> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://molsoft.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Audit logs & monthly statements **Where:** OnAccount admin + the Delegate console **Who:** You (store-wide audit) + company admins **Statements require:** the **Payments** plan (no Shopify Plus needed) **Part of:** [Delegate — B2B self-service](https://molsoft.crisp.help/en/article/delegate-overview-1rfsuep/) ## Audit logs Every governance and approval action is recorded. * **Company admins** see a **company-scoped** log in the console, and each request carries its own timeline (submitted, approved, rejected, comments). * **You** see a **store-wide** log across all companies in the **Delegate** admin — useful for supporting a buyer or investigating a disputed order. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/screenshot-2026-09-01-at-34820_z41y52.png) *The store-wide Delegate audit log in the OnAccount admin.* --- ## Monthly statements On the **Payments** plan (part of the **Payments** module). Statements work on **any Shopify plan — no Shopify Plus needed** (only *collecting* payments needs Plus). Once a month, OnAccount emails each address on a company's recipient list a **statement** of that company's open orders — a reminder of what they owe, with a link straight to the Payments tab to settle it. ### What the email contains * Every **open order** (any order with an outstanding balance) at generation time — **order number, PO number, placed date, order total, outstanding amount, payment due date**, and an **overdue** indicator. * Orders **grouped into one section per company location per currency**, each labelled with its location name and showing its **own subtotal in that currency**. Nothing is converted or summed across currencies or locations — the per-currency totals *are* the totals, because payments are made per currency. (So a merchant base-currency change never changes what a recipient sees.) * The **generation date** — the statement is a point-in-time snapshot; a payment that lands afterward shows up next cycle. * A **link to the console Payments tab** and, at the bottom, an **unsubscribe link** (more below). * **A company with zero open orders gets no email** that month. > Every open order is listed — there's no row cap, because it's an accounts-payable document. A statement with very many orders may be clipped by some mail clients; the totals appear first and the "view in your account" link is the full list. ### Turning statements on: the recipient list Statements are **company-wide configuration**, not a per-person setting. A company gets statements **only when** it's in scope, has the **Payments** module on, **and** its recipient list has **at least one address**. An empty list means no statements — adding the first address turns them on; removing the last turns them off. Manage the list from **either side**, symmetrically: * **You (the merchant)** — on the **company's page** in the OnAccount admin. This works even when the company has no admin, so a payments-only company still gets statements you configure. * **The company admin** — on the console's **Statements** tab (this tab is **admin-only**; **Finance** contacts and ordinary staff can't see or edit the list). Addresses **need not be company contacts** — a shared `accounts-payable@…` inbox is a first-class recipient. The list holds **up to 20** addresses, is de-duplicated, and validates format on entry. Every change is audit-logged with the actor and address. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/screenshot-2026-09-01-at-40628_80uxh1.png) The company's admins and statement recipient list, managed from the OnAccount admin. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/screenshot-2026-08-31-at-84633_12wctju.png) The Statements tab in the Delegate console (company admin). ### Sending, unsubscribing, and delivery * **When:** the **1st of each month, 06:00 UTC**, for all companies. There's no per-company day or timezone in this version; the configuration screen states the send day. * **Individually addressed:** each recipient gets their own email and **never sees the other addresses**. A person on the list once — even if they're also an admin or finance contact — gets **at most one** email per company per cycle. * **Unsubscribe:** every email carries a link that lets the recipient **stop statements to their own address without any console access**. It takes effect by the next cycle and shows up for the admin and merchant in the list and audit log — so a mistyped or wrong address can opt itself out. * **Delivery is at-most-once, and misses are visible.** OnAccount won't ever send a **duplicate** statement; the trade-off is that a failed send for one address is a visible miss rather than a retry. One address failing never blocks the company's other recipients, and the company's page shows the **last cycle's send result**.