VIEW Statement

Customers should be able to keep track of the transactions being performed on their accounts. The View 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.

You are here How to reach here:

Dashboard > My Accounts > Term Deposits > View Statement
OR
Toggle Menu > Accounts > Term Deposits > View Statement

Field Name

Description

Account Number

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

If this screen is navigated to from the Term Deposits widget after having selected the View Statement option against a specific deposit account, that deposit account number is defaulted in this field.

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

Facility to specify a date range so as to view the activity performed within the specified period.

This field appears if the customer selects the Select 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

Statement Records

Date

Date on which the activity was performed.

Description

Short description of the transaction.

Reference No

Reference number for the transaction.

Amount

Transaction amount along with the debit or credit indicator.

To view the statement:

  1. From the Account Number list, select the appropriate account for which you want to view the statement.
    This step is required only if this screen has been navigated to from the Toggle Menu.
  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 Apply Filter.
    The statement based on the filter criteria defined is displayed.

Request Statement

At times a customer might require the physical copy of a deposit account statement for a certain period. The statement request feature enables customers to request the bank for a physical copy of a deposit account statement for a specific period. This physical copy will be mailed to the user’s address registered with the bank.

You are here How to reach here:

My Accounts > Term Deposits > View Statement > Request Statement

Field Name

Description

From Date

The customer is required to specify the start date of the date range to be considered for generating a statement so that the statement can be generated encompassing all the activities that have taken place in the specific deposit within the defined date range.

To Date

The customer is required to specify the end date of the date range which is to be considered for generating a statement. The statement will be generated encompassing all the activities that have taken place in the account within the defined date range.

To request for a physical statement:

  1. From the From Date list, select the start date of the date range to be considered for statement generation.
  2. From the To Date list, select the end date of the date range to be considered for statement generation.
  3. Click Submit .
    OR
    Click Cancel to cancel the transaction.
  4. The Review screen is displayed. Verify the details and click Confirm.
    OR
    Click Edit to make changes if any. The user is directed to Statement Request – screen with values in editable form.
    OR
    Click Cancel to cancel the transaction.
  5. The success message of Statement Request is displayed along with the transaction reference number.
  6. Click Go To Dashboard link to navigate back to ‘Dashboard’.
    OR
    Click Go To Account Details link to view the deposit details.

Pre-generated Statement

Pre-generated statements are statements that have been generated by the system for an account in the past. Through this option, the user can view statements that have been generated in the past.

You are here How to reach here:

Dashboard > My Accounts > Term Deposits > View Statement > Pre-Generated Statement

Field Name

Description

Period

Year

The customer is required to select a year as the first step in selecting a period.

Month

The customer is required to specify the month, after having specified a year, so as to be displayed the statements generated for that particular month of the defined year.

Statement Records

Statement Number

Statement reference number.

From

Start date of the date period for which the statement is generated.

To

End date of the date period for which the statement is generated.

Download

Click the link to download the specific statement.
  1. Click Search to be displayed all statements generated within the specified period.
  2. Click on the link (.pdf) available against any statement record to Save / Print that particular statement.

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