٢٨ فبراير ٢٠٢٦CRMfeature
New Account Statement Feature
Introduced a comprehensive Account Statement feature for CRM clients, accessible via a new navigation link on the client/supplier details page. This feature allows users to view detailed Debit, Credit, Balance history and regulate debt, apply date filters, manage opening balances, and generate PDF previews.
We've added a comprehensive Account Statement (Relevé de compte) feature for CRM clients and suppliers. The new feature includes:
- Access via a new navigation link on the client/supplier details page
- View detailed Debit, Credit, and Balance history
- Apply date filters (from, to, opening balance date)
- Manage opening balances per account
- Generate PDF preview for the account statement