Statement

Customers should be able to keep track of transactions taking place in their accounts. The Statement feature enables customers to view the details of all transactions performed in their deposit accounts. All the debit and credit entries along with each transaction amount and reference details are displayed.

Filters are provided for the customer to view transactions performed on the account within a certain period and also based on type of transaction i.e. whether the transaction was a debit, credit or both.

Additionally, customers can also download the account statement, and request for adhoc statements, from this page

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Dashboard > Term Deposits > My Deposit page > Overview > Mini Statement > Statement

ClosedField Description

Field Name

Description

Primary Customer

Name of the primary account holder

Account Number

The customer can select the deposit account number for which to view the account statement.

Filter section

Transaction Period

Filters to view the transactions of a specific period.

The options are:

  • Current Period
  • Previous Month
  • Previous Quarter
  • Select Date Range

From / To

Option to view transactions for the selected period.

This field appears if you select the Date Range option from the first filter.

Transaction Description

Filters to view the transactions based on description.

The options are:

  • All
  • Debits Only
  • Credits Only

Results

Date

Date on which the activity was performed.

Description

Short description of the transaction.

Reference Number

Reference number for the transaction.

Amount

Transaction amount along with the debit or credit indicator.

To view the account statement:

  1. From the Account Number list, select the appropriate account for which you want to view the statement.
  2. To view the deposit statements within the specific period, select the appropriate option from the first filter.
    OR
    Click the other filter to view the transactions based on transaction type.
  3. Click Download to download the transaction details in .pdf format. For more information click here.
  4. To request for adhoc statements, click Adhoc Statement. Select the time period for which the statement is needed and on click the statement would be dispatched to the customer’s registered address.

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