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February 28, 2026CRMfeature

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
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