Read or export a party statement
Trace sales, purchases and payments behind the balance.
Reviewed 9 October 2026
WHERE TO GO
Parties → Select party / Reports → Party Statement
Step by step
Choose the customer or supplier you want to review.
Read its current balance and transaction history.
Search the history for a document or description; use report date controls where available.
Compare debits, credits and running balances with the source invoices and money entries.
Use the party ledger’s CSV action or the report viewer’s export controls to prepare a copy.
What to check
- The closing balance agrees with the party account for the same scope and date.
Things to know
- A payment recorded after the report date will not belong to that earlier period.
- Clear filters before comparing the full balance with a partial list.