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Sending Account Statements

Required Modules

How do I enable modules?

You can create and share account statements with your clients and vendors easily with Hiveage.

To do so, head to the Network section, and select the connection.
1

Under the More menu of that connection, select View Account Statement.
2

You can select the period for the statement, or even set your custom date range.
3

To share the account statement with the client or vendor, select Send from the More menu.

4

They will receive an email with a link to the account statement. Just like other notification emails, you can customize it from Settings > Account Customizations > Notes & Emails > Account Statement

Updated on July 18, 2017

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