Statement Request

Customers should be able to keep track of transactions on their loan accounts. The account statement feature allows customer to view details of all transactions done in their loan accounts. Account statement displays all debit and credit entries along with the transaction amount and reference details.

Transaction filters will be provided for the customer to allow search based on certain criteria. A customer can search a transactions basis date range and transaction type (debit only, credit only or both).

Transaction details will be fetched online and displayed on screen. PDF Icon is provided to save the activities displayed on page in pdf format.

How to reach here:

Dashboard > Accounts > Loans > Statement Request

OR

Dashboard > Accounts > Loans > Overview > Quick Links > Statement Request

Field Description

 

Field Name	Description
Select Account Number	Loan account number in masked format.
From Date	Start date to view the transactions.
To Date	End date to view the transactions.

To request for the physical statement:

1. From the Select Account list, select appropriate account number.
2. From the From Date and To Date list, select the appropriate date range.
3. Click Submit.
   OR
   Click Cancel to cancel the transaction.
4. The Review screen appears. Verify the details and click Confirm.
   OR
   Click Edit, if you want to change the request parameters.
5. The list of transactions based on the search criteria appears. Click OK, to complete the transactions.
   

Field Description

 

Field Name	Description
Result
Transaction Date	Transaction date of the transaction.
Description	Short description of the transaction.
Reference Number	Transaction reference number.
Transaction Amount	Transaction amount.

FAQs

How does the loan account holder keep informed of the transactions activities in the account?

You can avail the statement on adhoc request to the bank to get the details of the transactions made in account.

What information the loan statement provides?

The repayment track record i.e. the details of the repayment of loan towards interest, principle and outstanding principle for each and every month along with the other details i.e. part payment, other levied charges .

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