{"id":14720,"date":"2021-06-04T18:57:29","date_gmt":"2021-06-04T18:57:29","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/04\/account-statement\/"},"modified":"2023-05-09T18:37:15","modified_gmt":"2023-05-09T18:37:15","slug":"account-statement","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2021\/06\/04\/account-statement\/","title":{"rendered":"Account statement"},"content":{"rendered":"\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">We made some changes to the page<em> Account statement<\/em> , located in the section<em> Accounting<\/em> . This article gives you an idea of the improvements.<\/span><\/p>\n\n<h3 class=\"wp-block-heading\"><span style=\"font-family: arial,helvetica,sans-serif; font-size: 14pt;\"><strong>Columns of time<\/strong><\/span><\/h3>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">From now on, you will be able to know your account statements over different periods, since we have added time columns (-30 days, 30 to 59, 60 to 89, 90 days +). Formerly you had to produce the report to see these columns.<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1535\" height=\"212\" src=\"\/wp-content\/uploads\/2019\/10\/colonnes-de-temps1.png\" alt=\"\" class=\"wp-image-9350\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/colonnes-de-temps1.png 1535w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/colonnes-de-temps1-300x41.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/colonnes-de-temps1-768x106.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/colonnes-de-temps1-1024x141.png 1024w\" sizes=\"auto, (max-width: 1535px) 100vw, 1535px\" \/><\/figure><\/div>\n\n<h3 class=\"wp-block-heading\"><span style=\"font-size: 14pt;\"><strong><span style=\"font-family: arial,helvetica,sans-serif;\">Information gathered in the statement of account<\/span><\/strong><\/span><\/h3>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">As you will see, the figures displayed here are the same as you will find in the section<em> Accounts to receive,<\/em> which makes the latter somewhat obsolete &#8230; You now have all the information in one place. Here is to illustrate:<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2019\/10\/comptes-&#xE0;-recevoir.png\" alt=\"\" class=\"wp-image-9359\"\/><\/figure><\/div>\n\n<p><span style=\"font-size: 14pt;\"><strong><span style=\"font-family: arial,helvetica,sans-serif;\">A drop-down menu<\/span><\/strong><\/span><\/p>\n\n<p><span style=\"font-size: 12pt; font-family: arial,helvetica,sans-serif;\">So that you can know the accounts receivable on a specific date, we have created a drop-down menu in the page<em> Account statement<\/em> . You will therefore quickly find the data you need thanks to this new menu, and you can even consult those of a previous date. In order to produce a report, all you have to do is choose the date that interests you and click on<em> Display<\/em> !<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2019\/10\/menu-d&#xE9;roulant.png\" alt=\"\" class=\"wp-image-8593\"\/><\/figure><\/div>\n\n<h3 class=\"wp-block-heading\"><span style=\"font-family: arial,helvetica,sans-serif; font-size: 14pt;\"><strong>Totals in $ and in%<\/strong><\/span><\/h3>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">Finally, the totals are displayed at the bottom of the table in dollars ($) and percent (%). Easily keep track of the big picture.<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1559\" height=\"114\" src=\"\/wp-content\/uploads\/2019\/10\/totaux1.png\" alt=\"\" class=\"wp-image-9078\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/totaux1.png 1559w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/totaux1-300x22.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/totaux1-768x56.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/totaux1-1024x75.png 1024w\" sizes=\"auto, (max-width: 1559px) 100vw, 1559px\" \/><\/figure><\/div>\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h3 class=\"wp-block-heading\">Interest on statement of account<\/h3>\n\n<p>It is also possible to add a percentage (%) of interest on the statements. To do this, go to the Organization Preferences in the left-hand menu, then to the Accounting tab.<\/p>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"290\" height=\"187\" src=\"\/wp-content\/uploads\/2023\/05\/image-1.png\" alt=\"\" class=\"wp-image-19867\"\/><\/figure><\/div>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"474\" height=\"127\" src=\"\/wp-content\/uploads\/2023\/05\/image-2.png\" alt=\"\" class=\"wp-image-19869\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-2.png 474w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-2-300x80.png 300w\" sizes=\"auto, (max-width: 474px) 100vw, 474px\" \/><\/figure><\/div>\n\n<p>Then scroll down the page to &#8220;Statement Interest&#8221;. Add the desired percentage of interest.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"920\" height=\"312\" src=\"\/wp-content\/uploads\/2023\/05\/image.png\" alt=\"\" class=\"wp-image-19865\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image.png 920w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-300x102.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-768x260.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-610x207.png 610w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\" \/><\/figure>\n\n<p>Finally, see the PDF of your statement with the calculated interest, ready to send to the client.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"897\" height=\"278\" src=\"\/wp-content\/uploads\/2023\/05\/image-3.png\" alt=\"\" class=\"wp-image-19871\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-3.png 897w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-3-300x93.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-3-768x238.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/05\/image-3-610x189.png 610w\" sizes=\"auto, (max-width: 897px) 100vw, 897px\" \/><\/figure>\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/tips-and-tricks\/?lang=en\">Documentary Blog<\/a> to continue using the Collabox!<\/p>\n\n<p>If you have any questions, please contact us and we will be happy to answer you.  <\/p>\n\n<p>info@collabox.com (418) 907-9274 ext. 120<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We made some changes to the page Account statement , located in the section Accounting . This article gives you an idea of the improvements. Columns of time From now&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[249,210],"tags":[],"class_list":{"0":"post-14720","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-account-statement","7":"category-accounting"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Account statement - Collabox 2026 - ERP management software \u00c3\u00a0 la carte<\/title>\n<meta name=\"description\" content=\"Quickly see your account statements and optimize your follow-ups with your clients. 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