Account e-Statements Screen

Account e-Statements allow you to generate electronic statements for eligible Australian domiciled accounts and are available for statements issued in the past 24 months. To generate an Account e-Statement, follow the steps below:

STEP	ACTION
1	Go to the Accounts > e-Statements screen:
2	Select an account from the drop-down list or type in the account number, name or currency, and select account Users can download Account e-statements for eligible accounts that are assigned to the Users Permissions
3	Select a date range. Choose from: Week to Yesterday Previous Week Month to Yesterday Previous Month Last 3 Months Specific Date Date Range (you can select a date range up to six months) We recommend downloading statements in a smaller date range. Statements exceeding 6000 pages will fail to download.
4	Click Get Statements RESULT: A list of statements issued for the date range is displayed
5	Click the row to download the Account e-Statement RESULT: The PDF statement is available to open or save. Sample Statement of Account