AccountGo Log In –

Steps:

• Open the website
• Enter the company login credentials

AccountGo – Customer Module

Steps:

• Once logged in, you will land on the Dashboard Overview
• Click on the ‘Customer’ module located on the left side of the screen

AccountGo – Customer Statement

Steps:

• Click on the ‘Customer ID’ on the left side of the list to view the details of a particular customer. For example – #CUST00001 of Keire

AccountGo – Customer Statement 2

Steps:

• Click on the ‘Statement ’ button located on the top right corner of the screen along with other buttons such as – create invoice, create proposal, edit, delete

AccountGo – Customer Statement 3

Steps:

• You will see a couple of drop-down options to choose the start and end date of the statement you need
• Set the dates and apply to get the desired result

AccountGo – Customer Statement 4

Steps:

• Once clicked on apply, a statement with all the related information will be shown in the right side of the screen

AccountGo – Vendor Module

Steps:

• Once logged in, you will land on the Dashboard Overview
• Click on the ‘Vendor’ module located on the left side of the screen

AccountGo – Vendor Statement

Steps:

• Click on the ‘Vendor ID’ on the left side of the list to view the details of a particular customer. For example – #VEND00001 of Anthony

AccountGo – Vendor Statement 2

Steps:

• Click on the ‘Statement ’ button located on the top right corner of the screen along with other buttons such as – create bill, edit, delete

AccountGo – Vendor Statement 3

Steps:

• You will see a couple of drop-down options to choose the start and end date of the statement you need
• Set the dates and apply to get the desired result

AccountGo – Vendor Statement 4

Steps:

• Once clicked on apply, a statement with all the related information will be shown in the right side of the screen