The account statement is a summary of all financial transactions conducted on a specific account. It enables you to view all transactions from the beginning to the current date, or filter by a specific timeframe. Rewaa's platform provides an account statement for all accounts listed in the chart of accounts, as well as an account details feature that highlights the most recent transactions on an account.
ℹ️ The account statement starts with the opening balance, referring to the manually added balance and the closing balance of the previous financial period.
Account Details
How to View Account Details:
Click the (👁) icon next to the desired account.
What You Can View in Account Details:
Closing Balance: The total amount recorded in the account.
Account Description.
Last 10 Transactions:
Includes details such as:Date
Type
Reference ID
Debit or Credit
Account Name
Balance
Account Statement
How to Access the Account Statement:
From Account Details:
Click on "View Account Transactions" at the top of the page.
From the Chart of Accounts:
Click the (🗒) icon next to the account name.
Filtering by Date:
Specify the desired timeframe using the date fields.
To view another account’s statement, select the account name from the dropdown menu.
Exporting the Account Statement
How to Export:
On the account statement page, click "Export."
Choose the file type:
Excel
PDF
FAQs
1. Can I view more than 25 transactions per page in the account statement?
Yes. Click the dropdown menu to adjust the number of rows displayed per page. You can view up to 200 transactions per page.
2. What is the Reference Number?
Reference Number:
A unique identifier for a transaction.
Example:Transaction Type: POS Sale
Reference ID: S20250305-46
This indicates a new POS Sale. Click the reference number to view detailed information about the transaction.