Each contact, depending on its type, has the option "Client Statement" or "Supplier Statement" so you can progressively view the transactions recorded in Elorus, as well as, the total balance, you owe or are owed by the contact.
In the case that a contact is a customer and a supplier, the two buttons above appear. This allows you to see separately the sales and shopping balances.
Every contact statement page has the "Period" and "Options" buttons. Depending on the time frame you choose from the options given by Elorus, the list of transactions results is configured.
Then, from the "Options" button, you are asked to choose the columns you want the contact statement to include.
Moreover, you can group results according to the currency of the transactions, in case a contact has transactions in more than one currency.
Once you click on "Update", Elorus will create a table with all the documents and payments related to the contact. At the end of the table, you see the sums of charges, credits, and the total balance.
Elorus, by default, displays results for the values in each currency (if multiple). In the above picture, this is because there are documents in Euros and US Dollars, and you can see their respective balances. If you want the table to convert foreign currencies to your organization's base currency (depending on the documents' conversion rates), you can deselect the "Group results by currency" option and the table will be configured accordingly. In this case, the base currency is the English Pound:
In addition, you can sort the results by date and type of documents by clicking on the name of the corresponding column.
Finally, from the "Save" option at the bottom of the table, you can save the contact statement to a PDF or Excel file so you can send it by email or print it.