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AgExpert Accounting Ideas
Status Already exists
Categories Reports
Created by Guest
Created on Aug 6, 2026

Customer statement

Ag Analyst allowed you to generate a statement for a customer showing their invoices for a date range. A customer statement is necessary so the customer can see a listing of all of their transactions with your organization; needed to ensure complete listing of invoices and for reconciliation of their account.

I have called Support and customer rep could not find a statement option in AgExpert Accounting.


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    Steve Tippe
    Aug 12, 2026

    That form is absolutely available in AgExpert Accounting as well. I apologise that you were told it wasn't. If you go to your Customers page, find the customer you want to generate a statement for and then click on the three dots at the end of that line. You will see an option to generate and print that customer statement. On that page you can also click on the settings button at the top right to configure a few aspects of the statements.