How to Extract and View Performance Guarantee Details for Each Customer in the System

Instructions for extracting and viewing the details of the Performance Bond for each customer.

1. Extracting a Statement of Account for the Customer:

   • Go to Reports > Statement of Account.
   • Select the Accounts Receivable account and specify the required customer.
   • Review the statement of account that displays all items including the Performance Bond.
   • Performance Bond will be written next to the Performance Bond item along with the invoice reference number associated with it.

     

2. Searching for Performance Bond:

   • Use the quick search feature Ctrl + F in the displayed statement.
   • Type “Performance Bond” and all transactions related to the Performance Bond will appear.

3. Exporting Data to Excel:

   • Click the “Export” icon to download the statement of account to an Excel file.
   • Filter the “Transaction Description” column using “Performance Bond”.
   • Review all transactions related to the Performance Bond separately.

Additional Notes:

• The filtering process allows you to focus only on transactions related to the Performance Bond, making it easier to prepare reports and analyze data.

Keywords:

• How do I view the details of the Performance Bond for each customer?

• I want to see all transactions related to the Performance Bond, what are the steps?

• Is there a report that shows only the Performance Bond?

• How do I filter the statement of account to view the Performance Bond?

• Does the Performance Bond appear in the statement of account?

• How do I know the invoice number associated with the Performance Bond?

• Where does the system show me that the transaction relates to Performance Bond?

• How do I search for the word Performance Bond in the statement of account?