Financio's users have been generating the customer statement with ease for a while now. However, we understand that most of our users tend to have a long list of customers or clients. It can get challenging when trying to scroll through hundreds of contacts. The new enhancement on the customer's statement should simplify this process and save you precious time.
This is how?
When searching for the relevant contact on the customer statement you will be presented with a pop-up.
When you click on the customer column, the drop-down list will show all the frequently used contacts (Image 1.0). With the new update, you can now simply key in the first few alphabets of the contact and Financio will show you a suggestion to choose from (Image 1.1).