statement list.
Specify the date of the statement.
If you wish, specify a reference to include on the statement. If you are producing a statement for a customer, this may be your supplier reference number.
EasyBooks automatically sets the opening balance to be the same as the closing balance of the previous statement. You can specify a different amount if you wish (such as for the first statement).
Below the opening balance, EasyBooks lists the total value of all in and out transactions in the
Adds a new transaction to the statement. You may want to use this if you previously forgot to add a transaction into EasyBooks. EasyBooks applies the transaction in the same way as if you had entered it normally.
Moves all transactions that are not currently on the statement onto the statement.
Sorts all transactions in the statement by order of date, starting with the oldest at the top.
Produces a PDF statement, which you can print, email or open as required.