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 made in their loan accounts. The account statement feature displays all debit and credit entries along with the transaction amount and reference details.
Transaction filters are provided to enable search based on certain criteria. A customer can search transactions on the basis of date range and transaction type (debit only, credit only or both).
Transaction details are fetched online and displayed on the screen. The PDF icon provided, enables saving of the activities displayed on page in pdf format.
How to reach here:
Dashboard > Loans and Finances > My Loans page > Overview > Mini Statement > Statement
Field Name |
Description |
---|---|
Customer Name |
Names of the loan account holders. Depending on the holding pattern, one or multiple names will be displayed. |
Loan Account Number |
The loan account number in masked format along with the account nickname. The account number will be masked as per account number masking configurations. For more information on Account Nickname, click here. |
Filter/ Options |
|
Transaction Period |
Filters to view the transactions of a particular period. The options are:
|
From / To |
Option to view transactions for the selected period. This field appears if you select the Date Range option from the first filter. |
Date Range |
Search option by which to view transactions for a specific period. This option is enabled when ‘Select Date Range’ is selected as transaction period. |
Transaction Description |
Filters to view the transactions based on description. The options are:
|
To generate the statement:
Field Name |
Description |
---|---|
Date |
Date on which the transaction took place. |
Description |
A short description of the transaction. |
Reference Number |
Transaction reference number. |
Transaction Amount |
The amount for which the transaction took place. |
Debit / Credit Indicator |
Indicator identifying whether the transaction was a debit or a credit transaction. |