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Electronic Statement

To generate an Electronic Statement, follow the steps below.

STEP ACTION
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:

Request Electronic Statement

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:
  • Statement of Account
  • Cardholder Summary
  • Cardholder Activity
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:
  • Green download symbol indicates ready for download
  • Green circle with a tick indicates successful download
  • Red triangle with exclamation mark indicates a failure to download and you will need to retry
RESULT: The statement will be generated and available in a separate window.