Wallet Statement (New Vers.)

Modified on Wed, 16 Apr at 2:44 PM

Wallet Statement (New Vers.)

The wallet statement allows you to check the transaction records of all your company's wallets.



1. Click on Cashflow and select 'View Report'

Click on Cashflow and select 'View Report'



2. Click on Wallet Statement

Click on Wallet Statement…



3. Select the date range to view



4. Click on the settings button

Click on the settings button



5. Filter by Branch

Filter by Branch



6. Filter the wallet

Filter the wallet



7. Filter by payment method

Filter by payment method



8. Filter by Keyword

Filter by Keyword



9. Search by Payee

Search by Payee



10. Click on Apply

Click on Apply



11. Click on the three-dot menu

Click on the three-dot menu



12. Click on Export to Excel or CSV to export the Wallet Statement

Click on Export to Excel or CSV to export the Wallet Statement



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