Bank Statement

Accessing Bank Statement

1. In the side navigation bar, select the 'Reports' option.
   
   
   
   
2. Locate and Click on "Bank Statement" within the "Banking" section of the reports.
   
   
   
   
3. Specify the date range for the report, allowing you to select a specific date, month, quarter, or year for the Bank Statement. Additionally you have the option to refine the report by selecting the specific banks in range you want to review.
   
   
   
   
4. Click the 'Apply' button to create the Bank Statement based on the selected date range. The statement will be displayed, presenting the relevant data. 
   
   
   
   
5. In addition, you have the flexibility to export the report to Excel by a straightforward click on the Excel icon, or print a hard copy for record-keeping. Furthermore, you can download the report for offline access and printing, and if preferred, maximize the view for a more detailed examination.