For the complete documentation index, see llms.txt. This page is also available as Markdown.
Account Statement
The Account Statement page allows you to generate a detailed statement of transactions for any customer account within a specified date range. You can export the statement in your preferred format; PDF, Excel, or Print. This guide will walk you through generating an account statement.
Accessing The Account Statement
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.
Generate An Account Statement
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.
Under Choose Export Option, select your preferred format: PDF, Excel, or Print.
Click Generate to produce the statement.
The export options available to you depend on the permissions assigned to your user role. If an option is not visible, contact your system administrator to verify your role permissions.
