18 / 56
18
View Account Statements
The Account Statements feature allows you to view your account statement
online without having to wait for a paper copy to arrive in the mail. The service
allows you to select the account and date range for the statements you would
like to view. The accounts to which you have access (as determined by the
Company Administrator under Administration > Add/Change/Remove Users
or the financial institution) will display for you to select from. You may select
to view statements from one account or multiple accounts.
From the Account Activities & Reporting menu, select View Account
Statements under Statements.
To display the Account Statements screen, rest your cursor on the Account
Activities & Reporting menu option and then click View Account Statements
under the Statements group. The Account Statements screen appears. The
screen displays the statements that match your selection criteria. For each
statement available, the following fields are displayed: Description, Account
Number and Statement Period. The statements are grouped together
by description and sorted by the statement period. The sort will display
the most recent statement first. This default grouping and sorting can be
changed by clicking on any of the column headings.
1
8
Select the
From
month and
To
month from the Date Selection
drop-down boxes. These boxes
will display the month and year
your statement cycle ran. The
statements that display will be
within the month/year range
you selected.
2
8
Select one or more Accounts
from the Accounts Selection
list to display the statements
associated with those accounts.
The number of accounts available
to select for a single query will
vary based on your financial
institution’s defined parameters.
Click the
Statement Search
button to begin your query.
To view a statement in your
search query, click on the
Statement Period date hyperlink.
Your statement will then display.
2
2
3
1