Account Statement
Last updated
Last updated
The Account Statement feature enables you to generate a customer's account statement. This guide will walk you through developing an account statement within the Udara360 core banking system.
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Customer Account from the dropdown list.
Select Account Statement from the Customer Account dropdown list.
To generate a customer's account statement:
Enter the Account Number for which you want to create a statement.
Select the Start Date of the period you wish to include in the statement.
Select the End date of the period.
Choose the desired export option (e.g., PDF, EXCEL, PRINT). The export option available to a user depends on the permission granted to such user.
Click the Generate button.