Account Statements (Archived)

Use this sub-module to view the customer's account statement ~ applicable for closed posting periods when previous transactions need to be referred to.

NOTE: 1. If you are an employee, you can't view another employee's account status unless you have rights & Permissions to do so or have access.

2. If you're an employee, you cannot carry out any transaction on your account!

To access this window, click on: Customer Relationship management -> Operations -> Customers - > Account Statement (Archived).

The following window will open up:

Customer Account Statements Archived Main Page

 

Viewing A Customer's Details

Customer - Click on the customer's name look up icon.

To open the Customer Lookup dialog box and select the customer whose archived financial position is to be viewed.

Details will be populated as below:

Viewing Customer Account Statements Archived

 Customer Details Pane:

Account Listing Tab - This tab displays All the products that a customer has.

Address Tab - This tab displays the customers physical Location, Addresses, phone number and email addresses.

Specimen (Identity) - Displays the following:

Passport: View customers photo under this tab

Signature: View customer's signature(s) under this tab

Identity Card (Front): View the scanned image of the customers identity card on the front side.

Identity Card (Back): View the scanned image of the customers identity card on the back side.