Vendor statements show your account position with vendors and help track your account balance. The statement displays all transactions and the total invoiced between specific dates. It also shows the amount paid and the amount owed at the end of the period.

To choose the statement type

1. Go to Settings, then click Statement Settings.
2. In the Vendor Statement Type field, select one of the following:
   • Outstanding items only: Shows outstanding transactions
   • All Activity: Shows all transactions
3. Click Save.

To produce a vendor statement

1. From Contacts, click Vendors.
2. Click the required vendor.
3. Open the Manage menu and click Statements.
4. Enter the end date in the To field.

To export the vendor’s statement

Save it as a PDF or CSV file.

To print the statement

1. Save the statement as a PDF.
2. Open the Manage Statement menu and click Print.
3. Depending on your browser, the PDF opens in a new window or tab. You can print or save it from your browser file menu.

To export the statement to CSV

1. Save the statement as a CSV file.
2. Open the Manage Statement menu and select Export to CSV file.
3. Depending on your browser, the file downloads automatically or prompts you to save it. Browse to where you want to save the file and click Save. You can then open the file with Excel.