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.
How to reach here:
Dashboard > My Accounts Widget > Term Deposits > More Options > View Statement
OR
Toggle Menu > Accounts > Term Deposits > View Statement
Field Name |
Description |
---|---|
Account Number |
The deposit account number of which statements are being viewed, is displayed. |
Filter section |
|
Transaction Period |
Filters to view the transactions of a specific period. The options are:
|
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 Transaction Period list. |
Transaction Description |
Filter to view the transactions based on transaction type. The options are:
|
Statement Records |
|
Date |
The date on which the activity was performed. |
Description |
A short description of the transaction. |
Reference No |
The reference number of the specific transaction. |
Amount |
The transaction amount along with the debit or credit indicator. |
To view the statement:
- 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.
The View Statement page is displayed. - 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 to generate a statement based on the defined criteria. The statement is generated and displayed based on filter criteria.
- Click
OR
Click to clear the filter criteria entered.
, and select the download format to download the statement. The customer can download in .csv, MT940, .pdf, .qif, and .ofx format.
E-statements
The ‘E-statement’ feature enables users to subscribe for e-statements. Once the user has subscribed for e-statements, he/she will receive regular statements of the account on an email address that is registered with the bank.
Using this facility, the user is also able to unsubscribe for e-statements, after which he will no longer receive statements for the specific account.
How to reach here:
Dashboard > My Accounts Widget > Term Deposits > More Options > View Statement > E -Statements
OR
Toggle Menu > Accounts > Term Deposits > View Statement > E -Statements
To subscribe to e-statements:
- Click the E-Statement link to subscribe to e-statements.
- A pop-up is displayed containing a link enabling the user to subscribe for e-statements.
- Click to start receiving monthly statements on your registered email address.
- A message confirming subscription for e-statements appears.
Click to complete the transaction.
OR
Click on the Back to Dashboard link to go back to the Dashboard screen.
Note:
If the user has subscribed for monthly e-statements, the pop up will contain a link to enable the user to unsubscribe for e-statements;
(1) Click the E-statements link to unsubscribe for e-statements.
A pop-up is displayed containing a link enabling the user to unsubscribe for e-statements.
(2) Click Unsubscribe to stop receiving monthly statements on the registered email address.
(3) Click Proceed to confirm un-subscription for e-statements. A message confirming un-subscription for e-statements is displayed.
.
Request Statement
Users can request for physical copies of the deposit account statement from the View Statement screen as well as by selecting the Request Statement option on the menu.
The Request Statement feature has been documented under section Request Statement.
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 > My Accounts Widget > Term Deposits > More Options > View Statement > Pre-Generated Statement
OR
Toggle Menu > 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. |
- From the Period lists, select the desired year and month to be displayed all the statements generated within that period.
- Click Search to be displayed all statements generated within the specified period.
- Click on the link (.pdf) available against any statement record to Save / Print that particular statement.