Rewaa enables you to track all financial transactions with suppliers through the Account Statement. You can access supplier Account Statements after installing the Accounting app. This article explains everything you need to know.
What is a Supplier Account Statement?
A Supplier Account Statement is a summary of all financial transactions recorded in Rewaa between you and a specific supplier for purchases or returns.
It allows you to review all operations with that supplier from day one until the present, or filter by a specific period.
What does a Supplier Account Statement include?
It provides a summary of total amounts such as:
Opening Balance
Invoiced Amount
Paid Amount
Balance Due
It also includes transaction details such as transaction type, date, and more.
Accessing a Supplier Account Statement
Go to Purchases & Suppliers > Suppliers.
Search by supplier name or phone number.
Click on the supplier name.
Click Account Statement at the top left of the page.
Select the required period.
Transactions will be displayed based on the selected period.
Exporting a Supplier Account Statement to Excel
Click Export.
The file will be downloaded to your device in Excel format.
Printing or Saving a Supplier Account Statement as PDF
Click Print.
In the print window:
To print: select the printer name and click Print.
To save: select Save as PDF, then click Save.
FAQs
1. What’s the difference between the Account Statement in supplier details and the one in financial reports?
Supplier details Account Statement: A summary of transactions with the supplier, which can be shared directly with them upon request.
Financial reports Account Statement: Used for auditing purposes, linking each transaction to a journal entry and reference number. You can click on the entry or reference number to review the full details.