Accounting: Statement

Updated at September 30th, 2021

Odyssey will allow a user to create one of three types of statements:

  • Balance Forward Statement
  • Transactional Statement
  • Open Statement

To create a statement:

  • Select the 'Accounting' tab
  • Select 'Statement'
  • Select a statement type under 'Statement Type'
  • Input a start date and end date under 'Start Date' and 'End Date' respectively
  • Select the customer's balance status under 'Customer Balance Status'
    • You may choose from 'All' balances or only 'Open' balances
    • A list of customers and their balance will be listed
  • Select 'Print' next to any customer's balance to print or view the PDF
  • Select 'Close' to close out of the statement section of Accounting

Example of a Balance Forward Statement