Accessing the Statements Manager
From the left-hand navigation menu, select Statements Manager to view available statements.
Filtering Statements
At the top of the Statements Manager, you can filter statements to quickly find what you’re looking for.
Available filters include:
Year – View statements for a specific year
Store – Select a specific store or view all stores
Search by Legal Entity – Search by the legal entity name associated with the statement
Once filters are applied, the results update automatically.
Viewing Statement Results
Below the filters, you’ll see a list of statements matching your selected criteria.
Each statement row includes the following details:
Legal Entity
Store Name
Month
Year
Total Sales
Total Fees
Billing Cycle
Actions
This view allows you to easily compare statement totals and locate specific reporting periods.
Sending a Statement
In the Actions column, you’ll see a small envelope icon next to each statement.
To send a statement:
Select the envelope icon for the desired statement
The statement will be emailed to the email address associated with your user account
This makes it easy to share statements without downloading or manually forwarding files.
Summary
The Statements Manager tab provides a simple way to filter, review, and send monthly statements across your stores and legal entities. With flexible filtering and one-click email delivery, managing statements is quick and efficient.