VIEW Statement
Customers should be able to keep track of the transactions being performed on their accounts. The Statement feature enables customers to view the details of all transactions performed in their 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.
By subscribing to e-statements, the user receives statements on his registered email address. The access to your e-Statements is through a password.
The Download Pre-generated option, allows the customer to view, download and print the pre-generated e-statements by selecting the desired period. Additionally, customers can request for adhoc statements from this page.
How to reach here:
Dashboard > My Accounts Widget > Recurring Deposits > More Information > View Statement
OR
Dashboard > Toggle menu > Accounts > Recurring Deposits >View Statement
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Select Account |
|
Select Account |
The customer can select the deposit account number for which the account statement to be viewed. If this screen is navigated to from the Select Account popup window after having selected the View Statement option against a specific deposit account, that deposit account number is defaulted in this field. For more information on Account Nickname, refer Account Nickname. |
- Click
The View Statement screen appears.
OR
Click to cancel the transaction.
to view the statement.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Account Number |
The customer can select the deposit account number for which the account statement to be viewed. |
Filter section |
|
Transaction Period |
Filters to view the transactions of a specific period. The options are:
|
Date From / Date 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:
|
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. |
- From the View Options list, select the appropriate transaction period and transaction type.
- From the Transaction Period list, select the appropriate period.
- From the Transaction Type list, select the appropriate option.
- Click
The statement is generated and displayed based on filter criteria.
to generate statement based on criteria. - Click
OR
Click to clear the details entered.
, and select the download format to download the statement. The customer can download in .csv, MT940. .pdf, .qif, and .ofx format.
E-statements
A customer might wish to receive regular e-statements at his email address instead of physical copies. In this case, the customer can select the option to subscribe for an e-statement. Once a request for an e-statement is made, the customer will begin to receive regular statements at his email address maintained with the bank.
How to reach here:
Dashboard > Toggle menu > Accounts > Recurring Deposits >View Statement > E-Statements
To subscribe to e-statements:
- Click the E-Statements link to subscribe to e-statements.
- The Pop-up Message appears. (Subscribe to E-Statement You will receive monthly statements for your account <Number in masked format> by email at <User’s email address> )in masked format.
- Click to opt for receiving monthly statements on your registered email address.
- The Verification screen appears. The user has to pass the 2factor authentication, before he can proceed.
-
Note: The 2 factor authentication (OTP/Security question/Soft Token) will be as per the setup done by system administrator.
- The success message of request submission appears.
- Click
OR
Click to view the deposit details.
to go to Dashboard screen.
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.
How to reach here:
Dashboard > Toggle menu > Accounts > Recurring Deposits >View Statement > Request Statement
To request for a physical statement:
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
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. |
- From the From Date list, select the start date of the date range to be considered for statement generation.
- From the To Date list, select the end date of the date range to be considered for statement generation.
- Click Submit .
OR
Click Cancel to cancel the transaction. - The Review screen is displayed. Verify the details and click
OR
Click to make changes if any. The user is directed to View Statement screen with values in editable form.
OR
Click Cancel to cancel the transaction.
. - The Verification screen appears. The user has to pass the 2factor authentication, before he can proceed.
-
Note: The 2 factor authentication (OTP/Security question/Soft Token) will be as per the setup done by system administrator.
- The success message of Request Statement is displayed along with the transaction reference number.
- 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.
How to reach here:
Dashboard > Toggle menu > Accounts > Recurring Deposits >View Statement > Pre-Generated Statement
To download pre-generated statements:
- Click
The Pre-generated Statement screen appears.
to download a pre-generated statement.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
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 in specified format. |
- From the Period list, select the desired year and month to be displayed all the statements generated within that period.
- Click to generate the all statements generated within the specified period.
- Click on Download column (.pdf) link against any statement record to Save / Print that particular statement.