To generate an Electronic Statement, follow the steps below.
|1||Go to the Commercial Cards > Commercial Cards screen
The statement can also be generated from the Commercial Card Details screen.
|2||Select the Billing Entity and click Statement > Request Electronic Statement on the Control Bar.
RESULT: The Request Electronic Statement pop-up window is displayed:
Please note, if there is no data recorded for a statement period, then no statement will be generated.
|3||Select the Statement Type. Choose from:
|4||If you have selected to generate a Cardholder Activity report, select the Card Number to include in the report. Click on the Search icon to display the Search Card Details pop-up window and select a card from the list.|
|5||Click on a statement in the list
The Status column icons indicate the current status of the report:
RESULT: The statement will be generated and available in a separate window.