Account Statistics
There can be a situation when you need to call a customer, but Whilst preparing for a call you want to check on their profile within your company so that you do not potentially upset an otherwise favourable customer.

This screen displays a statistical summary for the selected account. The figures for invoices, receipts, credit notes etc are calculated based upon a predefined journal type grouping.
The amounts are based upon the last Global Statistics update that has been performed.
Click on Refresh to capture any new entries since the last Global Update.
To view how your journal types have been grouped, click on the Setup button.
From the information on the statistics screen, we can make a better-informed decision about whether this client should be placed on credit hold.
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