Activity statement provides a dated view of a customer record where your current report access permits it. Select Statement date and choose View statement. Confirm the customer and company before interpreting the result.
A dated statement is useful when you need a consistent point for reviewing customer activity. Keep that date with any copied or downloaded information so another reader does not compare it with a different period or a current balance without noticing.
Statement details require permission. If the workspace says your report access does not include customer activity details, ask the company administrator to assess the specific need. An access restriction is not evidence that the customer has no transactions.
If the statement evidence changes while you are reading it, refresh the statement before continuing. Newly recorded document activity or corrections can affect the result. Inspect the underlying invoices, credits and payment records through their own workflows when a line needs explanation rather than treating the statement itself as an editable balance.
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