How to reach here:
Statement of any account plays an important role for users to know the current position and manage the account effectively. User can view a brief summary of last few transactions on the deposit dashboard for the selected term deposit account. User can select any deposit account to view its last few transactions on the dashboard.
Using this option, user can view the complete statement for the desired term deposit account. All transactions on the TDTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period. account are shown in chronological order of the activity performed.
User can use the below filters to narrow the search the result.
User can also sort the result basis transaction date or transaction amount. The user can also save the result as well as request for a physical statement of the selected term deposit account.
How to reach here:
Deposit Dashboard > Mini Statement > Statement
Field Description
|
Field Name |
Description |
|---|---|
|
Primary Customer |
Name of the primary user. |
|
Account Number |
The term deposit account number for which account activity has been displayed. |
|
Filter section |
|
|
Select Date Range |
From and To date to fetch the desired result. From Date cannot be greater than To Date. |
|
Transaction Type |
Option to select transaction type. |
|
Sorting section |
|
|
Date |
The date on which the activity was performed. |
|
Results |
|
|
Transaction Date |
Date on which the activity was performed. |
|
Description |
Short description of the transaction. |
|
Reference Number |
The host reference number for the transaction. |
|
Amount |
Transaction amount along with the debit or credit indicator. |
To view the account activity:
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