Request a Statement of Account (SOA) from BrioHR

Audience & Scope

Audience: HR Admin / Company

Module: Invoice/Billing with BrioHR Finance

Country: Global

Introduction

A Statement of Account (SOA) is a summary document that shows all financial transactions between a company (client) and a service provider (vendor) over a specific period.

Unlike an invoice, which requests payment for a specific charge, an SOA provides an overall view of your account status.

In simple terms, an SOA shows:

What has been billed
What has been paid (based on invoice payment status)
What is still outstanding

Requesting an SOA helps you review invoice records, payment amounts, payment status, and reconciliation details for your company.

This article explains how to request a Statement of Account from BrioHR.

Step-by-Step Instructions

To request a Statement of Account (SOA), email the BrioHR Finance team at finance@briohr.com with the following details.

Information to Include:

Company Name:
SOA Period (e.g., 1 December 2025 - 31 January 2026):

Once your request is received, the BrioHR Finance team will process and send the SOA accordingly.

Frequently Asked Questions (FAQs)

Q1: Can I request an SOA for a specific date range?

A1: Yes. You may request an SOA for any specific period, as long as you clearly state the start and end dates in your request.

Q2: Who should I contact if I notice discrepancies in my SOA?

A2: If you notice any discrepancies, please contact BrioHR Finance directly at finance@briohr.com.