A practical walkthrough
Review and share a PDF statement
Choose an account and period, check its balances, then share the PDF or save it through Android print options.
English guide reviewed . Button wording can vary by app language and version.
Before you begin
The statement contains account information. Check the recipient and the selected period before sharing.
Follow these steps
Open the statement
Open a customer or supplier account and choose Account statement. The account row actions also provide access.
Select the period
Use the period filter when you need a specific date range. The selected range changes which transactions appear.
Check the figures
Review the account name, currency, opening balance, totals and transactions before exporting.
Share or save
Choose Share PDF, wait for the document, and select the recipient in the Android share sheet. Print options can also offer Save as PDF.
A worked example
For a monthly follow-up, select the month, compare payments with receipts, then share the statement with that customer only.
Avoid common mistakes
- A PDF is a report, not a restorable app backup.
- Basic statements remain available in Free. Batch statements and document customization are optional Pro tools.